As we are helping my in laws after several health challenges, keeping up with their bills and finances (can you say paper trail .... or in my dyslexic state- paper trial) I have attempted to start a sorting system to evolve digitally
1. Bank Statements- from ALL their banks, with individual and joint accounts.
2. Other Financial statements - brokerage accounts, IRA - important to know where easy cash is for things like now.
3. 2022 Medical invoices: appointments, hospitals, rehabs......
4. Medications/ receipts, pharmacies
5. Parking receipts/ mileage(?)/ medical supplies
6. Long Term Care Policy info/ forms/ data- if you are lucky enough to have this
7. Utilities and other monthly fixed expenses.
8. Other household/ groceries... to help us figure the budget- including annual or semi- annual (ins, etc)
10. Caregiving/ other assistant costs
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