Keeping Track of Receipts and Other Documents

Organizing your paper files is the type of project that goes better with a little help from friends … and a lot of user-friendly technology. For years, we used a product called NeatReceipts to create and file a digital copy of receipts and other important documents. When I migrated from my PC to a Mac computer, I decided that it was time to re-look at our options and see if a better solution existed. What I found was an iPhone application called TurboScan that scans receipts and multiple-page documents.

The software is much easier to use than our old solution and just $1.99 to download from the App Store on iTunes. My favorite feature is the ability to e-mail a PDF or JPG version of receipts directly to a folder in Evernote, which is a free web application that seamlessly synchronizes medical records, class notes, travel information and anything else I need access to. Because it works across all the devices and platforms—including Evernote for Mac, Evernote Web, and Evernote for Windows—Bill can see my scanned receipts seconds after I upload them and record the amounts in Quicken (which is another program that has worked well for our family for years).

I’ve said many times that when we make the most of what we have, God blesses us with more. In the case of putting technology to use, the gift is less clutter and more time to do the things we really want to do. What I want is to share what I know so that others can grow because your progress is my passion. And one of the best investments I will ever make is the time that I spend serving you.

Automating Calendar and Contact Information

A subscriber recently e-mailed me to ask if I had any tips on managing contacts. Since this is a question that others may have, I’m also sharing this information with you.

For over ten years, I stored my contacts in Microsoft Outlook because they synced to whatever smart phone I had at the time and worked with Outlook’s mail program so I never had to look up an address. It was also easy to locate and backup the file that the contact information was stored in (making it simple to transfer information to a new computer whenever I upgraded).

After making the switch to a Macbook Pro last June (which I don’t regret), it took a lot of trial and error to figure out what to do because the contact and calendar information in Office 2011 (which is the version that Microsoft created to run on a Mac) had major syncing issues with my iPhone.

I ended up transferring all of my contacts to the address book that came with my Mac. It syncs well to my iPhone and solved the problem.

To fix the calendar problem, I uploaded my appointments to google calendar and set my iPhone up so that whatever I add to my google calendar appears on my phone and vice versa.

I am a firm believer in Romans 8:28, which assures us that all experiences—even bad ones—can be used for good if we learn from what we live through. With this in mind, I offer up the following lessons learned:

  • Office  2011’s version of Outlook on the Mac is not worth the effort it takes to set it up.
  • If I hadn’t had problems syncing Outlook’s calendar to my phone, I never would have discovered how easy Google calendar is to use (or enjoyed the benefits of having access to my calendar from another computer when I accidentally spilled water on mine).  I especially like how easy Google’s calendar is to schedule an event and invite others (even if they use a different calendar program to keep track of appointments).
  • My final lesson learned is actually a rhyme that I use to remember the message behind Romans 8:28:  If things don’t turn out the way you think they should, trust God to use bad for good.

That’s all for my first technology update. If you have a calendar or contact solution that works well for you, feel free to add a comment to this post so that everyone can benefit from your experience. For help with automating your appointments and address book or syncing them with an iPhone, my coaching business is up and running (website coming soon) and I would be happy to work with you on this and any other area of your life that needs an upgrade.

Your progress is my passion and I can’t think of a better calling than encouraging my readers to stop settling and start living a no limits life today.