LT_filelabels.xlsx

	A	C	E	F	G
1		Financial Records Categories
2
3	Label Template
4	[Category] - [Description]	Auto Expense	Auto Expense
5	[Title/Vendor Name]	Maintenance/Service	Gas/Fuel
6
7
8	Bank Statement	Bank Statement	Credit Card - Visa
9	[Bank Name]	[Bank Name]	[Lender]
10
11
12	CreditCard - Visa	CreditCard - Mastercard	Credit Card - Discover
13	[Lender]	[Lender]	[Lender]
14
15
16	CreditCard - Department Store	CreditCard - Department Store	Credit Card - Department Store
17	[Store Name]	[Store Name]	[Store Name]
18
19
20	Childcare/School	Childcare/School	Finance
21	[Care Provider]	[School Name]	Budget
22
23
24	Finance	Finance	For Safe Deposit Box	→	Items for Safe Deposit Box Birth, Adoption, Marriage & Death Certificates - Citizenship Papers - Military Service Records - Custody or Divorce Agreements - Deeds & Property Titles - Certificates of Deposit - Stock & Bond Certificates - Legal Contracts, etc.
25	Credit Report	Personal Finance Stmt	Important Documents
26
27
28	Employment	Employment	Employment
29	Benefits	Paystubs	Reviews
30
31
32	Home	Home Loan - 1st Mortgage	Home Loan - 2nd Mortgage
33	Renter's Agreement	[Lender]	[Lender]
34
35
36	Household Expense	Household Expense	Household Expense
37	Groceries	Dry Cleaning	Haircuts
38
39
40	Insurance - Automobile	Insurance - Home Owners	Insurance - Life
41	[Insurance Company]	[Insurance Company]	[Insurance Company]
42
43
44	Insurance - Medical	Insurance	Investments - Mutual Funds
45	[Insurance Company]	Home Inventory	[Company Name]
46
47
48	Investments - 401k	Investments - IRA/Stocks/Bonds	Legal - Copies of:
49	[Company Name]	[Company Name]	Will/POA/Trust/Estate
50
51
52	Loans/Lines - RV	Loans/Lines - Unsecured	Loans/Lines - Automobile
53	[Lender]	[Lender]	[Lender]
54
55
56	Medical Expense	Medical Expense	Subscriptions - Newspaper
57	Statements/Receipts	Receipts Pending	[Company Name]
58
59
60
61	Subscriptions - Magazine	Subscriptions - Fitness Club	Subscriptions - Travel Club
62	[Company Name]	[Company Name]	[Company Name]
63
64
65	Taxes	Utilities - Cable	Utilities - Electric
66	Deductible Receipts	[Company Name]	[Company Name]
67
68
69	Utilities - Garbage	Utilities - Natural Gas	Utilities - Phone
70	[Company Name]	[Company Name]	[Company Name]
71
72
73	Utilities - Water	Utilities - Wireless Phone
74	[Company Name]	[Company Name]	Miscellaneous
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
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