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