Piles of receipts everywhere? Or are you sure you kept that particular receipt and now can’t find it anywhere? Yes, I have been there! And it’s frustrating when our paperwork feels so disorganised!! Well here’s 3 different ways to store and organise receipts that you will help you have an organised paperwork system..
The Easiest Way
Image Source Homestead Revival
This would have to be the quickest and simplest way to organise receipts. It takes very little time to set up. Simply grab a cookie size jar, 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 or refer back to!
You could make this idea more specific for your situation by using several jars, labelled with the type of expense. For example; Household, Appliances, Clothing.
The disadvantage is that it can be time consuming to find the receipt you need because you need to sort through the whole pile. Also if you have a lot of receipts, pushing them into a jar to store may not keep them in good condition.
But it is simple and easy!
Keep things more manageable by sorting out your jar of receipts every 3 to 6 months and discarding those that no longer need to be kept.
The Organised Way
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 the above idea of several 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!
The Good Enough Way
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 A4 sized one available as well.
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. There is also an order to how they 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 take time!
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!
What About Digital 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 very involved systems for filing digital receipts as well as going completely paperless. However I prefer an easier way, I simply keep the email of the invoice/receipt in my email inbox. That’s it, I don’t delete it!
You could also move them to a separate folder specifically for receipts for your online purchases. Then when you need to access a receipt all you need to do is a quick search in your email account.
If you prefer paper receipts, keep the printed receipt that gets sent with most online purchases or print it out yourself. Then you just file it with your other receipts as suggested above.
By the way, do you know about the Australian Consumer Guarantee?
For example, an consumer guarantee states for products, that they must be of acceptable quality, that is:
- safe, lasting, with no faults
- look acceptable
- do all the things someone would normally expect them to do.
“If a product or service you buy fails to meet a consumer guarantee, you have the right to ask for a repair, replacement or refund under the Australian Consumer Law. The remedy you’re entitled to will depend on whether the issue is major or minor. ..”
Yes, that means any product or service that fails to be of acceptable quality or provided with acceptable care during the first 12 months of use has a guarantee.
So keep your receipts if you don’t already!!
How do you organise your receipts?
Have a home organising question or dilemma you would like help with? I would love to hear from you so leave a comment below or contact me via email.