Skill 28: Keep and Use Records

The skill Keep and Use Records is defined as creating and maintaining records such as financial records (budget), personal records (birth certificate) or legal records (settlements) to be used for your own person benefit.

Game Changers:

  • Keep all receipts and bank statements in a binder.
  • Become the secretary for a club or organization.
  • Volunteer to take notes in a meeting.

Useful Web Links

Good Record Keeping Tips from USA.gov– This government website is very clear and concise about how to start keeping better records.

Financial Records – This website give great ideas to help you keeps financial records secure and organized.

Useful Video Links

Filing System Tips from Professional Organizer Vicki Norris

Organizing Your Financial Papers