Person using calculator

De-Clutter Your Financial Records


If you keep hundreds of financial documents on hand, the mountain of paper can be overwhelming and unnecessary. Here�s a guide to help you shrink your stacks of paperwork to a manageable proportion. (Note that if a document supports your tax return you should keep it for six years � if not, follow the guide below.)

Document Type Discard After
Credit card bills One month (or six years if it supports your tax return)
Receipts End of warranty
Medical bills One year
Pay stubs You get your W-2
Tax return support documents Six years after return is filed
Stock, bond, fund statements Six years after return is filed
Tax returns Never
Personal – Saving, Planning & Budgeting

Ready to explore how Sunflower Bank can assist you? Speak to a personal banker at a branch near you, contact a specialist on our Wealth Management team, or find the right financial partner on our Commercial Banking team for your business needs. 

Back to Resource Articles

This article contains general information only. Sunflower Bank is not, by means of this article, rendering accounting, financial, investment, legal, tax, or other professional advice or services. This article is not a substitute for such professional advice or services, before making any decisions related to these matters, you should consult a qualified professional advisor.