Set it up once.
Connect the places your documents already land. From then on they arrive filed and understood, every date with what to do.
Free forever: keep 250 documents, with 25 understood in full. No card to enter.
Money
Keep a payment confirmation for 3 years.
Long enough to answer a question about a payment, a balance or a charge, and to support a tax return that relied on it.
What it is
Payment confirmation is a receipt under Money.
What Thaw takes off the page
Paid to · Amount · Date · Confirmation number
Every value is copyable and correctable, and a correction is never overwritten. Numbers that identify you (account and policy numbers, VINs) stay sealed and are blanked from search.
When to shred
3 years. after its date, which Thaw takes off the document. When the batch is past that, the Checkup lists it as safe to shred, and nothing is deleted until you say so.
Also under Money
Retirement account statement · Bank statement · Brokerage statement · Credit card statement · Financial statement · Loan agreement · Every kind
Emaila rule you set once3 this week
Google Drivethe Family folder, watched2 this week
Scannersends straight to Thaw1 this week
Phonethe camera, for what only exists on paper
This week: 6 arrived, 6 filed, none touched by hand.