Home / How to / How to Organize Mail & Bills (Part 3 of 9 Paper Clutter Series)

How to Organize Mail & Bills (Part 3 of 9 Paper Clutter Series)

Hi everyone, I'm Alejandra from AlejandraTV

And in this video I'm going to share with you how to organize your mail so you can eliminate the tall stacks that may be ending up on your desk or your dining room table And instead be able to know what you have, take action and stay on top of all of your important documents But first, if you have paper all around your house that needs to be gone through, needs to be decluttered in order to make space to set up organizing systems, and you are struggling to get started, you feel overwhelmed, you're procrastinating There is a link below to give you support, give you accountability, for beginning of your project Okay, so step one is to check your mailbox frequently

It can be easy to put off checking the mail when all you receive are bills in the mail, junk mail, and coupons that you're never going to use But if you flip the script and you go to your mailbox with the attitude of, "What am I going to receive today? What kind of exciting news or what can I be enthusiastic about?" Maybe there's a cheque that you're waiting for Maybe there's a greeting card from a loved one, or maybe there's a coupon to your favorite restaurant Either way, be excited to check your mail as if something fun is waiting for you Try and do it every day

Don't try, do it every day Or every other day, so by the end of the week, the mailbox isn't filled and it feels overwhelming to go through a tall stack of mail So check it frequently and it's going to be a lot easier to stay on top of it Okay, so step two is to sort the mail immediately or soon after So when you walk in the door from checking the mail, if you can sort the mail right away, that is ideal

However, you may want to say hi to your spouse, your children, the dog may be excited to see you or dinner is ready So if you're not going to do it immediately after, do your best to do it before you go to bed or before the day ends So I have my stack of mail right here I have these three trash cans, they're in my office You can do this in the kitchen or wherever you have space, wherever you process your mail

One is recycle, one is trash and one is shred So I had my stack here All I'm going to do is go through this stuff So receipt, trash, those cannot be recycled This is shred, this with the envelope as well

Credit card offer shred with the envelope A coupon I'm never going to use, recycle Recycle catalog Coupon, I'm never going to use, recycle And if you want to set aside things to unsubscribe from, so any catalogs or magazines or something, put that aside with your action items to do later when you take action

All right, this I may read This, recycle This I will read later File This looks like a bill

These are important This is important And this looks like a greeting card Okay, so I've sorted all of the mail Now, I just take all of my action items and I'm going to place them in my mail center or wherever you process your mail or pay your bills

But for now, just focus on sorting out, weeding out the things you don't need You don't have to take action right away You just have to eliminate the unnecessary Okay, so step three is to sort all of your actionable papers into your mail center So this is my mail center

I keep it on my desk in my office You may have it in the kitchen Just make sure you have some kind of basic simple mail center, a place to put all the things that require action from the mail So let me go through my categories The first category is, timely action

So timely action is anything that requires you to take action by a certain date in order to avoid some kind of consequence, like a late fee or something So for example, it's an electricity bill or any other kind of bill that has a due date So what I do is I open the bill when I get it I put the due date on the outside because I don't take action right away I have certain times I take action on these documents

So write the due date on the outside Second category is, action So it's anything that requires action Anything that requires action, but there's no due date So this could be like some kind of form or a questionnaire, survey that you need to fill out

Or maybe you are doing some kind of renovation in your house and you have multiple quotes from contractors And you just need to decide there's no real due date, but it just requires some kind of decision to be made Maybe you put that in action Processing is anything that does not require your action right now, but instead you're waiting on something So you're waiting on a certain date to come

You're waiting on a certain person to take action So for example, this could be like a travel document, or tickets to a concert or something There's no action, but you just need to bring this when the date comes So it's kind of like a holding tank for papers that you're going to need very soon And then coupons

So any coupons, just go in this section right here This is my coupon binder There's a video from years ago on how to set up this system Nothing has changed This section right here has receipts, so I'm not really getting receipts in the mail, but when you clean out your purse, come to your mail center

So I have receipts for business and then I have personal receipts as well So I just put them in these little poly envelopes The personal receipts I go through on a quarterly basis and I clean it out The business receipts I keep for the entire year Once the year's over, this goes in the filing cabinet with my tax return for that year

And then for any one-off occasions, so there's a lot of receipts Like for the holidays or something, you can consider taking a scrap envelope or just a regular envelope writing down what it is So Christmas receipts, 2019 Or maybe this could be a certain birthday party or an event you're hosting and isolate those receipts so you know where to go when you need them, if you need them Oh, and then one thing is, so you don't have to put like petty receipts in your personal receipt holder

So any kind of gas receipt or grocery receipt where you know you're not going to return something, immediately get rid of those receipts And only save the things that have some kind of purchase that you may return And the last section is bill paying So this is where I have my cheque books and then I also have stamps and then cheques to deposit And they stay in poly envelopes just like that in here

That is the mail center Step four, last step is to get into the habit of checking your mail center So in other words, get into the habit of taking action Going through your different categories Seeing what needs to be action

Seeing what you can get rid of Seeing what needs to be followed up on And the best way to do that is you could just take a couple minutes, like every other day or once a week A great time is Sunday night or Monday night in the beginning of the week Take a couple minutes, scan your mail center

See if anything requires action So what I do is every Monday, I pay bills every other Monday So I will check this every other Monday But I'm always sitting right here because it's right at my computer So I'm always having my eye on, is there anything I need to action before a certain due date? So again, if you have stacks of paperwork, piles of paper

Documents are accumulating on your horizontal surfaces, and you're having a hard time getting started with going through the stuff, making decisions, letting go, getting organized There's a link below to offer you support if you need a holding hand and if you can benefit from accountability So that is the mail center I hope you enjoyed this video Thank you for being here and I look forward to seeing you in an upcoming video

Take care Bye bye

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