On a real Forge this is a plain text file sitting in a folder you own. This page just shows what's inside it.
Nothing has moved. This is a proposal for your review. When you say go, each file is renamed and
filed into its cabinet folder exactly as laid out below. Duplicates and files I couldn't read are only ever
flagged — never deleted, never guessed.
Run date: Thursday, July 23, 2026
Drawer: ../drawer/ · Cabinet: ../cabinet/ (holds 5 documents already, from the June 24 run)
| Count | |
| Files found | 24 |
| Ready to file | 19 distinct documents, named & sorted |
| Need your call | 5 — 1 couldn't read · 2 look-alike/duplicate · 2 low-confidence [confirm] |
| Couldn't read | 1 — a photo-only scan with no text layer |
| Duplicate / look-alike groups | 2 — 1 byte-identical pair + 1 look-alike (same doc, different format) |
| From the drawer | What it is | → Proposed name | Type | Keep until | Confidence |
scan0091.pdf | Riverbank Trust business checking statement, June 2026 (#****2231) | 2026-06-30_Riverbank-Trust_Account-Statement.pdf | Account-Statement | 2033-06-30 | clear |
scan0092.pdf | Cardinal Card Services business card statement, closing Jun 15 2026 | 2026-06-15_Cardinal-Card-Services_Card-Statement.pdf | Card-Statement | 2033-06-15 | clear |
Document (4).pdf | Riverbank Trust business checking statement, May 2026 (#****2231) | 2026-05-31_Riverbank-Trust_Account-Statement.pdf | Account-Statement | 2033-05-31 | clear · look-alike |
may statement.txt | The same May statement, pasted as text | 2026-05-31_Riverbank-Trust_Account-Statement.txt | Account-Statement | 2033-05-31 | look-alike of Document (4).pdf |
| From the drawer | What it is | → Proposed name | Type | Keep until | Confidence |
IMG_2201.pdf | Foghorn Coffee Roasters green-coffee invoice FR-4471, $2,480 | 2026-06-05_Foghorn-Coffee-Roasters_Invoice-FR-4471.pdf | Invoice | 2033-06-05 | clear |
IMG_2202.pdf | Foghorn Coffee Roasters invoice FR-4489, $1,930 (distinct from FR-4471) | 2026-06-19_Foghorn-Coffee-Roasters_Invoice-FR-4489.pdf | Invoice | 2033-06-19 | clear |
final.pdf | Dairy Valley Creamery milk-delivery invoice DV-8830, $612 | 2026-06-10_Dairy-Valley-Creamery_Invoice-DV-8830.pdf | Invoice | 2033-06-10 | clear |
final_v2.pdf | Byte-identical copy of final.pdf | (held in the drawer — see below) | — | — | duplicate of final.pdf |
receipt1.txt | Northgate Utilities electric bill, $438 (billed Jun 12 2026) | 2026-06-12_Northgate-Utilities_Utility-Bill.txt | Utility-Bill | 2033-06-12 | clear |
untitled (3).txt | Corner Hardware receipt — wire shelving, $154 | 2026-06-02_Corner-Hardware_Receipt.txt | Receipt | 2033-06-02 | clear |
Scan_2026_06.pdf | Blue Line POS monthly software invoice BL-2026-06, $89 | 2026-06-01_Blue-Line-POS_Invoice-BL-2026-06.pdf | Invoice | 2033-06-01 | clear |
| From the drawer | What it is | → Proposed name | Type | Keep until | Confidence |
misc (2).pdf | 2025 Form 1099-NEC — Brightleaf → Reed Bookkeeping, Box 1 $6,400 | 2025-12-31_Brightleaf-Coffee_1099-NEC-Reed-Bookkeeping.pdf | 1099-NEC | 2033-12-31 | clear |
letter.pdf | Hollis & Grange CPA — 2025 tax-year engagement letter (Jan 20 2026) | 2026-01-20_Hollis-Grange_Engagement-Letter.pdf | Engagement-Letter | 2033-01-20 | clear |
stateform.pdf | State Dept of Revenue — Q2 2026 sales & use tax return | 2026-06-30_State-Dept-of-Revenue_Sales-Tax-Return.pdf | Sales-Tax-Return | 2033-06-30 | clear |
| From the drawer | What it is | → Proposed name | Type | Keep until | Confidence |
agreement.pdf | Cedar Point Properties — commercial lease, 214 Brightleaf St, signed Mar 1 2024 (5-yr term) | 2024-03-01_Cedar-Point-Properties_Lease-Agreement.pdf | Lease-Agreement | Active + 7 (2036-03-01) | clear |
Document (7).pdf | Foghorn Coffee Roasters — 2026 wholesale supply agreement (auto-renew) | 2026-01-15_Foghorn-Coffee-Roasters_Supply-Agreement.pdf | Supply-Agreement | Active + 7 | clear |
scan0100.pdf | Blue Line POS — service agreement / terms of service (eff. Nov 1 2025) | 2025-11-01_Blue-Line-POS_Service-Agreement.pdf | Service-Agreement | Active + 7 | clear |
| From the drawer | What it is | → Proposed name | Type | Keep until | Confidence |
20260401_1102.pdf | Beacon Mutual — business owner's policy declarations, BOP-77310 (renews 2026-08-01) | 2025-08-01_Beacon-Mutual_Insurance-Declarations.pdf | Insurance-Declarations | 2030-08-01 | clear |
20260401_1103.pdf | Ironclad Insurance — workers' comp certificate WC-20460 (eff. 2026-01-01) | 2026-01-01_Ironclad-Insurance_COI.pdf | COI | 2031-01-01 | clear |
| From the drawer | What it is | → Proposed name | Type | Keep until | Confidence |
permit.pdf | City of Brightleaf — food-service establishment permit FSE-2026-0448 | 2026-01-01_City-of-Brightleaf_Food-Service-Permit.pdf | Food-Service-Permit | Permanent | clear |
scan0105.pdf | State — LLC annual-report filing confirmation (Feb 15 2026) | 2026-02-15_Brightleaf-Coffee_LLC-Annual-Report.pdf | LLC-Annual-Report | Permanent | clear |
notes.md | Equipment list with serial numbers + warranty-through dates (updated May 1 2026) | 2026-05-01_Brightleaf-Coffee_Equipment-Register.md | Equipment-Register | [confirm] | [confirm] folder — I parked it in Admin/ as an equipment register, but it reads part-warranty-record: you may want it in Contracts/. |
| From the drawer | What it is | → Proposed name | Type | Keep until | Confidence |
email1.txt | Northgate Utilities — courtesy notice of an upcoming commercial rate change | undated_Northgate-Utilities_Rate-Change-Notice.txt | Rate-Change-Notice | [confirm] | [confirm] date — the email carries no date line; I won't stamp a date it doesn't show. |
| From the drawer | Why | What I did |
IMG_2250.jpg | A photo-only scan with no readable text layer — I can see it's a document, but I can't read what it says. | Left it in the drawer, flagged. I never guess the contents of a file I can't read. Re-photograph it with a scanning app (or drop the text) and I'll classify it next run. |
Group 1 — byte-identical (confirmed same bytes). My suggestion is to **file the "keep" and set the copy
aside** — but it's your call; nothing is removed.
| Keep (file this) | Duplicate copy (held in the drawer) |
final.pdf → 2026-06-10_Dairy-Valley-Creamery_Invoice-DV-8830.pdf | final_v2.pdf |
Group 2 — look-alike (same document, different format). Not byte-identical — the same May statement saved
two ways. Keep whichever format you prefer, or both.
| The documents | What differs |
Document (4).pdf ↔ may statement.txt | Riverbank May statement — scanned PDF vs. pasted text |
[confirm] list — two fields I won't guessnotes.md folder — the equipment register isn't cleanly one folder. I parked it in Admin/ because it reads as a gear/serial-number register, but the warranty-through dates make it look part-Contracts/.
Tell me which and I'll file it there; leave it and I'll file it under Admin/ on go.
email1.txt date — the Northgate rate-change email has no date in its body, so I left the date as undated. If you know the month it arrived, say so and I'll set YYYY-MM; otherwise it files as undated.
*Keep-until dates are guidance by document type from references/retention-rules.md — not legal or tax advice;
confirm anything that matters with your accountant or attorney. Statements & invoices: 7 years. Tax: 7 years.
Contracts: active + 7 years. Insurance: active + 4 years. Correspondence: 3 years. Admin (licenses,
registrations): permanent.*