Creating a Home Management File

by Apr 14, 2021Blog, Home Management, Personal Development

A Home Management File is a place to organise all that’s involved in keeping your household running smoothly. In this file you can consolidate all the important information and future projects you’ve been trying to remember. It’s also perfect for when someone else needs to run your home or care for the children.

It’s important that you only have things in there you need access to quickly and easily on a weekly basis. To get you started I’ve noted a few key areas you may want to include.



Include clear business card sleeves in your Home Management File for the business cards of all your favourite tradespeople. From oven cleaners to window cleaners – keep those cards where you can find them.

Tip – Add any rewards or loyalty cards to this section too, it saves space in your purse.

Contact information for schools, vets and dentists are also useful to include. Just remember to save enough space in your file for future changes.



It’s very easy to lose track of your receipts. If you have any receipts laying around that you’re still referencing then putting them in your home file – its a great way of keeping them safe.

Tip – Some receipts are difficult to read. Staple a note with the details of your purchase to the receipt so that you can identify the correct receipt quickly.


Cleaning Schedule

Making a list of your cleaning tasks is actually a very smart thing to do, this way when someone offers to help out around the house you simply direct them to the list in your file. Take time to note down your clean schedule, laundry schedule and even the children’s chores. Then everyone in your household has a clear idea of what needs to be done when.

Tip – Add directions for how to clean certain areas of your house, then there can be no excuses for not doing the job well.


Meal Planning

If you don’t already plan out your weekly meals then I really recommend giving it a try. Having a few weekly plans written out will save you time and money in the long run. But if this simply isn’t you, perhaps just write out a few go-to-meals for those nights you don’t know what to make.

Tip – Add your fridge/freezer and pantry inventory lists, so that you can keep up with what needs restocking.



Always keep your passwords secure. For this reason I wouldn’t include them here in your file, instead I recommend using a secure password manager online, such as LastPass. Although, your Home Management File can keep gift cards and certificates, your budget, a spending tracker and even your financial goals – it depends on the purpose you need your file to serve.

Tip – Add a wish list to your file (Christmas lists or items you’re saving up for), it’s important to have things to look forward to.


This article was written by Sandy Hearn at Elite PA Solutions. Elite PA Solutions is a team of Virtual Assistants who will save you time by taking care of the operational side of both your business and personal life. If you’re interested in learning more, please visit our website at or feel free to contact us at

We look forward to hearing from you.


Who am I? – Sandy Hearn Biography

We are all guilty of not playing to our strengths on occasion, both in our business and personal life. Through delegation and outsourcing you can prioritise your workload and hand the rest to the experts.  When we let go, we grow – I’ve witnessed this first hand and the transformation is incredible. So much so, I now dedicate my time providing business owners with skilled PA’s, who they can outsource much of their work to. We provide our clients with true right-hand support as and when they need it.

I have 20+ years’ experience as an Executive Assistant at c-suite and board level. Fifteen of those years were spent within executive search and almost 9 years growing my business – Elite PA Solutions. Today, I have a team of 10 highly skilled and efficient associates. My mission is to ensure your life runs more smoothly, it’s as simple as that.

I was delighted to receive industry recognition as Winner, VA of Year West Midlands & Runner Up for the UK in the UK VA Awards 2020.

You can learn more about how I can help you with your administrative and operational business support here

If you have any questions please email me at or send me a message on LinkedIn. I aim to respond to all messages within 24 hours Monday-Friday.