[moneydance] What do you keep?

Ylan Segal ylan.segal at gmail.com
Wed Apr 29 12:38:10 EDT 2009


That looks like a really good solution. A little pricy, but looks well  
made.

I am going to read about it some more.

Thanks for posting!

On Apr 28, 2009, at 10:34 PM, Steve Lessard wrote:

> 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
>
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-- 
Ylan Segal
ylan.segal at gmail.com



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