User Manual
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Chapter 5 Organizing Your Items: Cabinets, Folders & Subfolders
5
Organizing Your Items: Cabinets, Folders &
Subfolders
Folder Best Practices
Folder organization is subjective. There is no single right way to do it. What may seem flawless
and self-explanatory to one person may leave another completely baffled. There are, however, a
few tips that can help almost everyone:
Keep folder names short and meaningful
Adopt a consistent naming convention
Store like with like (receipts in one folder, canceled checks in another, etc.)
File as you go whenever possible
Folders are displayed alphabetically - use that to your advantage
Don’t fear depth - it’s OK to have subfolders inside of subfolders
Stick to your system
Examples
GOAL: TRACKING PERSONAL RECEIPTS CHRONOLOGICALLY BY MONTH
1. In the Folder Navigation Pane, right-click on the Home folder. (If the folder does not exist,
create a new folder; if you wish to change the folder name to something else, such as
Personal, do so.)
2. Choose New Folder.
3. Type the current year as the folder name and click OK.
4. Right-click on the Year folder you just created and choose New Folder.
5. Type January as the folder name and click OK.
6. Repeat steps 4 and 5 for each month.
TIP: Want to create the same exact folder structure for the previous or next years? Before
placing items in your new folder structure, copy the year folder. When pasting the
folder, rename it to the appropriate year.
GOAL: TRACKING BUSINESS EXPENSES BY CLIENT
1. In the Folder Navigation Pane, right-click on the Business folder. (If the folder does not
exist, create a new folder; if you wish to change the folder name to something else, such
as Personal, do so.)
2. Choose New Folder.
3. Type Clients as the folder name and click OK.
4. Right-click on the Clients folder you just created and choose New Folder.
5. Type a client name as the folder name and click OK.
6. Repeat steps 4 and 5 for each client.
TIP: Need to track client expenses by specific project or purchase order number? Create
subfolders with those attributes within each client folder.