Broad Document Types

  1. Bills

    • Utility bills (electricity, water, gas)
    • Internet or phone bills
    • Subscription renewals

  2. Receipts

    • Purchase receipts (groceries, electronics, clothing)
    • Online order confirmations
    • Payment confirmations (e.g., from a creditor or bank)

  3. Financial Documents

    • Bank statements
    • Investment reports
    • Loan agreements

  4. Insurance Documents

    • Policies (health, car, home, life)
    • Claim documents

  5. Medical Records

    • Doctor's notes
    • Test results
    • Prescription records

  6. Personal Identification

    • Passports
    • Birth certificates
    • Driver's licenses

  7. Tax Documents

    • Tax returns
    • W2/1099 forms (or equivalents in your country)
    • Receipts for deductible expenses

  8. Correspondence

    • Letters
    • Notices
    • Invitations

  9. Education

    • Certificates
    • Transcripts
    • School correspondence

  10. Legal Documents

    • Contracts
    • Lease agreements
    • Wills or testaments

  11. Household

    • Home maintenance records
    • Appliance manuals and warranties

  12. Travel

    • Flight itineraries
    • Hotel reservations
    • Visa documents

  13. Work

    • Pay stubs
    • Employment contracts
    • Performance reviews

How to Customize Furtwher

  • Adapt the list to match your specific needs. For example, if you have a side business, you might add a "Business Documents" type.
  • Combine or split categories if one seems too broad or too specific.
  • Consider your future needs (e.g., maintaining tax-relevant documents for a few years).

These broad categories will help you maintain structure while staying flexible enough to accommodate most documents you encounter in daily life. Over time, you can refine your document types based on usage patterns.