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

[James W Pyle III]

Hello,

Yes, I do.  Almost every transaction I have has a related scan (in a  
separate program called ReceiptWallet for the Mac).  I was using  a  
Canoscan 90 for a while.  I use an HP Scanjet 7400 now, it has a  
document feeder.  Since the Mac and print to a PDF file I use that  
feature when getting my statements online.

It sounds like a lot of work, but it only takes a me about 30 to 45  
minutes a week to scan and sort everything and make sure all of my  
accounts are up to date and pay bills.  It's great during tax time and  
when dealing with warranties.

It's pretty much the same as you described.  I to shred the originals  
after I make sure they are scanned.

I also keep in the same program:

User guides/Manuals (The program also has a section just for documents.)
Tax Returns
Mortgage related documents
Insurance documents
Contracts
Statements

I think that you get the point.  Everything.  Just about all of those  
are available as PDF's from the websites of the companies.  Originals  
of important items are also kept in a safe after I scan them in.

Do you think that a Moneydance plugin could add this functionality?   
I'm sure there are some talented people out there that could do it.

Just my 2 cents...

James



On Apr 22, 2009, at 5:08 PM, Ylan Segal wrote:

> 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
>
> _______________________________________________
> moneydance-info mailing list
> moneydance-info at moneydance.com
> http://moneydance.com/mailman/listinfo/moneydance-info