I like to keep copies of statements that banks or companies I deal with send me, either as a file attached to an email, or a document I download.
The name of these files is rarely as convenient as it should be – tending to be
- Account-Statement.pdf – or some such – if I have more than one account with them they still all have the same name, so if saved in the same directory, always have to be renamed, account account name or number if needed, and prepend the date.
- A12345.pdf – where 12345 is the account number – same every month, so if saved in the same directory have to prepend the date – in the form yyyy-mm-dd-
- dd-mm-yy-statement.pdf – suppose the statement is sent out on the 2nd Frirday of every month – this format – which is very popular – saves to an alphabetic order such that all the months, across all years, where that comes on the 10th, then all ones where it falls on the 11th etc (unless the day has a leading zero so the 8th comes first). Again to save in a sane way, prepend the date in the form yyyy-mm-dd
- monthnameYY-statement – for those who like the order Apr21,Apr22…Aug21, Aug22 . etc
- yyyy-mm-dd-statement.pdf – This can just be saved as is.
If you are sending out files, please think about what name might be more useful to the recipient.