Should I file active papers by category or by date?
The advantage of filing active papers by date is that you can spread out what you need to accomplish over a manageable time period. Most importantly, you can readily see when a deadline needs to be met without having to search through all your papers each day. On the other hand, category names are effective for filing papers that are not time-sensitive, such as items to be entered into a calendar or address book, or to reconcile. Category names also allow you to cluster related activities and to see the specific action required such as Bills to Pay. Category names can also work well if you keep a calendar or to-do list to stay on top of urgent action items.
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