Evernote’s greatest strength is the vast freedom that it allows. I am continually finding new areas of my life that can be improved through Evernote . The trick is always in finding and implementing a system that makes Evernote work for you. Recently I have decided to let Evernote keep track of my receipts and I have been pleasantly surprised by the results.
The Set Up
1. Select the Notebook.
The first step in setting up this system is to decide what notebook you wish to put all of your receipts in. You may decide to create a separate notebook called “Receipts” that you will exclusively keep all of your receipts in or you may choose to keep them in a personal folder. The folder that you choose is not important as long as you have specified what folder they will be kept in.
2. Create the Tags
The next step is to create two separate tags that will be used to label your receipts. The first tag is labeled, “reconciled receipts” and the second tag is, “unreconciled receipts”. The unreconciled receipts tag is used when you immediately put the receipts into Evernote and the reconciled receipts tag is used once the receipts have cleared your bank account.
Now that they system is in place you need the process to make sure that it gets used correctly. When I make a purchase I make sure to get all of my receipts and put them in my wallet and when I get home I put them on my desk so that I know that they need to be captured into Evernote .
Once a week I go through all of the receipts I have collected and use the document camera found in Evernote to take a picture of each receipt. When I take a picture of the receipt I label the note as the name of the company that I made the purchase from.
After the note has been created I initially tag every receipt with the “unreconciled receipt” tag that was created in the set up. As I watch my bank account and see the purchases clear the bank account I change the tag to the “reconciled receipt” tag. It is important that you delete the “unreconciled receipt” tag and change it to the “reconciled receipt” tag. If you simply add the “reconciled receipt” tag it will still show up when you search for all of your unreconciled receipts and will not be very useful to you.
There are many different things that Evernote can do and I am only scratching the surface with my current use of it. What are you currently using Evernote for?