For the monthly statements, and there are a lot of them (credit cards, lawn service, phone, insurance which is not monthly, waste service, etc. I define a year group (e.g. 2015, 2016, 2017…) under each bill type (Amazon visa, LLBean visa,…, Verizon, waste…). I understand this type of organization does not work well with auto filling, and when I used indexing of files, I didn’t have to do that inside DTPO, Hazel did the work. Now, having abandoned indexing, I file manually and search using the basic search.
And this type of statement filing is not really dependent on DTPO to do its magic. It’s my other stuff that does.