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Family & household archive

For a family filing everyone's documents together

One folder per person, grouped by life area, with the document's own date leading each filename. The pattern most households converge on.

One top-level folder per family member, plus a shared house/ folder
Life-area subfolders (identity, health, school, finance…) repeat per person
Filenames start with the document's own issue date, then person and type

albo w dossier: Settings → Filing convention → Start from an example

CONVENTION.md

Filing convention — Family & household

This file is the single source of truth for how our documents are named and where they go. dossier reads it and proposes a target; I review.

Folders

One top-level folder per person: robin/, nora/, milo/.
Shared household documents go in house/ (the flat, the car, utilities, anything that isn’t about one person).
Inside each person, group by life area, creating the folder only when there’s something to put in it:
- identity/ — passport, ID card, birth certificate, residence permit
- health/ — insurance, doctor letters, vaccination record, prescriptions
- school/ — reports, certificates, enrolment, tuition
- finance/ — bank, tax, payslips, contracts
- misc/ — anything that doesn’t fit yet

Filenames

Start with the document’s own issue date (not the day I scanned it), then the person, a short kebab-case title, and tags in parentheses. The last tag is the language.

YYYY-MM-DD_[person]_short-title_(type)(lang).ext
2011-04-21_[nora]_birth-certificate_(certificate)(de).pdf
2025-05-20_[milo]_scrum-master_(certificate)(en).pdf
2024-11-03_[house]_apartment-lease_(contract)(de).pdf

If a document has no clear date (a reference card, an ID with only an expiry), use the issue/valid-from date; if there’s truly none, use 0000-00-00 so it sorts to the top and I notice it.
Keep a translation beside its original, same name with a different (lang) tag: …_(certificate)(de).pdf and …_(certificate)(cs).pdf.

Tags (the type is the important one)

certificate, contract, invoice, receipt, statement, letter, report, policy, id, medical, tax. Plus a language tag: de, en, cs.

Rules & exceptions

A document about two people (e.g. a joint account statement) goes to the person who mainly deals with it; add the other as a note, don’t duplicate.
Kids’ school reports → <child>/school/, filename dated to the report’s term end.
Insurance premium notices (the recurring “your premium is now X” letters) → <person>/health/notices/ so the important policy documents stay findable.
This convention is not sacred — when I correct dossier a few times the same way, add the rule here.

# Filing convention — Family & household

This file is the single source of truth for how our documents are named and
where they go. dossier reads it and proposes a target; I review.

## Folders

- **One top-level folder per person**: `robin/`, `nora/`, `milo/`.
- **Shared household documents** go in `house/` (the flat, the car, utilities,
  anything that isn't about one person).
- Inside each person, group by **life area**, creating the folder only when
  there's something to put in it:
  - `identity/` — passport, ID card, birth certificate, residence permit
  - `health/` — insurance, doctor letters, vaccination record, prescriptions
  - `school/` — reports, certificates, enrolment, tuition
  - `finance/` — bank, tax, payslips, contracts
  - `misc/` — anything that doesn't fit yet

## Filenames

Start with the document's **own issue date** (not the day I scanned it), then
the person, a short kebab-case title, and tags in parentheses. The last tag is
the language.

```
YYYY-MM-DD_[person]_short-title_(type)(lang).ext
2011-04-21_[nora]_birth-certificate_(certificate)(de).pdf
2025-05-20_[milo]_scrum-master_(certificate)(en).pdf
2024-11-03_[house]_apartment-lease_(contract)(de).pdf
```

- If a document has no clear date (a reference card, an ID with only an expiry),
  use the issue/valid-from date; if there's truly none, use `0000-00-00` so it
  sorts to the top and I notice it.
- Keep a **translation beside its original**, same name with a different `(lang)`
  tag: `…_(certificate)(de).pdf` and `…_(certificate)(cs).pdf`.

## Tags (the type is the important one)

`certificate`, `contract`, `invoice`, `receipt`, `statement`, `letter`,
`report`, `policy`, `id`, `medical`, `tax`. Plus a language tag: `de`, `en`,
`cs`.

## Rules & exceptions

- **A document about two people** (e.g. a joint account statement) goes to the
  person who mainly deals with it; add the other as a note, don't duplicate.
- **Kids' school reports** → `<child>/school/`, filename dated to the report's
  term end.
- **Insurance premium notices** (the recurring "your premium is now X" letters)
  → `<person>/health/notices/` so the important policy documents stay findable.
- This convention is not sacred — when I correct dossier a few times the same
  way, add the rule here.