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70 File Cabinet Organization Categories to Help You Conquer Your Paperwork

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Files have a funny way of multiplying. If your home office filing cabinet is overflowing with a lot of papers – then consider creating some file cabinet organization categories to keep things under control. I’ve listed 70 options here for you.

However, before you begin organizing your important documents, it is a good idea to devise a home filing system for how you plan to organize your paperwork.

How to Create an Organization System for Your Household Files

Creating a system

Assess Your Available Space

The first thing you need to do is figure out how many file drawers you have available.

If you have just one drawer – then basically everything will need to fit inside.

Ideally, you will have a few drawers available.

This way you have the option use each drawer for a different category.

You may find that you don’t have much space at all. Here are some tips on evaluating the best file cabinet for your home office.

You also might want to take a look at some of these fun file cabinets for your home office and do a little upgrade.

Take a Close Look at Your Paperwork

The next step is to survey the paperwork that you actually need to organize.

What type of documents do you need to file away? Some common types include:

  • Bank statements
  • User manuals
  • Kids papers
  • Medical records
  • Real estate information

Look at what you have and divide things into piles based on commonalities.

Basically each pile can become a category.

Of course, everyone’s situation is different.

So, below, I will outline some common categories and subcategories that people use to organize their own file cabinets.

Depending on how many files you have, you can either designate a whole drawer to one category – financial information, for example – or just a few files to that category – bank statements, credit cards, etc.

Gather Your Supplies

I don’t like to put the cart before the horse, but it is a good idea to pull together a few supplies before you get started.

You probably won’t know exactly what you need until you’ve mapped out your categories, but at the same time you don’t want to create a big mess and have nowhere to put it.

So here are a few things you might want to have on hand.

  • manilla file folders in either letter or legal size – depending on the size of your file cabinet – I really like using cute file folders because they make filing a little bit more fun.
  • hanging file folders (I just found these in Aqua and now I want to replace all of my boring green ones!)
  • and a label maker to keep things looking neat

Sample File Cabinet Categories and Subcategories

You can use each item in this list as it’s own category or you can group related files together as subcategories in one bigger hanging file or file drawer.

  1. Financial information
  2. Bank statements
  3. Credit card statements
  4. 401K statements
  5. Paystubs
  6. Pension info
  7. Social security info
  8. Tax documents – current year
  9. Tax documents – prior years
  10. Loans
  11. Mortgage
  12. 2nd mortgage
  13. Monthly bills
  14. Bills to pay
  15. Documents to scan
  16. Papers to file
  17. Budgeting
  18. Financial planning and research
  19. Utilities
  20. Real estate transactions
  21. Home improvement
  22. Insurance
  23. Life insurance
  24. Car insurance
  25. Home insurance
  26. Renter insurance
  27. Umbrella insurance
  28. Insurance for products
  29. Passwords
  30. Family
  31. Self
  32. Kids
  33. School information
  34. Spouse
  35. Parents
  36. Pets
  37. Legal papers
  38. Wills
  39. Automobile titles
  40. Boat information
  41. Marriage license
  42. Birth certificates
  43. Divorce papers
  44. Diplomas
  45. Licensing and professional papers
  46. Medical info – per family member
  47. Medical bills
  48. Medical doctor contact info
  49. Product manuals
  50. Home inventory
  51. Valuable item documentation – jewelry, electronics, etc
  52. Recipes – you want to try
  53. Recipes – tried and true
  54. Ideas – for craft projects, writing, other hobbies
  55. Travel
  56. Airline cards
  57. AAA
  58. Hotel cards
  59. Passports
  60. Destination research
  61. Maps
  62. Memberships
  63. Alumni associations
  64. Professional organizations
  65. Subscriptions
  66. Business Information
  67. Photographs
  68. Letters
  69. Memorabilia
  70. Coupons

Examples of How I Use Categories in My File Cabinet

I know that a big list of categories can be overwhelming, so I will give you some examples of how I arrange my own file cabinet.

Current To Do Items

The drawer within closest reach to my home office desk is the one the I use the most.

This contains file folders for the things I need to get done now:

  • bills to pay
  • documents to scan
  • paperwork to file

Family Information

I also have folders in this drawer for each member of the family.

My kids are young adults and largely responsible for their own schoolwork etc.

But sometimes I get mail or important documents that pertain to them.

So I put these items in their folders and once a week or so, I will sit down with them and go through the collection.

Monthly Bills

I use another file drawer for filing away financial information including monthly bills.

Over the years I have gone back and forth between two methods for filing my monthly bills.

Some years I have used one folder per each type of bill – so phone bills in one folder, electric in another etc.

Other years, I just create a folder for the month and file all the different bills in the monthly folder.

Things are a little more complex now that many bills arrive via email – but digital organizing is a topic for a whole different post. 😉

Your Organization System Is Your Own

Use the categories above to create an organization system that is unique to you.

It also helps to write your plan down, especially if you don’t finish organizing in one session.

This way you can easily pick up where you left off.

Happy Organizing!

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4 Comments

  1. Thanks so much for all you do. I found this information to be very encouraging, to assist me to organized my file by categories. I will be I corporating this filing system. This information sheds light on organizing your files.

  2. I like the categories. Your categories are similar to mine.

    It’s crazy..many years ago, I majored in secretarial science…so I know how to file, etc. Many of my jobs was as a secretary – setting up & maintaining filing systems in the office. But for some reason, in more recent years – I tend to “overthink” the issue…as in not seeing the forest for the trees.

    I don’t have a filing cabinet but I use individual clear plastic storage file boxes – I chose a burgundy top for the majority of files. Medical has a Blue top, And employment records are broken down into three categories (based on who I worked for). So, one box is for Financial Records – primarily Bank statements. Another box is just all the tax records. Insurance is in another box. (Life, Auto, Home). Medical Insurance is with Medical Records.

    For the Bills…the Credit Card Statements are kept separate from Bank Records. And I use Accordion File Folders (with the elastic band). I tend to uses the “same” color file and that only changes when the store discontinues a particular style! Usually I use the 7 or 13 pocket size.

    Utilities are grouped together in an accordion file folder (Gas, Water, Electric). Mortgage has its own Accordion File Folder…and Retirement Information in another Accordion File Folder.

    The current year of utilities are kept in the Accordion File Folder and at end of year – I add the billing for each utility to it’s own File folder – and all the folders are labeled.

    Each month as I pay the bills, I maintain an excel spreadsheet – on the Utilities…the workbook has a tab for electric, water, gas, and HOA fee. I track how much electric/gas is used on a monthly basis, amount paid, etc. Some of the utilities – like the insurance are quarterly bills.

    I have another excel spreadsheet – for transactions – bills paid, which bank account paid for the item, and what $$ was spent on donations…and at for this particular item – the donations are highlighted so at the end of year an excel spreadsheet is created about how much was spent on “donations” to 501c groups…for taxes.

    All the spreadsheets are on my laptop, which gets backed up weekly. And I use a three ring binder…to keep track of transactions, bills, expenditures each month….for me, writing it down helps me see the “bigger” picture…here’s your income, here is what you need to pay…and here’s how much you get to spend on groceries, etc.

    I like the accordion file folders…as it groups like items together. e.g. the credit card statements are kept separately, while all the other bills get filed away. I have several bills that are paperless. (not by choice).

    My filing system also includes correspondence (read files), I use the zippered three ring binder for warranty booklets, another accordion file for house repair/maintenance receipts. And also use three ring binders to corral miscellaneous items – like jokes, etc. The accordion file folders are good as they have the elastic band that wraps around the file – keeping everything contained and are easily portable…if you have to refer to something in another room or updating the records on the computer or checking on accounts online. When I eventually sell my current home, I will be able to get rid of the documents (monthy bills) associated with THIS address. And these items will be destroyed via a bulk shred service that is free from my credit union.

    1. Wow! Mary Jo –
      Thank you so much for your detailed comment about your home filing system! I found it so interesting and it sounds like you are super organized.

      I, too, prefer old school – as I think finding things online takes more time.

      However, I do more of a hybrid system.

      I love your method of color coding your folders and file boxes – this must make it very easy to see at a glance which folder you need.

      Seriously, you have an amazing file system going on over there and I am now inspired to make a few changes to my own files and bring a little more order to my home office!

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