Posted by Karla/OR on 6/14/12 12:36pm
Msg #423535

Appointment Calendar

My current (month-to-month) appointment calendar is on its last month; yesterday I purchased a new one. (Call me old school, but my preference is a paper calendars vs. an entry in the computer calendar.)

My question is: are there are any valuable reasons to keep the old (2 year) calendar and the info contained in it???

Thank you.

Reply by Linda_H/FL on 6/14/12 12:37pm
Msg #423536

I always kept mine - kept it with my closing records

copies of confirmation, etc etc...right next to my tax records for that year.

Just a personal preference and a "better not throw this out - you never know" mentality..

Reply by GOLDGIRL/CA on 6/14/12 1:21pm
Msg #423540

No help at all

I have every appt. book, every signing confirmation printout, every notary journal, every courier label, every everything from eight years ago through today. Why? I have no idea. I never look at any of it except to wonder why it's all still there. If I threw it away I'd never miss it. (Maybe.)

It is an interesting record of NSA ups and downs during a volatile housing market, the wide variety of fees paid (still true today) and a who's who of SSs and TCs.

My very first job was from Mobile Signing Service in Ontario CA on March 24, 2004, for $100! And they paid me $50 for a return trip lender fixup two days later! Wow. I thought I was in the high cotton! Then, the next entry was Sunshine Escrow on May 3, 2004, for $50!
The third entry was from Nationwide Title and Appraisal, May 15, 2004, for $50. Yikes! Thus began a long and somewhat profitable signing relationship with NASCO after I woke up and got them up to at least $100 per. Then they were gobbled up by a cheap outfit who in turn was gobbled up by an even cheaper outfit, etc. etc. I'm sure many NR veterans remember the Nationwide gang.

So, see what you'd have at your fingertips if you kept your calendars, Karla?

BTW, I remember that first signing as if it were today. Actually, better than that, because I no longer remember any signings the minute I walk out the door.

Reply by Lee/AR on 6/14/12 2:12pm
Msg #423545

It's historical...and sometimes hysterical

Like... 1994 thru 1996...SOX was the best-paying company on my small list of companies. (True then.) FASS was weird then and have gotten weirder. Some things change a lot and some things not so much.

Reply by Carolyn Bodley on 6/14/12 2:12pm
Msg #423546

I always recorded my mileage on my calendars -- the purpose being another travel log documentation for tax purposes.

Reply by Jessica Ward on 6/14/12 2:16pm
Msg #423549

I keep them. But I schedule electronically (outlook)

I've needed to return to historical documents several times, so yes, I keep everything. My paper records I will soon be scanning just to cut down on paper storage, but absolutely, I keep everything.

Reply by SharonMN on 6/15/12 12:02pm
Msg #423626

It depends - is it your "system of record?"

We are all required to keep records of various sorts. But you only need to keep the required records, not any duplicates. So if you already track your appointments, accounts receivable, and mileage somewhere else, you don't need the calendar.

Set up a "system of record" for information that needs to be saved and make sure it is used religiously. Anything else can be tossed.

Also, please note that if you keep your personal and business records all together, you may someday put yourself in the position of disclosing personal information in response to a tax audit, lawsuit, etc.