Get Ready for the Batch

I know that many of you have a system for organizing your financial records. I would like you to consider my batch method. The first step is to take all of your paperwork and put it in piles(the batch) by type. So for example, insurance, investments, people. Every subject and person needs their own pile(not file). Yes, this may mean breaking up a nicely alphabetical file. This is a big undertaking so I will stop here, get those piles ready. The next step is going through them. 

Remember the goal is to be able to quickly identify holes and paperwork. If someone asks you about your home insurance, what is the quickest way to look at it? By knowing the name of your insurance providers or going to one location to find all the information needed?