[moneydance] What do you keep?

[Steve Lessard]

I keep all of the same receipts, documents, manuals, etc. in a program  
called NEATWorks on my Mac (there's a Windows version too.)  They now  
have a scanner called NEATDesk that has an ADF that supports letters,  
receipts (which are usually too narrow for document feeders,) and  
business cards.  It is also capable of duplex scanning.

The software not only organizes your receipts and other documents, but  
it also performs OCR on your receipts and exports them to QIF files so  
the data can be imported to Moneydance. :-)

http://www.neatco.com/products/neatdesk-for-mac





On Apr 23, 2009, at 9:00 AM, moneydance-info-request at moneydance.com  
wrote:

> Message: 9
> Date: Wed, 22 Apr 2009 17:50:13 -0400
> From: James W Pyle III <james at pyle.us>
> Subject: Re: [moneydance] What do you keep? (was: Possible feature
> 	request)
> To: General discussion related to Moneydance
> 	<moneydance-info at moneydance.com>
> Message-ID: <CD63EF7A-5B62-4816-AFCA-D9512E48B007 at pyle.us>
> Content-Type: text/plain; charset=US-ASCII; format=flowed; delsp=yes
>
> 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