I don’t know about you, but when I’m overwhelmed with all things paper, my greatest desire is for someone to magically put it all in place so I can start fresh. If that could happen, I would change my ways, put a system in place and stay organized.
Well, that’s exactly what can happen with receipts if you use the right tools!
Earlier this week I told you how to get a HUGE pile of receipts scanned and organized for free! The best part is that hours of work can be done by someone else, leaving more time for you to do the important things in life.
Then once you are all organized you can begin scanning receipts yourself! I have a 4-in-one printer that scans and I like everything about it except the scanning feature because it takes way to many steps to get the job done.
I knew I would never scan receipts with that printer so I finally got Neat Receipts for Mac and love it!
- It’s super small and sleek. It easily fits in my desk drawer when I’m not using it but takes a nano-second to get out and plug in.
- It scans quickly and uploads the receipt to a database on your computer.
- It’s extremely accurate at recognizing the retailer, amount, tax, etc. (this shocked me!)
- Receipts can be categorized using fields that match those needed for tax returns (talk about being organized for tax season!!).
- You can scan anything (children’s art work, photos, business cards, contracts, etc.) not just receipts.
- You can export data into a PDF or excel (a dream for this numbers girl!)
- It works with a MAC or a PC.
The list goes on and on. I’m a fan if you can’t tell. Mostly because it’s easy to use and easy to stay organized.
If you have a scanner like Neat Receipts, it’s easy to track expenses and keep documents organized on a daily basis once the initial scanning is done for you. Just make it a habit to put all paper in an in-box every single day. Then empty that in-box daily. Or at least weekly!
Scan. File. Purge.
You’ll feel lighter and less stressed because you’ll finally be out from under the paper pile and have a system in place to stay organized!
Action Items for Today
- If you don’t have a scanner, research options to use for receipts and other documents (you’ll need it as you move towards being paperless). I personally like Neat Receipts.
- Put all new receipts in in-box and begin scanning them.
Let’s hear from you…
How do you keep of track receipts?
Don’t miss a single post in this series! Click here to read more about the Great Paper Challenge: From Piles to *almost* Paperless!