Sunday, December 12, 2010

My New Toy: Neat Receipts for Mac

This is my new toy and it's great!


I've lusted after this for about a year now, hoping it would do everything it said it would, but too skeptical to buy it. Finally, faced with the year-end task of getting together receipts to file for my flexible spending account claim and tax season around the corner (the horror!), I took the plunge.

It's not a very expensive gadget, the portable model that I got was on sale for about $130.  (It's usually about $180 and the desktop scanner is over $300.)


Setup was easy. One CD and the usual bit of clicking next when prompted. The scanner uses a USB cable and comes with a pouch for storage.  I'm still a little confused by the software. I was able to get it to do everything I wanted in the end, but I can't say exactly how and I am sure there is a better way. (I could have used a manual.)

What I was able to do--scan a pile of receipts, which the Neat Receipts software then read and categorized and created PDFs.  I was also able to import PDFs I had of online receipts into the software.

In the end I was able to create one PDF with all of my receipts in it which is so much easier to deal with than having to deal with lots of attachments.

Neat Receipts is supposed to be compatible with Turbo Tax and QuickBooks. So hopefully it will make tax season easier.  But I feel like just having it for the Flexible Spending Account receipts made it pay for itself.

I think my next step will be one of those Android apps that turns the Droidx into a scanner and makes PDFs. That way I can capture my receipts right away before they end up a crumpled mess in my pocket.

3 comments:

  1. Cool! We both have pone apps for receipt scanning but this sounds like a dream for the organizationally challenged. Do they make it for PC?

    ReplyDelete
  2. Yes they do--both the portable and desktop versions. (http://www.neatco.com/products) I bought mine from Staples.com.

    Which phone app are you using? I could use a recommendation.

    ReplyDelete

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