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Updated about 8 years ago on . Most recent reply

User Stats

24
Posts
8
Votes
Debbie Rumsey
  • Real Estate Agent
  • encinitas, CA
8
Votes |
24
Posts

Organizing the stacks of papers!

Debbie Rumsey
  • Real Estate Agent
  • encinitas, CA
Posted

I am in serious need of PAPERWORK help!  We own 20 doors and I have no problem managing them myself, however, the paperwork is out of control!  Does anyone have a system that they use that, for instance, when you need to find the warranty information on a refrigerator you bought for X property 2 years ago you can find it easily?   

I currently use SimplifyEm for numbers management, EXCEL to track my monthly rents, digital files for each tenant, paper files for each property and door, Outlook for communications managment......you get what I mean!

Also, when you do your taxes, do you file that "refrigerator" receipt with your taxes, keep them in your paper file and electronic file,  all the above, etc?  

I am sure I overdue the files but I feel extremely overwhelmed and unorganized when it comes to what to do with every home depot receipt, gas bill, tax bill, etc.

Any suggestions or help with what you amazing property owners may do to streamline this process would be GREATLY appreciated!

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