How to Organize Your Files: An Introduction to Personal File Management

5 minute read
| Deep Dive

File organization is important in the digital age, if only because having a coherent system makes it easier when you want to find a file later. Now where did I put that photo of Charlotte’s birthday cake last year? Was it in iCloud Photos? Or was it in Finder? How do I search for it?

In this guide I’ll describe a personal information management system I created in 2018. I’m rewriting my previous two articles about it and merging them into one. The system defines some standards but can also be personalized to you, because you’re the one trying to find these files later. Formats that work for me may not work for you, and vice versa. This is meant to give you a starting point.

Goals

The system I created is kind of a hybrid. It’s predominantly based on file names, and the file names inform the file groups. I wanted a system that you can use regardless of the underlying OS, instead of an OS-specific feature like Finder tags (although I use those along with the system).

Universality was the main goal, not just universal between OS but also between apps. Examples: The Photos app can handle photos and videos, Apple Books can handle ebooks and PDFs, and the Files app or Finder can handle multiple types of files. Inside the Photos app you can organize photos into albums and organize albums into folders, but you can’t search file names.

In the Books app you can organize books into collections, and search by book name or author name. In Files, Finder, and Apple Notes you can organize files into folders and sub-folders and search by file name or other text.

As you can see, each system has its own way of organizing content. Instead of Finder’s built-in directories for file types like Documents, Movies, etc., apps like Photos and Books themselves become the file type. So how do you organize within those apps? Folder hierarchies like r/datacurator’s file tree won’t work. That’s why my primary categories below are based on lifestyle. This gives us a more general organizational layer to work with.

You’ll still be limited in apps like Photos that don’t let you search by file name, but you can drill down and see which category the file belongs to. The system has two parts: A way to organize files by name, and a way to organize files into groups. Maybe some day I’ll come up with a fancy name for it, but for now I just call it “the system”.

screenshot of personal information management in files

This system can work in Files…

Naming Files

It starts with a consistent way to name files. A file name is organized like this:

[Primary Category][Secondary Category]-Qualifiers

You can leave out the brackets if you want but to me it makes it easier to parse. You can add as many secondary categories as you want but there should only be one primary. Qualifiers are words that describe the file, and you’ll want to pick words that will help you remember the file later.

The primary categories that I chose are based on lifestyle: Home, Learn, Play, Self, and Work. It’s not a strict system; you can change the names or add new categories, like one called School for students. The important part is to use categories that work no matter which app you use. Here’s how I define them.

Primary Categories

  • Home can contain data like recipes, cleaning tips, and financial information.
  • Learn can contain a variety of data. I use this category as an “other” or “miscellaneous” one.
  • Play is about entertainment. Movies, books, games, etc.
  • Self is kind of a subjective category. I use it for my journal and other personal things like self-improvement data.
  • Work is obviously work-related data.

You could even assign each primary category a number, and turn the system into a simplified Dewey Decimal Classification.

Exceptions: Dates & Backups

If you use dates in a file name then I highly recommend using the ISO 8601 format, which looks like this: YYYY-MM-DD. This format is naturally self-sorting: Days and months repeat but years don’t. Date should become the primary category, like so:

[20200126][Work]-Article

If you manually back up files (manually like dragging and dropping folders onto a hard drive, as opposed to automatically like iCloud Backup) then you can have [Backup] or [BU] as a primary category with the date you created the backup. A backed up file name would look like this:

[BU-20200126][Work]-Project 1
screenshot of personal information management in books

…and also in Apple Books

Secondary Categories

Primary categories are strictly defined but secondary categories are not. These are fluid and it depends on the file and its contents. For books, the author name could be a secondary, as shown in the next section. Or you could switch it around and have the genre become a secondary. I even have some files that don’t have a secondary category. My general rule is that once I have a minimum of three files that share the same secondary category, I create a folder for them. 

Organizing Files

In iCloud Drive I have a folder called Root and inside are the five primary folders, and within each of those are folders based on type: Audio, Photo, Text, Video, Ware (software). Again, this isn’t strict, and you can add or remove folders as you see fit. You could add file type as a secondary category, and I do this for certain files.

There are certain situations in which organizing by file type doesn’t make sense. Let’s say you’re working on a project for work or school. You’ll probably be working with multiple file types. In that case, it‘s better to keep those files in one folder, instead of spread out by file type.

As another example, in Apple Books I organize books into the primary categories based on the content: Cookbooks go into Home, scientific books go into Learn, fantasy and sci-fi books go into Play, self-improvement books go into Self, and so forth.

Here’s a file naming example. Let’s say you store your books in Finder instead. You could name them like this, using the Last Name, First Name format. However, by default you won’t see the file name in Books. Apple Books also gives you sorting options, like sorting by Recent, Title, Author, or Manually. And each collection can have its own sorting option, which I think is nice.

[Learn][Genre][Author]-Title

Automation

As you can see, this system works well with automation, like using Automator or an app like Hazel to send files that have the word [Work] directly to the Work folder, [Learn] files to the Learn folder, and so forth. You’re limited only by your imagination.

You’ll definitely want to use Automator to rename your files in bulk in accordance with the system. Use Get Specified Finder Items and drag a folder with files into the action. Then use Get Folder Contents, and finally add the action called Rename Finder Items. In the drop down menu within that action, you’ll probably be using the Add Text selection the most.

Screenshot of personal information management workflow

File Renamer workflow

Conclusion

This system has been a work in progress since I created it in 2018. I’ve made small tweaks here and there but overall it has remained the same. I’ll keep this guide updated as I make changes. And if you’ve created your own personal information management system, mention it in the comments. I’d love to read about it.

Further Reading

[Do Your Apps Spark Joy?]

[iOS 12: How to Create Album Folders in Photos]

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