How Do You Manage Your Household Receipts?

We have recently moved in to our own place and after 6 months of numerous spontaneous purchases (many of which were not required), the one observation we have is that WE HAVE SO MANY GODDAMN RECEIPTS!

Initially we thought we thought we would scan them right away on to our iphone "notes" section but this seems to be a little onerous and not the easiest to search through when you need to initiate a return. Now, we're just piling them up into a folder but also doesn't seem to be the most effective method.

So…I ask you ladies and gentleman of Ozbargain…how do ya'll manage your household receipts?

Comments

  • +40

    Chuck em.

  • +21

    Honest answer: Have a spare bottom drawer in kitchen where they all get shoved into, as well as other "might need this someday" junk.

    Might not be organised or tidy but I know if I ever need something that it's there. I have never needed anything from that magical drawer to-date though…

    • Sounds like you haven't done this for long.

      Paper lice.

      • Paper lice?? Laughs in endless pandemic.

    • I thought it was meant to be the third drawer.

      https://youtu.be/xpnxedNxK3o

    • That's where all our reusable shopping bags go lol.

      • +1

        I use the sink in the laundry cupboard for that. All neatly folded up and stored there. Never needed that tap.

  • +51

    Thermal receipts fade fairly quickly. For purchases that might need a warranty claim, I photograph the receipt and stick that photo in a 'receipts' folder.

    • +3

      A tag would also help.

      Also, for iPhone, try searching for store name in Spotlight Search. Say Bunnings or something. And look below for results. If you have captured pics well, you should see list of all those photos/receipts there. Win-win.

    • +1

      This. I start doing this and also online shopping with C&C is my prefer choice for this reason.

  • +13

    I tend to order online or click and collect to have electronic records.
    If you’re planning to keep paper reciepts for waranty purposes (1-2 years+) I’d be inclined to scan and store them electronically due to fading.

  • +2

    Apps like Notes and/or Keep easily capture store and search for these sorts of things!

  • i don't bother, but i have found a few old receipts and they were all faded so much that i could barely make out the date on them, some of them i couldn't even tell what the item was supposed to be or how much it cost.

  • +8

    Ask for electronic receipts.

    But failing that, I always scan and save to OneDrive.

  • +8

    Take Photo -> Add to Album.

    • this is simplest and easiest

  • +5

    Electronic receipts are stored in categories in emails/folders when downloaded.

    Paper ones I have expandable document folders.

    • household (that stays with the house)
    • other household (appliances, garden, utilities etc)
    • pets
    • cars
    • children
    • one each for work/tax per adult

    After 20+ years and having to keep receipts for 7+ years, you get a system sorted.

    • +2

      I have similar setup, been good for 10+ years. Some receipts have faded but the majority are still fine.

  • +3

    Most thing of any value to worry about warranty are purchased online and my tax invoice is an email.

    I use my right index finger and drag it to my 'receipts' folder.

  • +3

    Use a scanner with optical character recognition (OCR) so you can carry out searches on the PDF file afterwards.

    • +1

      Taking a receipt all the way to a scanner and powering it up is a good way to ensure you never scan anything.
      Only way I can be disciplined is to photo on my phone immediately.

    • Dunno about iphones, but there are plenty of camera apps in the google Play Store with OCR built in and designed pretty much for this sort of task. Google even makes one itself (Lens).

  • Shoebox. But I mostly try to buy online so I don't have to worry

  • +7

    Google Drive app has a scanning feature, which scans and crops the receipt. Works pretty well.

    • +1

      this!!

      Can search in the receipt as well!

      • Could ya search? Didn’t realise that!

  • Genius Scan which defaults to sending it to my Nexcloud.
    Can search Nextcloud for the contents of any of the receipts

  • +3

    I made a Notebook for such receipts in EVERNOTE and scan any that may be required later in that, Principle is to scan it asap you get it, dont delay.

    • +1

      Yep there’s an app called scannable I use to scan, and then name the receipt and save to folders in Evernote. Different folders for tax year, different ones for purchases for our house etc

    • is Evernote better than google Keep?

      • I have been using Evernote for 10+ years. I haven't seen a better interface comparatively. Google Keep is very basic i think.

        I looked into Notion but its very complex and import from Evernote wasn't working so i am just using Evernote. Hope they can bring some real updates.

  • Dump, any important receipts take a photo of, then dump

  • +6

    I installed Wife V2 who manages them.

    • +2

      What was wrong with Wife V1?

      Trying to work out whether I should upgrade or not…

      • +1

        I wouldn't recommend Girlfriend V9 either.
        No aftersales support or warranty.

        • Thats because we all know that V9 doesnt exist, its imaginary. They went from V8 straight to V10.

        • Sounds like you need to downgrade to a stable release.

  • Doxie – portable scanner better results than using a phone https://www.getdoxie.com/ can save receipts, photos, documents as pdf with or without ocr, Png & Jpg
    Hope this helps you to go paperless

    • +4

      This is portable in the sense that a portaloo is portable, not in the sense that a MP3 player is portable

  • drawer in kitchen

  • +4
  • +5

    I have an Evernote widget on the front screen of my phone called "Scan Receipt" and when I launch it it creates a new note in my "Receipts" notebook and launches the Evernote camera in scanner mode.

    I try to scan every receipt before I leave the shop.

    Then I quickly name the receipt e.g. one today

    2022-05-28 Target - Vase, Kids dress

    They come in handy quite regularly

  • +5

    Only ask for the ones that need to be kept (for warranty) & scan them. Avoid/chuck the rest.

  • There are good apps that correct poor photos and let you categorise them.
    I use camscanner for business. I don't want to risk mixing up personal stuff so I just take photos of those.
    When I upload my photos, the plan is to have categorised folders of receipts, but in reality I don't organise my photos.

      • Thanks, if you were legit trying to be helpful, but that's old news. Camscanner was removed from play store until that could prove that their software was okay (they removed the module Kaspersky questioned, but disputed the risk) and are back again.

        Meanwhile, I couldn't click your link because kaspersky is no longer trustworthy.

  • I put them aside till I put them in my budget (excel spreadsheet). Credit card ones I keep and attached to my statements. Cash ones I throw out (as they are usually $20 and below)

  • I like the idea of taking photos and making an album but I take too many photos. So for years now they go in an old box that a bunch of flowers were delivered in and maybe every 2 years I pile them up and chuck out old ones. Online purchases the email has its own folder.

  • I use the Scannable app to scan the receipt, save as PDF named [item] [store] [date] then save into Evernote.

  • +4

    how do ya'll manage your household receipts?

    Managing by not spending 💵.

  • Scan to evernote. My brother a3 scanner will import to evernote automatically but I need to assign to receipt folder. Saved my ass so many times.

    A years worth of work related fuel receipt get stored in a pouch in the car and then they go into an envelope. This gets stored… somewhere (ask wife) but assume they will all be faded to blank when needed!

  • +1

    If you're just starting out in your own place, it might be worth investing in an inventory app. I got Home Inventory for $9.99 in Mac App Store* and have been pleased with it. Input is easy. You can insert photos or scans of the items, receipts, warranties, serial numbers etc direct from your phone, or from files. This is for 'keeper' items obviously, and you get an ongoing record of your home contents for insurance purposes, with reports you can produce and save in emails or cloud. After some initial input time, it only takes a few minutes once a month to keep it up to date.

    Day to day or small item receipts get folded up and dated on the outside and put in a shoe box. Kept for two months then binned.

    *must be loads of PC equivalents.

    • Also - searching is a piece of cake.

  • +1

    Once upon a time I had (well technically I still have it) a filing cabinet. Then I took the contents to work and ran it all through the big MFD scanner and kept doing that about once a month with anything new that came in.

    These days I have my own printer with a sheet fed scanner and while less and less comes in hard copy, those things that do go into the scanner which saves onto a network drive.
    When I remember I pick up that folder, feed it through OCR and rename the files and move them into my recepts folder.

    If I ever need anything it's a quick search and BAM, there it is (and when it's not it's probably in my email and I didn't bother saving off a copy).

    You don't really need an app if you can OCR the documents since all the details are on the receipt and search does the rest.

    …now maybe I don't really need every receipt, power bill, council rates notice from the early 2000's until now… but here we are :P The total size on disk is just under 1GB so it's hardly a storage problem and every now and again it comes in handy.

  • Scan them into a digital form.
    Named as date and shop.
    Store.
    Shred paper copy.

    Yes, you'll never ever use them again but at least you might have them if you would …

    • This is exactly what I do with all receipts stored as PDFs. I also can access all my receipts on my phone that are on my NAS.

  • What sort of stuff are we talking about?

    Anything less than about $50, if it works/fits on day one, take the punt. Life's too short to be filing receipts for every conceivable purchase.

    • +2

      I bet there’s some that keep the receipt for the $7 kmart kettle in case it breaks in 11 months.

      • I don't keep the receipts but scan them and use them for price protection claims.

        • You keep the receipt for the $7 kmart kettle for price protection?

          • @Vote for Pedro: Since it's already setup in my workflow, (see longer post below), yes. I don't have to do anything special. It just joins the small pile I have for scanning and filing.

  • Take photo, email myself with the subject being "receipt - item name" and include any keywords I might search for later. Then archive then in a folder called receipts.

  • +1

    If you could decide on a system/app then you can start now, scan the receipt with your phone as soon as you get it then it will be all digitised instead of piling up in a big bunch.

    For the big bunch you have now expired them in a few years after the warranty out.

  • +1

    Bin mostly.

    Anything that has warranty is a plastic tub with lid in garage. Its where i dump manuals ‘just in case’ as well.

    There really aren’t that many that you need to keep.

  • I use https://www.waveapps.com/ (not affiliated), created free account and they have a receipt scanning app, simply open the app and scan the receipt, then on the web I can access the receipt (with search abilities - though I haven't had to search for a few users so can't remember to what extent)

  • +1

    Dropbox scan with the name of store and sometime with item name if the item is expensive e.g. Bunnings Digital Lock May 2022

  • a cover page with many rows with columns date, item, warranty period end date, method of payment

    as per the receipts photo copy a few on one side of an A4 and then use up the other side for another few receipts

    keep the A4 page receipts and discard the small loose receipts

    or the same method above but stored electronically

  • Dropbox scan document feature is great for this.

  • Take photo of the receipt and email it to myself with details so I can easily search for it at a later date if required.

  • +3
    • This ^^. Very good app.

    • +1

      Had seen the app before and had a look to see if there was a way to export your receipts if you wanted a backup, to transfer them elsewhere, etc. Didn't find a direct answer, but the top two comments (for me) were:

      1. "if you lose your phone you lose all your receipts."
      2. "Useful if you never lose, break or upgrade your phone…"

      So not for me it seems.

      • +1

        You saved me 15 minutes, thanks.

  • +1

    I scan them using a scanner app on my phone that syncs back to Google Drive so I have a backed up copy.
    With text conversion I can then search for key words and generally can find anything quickly.

  • I have a big box in my cupboard with literally every receipt (including things like McDonald's and lunch) since 2009
    Useful? Not particularly
    But if I ever need to find a receipt for something I can 😂

    • +2

      So you're a hoarder then?

      • Yes - albeit, the boxes are neatly stacked if that helps in my defence at all…

  • +1

    My partner and I use SwiftScan app, and have a folder on Google Drive set up and shared between us.
    SwiftScan allows you to take a photo of a receipt and it automatically uploads to a folder on Google Drive (or other cloud storage).

    We then have a naming convention {Shop Name} - {Main Item Name} - {Personal/Gift} - Invoice - {Date}.pdf
    This way we can easily search Google Drive by the shop name, or the item purchased, and Personal or Gift lets us know if we still have the item or if we gifted it to someone as we might have bought the same item twice, once for a gift and once for us if we wanted the item too.

    Once it's uploaded, we simply shred (if it's a big ticket item), or throw out the receipt.

    Works well and periodically we'll go through and clear out any receipts we no longer need.

  • +2

    My wife gives them to me, I pay them.

  • Turf them, unless it is an expensive item in which case it probably came with an A4 invoice or something anyway. Thermal receipts fade super quick.

  • +1

    I only bother storing if there's a chance I'll need a warranty or it's a business expense. There's 0 chance I'll need a restaurant/supermarket receipt.

    I just scan both and shove them in a draw just in case.

  • Ziploc on a monthly basis.

  • Interesting seeing some of the methods people use. For some of them, there are some big advantages. If your favourite TV show has finished and there's nothing else to watch, you always have your receipts procedures to fall back on ;)

  • I take a photo and upload them to my Google Drive. Delete them once the warranty has expired.

  • evernote

  • +1

    Scan receipts and save as PDF
    Name each receipt starting with:
    1. Place of purchase
    2. Brief Description of Purchase
    3. Date of Purchase

    E.g. a white T-Shirt from Kmart might look Like This
    "Kmart - White Tshirt Receipt - 300522"

    Then file away accordingly

    • +1

      I found Hermes Conrad!

  • +1

    If tax deductable, put it into the tax folder.

    If technology or something that warrants the keeping of the recepit that is not digital, keep it in a file.
    I have an email folder which is for saving digital purchases and receipts.

    If its the usual grocery or whatever, never ask for receipt.

  • Scan and sort them in folders structure, something like this.
    [Drive]
    |__purchased by
    |__Date
    |__Shop
    |__Receipt #

    If average around 20 per year, just a simple excel sheet (column for each folders, item description and receipt folder path)
    If average around 100 per year, you may need a receipt software

  • Use the Eggy app, on the App Store or Play Store - https://eggy.as/

    Use it to organise your life, not just your receipts

  • What do you all do with these receipts?

    Apart from a tax deductible expense which is lucky to be 1 a year, I either decline taking them or throw them away immediately. You can use a bank statement as proof of purchase for warranty purposes.

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