{"id":823,"date":"2019-04-14T22:26:15","date_gmt":"2019-04-14T22:26:15","guid":{"rendered":"http:\/\/officeotter.org\/?p=823"},"modified":"2020-11-06T03:48:45","modified_gmt":"2020-11-06T03:48:45","slug":"financial-documents-in-evernote","status":"publish","type":"post","link":"https:\/\/officeotter.org\/financial-documents-in-evernote\/","title":{"rendered":"How to Process Financial Documents in Evernote"},"content":{"rendered":"\n<div class=\"su-note\"  style=\"border-color:#dadada;border-radius:3px;-moz-border-radius:3px;-webkit-border-radius:3px;\"><div class=\"su-note-inner su-u-clearfix su-u-trim\" style=\"background-color:#f4f4f4;border-color:#ffffff;color:#333333;border-radius:3px;-moz-border-radius:3px;-webkit-border-radius:3px;\"><em>Disclosure: Guess what?  Otters eat over 10 pounds of sashimi a day!  To help offset the cost of food (and running this website), <a href=\"http:\/\/officeotter.org\/disclosure\/\">we receive a commission<\/a> if you click on a link and purchase something.<\/em><\/div><\/div>\n\n\n\n<p>Having a place for your financial transaction documents is an important part of staying organized. &nbsp;Scanning transactional paperwork can often be the last, and most challenging, part of going paper free. &nbsp; <\/p>\n\n\n\n<p><strong>Transactions are any of the following: <\/strong><\/p>\n\n\n\n<ul><li>Receipts\n<\/li><li>Bills\n<\/li><li>Statements (different from bills, they simply report the status of something &#8211; like investments)\n<\/li><li>Tax Documents (W2, 1090, etc.)\n<\/li><li>Paystubs or checks (anything that is money to you)\n<\/li><li>Contracts (promises to pay, IOUs, financial agreements)\n<\/li><\/ul>\n\n\n\n<p>Some people would prefer not to have this information digital, and instead keep records on hand in paper form. &nbsp;But what if, god forbid, there was a fire or flood? &nbsp;Wouldn\u2019t it be nice to have a backup copy? <\/p>\n\n\n\n<p>For others, going truly paper free is the goal and that is what this article is here to help you do. <\/p>\n\n\n\n<h2><strong>Advantages to uploading Financial Documents<\/strong><\/h2>\n\n\n\n<ul><li>Paper free! &nbsp;No more piles of mailed bills you already pay online. &nbsp;A clutter-free desk! &nbsp;Rediscovered storage space!\n<\/li><li>Easy, searchable, access to all your important financial documents.\n<\/li><li>Preservation of receipts &#8211; the carbon fades! &nbsp;Trust me, it is embarrassing to hand your tax accountant a stack of blank paper rectangles.\n<\/li><li>The ability to cross-reference a note to another note. &nbsp;Such as, linking a business receipt to budget spreadsheet.\n<\/li><li>Add comments to a document such as \u201cpaid on 4\/10\u201d or \u201cpending account review\u201d to keep track of the status of the bill or statement.\n<\/li><li>Forward note to company, accountant, or partner via email as necessary. &nbsp;\n<\/li><\/ul>\n\n\n\n<p>If you weren\u2019t on-board before, maybe you are thinking, \u201cInteresting &#8211; tell me more\u201d. &nbsp;If you landed here because you are on the Evernote, paper free, organize my life, highway, you are probably thinking, \u201cLet\u2019s do this!\u201d &nbsp; <\/p>\n\n\n\n<p>Well, let\u2019s.&nbsp; <\/p>\n\n\n\n<div class=\"wp-block-button aligncenter is-style-squared\"><a class=\"wp-block-button__link has-text-color has-background\" href=\"http:\/\/evernote.grsm.io\/AmandaParsons\" style=\"background-color:#008bb2;color:#ffffff\">Download Evernote<\/a><\/div>\n\n\n\n<h2>Set Up Financial Notebooks<\/h2>\n\n\n\n<p>Create a stack of notebooks designated for all your financial documents. &nbsp;It should look something like this:<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" width=\"300\" height=\"259\" src=\"http:\/\/officeotter.org\/wp-content\/uploads\/2019\/04\/Finances-Notebooks-Screenshot-300x259.png\" alt=\"Financial documents notebooks sorted by type in Evernote\" class=\"wp-image-825\" srcset=\"https:\/\/officeotter.org\/wp-content\/uploads\/2019\/04\/Finances-Notebooks-Screenshot-300x259.png 300w, https:\/\/officeotter.org\/wp-content\/uploads\/2019\/04\/Finances-Notebooks-Screenshot.png 394w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/figure><\/div>\n\n\n\n<p><strong>Read: <\/strong><a href=\"https:\/\/help.evernote.com\/hc\/en-us\/articles\/208314158-How-to-organize-notebooks-into-stacks\"><strong>How to Organize Notebooks into Stacks<\/strong><\/a><\/p>\n\n\n\n<p>If you plan to use one category more than others (say, receipts), you can force the receipts notebook to the top of the list by leading the notebook name with a number. &nbsp;Otherwise, the list of notebooks in the Finances stack will be alphabetical. <\/p>\n\n\n\n<h2>Use an Inbox <\/h2>\n\n\n\n<p>Going paper-free is great, but it is work that is never done. &nbsp;You will regularly have bills, statements, and receipts that you need to process.  Even if you have receipts sent to you via email, you will still want to store that receipt in your centralized system. <\/p>\n\n\n\n<p>That is what an Inbox helps you with. &nbsp;It is a centralized dumping ground for all the notes you haven\u2019t yet processed and filed into the correct note.&nbsp; <\/p>\n\n\n\n<p><strong>Read: <a href=\"http:\/\/officeotter.org\/evernote-notebooks-ultimate-guide\/\">How to Organize Evernote Notebooks for Ultimate Productivity<\/a><\/strong><\/p>\n\n\n\n<p>Likewise, you may already have a collection of financial documents uploaded to Evernote. &nbsp;For this next step, move them into your Inbox. &nbsp;This way, you can keep track of processing your financial documents. <\/p>\n\n\n\n<h2>Title Notes Systematically <\/h2>\n\n\n\n<p>Here is the gold: it is all about how you title your note. &nbsp;This will make your receipt, bill, statement, etc. easier to find in the future. &nbsp;It will also help you sort your notes. <\/p>\n\n\n\n<p><strong>Title all financial related documents with this structure: <\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" width=\"900\" height=\"300\" src=\"http:\/\/officeotter.org\/wp-content\/uploads\/2019\/04\/Evernote-Transaction-Title-Breakdown-Image.png\" alt=\"Breakdown of Evernote Note Title for transactional documentation\" class=\"wp-image-826\" srcset=\"https:\/\/officeotter.org\/wp-content\/uploads\/2019\/04\/Evernote-Transaction-Title-Breakdown-Image.png 900w, https:\/\/officeotter.org\/wp-content\/uploads\/2019\/04\/Evernote-Transaction-Title-Breakdown-Image-300x100.png 300w, https:\/\/officeotter.org\/wp-content\/uploads\/2019\/04\/Evernote-Transaction-Title-Breakdown-Image-768x256.png 768w, https:\/\/officeotter.org\/wp-content\/uploads\/2019\/04\/Evernote-Transaction-Title-Breakdown-Image-600x200.png 600w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/figure>\n\n\n\n<ol><li>Date in this format: YYYYMMDD<\/li><li>Type of document <ul><li>Bill <\/li><li>Contract <\/li><li>Paystub (or Check) <\/li><li>Receipt <\/li><li>Statement <\/li><li>Taxes <\/li><\/ul><\/li><li>Name of establishment or business conducted <\/li><li>Amount in transaction (skip for some statements and tax documents) <\/li><\/ol>\n\n\n\n<p>If you have receipts for home, and receipts for business, you may want to specify \u201cBiz\u201d or the name of the business in the title. &nbsp;This way you can easily search and filter at a later time. &nbsp;If you collect many business receipts or separate transactions, it may be a good idea to create a separate notebook for those documents. <\/p>\n\n\n\n<p>Once you have titled a note accurately, leave any important comments in the body of the note to help you remember what the transaction is for or if any action is necessary. &nbsp; <\/p>\n\n\n\n<p>If you need to follow up on a note, be sure to use the Reminder feature in Evernote to receive follow up notifications.&nbsp; <\/p>\n\n\n\n<p>Finally, move the note from your Inbox into the appropriately specified notebook. &nbsp;All done! <\/p>\n\n\n\n<p>Do you use Evernote? &nbsp;Have a different system? &nbsp;Share your ideas in the comments below.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" width=\"683\" height=\"1024\" src=\"https:\/\/officeotter.org\/wp-content\/uploads\/2019\/08\/Process-Financial-Documents-in-Evernote-Pinterest-Post-683x1024.png\" alt=\"\" class=\"wp-image-2001\" srcset=\"https:\/\/officeotter.org\/wp-content\/uploads\/2019\/08\/Process-Financial-Documents-in-Evernote-Pinterest-Post-683x1024.png 683w, https:\/\/officeotter.org\/wp-content\/uploads\/2019\/08\/Process-Financial-Documents-in-Evernote-Pinterest-Post-200x300.png 200w, https:\/\/officeotter.org\/wp-content\/uploads\/2019\/08\/Process-Financial-Documents-in-Evernote-Pinterest-Post-300x450.png 300w, https:\/\/officeotter.org\/wp-content\/uploads\/2019\/08\/Process-Financial-Documents-in-Evernote-Pinterest-Post-600x900.png 600w, https:\/\/officeotter.org\/wp-content\/uploads\/2019\/08\/Process-Financial-Documents-in-Evernote-Pinterest-Post.png 735w\" sizes=\"(max-width: 683px) 100vw, 683px\" \/><\/figure>\n\n\n\n<p class=\"has-small-font-size\">Photo by&nbsp;<a href=\"https:\/\/unsplash.com\/photos\/aGwT9nSiTWU?utm_source=unsplash&amp;utm_medium=referral&amp;utm_content=creditCopyText\">Katie Harp &#8211; Pinterest Marketing<\/a>&nbsp;on&nbsp;<a href=\"https:\/\/unsplash.com\/search\/photos\/money?utm_source=unsplash&amp;utm_medium=referral&amp;utm_content=creditCopyText\">Unsplash<\/a><\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2>Read These Next:<\/h2>\n\n\n\n\n<div class=\"su-posts su-posts-teaser-loop\">\n\t\t\t<p class=\"su-posts-not-found\">Posts not found<\/p>\n\t<\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>Keep better track of your financial documents &#8211; especially if going paper-free!  Use this system and never lose a receipt again.<\/p>\n","protected":false},"author":1,"featured_media":824,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[75],"tags":[113,114],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Process Financial Documents in Evernote - Office Otter<\/title>\n<meta name=\"description\" content=\"Safely upload your financial documents into Evernote so they are protected and easy to search. Learn how to sort, organize, and process transactions.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/officeotter.org\/financial-documents-in-evernote\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Process Financial Documents in Evernote - Office Otter\" \/>\n<meta property=\"og:description\" content=\"Safely upload your financial documents into Evernote so they are protected and easy to search. Learn how to sort, organize, and process transactions.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/officeotter.org\/financial-documents-in-evernote\/\" \/>\n<meta property=\"og:site_name\" content=\"Office Otter\" \/>\n<meta property=\"article:published_time\" content=\"2019-04-14T22:26:15+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2020-11-06T03:48:45+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/officeotter.org\/wp-content\/uploads\/2019\/04\/katie-harp-pinterest-marketing-1080603-unsplash-1024x681.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1024\" \/>\n\t<meta property=\"og:image:height\" content=\"681\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@taoistgemini\" \/>\n<meta name=\"twitter:site\" content=\"@officeotter\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Amanda Parsons\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Organization\",\"@id\":\"https:\/\/officeotter.org\/#organization\",\"name\":\"Office Otter\",\"url\":\"https:\/\/officeotter.org\/\",\"sameAs\":[\"https:\/\/twitter.com\/officeotter\"],\"logo\":{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/officeotter.org\/#logo\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/officeotter.org\/wp-content\/uploads\/2019\/08\/Office-Otter-Web-Logo.png\",\"contentUrl\":\"https:\/\/officeotter.org\/wp-content\/uploads\/2019\/08\/Office-Otter-Web-Logo.png\",\"width\":938,\"height\":250,\"caption\":\"Office Otter\"},\"image\":{\"@id\":\"https:\/\/officeotter.org\/#logo\"}},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/officeotter.org\/#website\",\"url\":\"https:\/\/officeotter.org\/\",\"name\":\"Office Otter\",\"description\":\"Tips and tools for better work\",\"publisher\":{\"@id\":\"https:\/\/officeotter.org\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/officeotter.org\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/officeotter.org\/financial-documents-in-evernote\/#primaryimage\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/officeotter.org\/wp-content\/uploads\/2019\/04\/katie-harp-pinterest-marketing-1080603-unsplash.jpg\",\"contentUrl\":\"https:\/\/officeotter.org\/wp-content\/uploads\/2019\/04\/katie-harp-pinterest-marketing-1080603-unsplash.jpg\",\"width\":6016,\"height\":4000,\"caption\":\"Money on Marble surface\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/officeotter.org\/financial-documents-in-evernote\/#webpage\",\"url\":\"https:\/\/officeotter.org\/financial-documents-in-evernote\/\",\"name\":\"How to Process Financial Documents in Evernote - Office Otter\",\"isPartOf\":{\"@id\":\"https:\/\/officeotter.org\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/officeotter.org\/financial-documents-in-evernote\/#primaryimage\"},\"datePublished\":\"2019-04-14T22:26:15+00:00\",\"dateModified\":\"2020-11-06T03:48:45+00:00\",\"description\":\"Safely upload your financial documents into Evernote so they are protected and easy to search. 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