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.
Everything in Family for your first 14 days, then free forever for your first 100 documents. No card to enter.
Money
Keep a retirement account statement for 7 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
Retirement account statement is a statement under Money, also called 401(k) statement, IRA statement.
What Thaw takes off the page
Institution · Account holder · Account number · Period start · Period end · Ending balance
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
7 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
Bank statement · Brokerage statement · Credit card statement · Financial statement · Loan agreement · Loan payoff letter · 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.