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Evernote Tutorial – How to organize your receipts in Evernote


hey seven today I’m answering a question

hey seven today I’m answering a question from one of my YouTube viewers Michelle

from one of my YouTube viewers Michelle

from one of my YouTube viewers Michelle who wrote in asking about Evernote and

who wrote in asking about Evernote and

who wrote in asking about Evernote and how to organize your notebooks and

how to organize your notebooks and

how to organize your notebooks and receipts and this was something that can

receipts and this was something that can

receipts and this was something that can cause a lot of frustration a lot of

cause a lot of frustration a lot of

cause a lot of frustration a lot of suffering for entrepreneurs use you want

suffering for entrepreneurs use you want

suffering for entrepreneurs use you want the you want to free up your time and

the you want to free up your time and

the you want to free up your time and free up the paper and free up all the

free up the paper and free up all the

free up the paper and free up all the clutter around your desk and a great way

clutter around your desk and a great way

clutter around your desk and a great way to do it is to scan everything you have

to do it is to scan everything you have

to do it is to scan everything you have into Evernote but you have to make sure

into Evernote but you have to make sure

into Evernote but you have to make sure that then it’s easy to find and you can

that then it’s easy to find and you can

that then it’s easy to find and you can quickly get access to all of the

quickly get access to all of the

quickly get access to all of the receipts and in a timely manner and

receipts and in a timely manner and

receipts and in a timely manner and create your reports and do all that

create your reports and do all that

create your reports and do all that stuff it’s supposed to save your time

stuff it’s supposed to save your time

stuff it’s supposed to save your time not cost you more time so the question

not cost you more time so the question

not cost you more time so the question of the campaign from Michelle was how

of the campaign from Michelle was how

of the campaign from Michelle was how would you suggest organizing my three

would you suggest organizing my three

would you suggest organizing my three areas of receipts so secondly do as

areas of receipts so secondly do as

areas of receipts so secondly do as follows personal receipts 2013 personal

follows personal receipts 2013 personal

follows personal receipts 2013 personal rentals 2013 personal or whatever sand

rentals 2013 personal or whatever sand

rentals 2013 personal or whatever sand receipts 2013 and then target I need to

receipts 2013 and then target I need to

receipts 2013 and then target I need to simplify my notebooks and tags any

simplify my notebooks and tags any

simplify my notebooks and tags any thoughts or ideas so the one thing that

thoughts or ideas so the one thing that

thoughts or ideas so the one thing that would think about here this is a great

would think about here this is a great

would think about here this is a great way to do it but what I found really

way to do it but what I found really

way to do it but what I found really helpful is to use your stocks a little

helpful is to use your stocks a little

helpful is to use your stocks a little bit more thoroughly

bit more thoroughly

bit more thoroughly so the challenge you’re going to have

so the challenge you’re going to have

so the challenge you’re going to have here is what happens when you have the

here is what happens when you have the

here is what happens when you have the next year and the next year in the next

next year and the next year in the next

next year and the next year in the next year this might work for one year but

year this might work for one year but

year this might work for one year but you want to think long-term and how are

you want to think long-term and how are

you want to think long-term and how are you going to use this for every year

you going to use this for every year

you going to use this for every year that you need to create your receipts

that you need to create your receipts

that you need to create your receipts and keep track of things for so show you

and keep track of things for so show you

and keep track of things for so show you what I do I just want this very similar

what I do I just want this very similar

what I do I just want this very similar I just use stacks so the more you use

I just use stacks so the more you use

I just use stacks so the more you use Evernote to keep track of different

Evernote to keep track of different

Evernote to keep track of different things in your life the better you need

things in your life the better you need

things in your life the better you need to organize your notebooks and your

to organize your notebooks and your

to organize your notebooks and your stacks you can find it now you can

stacks you can find it now you can

stacks you can find it now you can always do a full-text search if you know

always do a full-text search if you know

always do a full-text search if you know exactly what you’re looking for but if

exactly what you’re looking for but if

exactly what you’re looking for but if you’re browsing you need to have a

you’re browsing you need to have a

you’re browsing you need to have a logical and clear way to be able to find

logical and clear way to be able to find

logical and clear way to be able to find all the information you’re looking for

all the information you’re looking for

all the information you’re looking for so you can see I use Evernote for a lot

so you can see I use Evernote for a lot

so you can see I use Evernote for a lot of stuff for my book business notes

of stuff for my book business notes

of stuff for my book business notes personal notes an investment I’ve made

personal notes an investment I’ve made

personal notes an investment I’ve made in the company my business receipts

in the company my business receipts

in the company my business receipts family receipts lots of different stuff

family receipts lots of different stuff

family receipts lots of different stuff that I’ve used it for that particular

that I’ve used it for that particular

that I’ve used it for that particular question from Michelle was talking about

question from Michelle was talking about

question from Michelle was talking about receipts so I’ll show you how I do it

receipts so I’ll show you how I do it

receipts so I’ll show you how I do it both on a personal level and a business

both on a personal level and a business

both on a personal level and a business level so I keep track of business

level so I keep track of business

level so I keep track of business receipts here and you can see how I’ve

receipts here and you can see how I’ve

receipts here and you can see how I’ve done it

done it

done it what I typically do is I have my stock

what I typically do is I have my stock

what I typically do is I have my stock that’s called business receipts and then

that’s called business receipts and then

that’s called business receipts and then I have notebooks for half the year so my

I have notebooks for half the year so my

I have notebooks for half the year so my year-end is actually in the middle of

year-end is actually in the middle of

year-end is actually in the middle of the year it’s the end of the second

the year it’s the end of the second

the year it’s the end of the second quarter so I’ll keep track of my

quarter so I’ll keep track of my

quarter so I’ll keep track of my receipts from first and second quarter

receipts from first and second quarter

receipts from first and second quarter and then later in the year third and

and then later in the year third and

and then later in the year third and fourth quarter first and second quarter

fourth quarter first and second quarter

fourth quarter first and second quarter third and fourth quarter instead of just

third and fourth quarter instead of just

third and fourth quarter instead of just doing the whole year I break it down by

doing the whole year I break it down by

doing the whole year I break it down by quarter because my urines in the middle

quarter because my urines in the middle

quarter because my urines in the middle so it’s easy for me to find the

so it’s easy for me to find the

so it’s easy for me to find the information and the cutoff point that my

information and the cutoff point that my

information and the cutoff point that my accountant needs for all his stuff so

accountant needs for all his stuff so

accountant needs for all his stuff so that’s how I do it and then within here

that’s how I do it and then within here

that’s how I do it and then within here if I click I can see all of the

if I click I can see all of the

if I click I can see all of the individual receipts that I have

individual receipts that I have

individual receipts that I have collected I do something similar on

collected I do something similar on

collected I do something similar on family receipts you can see here I just

family receipts you can see here I just

family receipts you can see here I just do this by the year since I’m just

do this by the year since I’m just

do this by the year since I’m just keeping track for personal reasons not

keeping track for personal reasons not

keeping track for personal reasons not for any business reasons I don’t have a

for any business reasons I don’t have a

for any business reasons I don’t have a personal year-end that I need to worry

personal year-end that I need to worry

personal year-end that I need to worry about so I just keep track and scan them

about so I just keep track and scan them

about so I just keep track and scan them all in here so your approach is great

all in here so your approach is great

all in here so your approach is great it’s it’s good to clearly label what

it’s it’s good to clearly label what

it’s it’s good to clearly label what each one is going to be your challenge

each one is going to be your challenge

each one is going to be your challenge is going to be as you get into more year

is going to be as you get into more year

is going to be as you get into more year so think beyond 2013 and go 14 15 16 and

so think beyond 2013 and go 14 15 16 and

so think beyond 2013 and go 14 15 16 and so on you want to be able to quickly

so on you want to be able to quickly

so on you want to be able to quickly find those receipts in an illogical way

find those receipts in an illogical way

find those receipts in an illogical way if you are just filled with tons of

if you are just filled with tons of

if you are just filled with tons of notebooks and no logical way to organize

notebooks and no logical way to organize

notebooks and no logical way to organize them then you could be quickly drowning

them then you could be quickly drowning

them then you could be quickly drowning in trying to find out the right

in trying to find out the right

in trying to find out the right information so again the simple answer

information so again the simple answer

information so again the simple answer here is to create a stack so all of

here is to create a stack so all of

here is to create a stack so all of these similar notebooks are all about

these similar notebooks are all about

these similar notebooks are all about business receipts so the in your

business receipts so the in your

business receipts so the in your question here you’re talking about

question here you’re talking about

question here you’re talking about personal receipts Rental receipts and

personal receipts Rental receipts and

personal receipts Rental receipts and whatever thus and receipts are so those

whatever thus and receipts are so those

whatever thus and receipts are so those would all be notebooks but within a

would all be notebooks but within a

would all be notebooks but within a stock so I’d have a stack called

stock so I’d have a stack called

stock so I’d have a stack called personal receipts and in 2013 14 15 16

personal receipts and in 2013 14 15 16

personal receipts and in 2013 14 15 16 do it again for personal receipts do it

do it again for personal receipts do it

do it again for personal receipts do it again for your rentals do it again for

again for your rentals do it again for

again for your rentals do it again for sand so each one has its own stack and

sand so each one has its own stack and

sand so each one has its own stack and then the notebooks are specific to the

then the notebooks are specific to the

then the notebooks are specific to the year so that’s how I’ve done it I found

year so that’s how I’ve done it I found

year so that’s how I’ve done it I found that super helpful if I need to browse

that super helpful if I need to browse

that super helpful if I need to browse it’s easy to go through and find it and

it’s easy to go through and find it and

it’s easy to go through and find it and if I need to do a search because I’m

if I need to do a search because I’m

if I need to do a search because I’m looking for something in particular I

looking for something in particular I

looking for something in particular I can always do my search either on the

can always do my search either on the

can always do my search either on the specific notebook on the stack or

specific notebook on the stack or

specific notebook on the stack or everything that I have included

everything that I have included

everything that I have included hopefully that helps if you guys like

hopefully that helps if you guys like

hopefully that helps if you guys like this video give it a thumbs up below let

this video give it a thumbs up below let

this video give it a thumbs up below let me know you liked it I love to hear what

me know you liked it I love to hear what

me know you liked it I love to hear what you have to think you have a question

you have to think you have a question

you have to think you have a question about Evernote you have a different way

about Evernote you have a different way

about Evernote you have a different way to solve it leave it in the comments

to solve it leave it in the comments

to solve it leave it in the comments below if you have a different question

below if you have a different question

below if you have a different question about your business I’d love to hear

about your business I’d love to hear

about your business I’d love to hear from you and I’ll make a video response

from you and I’ll make a video response

from you and I’ll make a video response thank you so much and I’ll see you soon

”

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