How are you keeping your receipts organized?

Discussion in 'Ask An Owner Operator' started by Shotgun94, Jul 9, 2019.

  1. Shotgun94

    Shotgun94 Medium Load Member

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    I have improved from last year however I wanted to bring this up to see what your doing.

    Lately this year for me I have been scanning all my receipts and putting them into a pdf in a folder in my computer in the proper categories. I take all my paper receipts and put them in the same envelope and I should be doing it all every month.
    The thing I don't like about this system is that their is no cloud to save them to so if my computer crashes or
    something then I lose all the digital records. Also it can be a bit of a mess to find what I am looking for.
    I don't know why but windows or something lost a lot of my folders I had saved. At least I still have the paper copies but it still sucks.
    Now when it comes to online purchases places like amazon store a history of my purchases or uber will email me a receipt so i have to save that to my computer.

    I don't really like software because it is all data entry and seems tedious to me. Also I'm not a fan of printing lots of receipts.
    Anyone use any user friendly clouds to store their info?
     
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  3. Scooter Jones

    Scooter Jones Road Train Member

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    Google Drive.
     
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  4. fishonron

    fishonron Medium Load Member

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    North Central Kansas
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    Google Drive, set up all of the folders you need and it's free.
     
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  5. stillwurkin

    stillwurkin Road Train Member

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    I know..i do it the old way. Different envelope for every month. Draw straight lines across and write down every deduction for that month and put receipt inside. Only a 1 truck operation.
     
  6. fishonron

    fishonron Medium Load Member

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    I do it that way too. It worked fine in my construction business but it was an envelope per job, now it's one per month for the truck.

    At some point things need to be added up and where I used to use a calculator these days I use a simple spreadsheet to get the totals.

    OP asked about the cloud and a cloud answer he got.
     
  7. D.Tibbitt

    D.Tibbitt Road Train Member

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    I never did trust the cloud services. I have a usb hard drive that i only use for my finances. Got it on amazon i forget how much . but its an option if u dont want the cloud
     
  8. win-some-loose-less

    win-some-loose-less Medium Load Member

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    I do a divided folder type deal categorized into different sections, be sure and write the amount on top of the receipts in pen, some of those joker fad over time and you wouldn’t want to have to guess a fantasy amount to cheat Uncle Sam..lol.. works for me,, wife’s buisness we do same thing.. I’m not into scanning, or picture taking of em
     
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  9. TallJoe

    TallJoe Road Train Member

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    I use OneDrive by Microsoft. It comes with yearly subscription to their office suite of which I use Excel mostly. I also have folders representing different expense categories and dump the pdfs scanned from my phone there. The very OneDrive app has the scanning into pdf file function.
    Also, I have a 18 pocket file labeled with the same expense categories and put the paper receipts there too.
     
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  10. Diesel Dave

    Diesel Dave Last Few of the OUTLAWS

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    I do it yearly. I put all my receipts in a zip lock frozen baggie. This way if I need to find something, I just pick up the see thru baggie and look right thru it. :p
     
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  11. HoneyBadger67

    HoneyBadger67 Road Train Member

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    I have an expandable file folder. All the receipts for each month go into their own pocket. At the end of the month, all the receipts are entered into their respective categories using Numbers on the Macbook. At the end of the year, each month is printed out, added together and shipped off to tax person. Each month's receipts are then stapled together and placed in a large manilla folder which goes into a steel file cabinet with the associated tax return.
     
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