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Friday, July 11, 2008

Home Management Binder

I reasearched and researched online and found tons of different bloggers who described their binders. I took ideas from each one and this is the outline I came up with that works for our family. (Edited to add: UGGGHHHH Blogger won't show my tabs in the post so I've color coded the list. Orange is the Categories/Dividers. Blue are the sections within that category. Purple are things within the blue sections.

Emergency Contact Info
Calendars
Birthday & Anniversary Calendar
Monthly/Yearly to do calendar
Cleaning
Stain Removal Guide
Monthly Cleaning Chores
Contact Info
People
Places
Emergency
Emergency Contact Info
Evacuation Checklist
Safe Box
Inventory
Contents
R Wallet
Inventory
Contents
S Wallet
Inventory
Contents
R Will
S Will
L Guardianship
Financial
Bank Accounts
Stocks, IRAs
Bills
Credit Cards
Food
Meal Options List
Freezer Recipes List
Angel Food Ministries Info
Health
R Medical History
S Medical History
Doctor and Hospital Information
L Medical History
L Immunization Record
L Measurement Chart
L Medical Authorization Form
Holiday
Christmas Card List
Christmas Traditions List
Birthday Traditions List
Other Traditions List
Gift Ideas List
Wish Lists
Home
Warranty Info & Big Purchases
Tax Information
Projects to do
Favorite Internet Sites
Lillian
Babysitter Info Sheet
Age Appropriate Chores
First Year Book
Travel
Summer Packing Checklist
Winter Packing Checklist
Upcoming Travel Tickets & Reservations
Vacation Wishlist
Vehicle
Truck
License & VIN
Purchase Info
Maintenance History
Military Base Sticker Info
Pacifica
License & VIN
Purchase Info
Maintenance History
Military Base Sticker Info
Inspection Info
Insurance Info

Now that is my Table Of Contents, I'll list it again and describe what each section/page is...

Emergency Contact Info - Anything anyone would need to get any one of us to the doctor or hosptial, or direct them to our house. Directions to our house, local hospitals, doctors offices, family contact info, local friends contact info, pharmacy and insurance info.
Calendars - I opted not to do a regular calendar in the binder at this time, I might add it later, but for now, our wall calendar works just fine. Another thing some put in here is a daily to do list but I prefer my white board for that.
Birthday & Anniversary Calendar -Birthdays and Anniversaries (with years) of anyone we want to send a card or gift to arranged by month. Addresses not included.
Monthly/Yearly to do calendar - Broken up into 12 lists of monthly to dos with one list at the bottom for things in upcoming years. Lists a couple specific large cleaning jobs a month, that only need to be done once or twice a year, as well as yearly doctors appointments, dentist, optical, car maintenance, tag and registration renewal, passport expiration, etc.
Cleaning - Several people mentioned that they put a weekly chart in here, with tasks to do each day. I find that I clean when I have time, sometimes all in one day, sometimes a little each day, so I opted not to add this section.
Stain Removal Guide -Becoming more and more necessary.
Monthly Cleaning Chores - A list of cleaning chores that need to be done once a month. I printed off several and labeled what month they were for so we could mark off what had been done already in that month.
Contact Info
People - A list arranged alphabetically, by last name, of anyone we correspond with or need to have information for. Lists: names, childrens' names, addresses, house phone number, wife cell phone number, husband cell phone number. Thought about adding email addresses, but didn't take the time.
Places - Doctor's offices, insurance companies, take out restaurants, car repair places, etc, anywhere that you would have to look up on Google more than once every two months. Mostly this is just name and phone number, but some listed working hours or a specific person to talk to.
Emergency
Emergency Contact Info - Same sheet as above, in both places for easiest reference in an emergency.
Evacuation Checklist - A list of everything we need to do and take with us in the event of an evacuation. The location of everything is also listed so there is no hunting for stuff.
Safe Box
Inventory - A list of everything that is in our fire/water safe box. Also tells where it is located, where the keys are located and what number the keys are in the event we need to get them re-cut.
Contents - A color copy of everything in the safe box.
R Wallet
Inventory -A list of everything in R's wallet
Contents - A color copy of everything in R's wallet, front and back of each card.
S Wallet
Inventory
Contents
R Will
S Will
L Guardianship - Legal document of who we want to take care of Lillian in the event we are both uncapable.
Financial Some people put a budget and their checkbook register in the binder. We don't use a budget per say and my checkbook register and savings account info is all stored on the computer and changes daily so I chose not to include that.
Bank Accounts - A list of the banks we have accounts at, and whether they are joint or single, savings or checking. The balances of the accounts that do not change daily. Account numbers for all accounts. User IDs and passwords for all online accounts. Phone numbers for each bank. Numbers of any cards issued by that bank: debit or credit.
Stocks, IRAs - A list of the different accounts we have, the account type and number, and balance as of today. The name and contact information of our financial planner.
Bills A list of the bills we pay monthly with the typical amount, website (id's & passwords also), phone number, account number, etc.
Credit Cards - A list of the credit cards we have, the phone number, website (ids and passwords), credit limit, balance. Thankfully for us, the balance is ZERO!!!
Food
Meal Options List A list of any meal we've made and liked, so we have options to choose from when we don't know what's for dinner. Helpful to look ahead when you're shopping and pick 5 meals for that week to shop for too.
Freezer Recipes List A list of recipes that can be made ahead of time and frozen.
Angel Food Ministries Info - Information on a ministry that provides food. Includes menu, distribution dates, contact info, etc.
Health
R Medical History
S Medical History
Doctor and Hospital Information
L Medical History
L Immunization Record
L Measurement Chart A chart of Height, Weight, & Head circumfrence any time they measure it. Percentages are also listed.
L Medical Authorization Form - An authorization form for someone other than R or S to authorize medical care for L.
Holiday
Christmas Card List A spreadsheet of our christmas card list. With checkboxes for the next five years of if we sent a card to them and if we received a card from them. Includes addresses for easy reference.
Christmas Traditions List - A list of Christmas Traditions our family has.
Birthday Traditions List - Ditto
Other Traditions List - All other traditions our family has.
Gift Ideas List - I am always listening for people to mention things they collect, like or want. When I hear something, it goes in this list and almost always, come Christmas or Birthdays, I have a ready made shopping list.
Wish Lists - Anything each of the three of us want, small things we've been wanting, large things we want "someday", as well as places we like gift cards to.
Home
Warranty Info & Big Purchases - List of Item, Purchse date, where we purchased it from (store, city, state and salesperson if known), price of purchase, type of warranty (if available), length of warranty, who to call for warranty repair or replacement.
Tax Information For us this is a folder which has three envelopes which house receipts: 1. uniform expenses, 2. health expenses, 3. donations
Projects to do - Any projects we want to do but haven't done yet. Obviously this list will grow immensely as soon as we move into a house.
Favorite Internet Sites - Addresses, login information and passwords.
Lillian
Babysitter Info Sheet - All the information any babysitter will ever need to know (and much more I'm sure)
Age Appropriate Chores - An amazing resource I found that lists age appropriate chores from 9m to 15 years.
First Year Book - I am doing a book for Lillian of her first year week by week. The book is online with a few paragraphs and a few pictures for each week. I have all the weeks of text printed out here for double safekeeping. And if I'm away from the computer, I can add a week in and type it later.
Travel
Summer Packing Checklist - A list of the typical things our family needs to travel in the summer. Columns for: Carry on, things L needs in a suitcase, things I need in a suitcase, things r needs in a suitcase, things we collectively need in a suitcase, things other people are bringing, things we will purchase there. If R is not going, we just delete his column and everything I need is still in my column or the collective column.
Winter Packing Checklist
Upcoming Travel Tickets & Reservations - Another folder to hold information about upcoming trips (tourist info, etc), reservation info, and tickets.
Vacation Wishlist - A list of places we wish to go on vacation.
Vehicle
Truck
License & VIN License plate #, VIN #, Registration renewal date and contact information (since its in Florida)
Purchase Info - Purchase information including dealer contact info, date, price, mileage and tax information.
Maintenance History - A history of all repairs. Listed with: date, repair or maintenance, place work was done at, cost, mileage.
Military Base Sticker Info -When our stickers expire
Pacifica
License & VIN
Purchase Info
Maintenance History
Military Base Sticker Info
Inspection Info - Virginia requires yearly state inspections. Expiration info.
Insurance Info - All car insurance information.

There you have it, my brain in a book. If you have comments, please leave them. If any of this spurred thoughts of other things that could/should be included, by all means, please share.

5 comments:

Cyndi said...

I'm exhausted.

Anonymous said...

Waaaaaaaaaaaaaaay too much time on your hands girl.

Rich, Stacey & Lillian said...

Ummmm...no. But I have already saved probably half the time it took me to make it in using it. And that's without a fire or having to evacuate :-) If only I could make money doing these types of things....

Kellie DeLange said...

Um...WOW!!!! I couldn't even make it through the table of contents without getting really overwhelmed! I think I'll leave these sorts of things to people like you. I'm an organizational freak, but not like that!!! Kudos to you though!!

Kerstin said...

lol. you are crazy awesome.

All those color coded tabs for your final research paper for Mrs D were just preparation for this, your finest hour! :D

I really need to do something like this one of these days. My filing system is a disaster.

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