Retain monthly statements, year-end reports and trade confirmations, and annotate them as appropriate.

FORBES: Investing

They annotate the assigned material with responses (as if in Google Docs).

NEWYORKER: Laptop U

Whether you scribble down your mileage, keep your receipts in a ziploc in the car or scan and annotate your credit card bills each month, do it as you travel in order to avoid a hassle later.

FORBES: Midyear Mileage Rate Changes Offer Relief, Likely to Cause Confusion