Paperless / Neat Receipts / Going Green - Need Help!!!

Discussion in 'Mac Apps and Mac App Store' started by Kylereilly, Jan 9, 2010.

  1. Kylereilly macrumors newbie

    Joined:
    Apr 11, 2009
    #1
    Hi, I'm going paperless, scanning old documents, papers, tax returns, the whole works, all into PDFs. What's the best way to store it with Dropbox? I have Paperless which is a Mac App, but I want to sync everything with DropBox so I can use it with both Win and Mac Platforms, which means I can't use paperless. What is the best way to organize my digital collection of PDFs, that can be seen and used across multiple platforms????
     
  2. miles01110 macrumors Core

    miles01110

    Joined:
    Jul 24, 2006
    Location:
    The Ivory Tower (I'm not coming down)
  3. Kylereilly thread starter macrumors newbie

    Joined:
    Apr 11, 2009
    #3
    I thought about that originally, but there would be so many levels, it would be too difficult to find what I was looking for. Also, with certain folders carrying so many files, how to sort: By category, then year, then month? There are endless possibilities, and some cross platform app would make it easier to search.
     
  4. TonyK macrumors 6502a

    TonyK

    Joined:
    May 24, 2009
    #4
    That is why keywords are assigned. How to organize depends on the document. For tax stuff, I would start with Year then Category

    2009
    Medical
    Charitable Contributions
    Income
    etc...

    Others need to start with category and then sub-categories

    Insurance
    Life
    Health
    Car
    Rider(s)



     
  5. luckylady macrumors newbie

    Joined:
    Jan 11, 2010
    Location:
    South Florida
    #5
    Hi, Kyle. I agree that cross platform has many advantages. I use Evernote, which allows me access to my digital collection via Mac, PC, and iPhone. It's a cloud storage, but PDFs remain on my hard drive as well, plus I have them backed up with Time Machine/Time Capsule and Amazon's Jungle Disk.

    There are other Mac apps for this like Yep and DevonThink, but if you want PC access too I'd go with Evernote. They have a free account, or you can opt for a premium account for $5/month or $45/year. And sync is built into Evernote so you won't need the extra step of using Dropbox.
     
  6. luckylady macrumors newbie

    Joined:
    Jan 11, 2010
    Location:
    South Florida
    #6
    IMHO, search trumps folder filing every time!
     
  7. AndyfromTucson macrumors member

    Joined:
    Jan 10, 2010
    #7
    I have been paperless for a few years now, and I just save PDFs in a simple folder hierarchy, like house, utility, financial, taxes, receipts. The only folders that have subfolders are taxes (one subfolder for each year) and financial (one subfolder for each bank). I just put a few key words, or the document name, in the PDF name, along with the document date if any (since it may be different than the date the PDF is saved.

    As a practical matter I find most things by sorting a folder by date and then scanning the file names, since I can usually remember about when I got such and such document.
     
  8. dbwie macrumors 6502

    Joined:
    Jun 11, 2007
    Location:
    Albuquerque, NM, USA
    #8

Share This Page