[moneydance] What do you keep? (was: Possible feature request)

Ylan Segal ylan.segal at gmail.com
Wed Apr 22 17:08:00 EDT 2009


On Apr 22, 2009, at 12:53 PM, James W Pyle III wrote:

> This is a feature that I used a lot in Quicken for Windows before I
> moved to Moneydance on my Mac.  I scanned all of my statements,
> checks, and receipts.  I still scan everything in but I use a
> different program to keep them organized in.  I would love to see that
> in Moneydance.
>
> James


All your receipts? Really? Every credit/debit card charge?

How long does this take you? What scanner do you use?

My procedure is basically:

- Enter everything in Moneydance
- Keep every credit card slip until entered in Moneydance and I wont  
need for return purposes in the future. Then shred.
- I let my bank keep the records for electronic bills received through  
them.
- I scan all paper bills (very few a month) and keep them organized as  
pdf's in the file system.
- I keep pdfs of all account statements.

What does everyone else do?

-- 
Ylan Segal
ylan.segal at gmail.com



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