Free tool

Document retention timeline

How long should you actually keep a tax return, a bank statement, or a deed? Pick a document type and get the recommended keep-duration, the plain-English reason, and, for time-limited records, an exact date it's safe to shred. No account, no email, free. For the full table and reasoning, read how long to keep important documents.

Step 1

Pick a document type

Choose what you're wondering about. The recommendation appears on the right.

Tax

Financial

Property & insurance

Medical

Identity & legal

Home & purchases

Step 2

Choose a document type on the left to see how long to keep it, why, and, for time-limited records, when it's safe to shred.

These durations are general guidance, not tax or legal advice. Verify current IRS/FTC rules or consult a professional for your situation. Granite organizes your documents and tracks their dates; it doesn't give tax, legal, or financial advice.

Stop tracking shred dates by hand

This tool gives you the rule. Granite keeps the calendar: drop in each document and it's read, filed, and tracked for the dates that matter, so you know what to keep and when it's safe to let go. Free for your first 25 documents.