How do you organize you receipts?

I'm currently putting them to a folder divided as warranty purpose , record purpose & tax purpose . When a receipt is required for warranty and tax , I photo copy put them in both folders . When receipts pass the warranty I move it to record purpose or throw it away .

  • How do you organize yours ?
  • Do you use a fancy OCR scanner ?
  • Do you use an App ?

Comments

  • I use an app called pocketbook that lets me link receipts to transactions (can take photos).
    For paper receipts I usually keep a spreadsheet of receipts that I keep and file them in the one folder in my filing cabinet.

    EDIT - I keep tax separately

  • I'm similar, but just 2 folders, "tax" and "proof of purchase/warranty".
    I've never bothered sorting out old receipts and the tax ones get filed along with other suitable records by year in case of audit. I need to make a warranty claim so infrequently it is fine to just keep the one copy in 'tax'.

  • Same as badhorse, I'm using Pocketbook as well. I was using a US based paid app before it shut down. The Pocket team is based in Australia and they are OzBargainers as well.

    The only downside is that you can only scan in receipts for about the past 30 days. Pocket pulls all of your transactions from your bank account and credit cards then you just scan the receipt for each transaction. So no need to create folders etc.

    • +1

      Are you comfortable providing all your bank login details for this app?

      • Yes. The service has been written up in many places and they do have a security page explaining a bit about their procedures.

        I have CC & my ING account connected. ING can't send money without SMS confirmation. Not much you can do with online CC account. I suppose there is always the risk of a breech however I think the usefulness of the app outweighs my concerns. I can see how people would be hesitant to enter all of their details into the app. If only the banks/ccs played nicely and offered read only APIs…

  • I scan all receipts into my computer using a Canon Multifunction, give them a name describing the item and drop it into a folder based on the category of the purchase on my file server.

    The scanning software also performs OCR which puts text in the PDF which means depending on what application is used to store them, text is searchable.

    There's a lifehacker article (http://lifehacker.com/5973033/how-i-turned-three-years-of-pa…) on going paperless which recommends Evernote - but i don't that functionality/don't want my docs in the 'cloud'

    Also seen mentions of CamScanner for Android on a recent thread for a portable scanner - that or another similar application may fit your needs.

  • +2

    Shoeboxes, with receipts stapled to warranty cards - which probably explains why I can never find a receipt when I need it.

  • Scancam -> dropbox
    Name = Item name

    • Exactly how I do it.

  • I'm in the Evernote camp. Having to scan is a slight chore, BUT having the reciept and warranty information searchable, taggable and generally able to organisationally manipulate is soooo worth the extra step.

    I've also tried various cam scanner apps for my smart phone but my OCD hasn't been satisfied with the result. It could be just because I haven't tried hard enough, but that's just me.

    • Evernote here too. Plus photo's attached of big ticket items for insurance purposes.

    • I use JotNot Pro on the iPhone to camera-scan receipts and Evernote is generally happy with the content, though I usually increase the darkness a little during the scan.

      I also use a separate "Warranties" Google Calendar to record the end-date of warranties.

  • I find Bunnings paper receipts (and some others) fade considerably within about 12 months.

    • Scan them

  • I keep them in a pencil case with a rubber band around them, numbered at the top with the year and receipt number. e.g. 2014-1, 2014-2, etc. Then I write that same number in my budget spreadsheet (where I already list every purchase). I just CTRL-F to search the spreadsheet for an item. Next to it I can now see the date it was purchased (to see if it's still in warranty). Next to that again I have the receipt number. So then I flick through the receipts and pull it out.

    I tried scanning, but when stored this way they don't fade before the warranty is up, and it was taking more time than the above method.

  • Evernote here, both desktop and Android as I believe the keys to organisation are everything in one place and store upon receipt. If the process is not efficient, the receipts pile up and it makes it even less desirable to do.

    Evernote's now got decent Gmail and pdf grabbers so electronic receipts and scanned receipts are in one place.

    One-touch Evernote scanners are great when they work. Sadly Canon stuff it up, like double page feed errors when feeding a single page. PC reboot miraculously fixes this 'hardware' problem.

    With my scanner, paper needs to be ironed with starch to have a chance of feeding correctly, so receipts from a wallet have no chance. Even undamaged A4 I'll open up the scanner to put the paper in rather than letting it feed it in. Multiple pages - I don't even try - it's not worth the effort of Teflon coating the pages first.

  • Ultra portable use powered s1100
    http://scanners.fcpa.fujitsu.com/scansnap11/s1100.html
    html

    Scan searchable pdf to a folder synced to google drive.

    Can then use pdf reader or explorer text search to find what I need.

  • Digiframe scanner.

    http://www.digiframe.com.au/

    Quick & easy…

    Cheers!

  • I put mine in a draw and upload them to cloud storage - only for $100+

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