View Full Version : Personal Finance

April 23rd, 2008, 06:39 PM
Some questions.

Most important.
1) Is there a financial program that you can easily attach scans to bills paid?
Like scanning a receipt and attaching it to the logged check?
Or scanning your Mortgage agreement and attaching it to your loan. (

2) What is your system?
3) What financial program do you use and like best?

April 23rd, 2008, 11:00 PM
1.) I have heard good things about this program (http://www.amazon.com/Organize-Electronic-Filing-Cabinet-Dummies/dp/B000QJVKMM), but never tried it.

2.) I have a financial folder for each year. I download whatever statements I can online and save them in folders, naming the files after their years and months (2007.01, 2007.02, etc). I don't write cheques to pay bills; for most of my credit cards and other expenditures, I have preauthorized debits from my chequing account, which makes things much easier. Thus, there is no payment paperwork to scan. All my other statements are in binders organized by date. Occasionally, when I do need to scan something exceptional (e.g. if I want to keep a digital copy of a cheque from someone or a contract), I will just keep the image file or PDF in that year's financial folder.

3.) I used to use Quicken, but eventually I found it to be more trouble than it was worth. Now I simply use a collection of Excel spreadsheets. For most corporate needs, I use Simply Accounting or Quickbooks. Quicken is still great if you want to track personal spending, though.

April 24th, 2008, 03:12 AM
O.k. so I could have goggled this earlier..

program and scanner to export receipts information to Microsoft Money/excel etc, while saving the image in a file.