Keeping receipts and expenses in order saves time at tax time and gives you a clear view of spending. Here’s a simple workflow.
Scan receipts as you go
Scan each receipt right after you get it. ReceiptScan Manager extracts date, amount, and merchant so you don’t have to type anything. You can assign a category and optional project or tag.
Use categories consistently
Choose a small set of categories (e.g. Travel, Meals, Office, Software) and use them every time. Consistent categories make reports and tax prep much easier.
Export when you need it
Export to CSV or PDF for your accountant or for your own records. You can filter by date range or category so you only export what’s needed.
Review regularly
Once a week or month, skim your list of expenses. Fix any wrong categories and add notes where it helps. A few minutes of upkeep keeps everything accurate.