How to Organize Receipts

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Do you save your receipts but then end up with piles of paper on your desk or in your purse?

Or are you sure you kept that particular receipt and now can’t find it anywhere?

Yes, been there, done that and boy can it be frustrating!

Well here’s 3 ways you can store and organize your receipts, once and for all.

1.  Receipt Box

This would have to be the simplest way to organize your receipts and it takes very little time to set up.

Simply grab a pretty storage box, fill it up with your receipts and you are done.

A great idea when you don’t have a lot of receipts you need to keep.

Adapt this idea for your own financial situation by using boxes, labelled with the specific type of expense.  For example; household, appliances, clothing.

However if you have a tonne of receipts, it can be time consuming to find that one receipt you need in that box.

But it is simple and easy!

Keep things more manageable by sorting through the receipts at the end of financial year and discard those that no longer need to be kept.

2.  Receipt Filing System

organise receipts in a detailed filing system

Image Source Pinterest

This option to organise receipts will suit you if you are one of those remarkable people who love detailed organising systems.  (That’s not me!)  Create a filing system to organise receipts by category.

Though similar to using receipt boxes or jars for storing your receipts by category you could use a lever arch file, tab dividers and plastic sleeves, or a plastic sleeve display book with tabs.

This would work well whether you have a lot of receipts or a small number you need to keep.  It looks great and makes it much quicker and easier to find the specific receipt you are after, at any time.

However this system is more complex, filing receipts away on a regular basis would take more effort and you could end up with a pile of receipts that always need “filing”.

But everything would be organised!

3.  Monthly Receipt Organizer

organise receipts in a plastic wallet

This is how I organise receipts I need to keep and have been doing so for the last 3 years.  After trying the above two ways to organise receipts prior to that, and finding they didn’t work well for me.

This option to organise receipts involves filing them by the date of the purchase.   Use a small or a large expanding file with several dividers labelled in months or quarters.  Then the receipt simply gets put in that month’s section at the front as soon as you have received it.

I use this small plastic wallet, I got from Kmart for $4.  They also have a larger sized one available as well.

Purse Receipt Organizer via Etsy:

Receipt OrganizerReceipt OrganizerReceipt Organizer WalletReceipt Organizer WalletReceipt OrganizerReceipt OrganizerPurse Receipt OrganizerPurse Receipt Organizer

Why I love this way to organise receipts so much?

I find putting away the receipts is straight forward, and so I do it regularly rather than letting them pile up.  Probably every couple of weeks (or less) I tidy out my wallet or purse and put them away.

There is also an order to how receipts are kept unlike using one large container.  That makes it quick to find a receipt for a recent purchase because I know it will be right at the front of that month’s section.

However I do still have to go back through a lot of the receipts to locate an older one if I am not sure of the exact time of purchase.  That can be time consuming!

To make sure receipts aren’t building up, when I get to a new month’s or quarter divider I go through only those receipts.   Out dated receipts are put in the bin.  It’s usually a 2 minute job to do that!

How to organize your electronic receipts

If you are like me, and often purchase items online rather than in store, you will need to decide how you will organise online receipts.  Some people have come up with systems for filing digital receipts as well as going completely paperless.  In contrast, my method is super simple!

I keep the email copy of invoices and receipts in my inbox and use that as my storage.  That’s it!

When I need to find a specific receipt, I type in the company or product name in my email account and the receipt I need shows up.

If you want to be more organised that that, you can create a folder on your desktop.  Simply, download and save a copy of the electronic receipt to the receipts folder.

If you prefer paper receipts, keep the printed receipt that gets sent with most online purchases or print it out yourself.  Then file it with your other receipts as suggested above.

How to organize receipts at home. 3 ideas that will get rid of your paper clutter.

 


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