This is useless to me as my financial transactions are automatically downloaded from my bank over the Internet. But alas, exporting to Quicken only includes the financial information to enter as transactions. Both programs know the date and how much the transaction was making it a snap to match up. I was hoping you could easily export all of your scanned receipt images to Quicken to embed with the appropriate transactions. Any receipt, or group of receipts, can be exported as a PDF, Excel spreadsheet, or Quicken/QuickBook/ TurboTax file. If you need to export your receipts you have multiple formats. This is the main advantage of the whole system. Any receipt can instantly be brought up with a simple search. One of the real advantages is the receipts are fully searchable. I don’t really understand why you might need more than 3 folders or so. The folder organizer works just like any file system: drag and drop. The main functions include viewing your scanned receipts, fields to enter information about the receipt, folders to categorize your receipt collection, and a search field for finding specific receipts.
#Neat receipt mint software
The software is clunky but fairly easy to learn. This seems like it would be a no-brainer to implement. If you always shop at the same grocery store, NeatReceipts doesn’t automatically fill in this information from the first time you entered it. For example you can enter address information from the receipt into the database. One problem I ran into is the software doesn’t share info from other receipts. I only had to correct info for a few receipts. The scanning processis really snappy as demonstrated in this video.Īfter you scan a receipt, the software will analyze the text and fill in the appropriate fields like vendor, date, sales tax, and price. It turns out you have to scan the receipt face down. When I saw the result, I was confused as it was completely white. During first scan I put the receipt in face-up. You can print out your own replacement card using a standard inkjet printer. Between when I opened the scanner box and the time I actually started using the Neat receipts system I had lost the calibration card. The first time you run the Neat Receipts software it will ask you to calibrate the scanner using the calibration card.
#Neat receipt mint install
First install the software and scanner driver then connect the scanner to your computer using the included USB cable.
In the box you get a USB-powered scanner, the software that does all the heavy lifting, a calibration card, a carrying case incase you take the scanner with you on the go, and a stand for propping the scanner up when you’re not using it (see below). It is a snap to scan a receipt, have the software read the contents of the receipt using OCR, and file them away in a database. But it wasn’t until last week that I actually started using it.Īnd boy am I sorry that I didn’t start using this product earlier. A Neat Receipts scanner came up and I took the bait. Back in December, the one item a day shopping site, had a Woot-off where a succession of products are available for an undisclosed period of time. But sorting through a month’s worth of receipts at once has become a real burden. I’ve detailed how I organize my bank statements before.
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