In industry, curious how you organize accounting files.
Topic → Month or Month → Topic?
What’s worked best for you and why?

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I am assuming this is for monthly items like accruals and such. Entity>Fiscal Year>Topic>then files are saved as YYMMDD-file name.

Perm files like loan documents that CFO1 mentioned are Perm folder>Topic>Entity> then files are saved as Bank-loan amount-YYMMDD.

You have to find out what organization method works best for your team and then be consistent about it.

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Company, trial balance-primarily balance sheet, year, month (only if needed). Because, for example, I don’t remember what month the loan was finalized but I do know the account number which will narrow it down. Since there is a limited number of statements I wouldn’t have the origination in a monthly folder and would find it faster.

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Topic then month. We also do year- then entity- then topic- then month.

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