Checkbook Registers

Old checkbook transaction registers – how long are we supposed to keep these? How many of these do you have?

I went into the cabinet drawer to pull out old tax documents from 2011 and 2012 to shred. If you only need to keep these and their supporting records for 3 – 7 years (or indefinitely if you commit fraud hahaha – see this post) , then it seems like we can declutter these.  

I must have decluttered the registers from before we got married since the earliest I found was for 1984, the year of our marriage.  

64 registers gone!  plus another 23 random medical documents.  87 items gone today!

Now I’m off to shred them! I know, it’s overkill but . . .

9 thoughts on “Checkbook Registers

  1. What’s a check register?? Just kidding! Though truthfully, I haven’t used one in years. My bank doesn’t even send them in the box when you order new checks now.

    I use the same method as Brian – new statement in, old statement out. The rule of thumb that I read is 2 years for regular bank statements and 3-7 years for brokerage statements or any statement that is used to support your tax returns.

    Liked by 1 person

    • I knew someone would question this!!

      I still use them even though we do online banking with online statements. John thinks it’s a waste of time but some habits are hard to break. Neither of the kiddos use them, I think it’s a generational thing.

      Liked by 1 person

  2. Wow!! You had a lot of those! Every now and then I come across them around here but it’s pretty rare. And then I just look at them because I don’t know what to do with them. Lol! I’ve started shredding them now but they still sit around too long.

    Liked by 1 person

  3. Here I think the rule for me is 6 years for tax purposes since I’m self-employed. I’ve done well to keep on top of this by having only 6-years-worth of ring-binder space, so each time I add the latest month of receipts or bank statements I out* the oldest month. But of course, if you had done that, you wouldn’t be able to post about these things now!

    Liked by 3 people

    • TRUTH! I never knew how long to keep things until we started decluttering. Then things like these get overlooked because of where they are. I tend to keep things now 1 year. I have a folder by month – when I need the new month, the old gets shredded. Now that so much is online, it isn’t much we keep.

      Liked by 3 people

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