Organizing Receipts
Organizing Receipts
Organizing Receipts
Organizing Receipts

Organizing Receipts

Regular price$ 29.99
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A system for organizing your receipts. No more clutter, no more searching for receipts when needing to return or exchange something, no more trying to compile at tax time because you will have it all together! No more having huge boxes of receipts to need to store for 7 years if you own a company. This is a system that once adopted is simple and easy to maintain and involves using one app, Dropbox. 

Kristy shares how she sets up this application both on her phone and her computer and shows you exactly how she sets up her receipts folders in both her personal life and her company. Personally organizing personal shopping receipts, home expense receipts, and bigger ticket home receipts as well. 

She then walks through her company set up showing you exactly how and why she has specific folders. Showing you how to scan documents to easily locate, along with saving emails or PDFs in a centralized location with a naming convention. 

The final step is setting up times to audit your workflow and archiving old folders that are no longer needed. She is not just telling you but showing you exactly how she does it and how you can you the app to do this as well! 

It is an easy system to adopt which is the key. Yes, there are specific apps that can organize your receipts. Your accounting software or credit card probably even has an application that can do this too. For Kristy, THIS is the easiest solution because less is more, and integration of an application that works with other areas of her life is key. 

"I love organization! Over the years I realize it is one of the foundations to getting so much done and reducing "waste" of resources... time, money, and stress  If you do something more than once I always say create a workflow for it! This is something everyone needs and after over a decade of running companies and a household, it is a system that was developed over time that just works! The key is it IS easy so you will do it and it requires as few steps as possible. For me, I use Dropbox for my online organization of all my files(another course soon). Know this is or I am not sponsored by Dropbox. I pay for my subscription and there are other applications that you can adopt that are similar.  I am a visual learner myself so know in this 20-minute course you will learn my receipt folder organization and see it both on my computer and my phone, I will walk you through the scanning process and exactly how I audit my files too. Not only will I be showing you how but why this is essential. This course is for everyone and I decided to throw in my business organization as well if you are also an entrepreneur. My goal is through this organization it becomes automatic that you do so you can keep focusing on the bigger things and when you need a receipt it is so easy to locate!" 

 

 

Common FAQ For This Course

Do I need a Dropbox Subscription?
Yes but there are free options. There are only competitors too that you are welcome to use. In this course, you will learn Kristy's workflow which can be adopted for any application. But if you want to do exactly as she does you would need to get a plan. 

IS THIS ONLY ONLINE?
Yes. This is a video course hosted on our community platform. It is online and from the date of purchase, you have a year to watch the training. This course will take you about 20 minutes and Kristy is talking, showing you her phone and her computer screen. Most people watch it once and then go back through a second time creating this system for themself.  

Are there any supporting courses for this course? 

In Start Knowing My Numbers Course, Kristy shared with us her system for financial organization. She teaches us how she runs her home finances like her business using one credit card and one checking account for each endeavor. The reason she uses that one credit card is the receipts above that are scanned or renamed can be matched up if a reference ever needs to be made. Another course coming soon where Kristy will show you exactly how she organized her digital folders. 

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