Documents

Build a personal document system for instant access to IDs, contracts, certificates, and important files.

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