Using Evernote for Receipts – Managing expenses

Keeping a track of your expenses is one of the essential productivity practices, which is why we should be using Evernote for receipts and expense tracking. Managing your personal expenses to make sure you make ends meet or keeping a ledger on your expenses on your employer’s behalf. Evernote has been in the mobile app business for almost a decade, but what most people don’t know, is that you can use Evernote for receipts to track expenses.

Using Evernote for Receipts - Evernote for iPad

This is what the overlay of Evernote looks like on iPad

Whether you are trying to put a cap on your personal expenses or keeping a tab on the expenses you make while entertaining clients, Evernote does the job. While keeping the physical receipts with you for evaluation is a choice, it isn’t a very good one because you can always lose them. If you live a busy life (or a clumsy one), using Evernote for receipts tracking is just what you need to take control of your finances.

Related post: How to Save Evernote as PDF in 4 Simple Steps

Saving the Receipts with Evernote

The first thing to do right off the bat is to download the Evernote app for your iPad from the App Store. Simply search for “Evernote” in the App Store or download Evernote for iPad here. Evernote app has offered the feature to save documents in image form since its version 4.4 update, so simply open the app and start shooting.

Using Evernote for Receipts iPhone

The Evernote iPhone app is quick and efficient for expense tracking

Simply place your receipt on a table, pull out the Evernote app and take a photo of the receipt with the “page snapshot” feature. The camera automatically aligns with the edges of the paper, giving you a clear picture of the receipt with accurate colors and texts. When you save a receipt in Evernote, the best thing is to title the receipt by the name of the place where you made the expenditure.

For instance, if you just had a dinner with some clients on your company’s behalf in New York, take a quick picture of the receipt with the Evernote app and label it “Client dinner in New York”. You don’t really need to jot down the amount, time, and address since all of that is usually covered on the receipt.

Using Evernote for Receipts - selecting the type of document

You can select the type of document before adding them as a note

Read this post: Combine your iPad, Evernote and a VGA Adapter to get Productive

Organizing Receipts with Evernote

When using Evernote for receipts, you have to add them to a “Notebook”. Simply put, a notebook in Evernote is a folder where you can save and manage the similar types of documents, such as receipts. All your receipts are saved in the Inbox Notebook by default, so create a notebook named “Receipt” and move all your receipts to that folder.

When moving your receipts to the folder, it is always a good practice to add a specific tag to them so you can look them up easily later on. For instance, add the tag “taxi” and “receipt” to your taxi fare for the airport. This helps you quickly look them up later when you want to send your boss the expense report on your business trip.

Using Evernote for Receipts - sharing and exporting receipts

You can also manage the organize using Evernote for receipts from the Evernote web app by logging in with your credentials. Simply press CTRL (Windows) or CMD (Mac)  and click on the receipt documents you want to submit, and press the Email button to send it to your employer or accountant for reporting.

More here: Are You Looking for a Solution to Configure Evernote Notifications

Submitting expenses to an online system

If your company does not permit sending expense receipts directly to the accounts people, you can still use Evernote for receipts to streamline productivity. Submitting expense reports to an online system is always a pain, but you can make it easier by managing your receipts in Evernote with the right tags.

First of all, open your Receipts notebook in Evernote and hide the ones you have already claimed back. Add a tag “Done” to the receipts you have been compensated for, and use “Pending” tag for the ones you are yet to claim. These tags will help you differentiate between the receipts you have claimed back and the ones you are yet to be compensated for.

Using Evernote for Receipts - organizing receipts

If you are required to submit receipt claims by-monthly, it is even easier using Evernote for receipts expense tracking. Since all your saved receipts come with an automatically generated timestamp, you can easily filter them out for each month.

You might like this post: Can You Print from Evernote?

For instance, to submit the expense report for the month of January 2016, simply select all the receipt pictures saved in the month of January. Then press the “Merge” button and title the note as “Expense Report for January 2016”. You can then choose to either save and print the note as a PDF document, or directly email it.

If you need more information on how to use Evernote for receipts, here is a visual guide to help you understand more about it:

If you are interested to learn everything there is to know about the Evernote world, I would STRONGLY suggest checking out Brett Kelly’s new and updated Evernote Essentials.

About the author

    Dean Duke

    Dean is a father of 2, working full time as an IT consultant. He is an experienced tablet user spending many years honing his skills and learning to be more productive while using his iPad. After meeting the founder of TabletProductive.com, Chris J. Lee in 2015, he has been a main contributor to the blog ever since.

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