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

    Apr 11, 2009
    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


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

    Apr 11, 2009
    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


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

    Charitable Contributions

    Others need to start with category and then sub-categories


  5. luckylady macrumors newbie

    Jan 11, 2010
    South Florida
    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

    Jan 11, 2010
    South Florida
    IMHO, search trumps folder filing every time!
  7. AndyfromTucson macrumors member

    Jan 10, 2010
    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

    Jun 11, 2007
    Albuquerque, NM, USA

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