5 Ways to Organize Receipts with Software

Keep Receipts Organized for Expense Reporting and Budgeting

Rack2-Filer was recommended in the Financial Software discussion forum. Rack2-Filer scans receipts and other documents for digital storage, and scans to formats like Microsoft Word or PDF. Rack2-Filer works with ScanSnap or TWAIN compliant scanners.

• Organize scanned receipts and documents in Rack2-Filer in virtual filing cabinets and e-binders, which can be browsed by flipping pages.
• In e-binders, highlight information, add divider sheets, hyperlinks or sticky notes.
• Rack2-Filer search checks every document, including sticky notes and binder titles, by word, phrase or number.

Rack2-Filer is only available for Windows and has a free trial. Rack2-Filer retails for $249, but try Compare Prices below for better deals.

The Visioneer RoadWarrior is receipt organizing software with a mobile scanner. The Visioneer Road Warrior scanner is USB powered and scans a page in 10 seconds at 600 dpi, 36-bit color.

RoadWarrior uses Kofax Virtual ReScan (VRS) technology to enhance scanning, and software included with Visioneer RoadWarrior organizes scanned receipts and documents, and saves images in searchable PDF format or as Word, Excel, and Word Perfect documents. Business cards can be scanned as well.

• Scans to Microsoft Share Point folders.
• Scans to searchable PDF so you can easily search for and find documents.
• Scans receipts, business cards, documents, and handwritten notes.

Visioneer RoadWarrior retails for $199.99

NEAT Receipts Scanalizer consists of a compact, lightweight scanner, software to organize receipts and other digital images, a USB cable and accessories for travel and desktop storage.

The NEAT Receipts software organizes receipts, tax-related documentation, business cards and documents separately. Receipts can be printed, emailed or exported to a variety of formats including PDF, OFX and QIF.

NEAT Receipts retails for $149.99 ($179.95 for Mac)

Scan your receipts with your own scanner, then use Shoeboxed to organize receipts and store them online. Receipts for online purchases do not require a scanner because Shoeboxed gives you an email address to send digital receipts to for online storage.

Shoeboxed offers unlimited secure online storage space and exports data to Quicken, Excel,CSV or PDF. Shoeboxed also includes online software to analyze spending with charts and graphs, for both scanned and online receipts.

How does Shoeboxed give all this away? By selling scanning services to the scan-weary. There are three different Shoeboxed scanning plans in addition the free do-it-yourself plan, starting at $10 per month.

Shoeboxed Privacy Policy

Pixily is an online document repository, but it does not have the receipt organizing tools that Shoeboxed provides. However, there are people who are using it to manage a smaller number of receipts.

Pixily is hosted on secure Amazon.com data centers and can upload documents that have been scanned and saved in these formats: Acrobat PDF and Microsoft Word 2003, Excel 2003 or Powerpoint. Other image formats will be supported soon.

You can organize receipts and documents online in Pixily, and download searchable PDFs of receipts and documents from Pixily.