How To Organize Receipts

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  • Опубліковано 28 січ 2025

КОМЕНТАРІ • 83

  • @pjakers11
    @pjakers11 7 років тому +36

    Hi Nikki, 2 years later, do you still like this scanning method?

  • @mrhymer95
    @mrhymer95 9 років тому +11

    Hi Nikki! Would you please do an update or a new review for this scanner? I would love to know your thoughts about it a year later? Thanks.

  • @roxannevincent08
    @roxannevincent08 9 років тому +4

    Hi,
    I am new to your channels and I am loving it. My question is where does the Neat save the information?
    Thanks again

  • @Mylifefullofhope
    @Mylifefullofhope 10 років тому

    Thanks Nikki will check this out, my hubby and I have a small business and this would be great for business and home. Thanks for sharing!

  • @Agr8fullife
    @Agr8fullife 10 років тому +2

    Hi Nikki! Thank you for sharing this product! I not only have to organize my own receipts but do this also for others in preparation for tax filing. I would be interested in knowing how you categorize your receipts and which ones you keep vs. discarding/shredding. A video with suggestions on how to categorize receipts would also be extremely helpful in preparation for tax season. Just a suggestion. Thanks again for sharing your tips and creative ideas for home keeping and organization!

  • @ccdocherty
    @ccdocherty 4 роки тому

    binder please tell what the transparent binder box you are using is - looks like a great way to organize!

  • @iwant2stayhome
    @iwant2stayhome 10 років тому +6

    How do you make the outside labels for your binders?

  • @netifert
    @netifert 10 років тому

    Love the idea not only for the receipt but invoices and all theses important paper

    • @AtWorkWithNikki
      @AtWorkWithNikki  10 років тому

      netifert Great idea! Thanks for sharing that. Hope your doing great. Hugs. Nikki

    • @netifert
      @netifert 10 років тому

      AtWorkWithNikki I'm horrible when it comes to paper clutter I don't know how to do it and I don't like to do it. But since I decided to have all those important paper numerised or donlowded directly. It save me a lot of time.
      Everything is well organized on my computer and in less of 5 minutes I got the document printed

  • @RomyMacias
    @RomyMacias 8 років тому +2

    Nikki,
    Could you tell us where you buy your binders?
    Thanks!

  • @Baileybooandecho
    @Baileybooandecho 7 років тому +1

    Hi Nikki! Are you still using Neat? We have the original one and I never kept up the practice. What do you suggest? It is a new year so I may try to go back to it.

  • @chrisrules1014
    @chrisrules1014 10 років тому +1

    Hi Nikki! I was wondering where you purchased the clear plastic folders that house the pouches. I liked the looks of them in a previous video you shared and I think they would work well for me. Are you planning on doing a video of the filing system/organization of the desk drawer? I would be really interested in seeing what you house in the files. It looks so neat and tidy. Thanks for sharing!

    • @AtWorkWithNikki
      @AtWorkWithNikki  10 років тому +1

      chrisrules1014 I want to say either office depot or staples. I think they both have them. I am sure a filing drawer video is coming. It is on my to do list already. Thanks for asking. Hope all is great your way. Nikki

    • @chrisrules1014
      @chrisrules1014 10 років тому

      Thanks Nikki! I can't wait for your video on the filing drawer. We are moving from PA to VA sometime in the next several months so I have been reviewing your moving videos recently. Very helpful! Thanks so much.

  • @jechols4474
    @jechols4474 8 років тому +1

    Thanks Nikki! I needed to update my method, will try the Neat process.

  • @juliequick5526
    @juliequick5526 10 років тому

    This is really timely for me! I am investigating getting a proper accounts package for my role as treasurer of a local charity, as the turnover is bigger than many small businesses. This would help so much with the vast amount of paperwork I have. Thank you Nikki!

    • @AtWorkWithNikki
      @AtWorkWithNikki  10 років тому

      Julie Quick So glad you found it helpful Julie. I know what you mean. I am excited to be able to not have to store receipts manually. Hope all is going great your way and thanks so much for watching. Nikki

  • @AYWalton
    @AYWalton 10 років тому +6

    What if you made a purchase and need a receipt to return it? Without a receipt would someone at customer service accept a scanned image of the receipt? I would think that still having the paper copy, but neatly stored would assist.

    • @AtWorkWithNikki
      @AtWorkWithNikki  10 років тому +6

      Angela Walton-Raji Great question Angela. Not 100% sure, but I do know that now many stores are offering paperless receipts( emailing them to you). I don't think a scanned receipt would be a issue with a return. I also use my card for purchases so that is always a simple returned, but I will definitely keep you posted if I ever encounter a issue.

    • @HisandHerMoney
      @HisandHerMoney 10 років тому +7

      I copy my receipts all of the time, especially because the receipt paper the stores are using now has ink that disappears. I have never had a problem taking in a copy receipt. When they scan the barcode if it shows that the item has not been returned they process it, with no problem. I have been wanting to try this product for the longest. Thanks for sharing.

    • @Queenmikeia30
      @Queenmikeia30 10 років тому

      Yes we do if it have that bar code or the onfor we need to do the return you will get it no matter what you do not need to keep the original a copy will due just fine

    • @ashleygates6996
      @ashleygates6996 5 років тому

      Mike Klein Depending on the store they can pull up the receipt with the last 4 of the card and the purchase amount. Many just don’t want to because it takes a few minutes.

  • @alishagarcia6515
    @alishagarcia6515 Рік тому

    What app/program do you use to store your reciepts on the computer? Trying to learn for my husband's business. Advice please.

  • @motionsex
    @motionsex 10 років тому

    Thanks for sharing I was thinking about getting one. I think this is something I really need. I'm also going to keep my receipts for a year as well.

  • @heathermichelleheather9348
    @heathermichelleheather9348 10 років тому

    I really like this scanning and importing g process, thanks. Also was looking back to see if you have a video on those binder organization and the style and font size for the spines

  • @marlaw4141
    @marlaw4141 10 років тому

    Great video. I don't have a business, but do I have receipts. I swear they multiply overnight! I may have to look into the scanner. I see many uses for it to eliminate paper at home. Thank you for sharing. Have a great day!

    • @AtWorkWithNikki
      @AtWorkWithNikki  10 років тому

      Mary L LOL...So true Mary! Receipts can be so overwhelming! I will keep you posted on how I am liking the scanner. So far, so good :). Nikki

  • @ycahdwaynesoonam3168
    @ycahdwaynesoonam3168 9 років тому +2

    question....been using the neat scanner for two days now and as i was scanning into the receipt folder, i noticed 2 receipts was in the document folder (don't know how it got there), but anyway, how can i move the receipts from the document folder to the receipt folder? appreciate a response please...thanks

  • @richbeauty212
    @richbeauty212 4 роки тому

    Hi Nikki! I love, love, love your channel. This was so helpful. Do you still use this method? If not, is there another video where you can share the latest tips on maintaining receipts? Thanks!

  • @toniysmith1
    @toniysmith1 7 років тому +5

    Are you still using your Neatreceipts? I purchased one but I am Leary about throwing away the receipts. Interested in how it's going for you.

  • @DallasDuchess
    @DallasDuchess 10 років тому +1

    Thanks Nikki, I've wanted a neat, but based on the bad reviews I passed. My question is how do you return an item if you don't have the original receipts?
    Please keep us updated.
    I always look forward & appreciate your wonderful videos ❤️

    • @AtWorkWithNikki
      @AtWorkWithNikki  10 років тому

      Dallas Duchess I will definitely keep you posted on the Neat. So far so good. The reviews on the one we got were much better than that of the bigger models. You know now some stores going to paperless receipts with offering you the option to have your receipt emailed to you. I don't think scan receipts are a issue, plus we always purchase with a card so returns are simple, but I will let you know if I encounter a problem. Great question! Hope all is going great your way. Nikki

  • @HelpMamaRemote
    @HelpMamaRemote 10 років тому

    Thanks for sharing. I've always wondered how those electronic filing systems work. I'm still a paper kinda girl with a lot of things.

    • @AtWorkWithNikki
      @AtWorkWithNikki  10 років тому

      HelpMamaRemote So glad to share this with you. I am trying to streamline with paper. It can get so overwhelming. I am excited about the new system. Hope your doing great. Nikki

  • @AngieMo43
    @AngieMo43 10 років тому

    This was very helpful. Wondering 2 things...did you scan in any past year receipts (before 2014) and then discard the paper for those years? And secondly, do you have a video on how you file home repairs service orders/receipts and warranties and service plans. Any tips would be helpful. Thanks.

    • @AtWorkWithNikki
      @AtWorkWithNikki  10 років тому

      AngieMo43 Thanks Angie we just recently got the scanner, so we have not discarded 2014 receipts. With it being tax time we will keep scanned copies and submit those this tax year, then discard. I don't have a video on how I file those home items. I will put that on my list of video to do, but that video would definitely be one that I share on my other channel "At Home With Nikki". Thanks for the suggestion and hope all is great your way. Nikki

  • @MsDeeZamora
    @MsDeeZamora 9 років тому

    I found this video really helpful. I wanted to ask you what program do you use to keep your business accounts in order quick book, excel etc. I'm started my own business bit I am not sure if I need a bookkeeper or I can just do it myself.

  • @MommyGoodness
    @MommyGoodness 10 років тому

    We would love one of these! I hate paper clutter!

  • @Iwtchutube
    @Iwtchutube 10 років тому +1

    Can you PLEASE make a video on your binder organization. That looks like a great system. If you already did a video of that, can you send me a link? Thanks!!
    Löve yoür videos Nikki!

  • @z28redd
    @z28redd 8 років тому

    Thank you, so much for your helpful videos. You are very well organized.

  • @TheBetterMe80
    @TheBetterMe80 10 років тому

    For the receipt binder, where did you get the zipper pouches to put int he binder? Nikki Boyd

    • @nikkiboyd4564
      @nikkiboyd4564 10 років тому

      Sonya I believe office depot or staples.

  • @jenniferepps6354
    @jenniferepps6354 10 років тому

    What an awesome gadget! I like the idea of going paperless...much more organized and neat that way :)

    • @AtWorkWithNikki
      @AtWorkWithNikki  10 років тому

      ***** We are excited about it. It has been working out great so far. So true. Hope your doing great. Nikki

    • @jenniferepps6354
      @jenniferepps6354 10 років тому

      AtWorkWithNikki Awesome! :D

  • @tanishanaturalista7467
    @tanishanaturalista7467 10 років тому

    I have a laptop that do sent give me the option to use disc is there another way to install the program to my laptop such as a usb?

  • @elizabethjack595
    @elizabethjack595 8 років тому

    Hi Nikki if I don't not have any business can I save my recited and filling next year for Income tax

  • @thegalleryBBQ
    @thegalleryBBQ 3 роки тому

    I hate channels that flat out refuse to update. Trust me, she sees the need from her viewers.

  • @ObsDaughterCan
    @ObsDaughterCan 10 років тому

    Thinking about receipts, works for tax's and notes. But do you still hold on to receipts for returns. Would a biz take a scan n printed receipts? We are overrun by receipts 😁TFS jan

    • @AtWorkWithNikki
      @AtWorkWithNikki  10 років тому

      ***** Should not be a problem. Someone else commented on this video stating they also had no problem using printed receipts. Some places now will email you your receipts instead of printing them (I can see this coming in the near future for many places). Great questions Jan! Hope your doing great. Hugs. Nikki

  • @rollthers3157
    @rollthers3157 4 роки тому

    Thanks! Very informative.

  • @carlagarcia1468
    @carlagarcia1468 8 років тому

    Have you had any problems with the neat?? Is it worth the money. Thank you!

  • @Patricia-lc1ik
    @Patricia-lc1ik 4 роки тому

    Hi, can you do how you organize client files?

  • @ptt218
    @ptt218 10 років тому +1

    Hi Nikki....I enjoyed this video but seems like the audio wasnt quite right around the NeatReceipts discussion....strictly fyi. Thanks for great content!

    • @AtWorkWithNikki
      @AtWorkWithNikki  10 років тому

      ptt218 Yes...I am having audio issues currently (sorry about that). I am trying to resolve it but have not been successful to date. So you may hear a skip here or there until I can figure out a fix. Hope it wasn't to disruptive to the video. Nikki

  • @dvoted4life
    @dvoted4life 10 років тому

    i am so unorganized with receipts i use the standard shoe box not the best way to organize thanks for doing this i will be checking into this t4s

  • @EEN63
    @EEN63 10 років тому

    I'm sure I need to get over my fear of going paperless because the way of the world is via computers. However, I feel better knowing I have a paper copies of my bills, the actual receipts just in case my computer shoots craps or I get hacked by some online boogieman. I like having a safety net and know I could still function with my paper bills and my actual checkbook (that rarely sees the light of day). I'm one of those that still has a landline phone in case satellites go out again and I need 911 services. Please let us know how you feel after taxes and perhaps a follow up review next year too.

  • @brenyp2545
    @brenyp2545 8 років тому +9

    It's my understanding that they want you to pay a subscription fee. Is this not the case?

  • @silverteacakes
    @silverteacakes 10 років тому

    My husband could use this. I will research and perhaps give to him for his birthday.

  • @danielnewhouse5044
    @danielnewhouse5044 5 років тому

    When I was young I was young (about 2) I was called on to explain how receipts get creases on the corners due to an episode of Remington Steele. I recall someone said "Because God chooses that it happen" I said "Well, yes, but how does God decide?" Then Richard P Woodard kicked my ass. I think it has something to do with how the corners are tucked. I do remember one simple rule, wait 0.3 seconds, and a crease won't form.

  • @iLuvTheMostHigh
    @iLuvTheMostHigh 4 роки тому

    You can just take a picture with your phone and iCloud the pictures or email them to yourself

  • @mindlessgreen
    @mindlessgreen 3 роки тому

    Do stores even accept a scanned version or would they whine about the original printed person. Otherwise, I could just take a photo of the receipt with my smartphone.

  • @lenarae3393
    @lenarae3393 10 років тому

    Does the machine have the capability to show u what areas your money is being spent for Personal budgeting? Thanks for this video!

    • @AtWorkWithNikki
      @AtWorkWithNikki  10 років тому

      Marlena Rainey Great question Marlena. It gives you the capability to export the data to quickbooks (which is what we use to manage the financials) so works out great. Thanks for watching. Nikki

  • @mmmountain1968
    @mmmountain1968 6 років тому

    we want an update ;)

  • @EzzyDT
    @EzzyDT 10 років тому

    I wish they made the scanners the size of a phone.

    • @AtWorkWithNikki
      @AtWorkWithNikki  10 років тому

      Ezzy E Hmmm. That would be neat. I am sure they will probably come out with one in the future. You know how technology is (changing and updating all the time). Thanks for watching. Nikki

    • @LoveKillsSlowlyMP
      @LoveKillsSlowlyMP 8 років тому

      +Ezzy E There are Apps which allow you to scan

    • @EzzyDT
      @EzzyDT 8 років тому

      cool I will have to look into it

  • @jaedbl67
    @jaedbl67 6 років тому

    Nothing but an add to sell.

  • @robertcollins7515
    @robertcollins7515 5 років тому

    No good anymore. They went cloud base. And is useless without subscription.