I'm still learning EN, so this was helpful! I scan receipts using ScanSnap (better than the mobile scan app), Title them with the date YYYY MM DD and use 3 or 4 letter acronyms or the name to describe the subject: I'm AMH, the Canada Revenue Agency is CRA, (Jon would write Tax), Rcpt or Inv, and so on according to my naming convention. I try to keep Titles to one line; acronyms help. They all start life in the .Inbox (my Receipts dump), and they go to the 'YYYY Receipts' folder after labelling them as above. The plan is to delete all superfluous receipts at the end of the year and start a new folder. 'Superfluous' are Visa chits, etc.; 'Keepers' are CRA-labelled (keep for 7 years in Canada) or items with a decent warranty. Since I've been doing this for only one year, who knows how it will evolve?
I have almost the same system. I have one notebook for all receipts. I add the tags for the subject of the bill, for the year and I add a tag for NotPaidYet when it still needs to be paid or Paid, after I paid it.
I also add a task in the note for what the date is that it needs to be paid by.
So, every wednesday is my financials day where I do my bookkeeping and pay outstanding bills etc.
I use the evernote plugin for GMail. to move emails to Evernote.
I use the email-into Evernote-feature much less than I thought I would, but I make sure I email receipts and product guarantee info into Evernote. Managed to get a replacement for a toaster that gave up the ghost just before the guarantee ran out because I had the details in Evernote. Happy days:)
I'm still learning EN, so this was helpful! I scan receipts using ScanSnap (better than the mobile scan app), Title them with the date YYYY MM DD and use 3 or 4 letter acronyms or the name to describe the subject: I'm AMH, the Canada Revenue Agency is CRA, (Jon would write Tax), Rcpt or Inv, and so on according to my naming convention. I try to keep Titles to one line; acronyms help. They all start life in the .Inbox (my Receipts dump), and they go to the 'YYYY Receipts' folder after labelling them as above. The plan is to delete all superfluous receipts at the end of the year and start a new folder. 'Superfluous' are Visa chits, etc.; 'Keepers' are CRA-labelled (keep for 7 years in Canada) or items with a decent warranty. Since I've been doing this for only one year, who knows how it will evolve?
I like the idea of using acronyms for the receipts. I do something similar with client projects I'm working on.
Also love the fact you have a clean every now and then. I'm not one to keep everything forever!
Thanks.
I have almost the same system. I have one notebook for all receipts. I add the tags for the subject of the bill, for the year and I add a tag for NotPaidYet when it still needs to be paid or Paid, after I paid it.
I also add a task in the note for what the date is that it needs to be paid by.
So, every wednesday is my financials day where I do my bookkeeping and pay outstanding bills etc.
I use the evernote plugin for GMail. to move emails to Evernote.
thnx for the video
Cheers,
Nico
Thanks for sharing your workflow Nico. I like the idea of NotPaidYet as a tag. I may add that to my list of 4 tags ;)
I forgot to mention tasks in the video, I also use a few to remind me to pay some manual bills.
Nice workflow.
I use the email-into Evernote-feature much less than I thought I would, but I make sure I email receipts and product guarantee info into Evernote. Managed to get a replacement for a toaster that gave up the ghost just before the guarantee ran out because I had the details in Evernote. Happy days:)