Adopt YYYY‑MM‑DD, client, and a short verb, then stop guessing. Sorting becomes natural and duplicates reveal themselves immediately. Teach the pattern to your team, codify in a template, and align storage so search, automation, and humans agree about what’s inside.
On Windows, use Power Automate for desktop; on macOS, create a simple Folder Action. Route PDFs to Finance, screenshots to a temp folder, and CSVs into Data. The Downloads folder stays clean, and yesterday’s report appears exactly where analysts expect.
Use your phone’s scanner or a multifunction printer to send PDFs directly to a cloud folder tagged Expenses. Add an automation that renames files with today’s date. End-of-month reconciliation becomes mercifully quick, accurate, and audit trails stop living in shoeboxes.
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