Same place. In my head I call it ‘home and contents insurance’ even though they might be separate policies. Or, like us, you don’t insure the house as you rent it.
An interesting one. Over on Discord @aviskase was wondering about something kinda similar.
Because it’s a ‘perk’ it feels like money you’ve either earned or saved. But nothing there really fits.
I think identity cards is the closest in the current design but acknowledge that it’s imperfect. Suggestions welcome.
Yeah this is simpler, either here or 13.13 Government services if it’s a gov’t grant?
For disability access pass and carer cards, it sounds like something in 11.1x:
11.13 Identity cards: proof of disability / care11.14 Licenses: proof that you have access to special services11.16 Legal documents & certificates: serious document issued by the government
In Quebec we don’t have generic disability/carer cards, those are usually type specific (special transit passes, parking permits, entertainment passes). I’d put them in the specific ids for the activities covered. But generic disability/carer card seems a good fit for 11.13. It’s kinda like an extension of generic government insurance card (I think it’s called medicare in US? Ours is called RAMQ and we use it all the time as an ID document).
For the grant, yeah, that’s 13.13. It’s mentioned in the description:
Anything related to help you may receive from the government.
e.g. student loans, concessions and grants, social security, veterans’ affairs, disability services, housing assistance, Medicare.
For example, I have there parental leave and child benefit payments.
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Did you intend ‘purchase receipts’ for all receipts, or just for things that don’t have another category? Do I put receipts for computer things, car repairs, etc. in the folders for those topics? Both ways seem wrong–it’s weird to put car repair receipts outside of ‘vehicles’, but it’s also weird to put some receipts in ‘purchase receipts’ and others outside of it. The LA folders seem to split the baby on this topic rather than going one way or the other.
Vehicle within 12.30-12.39
Vehicle purchase receipt 12.31
Vehicle repairs 12.33
Computer within 14.10-14.19
Computer purchases repairs etc 14.11
I would think that 13.41 would be for small-medium purchases that do not have big warranties maybe? Food shopping, clothing, sofa, dining table and chairs, beds, mattresses, shed, bedroom furniture. If any of these had a warranty/insurance, for example my sofa has a warranty and is insured, I would probably think to put THE WARRANTY in home insurance and claims 12.12 with my other insurances on my dish washer, fridge freezer, washing machine and contents insurance etc? (Johnny said to put contents insurance with house insurance).
(I am slowly working through this section so I cant be exact but that’s what I think I would naturally do using the system?)
The idea was to put them all together. For instance, see the note at 12.16:
We made a decision to store all receipts in
13.41 Purchase receiptsfor simplicity, now there’s only one place to search.
But I confess that I also put a receipt for something next to the thing, because it felt better. And in our small business design, we’re tending towards thing-near-the-thing-it-relates-to – where thing is more than just receipts – as well.
I think you just need to decide for yourself, and be consistent. And, of course, make notes in your JDex. This resolves any future ambiguity.
This might be what it ends up as, yeah. The fallback for when there isn’t a better home.
I had the same issue with where do i file my life and income protection policies, how i found this topic. I’ve just purchased & started with lifeadmin - and this is not reflecting. Are you still considering adding this Johnny?
Could have had financial planning as a broad topic but since you have stripped components of it - banking/budgeting, savings, investing, it makes sense to keep other components on their own - life & risk insurance; Estate planning & Wills should be on their own not tied with life insurance…
Brings up another topic. These (estate & wills) are ‘legal’ matters, so could be considered with those “offical” docs - cat [11.16]. But there is a difference in planning matters (written estate plan or financial plan (covering tax/investments, etc) vs legal docs like Wills, which are official & filed with authorities, etc.
Estate plan is part of financial planning so I would think [13.52] for planning docs & subsets of these… Legal docs to 11.16 are subsets there?
On that note, what about, if you are a beneficiary of a Trust or Director of a company/ies, where should those records be saved? So not for those entites but yourself, your record of involvement with those entities?
Yeah sorry, next version of life admin will use the same system-generator utility that I’m writing for small business. It’s just too hard to update otherwise.