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Use Evernote to Capture Receipts

by Jeffrey Kosola on August 26, 2010

Capturing receipts is an important part of understanding how money is flowing through your pockets. In the following screencast I show you how I use Evernote to quickly capture a receipt, then apply tags so I can recall the receipt super duper quick.

If you don’t know about Evernote, it’s a program that can make your life much easier. Think of it as a virtual filing cabinet. Below are some great things that you can do with it:

  • Type a note
  • Take a picture with your web cam
  • Snap a photo on your phone
  • Scan a document
  • Capture a web page
  • Take a screen shot
  • And many more…

Anything you can think of can be stored in Evernote. If you have a filing cabinet that is packed with paper, use Evernote to transition to a “paperless” system that is easily searchable and scalable to whatever your needs may be.

I’ve been using a document scanner and my Google Android phone to capture all of my financial documents and put them online. It is much faster to search through Evernote than to flip through a folder located in my filing cabinet. The added bonus is that I have the ability to view everything from my phone as well.

If I happen to be at the grocery store and need to remember how much a box of FiberOne cost two weeks ago. I can find it by searching for my last grocery receipt and viewing the price right from my phone. I can also search for “fiber” and it will bring up all the receipts in which I purchased FiberOne. Evernote has an program where each pdf or image are processed through. This process enables Evernote to find “fiber” in the scan I made of the grocery receipt. It’s quite amazing how this works. I pay $45 per year for a premium membership that allows me to utilize this process on pdf files, but the free version works great with image files.

Ok, Ok, enough about how great Evernote is. Below is the screencast that I made for capturing a receipt using a web cam. The process only takes seconds, and BAMMM – my receipt is saved forever.

Download the mp4 here

If you have any question about using Evernote, toss a comment below and I’ll get them answered for you. If you are looking for a way to capture life as it happens, I recommend you head on over to Evernote and sign up for an account.

Happy Capturing everyone :-)

{ 9 comments… read them below or add one }

Forest August 30, 2010 at 4:12 am

Thanks Jeff, going to load up Evernote tonight and go through it getting familiar. Hopefully will use my phone’s camera to capture receipts throughout the day and then sort them all at the end of the day or week as needed.

Reply

Jeffrey Kosola August 30, 2010 at 8:04 am

@Forest, there are also many phone camera to pdf programs out there that you can use too. I use one called Document Scanner (android) for any bill/receipt that is more than one page. The program allows me to take multiple photos and make them into a multi-page pdf file for storage. That way everything is in one note on one file. Works great too :-) Happy Evernoting my friend…

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Debt Solution September 12, 2010 at 5:21 pm

Great idea for understanding what I call “Invisible Spending”. This is the money we spend that we really don’t pay attention to. Cigarettes, gas for our car, coffee, soda’s, lunch at work, etc.

Most don’t even ask for the receipt. I’ve coached my clients to get their receipts and use a spreadsheet at home and simply put the product and the amount. Then they can add it up weekly or monthly to see how much “Invisible Spending” they have.

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Brooke August 7, 2011 at 10:52 pm

Hi Jeff,
I’m wondering if there is a way, using Evernote on my Android phone, while I am on a website, to capture that website’s information into Everonote.

I tried, using the “copy” button, but then didn’t know what to do after that.
Maybe I should have opened a new note and pasted it in there.
Thing is, I was trying to copy a page and it would have meant going back and forth several times:
Copy the text, go to Evernote, open the note, paste, go back to the webpage (wh/meant having to close Evernote) and copy again, and then back to Evernote.

Is there a simpler way?
Thanks,
-Brooke.

Reply

Bob February 23, 2012 at 10:03 am

Brooke, did you ever get an answer to your question? Evernote has an extension for the Dolphin HD browser which does what you want.

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Kingman February 16, 2012 at 11:13 am

Hello Jeff,
I’ve been trying to find a way to organize receipts, from scanning through to organized data for the accountant. I’ve looked at NeatReceipt and Fuji Scansnap.
Will these do what I want, and is there an alternative software to those for using with my own scanner?
Does Evernote scan the data on a receipt and digitize that, or are receipts just stored as photos of those?

Reply

Brooke February 23, 2012 at 10:49 am

Well, I didn’t get an answer.
But, the Dolphin browser for the Android jammed things up as I remember, so I removed it. Ah well.
Thanks for asking,
-Brooke.

Reply

elby May 6, 2012 at 6:19 pm

Hey – this is great – but I don’t see the webcam button in the version I dowloaded. Is that just for the premium version?

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