Make one current copy easy to spot

You do not have to settle every stack. Start with one record you use.

Choose one record whose current version you can identify.
Note its title, the date shown on it, and where the current copy lives. Do not invent a date if none appears.
Label an older copy for review if needed. Keep it until you know whether you need it.

Your notes are optional. Keep passwords and account numbers out of this worksheet.

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Record and date shown on itIf the date is absent or uncertain, say so.

Location of the copy I checkedA folder name or plain directions; no private access link is needed.

Older or uncertain copies to reviewThis exercise does not decide what you should discard.

The next reader can see which copy you checked, and what still needs a decision.

Original exercise by Make This Useful. General background on keeping records current: Federal Trade Commission. FTC: Organize your important papers.

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Day 4: Make one current copy easy to spot

You do not have to settle every stack. Start with one record you use.

1. Choose one record whose current version you can identify.

2. Note its title, the date shown on it, and where the current copy lives. Do not invent a date if none appears.

3. Label an older copy for review if needed. Keep it until you know whether you need it.

Record and date shown on it: ____________________

Location of the copy I checked: ____________________

Older or uncertain copies to review: ____________________

The next reader can see which copy you checked, and what still needs a decision.

Original exercise by Make This Useful. General background on keeping records current: Federal Trade Commission.

FTC: Organize your important papers: https://consumer.ftc.gov/articles/how-organize-your-important-papers-disaster-strikes

Edition: records-day-4-v1

This document organizes information you provided. It is not insurance, legal, tax, or medical advice. Verify plan details with Medicare.gov or your SHIP counselor; verify medicines with your pharmacist.

https://makethisuseful.com/challenge/records/day/4?utm_source=share&utm_campaign=records

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