organising receipts etc

Alan m

Member
Joined
Aug 11, 2010
Messages
3,318
hi there.
i was wondering how you organise and keep track of your receipts and all that crap you build up getting materials
iv tried organising them but i never find the ones i want in the right section  when i want it. iv tried organising them into jobs but sometimes they overlap.

i know you can get elaborate computer system but i was looking for a basic sytem
has anyone got a good system or concept.

thanks alan
 
Get an Evernote account (free) at www.evernote.com

Scan in your receipts as PDF files (this will make them searchable).

Create "notebooks" in Evernote and use that to organize the receipts

In addition to this, when you create a Evernote "note", you can add multiple custom "tags" which gives you a second dimension for
organization and searching.

So, say you have all the receipts for your jobs, and you create a new folder for each job. Load the receipts in there, and then say, on a receipt you add a tag for "hardware" and one for "Home Depot".

Later, you can say "show me all receipts for "Home Depot", or all receipts for "hardware". Of course, if you just select a project folder, you'll everything related to that.

YOu could also do the reverse. Folders based on say "hardware", "wood", and tags like "John's Kitchen"

Evernote is "cloud" based, so you can see your content from any browser anywhere, or even from a mobile device such as an iPhone or iPad.

There is also a thick client for your computer so you don't have to use the browser.

It's free as long as you stay under the certain limit of notes per month.
 
Evernote sounds pretty useful.  Gotta start thinking about converting.

I don't have much of a system. If you are planning to stay in the world of paper, one thing I do is make a copy of a receipt that I know I want in more than one place. EX- if it has items for more than one job, make a copy for each job folder, then circle the items that go with the job in that  folder. 

Yeah, I know , I know, just put it in the computer.  ???  ::)

Seth
 
SRSemenza said:
Yeah, I know , I know, just put it in the computer.  ???  ::)
living in a 30 foot RV for two years with two teenagers and a dog (while building our house) cured me of a desire for physical things when there was a digital solution....
 
fritter63 said:
SRSemenza said:
Yeah, I know , I know, just put it in the computer.   ???  ::)
living in a 30 foot RV for two years with two teenagers and a dog (while building our house) cured me of a desire for physical things when there was a digital solution....

The kids and the dog would have been the first items I would have converted to digital  [wink]
 
fritter63 said:
Get an Evernote account (free) at www.evernote.com

Scan in your receipts as PDF files (this will make them searchable).

Create "notebooks" in Evernote and use that to organize the receipts

In addition to this, when you create a Evernote "note", you can add multiple custom "tags" which gives you a second dimension for
organization and searching.

So, say you have all the receipts for your jobs, and you create a new folder for each job. Load the receipts in there, and then say, on a receipt you add a tag for "hardware" and one for "Home Depot".

Later, you can say "show me all receipts for "Home Depot", or all receipts for "hardware". Of course, if you just select a project folder, you'll everything related to that.

YOu could also do the reverse. Folders based on say "hardware", "wood", and tags like "John's Kitchen"

Evernote is "cloud" based, so you can see your content from any browser anywhere, or even from a mobile device such as an iPhone or iPad.

There is also a thick client for your computer so you don't have to use the browser.

It's free as long as you stay under the certain limit of notes per month.
thanks  i will look into that.
 
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