paperless

Good first things to add to paperless

Financial:

• Bank/credit card statements
• Tax returns + supporting docs (W-2, 1099s, receipts)
• Pay stubs
• Investment statements
• Receipts for big purchases (warranty claims)
• Insurance policies + EOBs

Legal/Identity:

• Lease/mortgage docs
• Car title, registration
• Contracts you’ve signed
• Warranty cards

Medical:

• Explanation of benefits
• Vaccination records
• Medical records/test results
• Prescriptions

Home:

• Appliance manuals
• Repair/service records
• Utility bills (for tracking)
• HOA docs

Practical tips:

• Go back and scan everything from the last 7 years for taxes
• Set up email ingestion for any accounts that send statements — most banks, utilities, insurance companies
• For physical mail: scan immediately, shred the original (except truly critical originals like birth certificates)
• Syncthing + phone scanner = frictionless capture from anywhere