Basic Record-Keeping Question

Dec 06, 2006 1 Replies

Since the and of the year is coming up, I thought that this would be a good time to post this question.



I tend to be a pack-rat -- keeping all monthly statements from all bank accounts, credit card bills, mutual fund accounts, IRA accounts, etc. As a result, my file cabinet is starting to overflow with paper.



Although I have a flatbed scanner, I find scanning each monthly statement, and setting up a back-up strategy, etc to be tedious. I'm wondering for how long it would be advisable to keep each month's statement. Note that I do keep my tax returns and supporting documents for at least 7 years, and I also use Quicken to track all of my finances.



Any thoughts on this would be appreciated.



Thanks!



I asked about this early last year. Here's what folks had to say:

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Anoop

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