Archive for July 21st, 2008

Personal and Financial Records Mindmap

July 21, 2008

How many times have you searched for a reciept, insurance policy, credit card statement or tax form?  How many times have you wasted time and energy trying to figure out where you put that important document?  

We all have been there.  But now there is a better way. 

To help you quickly organize and locate all those documents whether they be in an electronic form (on your computer) or physical form (in your file cabinet), I’ve created a mindmap that can serve as your template for organizing these documents more efficiently.

This mindmap not only allows you to see where all of your important documents are located (via notes) but also allows you to link Word, Excel, Powerpoint, PDFs, or images to the mindmap itself!  No more looking through Windows Explorer trying to find that illusive document.  Or looking through those stacks of paper on your desk.  Now you can organize all of your important documents (or the location of those documents) in one place – a mindmap.

I’ve organize the mindmap into 4 major areas:

  • Records You Carry with You
    • In Your Wallet
    • In Your Vehicle
  • Current Active Records
  • Permanent Active Records
    • Personal Records
    • Property Records
    • Financial Records
    • Investment and Retirement
    • Estate Planning
  • Safe Deposit Box

(Click on mindmap to enlarge)

You can download this mindmap and customize it with your personal and financial information.

The MindManager file (.mmap) for this mindmap is available for download at biggerplate.com.  You will need MindManager Pro 7MindManager 7 for Mac or the free MindManager Viewer 7 to download the file (though you can not customize it with the Viewer)..  

Click here to download mindmap.

The opportunity cost on your time (i.e. the time you could have spent doing something else instead of looking for a document) is well worth the purchase of MindManager.


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