Getting organized tips for bk filing -- Part 2

[LuciluS]

I helped Ms Luci put together an expense spreadsheet which lets her input the transaction date, type of expense, cost, remarks, and at the bottom I used a formula which returns the sum for each type of expense for that month. Expense types include food, transportation, medical, household, and can also include the basic means test expenses.

I can post a shell of the spreadsheet on this thread if you think it will help you. If you use it, it would be used to accompany your receipts for the corresponding month.

MS money and those types of software can also be used, but my spreadsheet is just more basic.

Yes, she helped me tremendously and she has some Great Ideas! She did a whole month's accounting of everything we purchased. It's a wonderful Format. I hope you will be able to post the format for others to see.

Thank You So Much DSIG!

Hugs,

Luci

[DSIG]

I've got the file done, new and improved....but I cant load the damn thing! I even zipped it and am being told that the file size is too large. I did the math and I dont think its large. So, any suggestions?

[LuciluS]

I've got the file done, new and improved....but I cant load the damn thing! I even zipped it and am being told that the file size is too large. I did the math and I dont think its large. So, any suggestions?

Hmmm I wonder if you set up a Blog if the file would fit there? Or if you click on Community there is a place to upload Pictures if it would upload to that?

Both the Blogs and Community are in the blue area above where the Ads or shown. If that doesn't work maybe you could email a Moderator.

I'm hoping maybe a Blog or uploading it as a Picture might work. Please try DSIG if you have the time as it is a Wonderful Spreadsheet!

Luci

PS Time for my meds and afternoon nap. I'm late LOL!

[DSIG]

I tried community but the format is invalid. Maybe someone can host it on their URL or I'll get the moderator involved.

Have a nice rest!

[LuciluS]

I thought of something else. Go to your User CP - Edit Options - arrow down to the bottom where it says Misc. Options and make sure yours says "Standard Editor - Extra Formatting Controls.

Also under your User CP on the left..go all the way to the bottom and there is a line item 'Attachment'. when I click on it...it says you have no attachments. Vision getting blurry because of meds so you might try to FAQS to see how to use attachments.

If you don't get it figured out, I will try to help you after my meds wear off.

Hugs,

Luci

Did ya try Pictures????

Go to FAQS use the search and type in attachments. it tells you how to attach a file k?

[DSIG]

In a PM, one of the moderators confirmed that uploading attachments is not permitted on this forum (I'm sure that server space has something to do with this).

So, I am looking for someone who can sponsor the upload on a site they may host. Or you can send me a PM and make arrangements for me to send you the spreadsheet.

[DSIG]

Just want to give you guys a quick update on this binder project. I finally signed my petition and filed on Friday. The filing has not hit Pacer yet but that may have to do with the rate with which the server updates online.

So, I showed my attorney my binder and told him I plan to take it to the trustee meeting. He had no idea that I was this organized and was impressed. He took the binder for a second to go show his staff. He liked the idea for his clients, but also for some trial defense work he does. I told him that I even posted a tutorial on this site. He asked for the link and I helped him find it on the forum and he sent the link to his staff while I was there (now my identity is compromised....lolol!).

I asked him if I should take it to the trustee meeting. He says he usually takes notes and is not used to his clients bringing in huge binders...lolol. But he said it wouldn't hurt. If the trustee asks for something, we can retrieve it from the binder on the spot (....my attorney adds: and let the trustee make copies since your binder would be incomplete if something was missing!).

He said his clients could benefit from this. He commented that some of them come in with unopened bills stuffed in brown paper bags. Maybe thats you!

Anyways, for all its worth, put a binder together with your stuff. It can only help you.

[LSUTiger32]

Thanks so much for the idea. I just did mine. I never got the paycheck advices back from the attorney, but they were filed on PACER so I will get them off of there.

I divided mine as such:

1. Attorney Correspondence
2. Petition/Schedules
3. Credit Card Statments
4. Credit Reports
5. Utility Bills

I am still in the process of adding more. I have to get my bank statements added in, although once again I didn't get them back so I think they were filed on PACER. I will check into that.

Thanks again though, it is a great idea to keep everything organized. It will be easy to go to for anything that comes up in the next several years. I think I am going to need a bigger binder already!

[DSIG]

I think I am going to need a bigger binder already!

lol -- I upgraded mine once because my binder got massive.

Once you build the base and its organized in such a way that you know where everything is, then its easy to keep it updated

Good luck

[mollymae]

I would love to have the excel templet. Thanks Molliemae