Replacement for quicken medical expense manager

Replacement for quicken medical expense manager pdf#

Replacement for quicken medical expense manager pdf#

If you have a PDF of a bill or statement, just drag it into Evernote.

This is also a good time to visit each vendorвЂ™s website and sign up for paperless billing or electronic statements.ДЄs for electronic documents, including e-bills or receipts youвЂ™ve received via email, collecting those in Evernote is simple. Title each note with the name of the vendor, tag with the expense categories you set up previously, and then save into your expenses notebook. For paper documents like bills, explanations of benefits, or receipts, open Evernote on your mobile device to capture them. With your structure created, itвЂ™s time to start bringing all your financial documents into Evernote. Drag frequently used individual notebooks, like 2016 Expenses, directly to shortcuts as well. For easy access, drag this stack directly to shortcuts on the sidebar. This groups everything together in one spot in your notebook list. To keep your financial life organized, create a вЂњFinancialвЂќ notebook stack from these sets of notebooks. Create notebooks for each of these categories and collect them together rather than separating them by year. You will also likely have categories that are more evergreen and may not necessarily be tied to a specific year, like credit reports and pay stubs. Use these tags later as you bring in each of your expenses. If youвЂ™re not using such a tool, ask your tax preparer to help you create expense categories that make sense for your personal financial situation. If youвЂ™re using an expense manager or accounting tool such as Mint, Quicken, Quickbooks or Xero, create tags to match each of the expense categories youвЂ™ve set up-Auto, Groceries, Medical, and so on. For example, вЂњ2016 TaxesвЂќ and вЂњ2016 Expenses.вЂќ You can use these to collect your financial records for the entire year. Set up a structureДЇor every calendar year, set up two notebooks-one for tax-related documents and one for expenses. HereвЂ™s how I do it.Д«efore you get started, make sure to talk to your financial advisor or tax preparer to see if they have any organizing or document retention guidelines that are specific to you. The good news is organizing and maintaining your financial information in Evernote is simple. Getting your вЂњmoney docsвЂќ in order may not be the most exciting thing on your to-do list, but it can make your life a lot easier.