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 ```markdown # 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 ```markdown # 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