Suggestions for software for keeping track of everything

I also just use 'Word' documents. I just have a folder on my regular computer with MIL's name. Then sub-folders as far as what we might need. 'Important papers', 'Doctor visits', 'Notes', etc. I've scanned in important papers, so if we just need a quick glance, I can just pull up that folder.

My printer/scanner/copier is just a fairly cheap 3-in-1 that I got at an office supply store. It does the job.

Staples has a Canon on sale: reg $79 on sale for $59, but can shop around.

I did an excel spreadsheet ( actually I use the google version) for medicines. She is on a lot of meds. I also included allergies, all her conditions(diabetes, IBS etc.) birthday and the phone number for my brother and I all on the same sheet. This comes in handy at the doctors office when they want to know what medication she is on. When I was putting them in pill dispensers I also had a grid after each medication so I could check them off as I put them in the dispenser. I also made a spreadsheet for monthly bills. I still do paper copies so as bills are paid I record the date paid and file them in a box. For receipts I use an envelope for each month. On the front I record the date, place of purchase and $. I keep a copy of all legal documents in a handy spot and all original in a safe. Since she has moved to AL I have started writing down when I bring supplies. I’m hoping this will help me with when she needs things. I purchase mom’s medicine and bring it in to AL. Her insurance will not cover medication through the pharmacy the AL facility uses. I record in a note book the date each medication in brought in. To cover my butt I also take a picture of the medicine next to the sign in at AL. I have found this works pretty well for me.

Jeanne, where could I find Evernote?

Iris

allit, I do not have a recommendation for a scanner. If you will not be doing a lot of scanning, there are free programs for the phone that can assemble pictures into a PDF. If a good amount of scanning will be done, I would get an actual scanner. I'm going to be reorganizing a bunch of papers soon, I may check out Evernote too.

I help my brother with finances, and I keep his budget in a spreadsheet. I've been doing this for myself for probably a decade. As one year ends and the next approaches, I just dupe the prior year and keep all the recurring bills there and blank out all the little optional things (like an entry for McDonalds). I have a formula for the running balance pre-populated, and each month is color coded. When I started helping him, with his permission I downloaded the last couple of months of his bank statements and build from there. I work with DB and wife on a weekly basis as they (she) go(es) in and update the planned amounts with the actuals and enter all the incidentals. This has really helped with their self disciple on impulse spending.

A second thing I'd recommend is NOK box. NOK = Next of Kin. This is a folder system to help organize Legal Papers, Insurance Papers, Memberships, etc. Once I paid for the kit, I created a spreadsheet based on all their folders and subcategories. This was recommended to me by my brother who lost his wife suddenly - he said this was an organized approach to all those things he had to struggle with after her sudden passing.

do use a safe deposit box for documents. My daughter has one of the keys. My attorney has the originals. I also have policies etc in there.

Thanks for posting, allit! That looks great! "Leave memories, not a mess." That's just what I need. I have a file cabinet but things are a bit jumbled.

Itis