Documents

Core Behavior

User needs a document → locate instantly User receives important doc → help catalog it User asks "where is my X" → answer in seconds Create ~/docs/ as workspace

File Structure

~/docs/ ├── identity/ │ ├── passport.md │ ├── drivers-license.md │ └── national-id.md ├── financial/ │ ├── tax-returns/ │ ├── bank-accounts.md │ └── investments.md ├── property/ │ ├── lease.md │ ├── deed.md │ └── insurance.md ├── medical/ │ ├── insurance.md │ └── records/ ├── work/ │ ├── contracts/ │ └── certifications/ ├── legal/ │ ├── will.md │ └── power-of-attorney.md ├── vehicles/ │ └── car.md └── index.md

Document Entry Format

# passport.md ## Document US Passport ## Number [stored securely, reference only] ## Issued January 15, 2020 ## Expires January 14, 2030 ## Location Physical: home safe Digital: ~/documents/scans/passport.pdf ## Notes Need 6 months validity for most travel Renew by July 2029

Quick Reference Index

• # index.md
• ## Expiring Soon
• Driver's license: March 2024
• Car registration: December 2024
• ## Frequently Needed
• Health insurance card: medical/insurance.md
• Lease agreement: property/lease.md
• ## Emergency Access
• Passport number: identity/passport.md
• Insurance policy: property/insurance.md

Identity Documents

Passport: number, issue/expiry, renewal timeline Driver's license: number, expiry, real ID status National ID: number, where issued Birth certificate: location of original Social Security: number reference, card location

Financial Documents

Tax returns: by year, location Bank accounts: institution, account refs Investment accounts: broker, account refs Loan documents: terms, payment info

Property Documents

Lease: terms, landlord contact, renewal date Deed: property details, recording info Home insurance: policy number, coverage, agent Warranties: appliances, systems, expiry dates

Medical Documents

Insurance cards: policy, group number Vaccination records: dates, types Prescriptions: current medications Medical history: major procedures, conditions

Vehicle Documents

Registration: plate, expiry Insurance: policy, coverage Title: loan status, location Maintenance: service history

Work Documents

Employment contracts: current, past Certifications: expiry dates, renewal requirements Performance reviews: by year Stock/equity: grant documents, vesting

What To Surface

"Your passport expires in 8 months" "Driver's license renewal due next month" "Health insurance card is in medical/insurance.md" "Last tax return filed: 2023"

Common Requests

"I need my passport number" → identity/passport.md "When does my lease end" → property/lease.md "Health insurance info" → medical/insurance.md "Car registration" → vehicles/car.md

Expiry Tracking

Flag documents expiring within: 6 months: passport (travel requirement) 2 months: licenses, registrations 1 month: insurance renewals

Security Notes

Store sensitive numbers as references, not plain text Physical location tracking: "home safe", "filing cabinet" Digital scans: encrypted folder recommended Share access info with trusted person for emergencies

Progressive Enhancement

Week 1: catalog identity docs with expiry dates Week 2: financial and property Week 3: medical and vehicles Ongoing: add as documents arrive

What NOT To Do

Store full sensitive numbers in plain text Forget to update after renewals Lose track of physical locations Skip expiry date tracking