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Vault guide

How your life admin gets filed

Twelve vaults cover everyday life. Inside each one, folders keep things tidy and labels make renewals easy to spot. Here is a suggested structure to get you started.

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  1. 01

    Logins & Saved Links

    Banking, government, utility and email saved links — direct access without searching old messages.

    Suggested folders

    • Banking
    • Government & council
    • Utilities
    • Email & phone
    Used monthlyTwo-step login

  2. 02

    Personal ID

    Passports, driving licences, certificates and the details that prove who you are.

    Suggested folders

    • Passport
    • Driving licence
    • Certificates
    Expiry trackedOriginal copy

  3. 03

    Family

    The personal records, important dates and details you keep for people close to you.

    Suggested folders

    • Birthdays & dates
    • Emergency contacts
    • Shared records
    Important dateKeep private

  4. 04

    House

    Mortgage, deeds, utilities, warranties, maintenance and the admin that keeps home running.

    Suggested folders

    • Mortgage or rent
    • Utilities
    • Warranties
    • Repairs
    Renews yearlyReceipt

  5. 05

    Car

    V5C, MOT, insurance, servicing and breakdown details, with important dates kept visible.

    Suggested folders

    • V5C & ownership
    • MOT & servicing
    • Insurance
    • Breakdown
    MOT dueRenews yearly

  6. 06

    Work

    Payslips, contracts, pensions, training records and other personal work documents.

    Suggested folders

    • Payslips
    • Contracts
    • Pension
    • Training
    Tax yearSigned copy

  7. 07

    School

    Reports, certificates, course records, letters, permissions and useful education links.

    Suggested folders

    • Reports
    • Certificates
    • Letters & permissions
    School yearAction needed

  8. 08

    Pets

    Vet records, vaccinations, microchip details, medication and pet insurance.

    Suggested folders

    • Vet records
    • Vaccinations
    • Insurance
    Booster dueMicrochip

  9. 09

    Health

    NHS and GP details, prescriptions, allergies, appointments and private health records.

    Suggested folders

    • GP & NHS
    • Prescriptions
    • Appointments
    RepeatAllergy info

  10. 10

    Finance

    Bills, memberships, subscriptions, savings details and the renewals you need to track.

    Suggested folders

    • Bills
    • Subscriptions
    • Memberships
    • Savings
    Renews monthlyCancel by

  11. 11

    Travel

    Bookings, boarding passes, itineraries, insurance and the documents needed for each trip.

    Suggested folders

    • Upcoming trips
    • Travel insurance
    • Visas
    Trip datePrint before travel

  12. 12

    Shopping

    Receipts, warranties, returns, loyalty details and useful everyday purchase records.

    Suggested folders

    • Receipts
    • Warranties
    • Returns
    Return byGuarantee ends

Ready to set up your vaults?

Once you are in, the Plan my filing tool can tailor this structure to what you actually keep.

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