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
