Organize your finances for a spring cleaning.

Don't overlook your finances while spring cleaning.

To start, you’ll want to get organized.

Jamila Souffrant, creator of the financial education podcast "Journey To Launch," stated that a cluttered mind and a cluttered house can both make you feel unproductive, and the same applies to disorganized finances.

She emphasized the importance of renewing and reevaluating one's financial situation in order to approach a new season with greater financial stability.

To achieve financial success, couples should consider joint or separate accounts.

Decluttering can take various forms, such as organizing documents and simplifying your budget. It not only aids in achieving financial success but also improves your mental well-being, as stated by Winnie Sun, co-founder and managing director of Sun Group Wealth Partners in Irvine, California.

"Having organized finances leads to a less stressful life," she stated.

Creating a system may require an initial investment of time, but it will ultimately save you time and energy in the long run.

According to Sun, a member of the CNBC Financial Advisor Council, if you establish a system that works for you now, you can easily repeat it next year.

Since tax season is approaching, it's the ideal time to organize your financial documents. Here's how to do it effectively.

Reassess your budget

It's a good idea to review your 2022 budget even if you've already prepared it.

Review your financial situation over the past three months, Souffrant advised. What is working and what is not working? Take any lessons learned and apply that moving forward.

As spring arrives, you may feel the urge to alter your spending habits. In fact, a survey by RetailMeNot found that 1 in 3 American consumers are more likely to shop during longer days and with more sunlight, polled more than 1,000 U.S. consumers on Jan. 20-21.

Consider how your financial situation may change in the near future and adjust your budget accordingly, advised Souffrant.

A budgeting app can be helpful, but it only works if you put in the effort it demands.

She emphasized the importance of actively updating your numbers rather than being passive about it.

You can securely store a spreadsheet on an encrypted drive.

Declutter unnecessary expenses

You may be spending money on things you don't need or have forgotten about.

Review your expenses and identify any recurring services that can be cancelled to reduce costs.

The nitty gritty

Organizing your financial situation involves more than just tracking your spending, earnings, and savings.

Sun emphasized the importance of being organized in storing and accessing information.

She relies on a specific method for organizing her documents, which involves utilizing cardboard magazine files for categorization, a three-ring binder to archive annual records, a hole punch, a scanner/printer, and a small shredder.

Sun keeps her paperwork organized by using standing cardboard magazine files to categorize bills, bank statements, receipts, and tax statements. Each file is labeled and kept on her desk.

Sun advised sorting through files once a week, shredding unnecessary documents, and scanning important ones onto an encrypted drive.

She advised keeping physical copies of banking items, estate plans, and mortgage documents, as they are large and time-consuming to scan, while printed annual documents like tax returns can be stored in a labeled binder.

"Imagine your household finances like trying on shoes in a store," she suggested.

Organize your finances like a shoe store back room, where they can easily find the shoe and size.

To receive the 8-week course on financial freedom, Money 101, click here. For the Spanish version, click here.

An organizing side hustle can earn an adjunct professor up to $250 an hour and about $100,000 a year through Acorns+CNBC.

Disclosure: NBCUniversal and Comcast Ventures are investors in Acorns.