PurgeThe first step in getting my little office space organized is to go through the year’s accumulated papers. I file what we need to keep and recycle what we don’t. After all, the easiest way to organize is to have less. I also take this opportunity to declutter drawers and baskets of random pens, cards and other things that get thrown in them.
Assign papers to a folderNext comes what to do with the papers that go in the save pile. I keep folders in two places to avoid that annoying pile of random papers on the kitchen counter (you know, the one that has junk mail mixed in with important documents so you can’t throw it away, but it keeps growing):
Easily accessible folders on my deskThe folders in the basket beside my computer have the following labels:
- One for each child’s class, papers I need to reference
- The current year’s medical receipts
- The current year’s home and car repair receipts
- A folder for tax documents that filter in after the first of the year
- And one for miscellaneous papers we need to revist
File drawer foldersMy next office project will be to get some white file folders in this drawer and some new labels. But for now, this is the scene. In my file drawer I keep a folder for each of the following:
- medical (one per family member)
- past five years of taxes (one per year)
- financial (investments, accounts, etc.)
- receipts for purchases under warranty
- scrapbook (for things like our family Christmas card, a magazine clipping a family member was in …)
- Stamp prices increase on January 22, so stock up now if you want to save a few pennies.
- Check ink levels in the printer and copy paper supply.
- See how many checks you have left and order more if needed.
- Restock envelopes, post-its, pens, paper clips, staples. (You know I head to the dollar store for these.)
Put kids art and school work in one locationWhile I’m still in charge of making sure the kids get their homework done and library books returned on time, I put everything that needs to be completed or returned in the basket on the left. They each have an Ikea magazine box beside the basket where I keep the artwork they bring home. For more on what to do with kids’ artwork, check out here and here.
Fill out the calendarWhile I have my kids’ school calendars out with fundraising events, homework and holidays, I plug them into my phone. Is it just me or do they really kick it up a notch after the long holiday? Some of them I put on our family calendar, above, for my husband to see as well. Marcello travels a lot, so for us a family calendar is necessary so I know when to expect him to be home or away. (Read: Should I make dinner or pour cereal in a bowl?) We prefer the old school paper method and I keep it hanging by our back door with our menu. I print out all the months for the coming year and stick them in the clip board. Get the printables here.
Clear out photos and video from last year on desktopI know this is a touchy subject. Some people feel panicked about deleting pictures off their desktop or phone. Some feel overwhelmed about what to do with all the photos they’ve taken over the years. As a graphic designer, I have large files I need to save and the space is just not there for me to keep every photo and video I’ve ever taken. This is how I clean up my computer, phone and camera for the new year:
- Upload photos and videos from my phone and camera to my computer.
- Select my absolute favorites (be ruthless) and color correct them if needed.
- Save my favorite photos onto an external hard drive with the labeled year. Make a DVD with the same photos. And finally upload them to Flickr. (That oughta keep ’em safe!)
- Make a yearly photo book.
- Put all the year’s videos into a one-hour video.
- Save the video to my external hard drive and on a DVD.
- DELETE all of them off my desktop, cell phone and camera for a fresh start.
Desktop styleThis year I ditched my bold colors and patterns for clean, white folders and binders. I’ve got enough color and clutter going on here from sharing the office space with the playroom, so opted for simple. And as a bonus, the plain white office supplies are the cheapest! The binders I keep on my desk are for all my checklists and favorite recipe printouts. I have also included the printables for the spines if you’d like to do the same. I added some other options in case they’re useful too — budget, family and calendar.
BudgetAfter your desk and computer are all cleaned up and organized, you will be much more motivated to work on your new budget. I wrote more than I was originally thinking when it came to budgeting for the new year, so I’m making it a separate section.
Draft an updated budgetIf you have a salary, you might need to adjust your income to a different amount in accordance with new insurance prices or 401K contributions. I tend to wait until the end of January to update our budget so I know what our exact income will be. If you do not operate on a salary and income varies month to month, look back on the previous year and take note of any trends and add up your overall cost to live. How much do you need to save to live for the entire coming year? Where exactly will anything above that number go? Go through each expense you have with your spouse and question if there is a way to eliminate it or lower it. It is important to 1) be realistic with your budget so that you can meet it and 2) assign each dollar that comes in. Dave Ramsey says: Give every dollar a name — mortgage, credit card bill, groceries, car repairs. Name them all. TIP: To stay on top of our monthly budget I sit down and update it every Monday with what we have spent and calculate how much we have left to spend. It’s not enough to only evaluate at the end of the month when the money has already been spent.
Make a file of irregular expensesOne thing that has helped our family significantly in meeting our monthly budgets is to make a list of irregular yearly expenses and the dollar amount. I’ve added to it over the years and without it I know I would miss half of these things and go over budget. I’ll share with you my current list of irregular yearly expenses:
JANUARY: homeowners association fee, flood insurance
FEBRUARY: family member birthday, car registration, taxes, end of winter clothing sales (I buy them now for next year), Valentine’s day
MARCH: family member birthday, Easter
APRIL: family member birthday, car registration, homeowners association fee, Amazon Prime membership
MAY: auto insurance, Mother’s Day, AAA fee
JUNE: Father’s Day
JULY: homeowners association fee
AUGUST: family member birthday, school supplies, end of summer clothing sales (I buy them now for next year)
OCTOBER: homeowners association fee
NOVEMBER: capital one member fee, auto insurance, kids Christmas PJs
DECEMBER: Christmas, Christmas cards
Establish your financial goals for the yearSet your family’s goals for the year, and write them down in order of priority. Be proactive and realistic about them. The more you pay off, save and contribute when you are younger, the more you will have when you are older. When you start this habit, it’s important to check on last year’s goals for encouragement (Yay! You did it!) or to reinstate some old goals (Well, we’ll rip it apart this year!) This year our goals are as follows:
- Pay off one car.
- Pay an extra mortgage payment a year, spread out over 12 months.
- Contribute more to our 401K.
- Give above our 10 percent tithe.
- Save for a new camera.
- Save for a vacation.
Also: Money-saving ideas and how we live on one income How I put together this office for $400
Bedroom / craft room makeover
How I doubled my productivity
Fave home office products + digital organization
Organize and simplify the whole house
Office organization: Moving all our books!
Boys' bunkbed room organizing
Hurricane preparation checklist
DIY detergent, foam soap, sanitizer & bug spray!
Phone photo organization
My passive income fails
23 thoughts on “Ideas to organize your home office & budget”
I can’t tell you enough of how I love your posts. You always have such neat ideas and projects and it seems that you put so much time and effort into them. Thank you so much for all you do. This post on the office is going to be so helpful to me.
I absolutely love your office! We are about to start some home renovations, and one of the rooms I am most excited about is my office/craft room. I hope that I can make it look as nice as yours! Before we start though, I have to get the current room all cleared out… Lots of papers to go thru and sort/file/shred… Thanks for the inspiration!
Wow, thanks so much, Julie. I’m thrilled you find it useful!
Hi Jena! An office/craft room sounds amazing. Best of luck with the renovations! Send me a pic when your done.
I like be these type of blog posts! So many great ideas and you make it seem o easy and attainable. Paper clutter is my nemesis. One of goals this year is to get on top of it! Thanks for the great ideas and the extra push to get me going this January.
Hi Tracy. Yes, paper clutter is my nemesis too! It’s a constant battle. Thanks for letting me know you like these kinds of posts. Feedback helps!
As always, love your clean style! I also think your blue eyeglasses are pretty neat. Can I ask where they are from?
Hi Michelle. Thank you so much! I got the eyeglasses in Italy about 5 years ago. I know, that is extremely unhelpful! I thought I would be sick of them by now, but I still wear them every day.
Alternate title: How to be a grown-up in 7 easy steps! I just got my home office/art studio set up, and I can’t believe how many years of files have built up. This makes it seem manageable to clean them out. Thank you!
Haha! I like that title better, Cielle! An office/art studio sound AMAZING. Glad I could help just a little.
hi, I love your blog, can I ask you where did you buy your office ?
It’s from Ikea! You can see exactly the way I set it up in this post.
Thanks for this great organizing post! Where did you get the drawer dividers/organizers? I’m looking for a good fit for my Micke drawers. Thanks!
Thanks, Erin! I got the drawer organizer at Ikea too! They’ve been great. http://www.ikea.com/us/en/catalog/products/20222458/
Where did you get your desks! And drawers in middle. Link? Name/brand please help
Hi Kae. The desks and drawer in the middle are from the IKEA Micke series. They’re very affordable!
Where can I find the printable link for the Binder Labels?
Just click the image to get the high-res version :)
dear Kate please where did you got your rug and the bird prints? Looove your studio
Hi Christina! So the rug was super cheap from Urban Outfitters, but they no longer carry it :( Sorry. You can see how I did the bird prints in this post: http://www.housemixblog.com/2015/05/26/bird-art-in-home-officeplay-area/
What size are your picture frames?
These frames are about 42×30″