Anyone using Neat Receipts

Discussion in 'Quicken' started by Andrew Hamilton, Feb 16, 2009.

  1. A friend of mine uses this product to scan in receipts. But he scans
    everything into PDF, and I would want to scan receipts directly into
    Quicken 2009.

    Comments?

    --AH
     
    Andrew Hamilton, Feb 16, 2009
    #1
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  2. Andrew Hamilton

    Han Guest

    Andrew Hamilton <> wrote in
    news::

    > A friend of mine uses this product to scan in receipts. But he scans
    > everything into PDF, and I would want to scan receipts directly into
    > Quicken 2009.
    >
    > Comments?
    >
    > --AH


    I think you are confusing the format of a scanned receipt (pdf, jpg,
    whatever) with the application that uses it. After I scan something (I
    rarely do), I use the attachment function in Quicken to link the scanned
    item to a transaction. I have not used the attachment dialog in my Quicken
    to scan something directly into Quicken. If you have already a scanner,
    that may be the way to go.

    --
    Best regards
    Han
    email address is invalid
     
    Han, Feb 16, 2009
    #2
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  3. Andrew Hamilton

    Oilcan Guest

    I have a Neat Receipts scanner/product. The software is worthless to me
    (duplicates what I can do easier without it and the scanner refuses to
    scan full page receipts not matter how much I try to fix the problem).

    With that said, if you have their scanner - Quicken will recognize it.
    You will need to go into attachments, Scan, select your Neat Receipts
    scanner and it will attach it as an image file - it will not create a
    PDF format document.

    I think you can find other scanners that would do this without the Neat
    Receipts software for a cheaper price.

    Oilcan

    -----Original Message-----
    From: Han [mailto:]
    Posted At: Monday, February 16, 2009 3:40 AM
    Posted To: alt.comp.software.financial.quicken
    Conversation: Anyone using Neat Receipts
    Subject: Re: Anyone using Neat Receipts

    Andrew Hamilton <> wrote in
    news::

    > A friend of mine uses this product to scan in receipts. But he scans
    > everything into PDF, and I would want to scan receipts directly into
    > Quicken 2009.
    >
    > Comments?
    >
    > --AH


    I think you are confusing the format of a scanned receipt (pdf, jpg,
    whatever) with the application that uses it. After I scan something (I
    rarely do), I use the attachment function in Quicken to link the scanned

    item to a transaction. I have not used the attachment dialog in my
    Quicken
    to scan something directly into Quicken. If you have already a scanner,

    that may be the way to go.

    --
    Best regards
    Han
    email address is invalid
     
    Oilcan, Feb 16, 2009
    #3
  4. On Mon, 16 Feb 2009 07:35:12 -0800, "Oilcan" <>
    wrote:

    >I have a Neat Receipts scanner/product. The software is worthless to me
    >(duplicates what I can do easier without it and the scanner refuses to
    >scan full page receipts not matter how much I try to fix the problem).


    That's no good!
    >
    >With that said, if you have their scanner - Quicken will recognize it.
    >You will need to go into attachments, Scan, select your Neat Receipts
    >scanner and it will attach it as an image file - it will not create a
    >PDF format document.


    Well, I already have two other scanners, but it never occurred to me
    to try to scan in with Quicken. My real goal is to avoid hand-entry,
    in effect to have software that does an "intelligent" OCR on a
    receipt.

    >
    >I think you can find other scanners that would do this without the Neat
    >Receipts software for a cheaper price.


    Already have two, including a Corex Cardscan, which does a good job
    with business-cards.

    Thanks everyone for the replies.
     
    Andrew Hamilton, Feb 17, 2009
    #4
  5. Andrew Hamilton

    Han Guest

    Andrew Hamilton <> wrote in
    news::

    > Already have two, including a Corex Cardscan, which does a good job
    > with business-cards.
    >
    > Thanks everyone for the replies.


    Can you please let us know how exactly you fare with your scanner(s) and
    OCR-ing into Quicken? The last part would be good to know. It is a pain
    to enter the individual items from a receipt into the split transactions
    they need to go into.

    Thanks in advance! And best of luck!

    --
    Best regards
    Han
    email address is invalid
     
    Han, Feb 17, 2009
    #5
  6. Andrew Hamilton

    Andrew Guest

    Han wrote:

    > Can you please let us know how exactly you fare with your scanner(s)
    > and OCR-ing into Quicken? The last part would be good to know. It
    > is a pain to enter the individual items from a receipt into the split
    > transactions they need to go into.
    >
    > Thanks in advance! And best of luck!


    I'd also love to hear from people about the worth of scanning receipts and
    such into Quicken. I have never done this; I have thought the time and
    effort to doing this is vastly outweighed by any benefits. I keep receipts
    I need in a yearly file I store in the box with my annual financial records
    each year. I circle the dates on the paper to make it easier to see and
    organize.

    What do people DO with this information in Q? Do you ever really need to
    retrieve these things in the future, and if so, for what?

    I must be missing something.
    --
    -------------------------------------------------------------
    Regards -

    - Andrew
     
    Andrew, Feb 17, 2009
    #6
  7. Andrew Hamilton

    Han Guest

    "Andrew" <> wrote in news:499aaf06$0$20301$:

    > I must be missing something.


    When I want to find when I bought something, or how much it cost when I
    bought it, I go to my Quicken file, not my badly organized box of receipts.
    Since I'm likely to be close to my computer that is the fastest way to
    retrieve the info.

    --
    Best regards
    Han
    email address is invalid
     
    Han, Feb 17, 2009
    #7
  8. "Andrew" <> wrote:

    >I'd also love to hear from people about the worth of scanning receipts and
    >such into Quicken. I have never done this; I have thought the time and
    >effort to doing this is vastly outweighed by any benefits.


    I agree. I keep credit receipts around until the statement shows up, which is
    usualy beyond any return window. The receipts I need to keep beyond that are few
    and far between.
     
    Robert Neville, Feb 17, 2009
    #8
  9. Andrew Hamilton

    JimH Guest

    Han wrote:
    > "Andrew" <> wrote in news:499aaf06$0$20301$:
    >
    >> I must be missing something.

    >
    > When I want to find when I bought something, or how much it cost when I
    > bought it, I go to my Quicken file, not my badly organized box of receipts.
    > Since I'm likely to be close to my computer that is the fastest way to
    > retrieve the info.
    >

    I go to Quicken to find the transaction, and get the date. Then I go to
    the receipt box which has dividers labeled for each month. Having to
    look through one month of receipts is pretty quick and painless.
    --
    Jim
     
    JimH, Feb 17, 2009
    #9
  10. Andrew Hamilton

    Jan Groshan Guest

    I've been scanning my receipts/bills into Quicken for as long as that
    ability has been available. I love it. No more file folders full of paper.
    If I want to know if I've made a payment, or what I paid for, I just click
    on the icon and it's there. I not only use the attached/scanned receipts
    feature for my personal accounts, I also use it for my homeowners
    association (I'm the treasurer). No storage problems. Everything I need to
    know about a tranaction is right there....attached to the payment. My only
    frustration is scanning in multiple page receipts/bills for one transaction
    in Quicken. Each page has to be scanned separately, unless it's scanned into
    some other file (I use PaperPort) and then attached in Quicken as a .pdf
    ("double duty", but a work-around).



    "Andrew" <> wrote in message
    news:499aaf06$0$20301$...
    > Han wrote:
    >
    >> Can you please let us know how exactly you fare with your scanner(s)
    >> and OCR-ing into Quicken? The last part would be good to know. It
    >> is a pain to enter the individual items from a receipt into the split
    >> transactions they need to go into.
    >>
    >> Thanks in advance! And best of luck!

    >
    > I'd also love to hear from people about the worth of scanning receipts and
    > such into Quicken. I have never done this; I have thought the time and
    > effort to doing this is vastly outweighed by any benefits. I keep
    > receipts I need in a yearly file I store in the box with my annual
    > financial records each year. I circle the dates on the paper to make it
    > easier to see and organize.
    >
    > What do people DO with this information in Q? Do you ever really need to
    > retrieve these things in the future, and if so, for what?
    >
    > I must be missing something.
    > --
    > -------------------------------------------------------------
    > Regards -
    >
    > - Andrew
    >
     
    Jan Groshan, Feb 17, 2009
    #10
  11. Andrew Hamilton

    Al Guest

    Re: Anyone using Neat Receipts (or Dragon Naturally Speaking)

    Same here. Hadn't thought about OP's use of OCR software. HAVE thought of
    SPEAKING info into Qkn, received some negative input from others, initial
    efforts not too successful due mainly to my unfamiliarity with Dragon
    Naturally Speaking. When I find time to play around with it more I may go
    back to Qkn in attempt to avoid typing.

    "Jan Groshan" <> wrote in message
    news:wYAml.5509$%...
    > I've been scanning my receipts/bills into Quicken for as long as that
    > ability has been available. I love it. No more file folders full of paper.
    > If I want to know if I've made a payment, or what I paid for, I just click
    > on the icon and it's there. I not only use the attached/scanned receipts
    > feature for my personal accounts, I also use it for my homeowners
    > association (I'm the treasurer). No storage problems. Everything I need to
    > know about a tranaction is right there....attached to the payment. My only
    > frustration is scanning in multiple page receipts/bills for one
    > transaction in Quicken. Each page has to be scanned separately, unless
    > it's scanned into some other file (I use PaperPort) and then attached in
    > Quicken as a .pdf ("double duty", but a work-around).
    >
    >
    >
    > "Andrew" <> wrote in message
    > news:499aaf06$0$20301$...
    >> Han wrote:
    >>
    >>> Can you please let us know how exactly you fare with your scanner(s)
    >>> and OCR-ing into Quicken? The last part would be good to know. It
    >>> is a pain to enter the individual items from a receipt into the split
    >>> transactions they need to go into.
    >>>
    >>> Thanks in advance! And best of luck!

    >>
    >> I'd also love to hear from people about the worth of scanning receipts
    >> and such into Quicken. I have never done this; I have thought the time
    >> and effort to doing this is vastly outweighed by any benefits. I keep
    >> receipts I need in a yearly file I store in the box with my annual
    >> financial records each year. I circle the dates on the paper to make it
    >> easier to see and organize.
    >>
    >> What do people DO with this information in Q? Do you ever really need
    >> to retrieve these things in the future, and if so, for what?
    >>
    >> I must be missing something.
    >> --
    >> -------------------------------------------------------------
    >> Regards -
    >>
    >> - Andrew
    >>

    >
    >
     
    Al, Feb 17, 2009
    #11
  12. Andrew Hamilton

    Andrew Guest

    Han wrote:
    > "Andrew" <> wrote in
    > news:499aaf06$0$20301$:
    >
    >> I must be missing something.

    >
    > When I want to find when I bought something, or how much it cost when
    > I bought it, I go to my Quicken file, not my badly organized box of
    > receipts. Since I'm likely to be close to my computer that is the
    > fastest way to retrieve the info.


    Han - Not trying to be funny, but why do you need to scan receipts and store
    them in Q for that? I can do that today with my register as it is.

    --
    -------------------------------------------------------------
    Regards -

    - Andrew
     
    Andrew, Feb 17, 2009
    #12
  13. Andrew Hamilton

    Andrew Guest

    JimH wrote:
    > Han wrote:
    >> "Andrew" <> wrote in
    >> news:499aaf06$0$20301$:
    >>> I must be missing something.

    >>
    >> When I want to find when I bought something, or how much it cost
    >> when I bought it, I go to my Quicken file, not my badly organized
    >> box of receipts. Since I'm likely to be close to my computer that is
    >> the fastest way to retrieve the info.
    >>

    > I go to Quicken to find the transaction, and get the date. Then I go
    > to the receipt box which has dividers labeled for each month. Having
    > to look through one month of receipts is pretty quick and painless.


    Right! Exactly - but I use yearly instead of monthly; MOST receipts I don't
    keep.

    --
    -------------------------------------------------------------
    Regards -

    - Andrew
     
    Andrew, Feb 17, 2009
    #13
  14. Andrew Hamilton

    Andrew Guest

    Jan Groshan wrote:
    > I've been scanning my receipts/bills into Quicken for as long as that
    > ability has been available. I love it. No more file folders full of
    > paper. If I want to know if I've made a payment, or what I paid for,
    > I just click on the icon and it's there. I not only use the
    > attached/scanned receipts feature for my personal accounts, I also
    > use it for my homeowners association (I'm the treasurer). No storage
    > problems. Everything I need to know about a tranaction is right
    > there....attached to the payment. My only frustration is scanning in
    > multiple page receipts/bills for one transaction in Quicken. Each
    > page has to be scanned separately, unless it's scanned into some
    > other file (I use PaperPort) and then attached in Quicken as a .pdf
    > ("double duty", but a work-around).
    >


    OK Jan - thanks for the reply -for me as a homeowner (I give you that as a
    treasurer or whatever for a 3rd party group you might have very different
    requirements as to your use of Quicken), I would think the time and hassle
    of scanning bills and receipts FAR FAR outweighs the usefulness for those
    that I keep in my yearly folder.

    Of course, I realize the YMMV - that's why I'm asking if there's some
    compelling reason (for me) that it is worth it.
    --
    -------------------------------------------------------------
    Regards -

    - Andrew
     
    Andrew, Feb 17, 2009
    #14
  15. On 17 Feb 2009 11:54:41 GMT, Han <> wrote:

    >Andrew Hamilton <> wrote in
    >news::
    >
    >> Already have two, including a Corex Cardscan, which does a good job
    >> with business-cards.
    >>
    >> Thanks everyone for the replies.

    >
    >Can you please let us know how exactly you fare with your scanner(s) and
    >OCR-ing into Quicken? The last part would be good to know. It is a pain
    >to enter the individual items from a receipt into the split transactions
    >they need to go into.
    >
    >Thanks in advance! And best of luck!


    Han,

    Will do, but not until the weekend or early into next week. I just
    had a Windows crash on my desktop system, to which everything is
    attached. I'm using my laptop for my critical stuff like emails, but
    I really need to restore my main system.

    Fortunately, I will not lose any data, because I mounted my desktop
    system hard disk into an external drive case, and then read the data
    off that drive into my laptop.

    -AH
     
    Andrew Hamilton, Feb 18, 2009
    #15
  16. Andrew Hamilton

    Han Guest

    "Andrew" <> wrote in
    news:499b4e7f$0$16842$:

    > Han wrote:
    >> "Andrew" <> wrote in
    >> news:499aaf06$0$20301$:
    >>
    >>> I must be missing something.

    >>
    >> When I want to find when I bought something, or how much it cost when
    >> I bought it, I go to my Quicken file, not my badly organized box of
    >> receipts. Since I'm likely to be close to my computer that is the
    >> fastest way to retrieve the info.

    >
    > Han - Not trying to be funny, but why do you need to scan receipts and
    > store them in Q for that? I can do that today with my register as it
    > is.


    Exactly. That is what I do, mostly without scanning. I find that another
    problem is that nowadays, the scans are copied to the attachment folder in
    the data directory. If you move your files, the links get broken, I think.

    --
    Best regards
    Han
    email address is invalid
     
    Han, Feb 18, 2009
    #16
  17. Andrew Hamilton

    Oilcan Guest

    -----Original Message-----
    From: Andrew [mailto:]
    Posted At: Tuesday, February 17, 2009 3:56 PM
    Posted To: alt.comp.software.financial.quicken
    Conversation: Anyone using Neat Receipts
    Subject: Re: Anyone using Neat Receipts

    JimH wrote:
    > Han wrote:
    >> "Andrew" <> wrote in
    >> news:499aaf06$0$20301$:
    >>> I must be missing something.

    >>
    >> When I want to find when I bought something, or how much it cost
    >> when I bought it, I go to my Quicken file, not my badly organized
    >> box of receipts. Since I'm likely to be close to my computer that is
    >> the fastest way to retrieve the info.
    >>

    > I go to Quicken to find the transaction, and get the date. Then I go
    > to the receipt box which has dividers labeled for each month. Having
    > to look through one month of receipts is pretty quick and painless.


    Right! Exactly - but I use yearly instead of monthly; MOST receipts I
    don't
    keep.

    --
    -------------------------------------------------------------
    Regards -

    - Andrew
     
    Oilcan, Feb 18, 2009
    #17
  18. Andrew Hamilton

    Oilcan Guest

    Sorry about that...(my previous post)

    The reason I scan receipts is for Insurance (proof of value for a major
    purchase) and Tax Deduction. Even though Quicken provides a nifty tool,
    I don't trust this product for the long-term.

    The reason for Neat Receipts is to do away with storage of paper
    receipts. I would expect that Quicken will become a Web Hosted
    application in the future and I believe this functionality will
    disappear (I believe it disappeared in the past). Every document I have
    attached to Quicken has a backup - when I backup Quicken, I make sure
    that the attachments are backed up - 1) external hard drive, 2) web
    based backup.

    IMHO, all of the web based products do not offer what I need in Personal
    Financial Management and they tend to dumb down the product/service -
    this includes Quicken Online, Mint, Yodlee, Wasebe (sp).

    Just my thoughts....

    Oilcan

    -----Original Message-----
    From: Andrew [mailto:]
    Posted At: Tuesday, February 17, 2009 3:56 PM
    Posted To: alt.comp.software.financial.quicken
    Conversation: Anyone using Neat Receipts
    Subject: Re: Anyone using Neat Receipts

    Han wrote:
    > "Andrew" <> wrote in
    > news:499aaf06$0$20301$:
    >
    >> I must be missing something.

    >
    > When I want to find when I bought something, or how much it cost when
    > I bought it, I go to my Quicken file, not my badly organized box of
    > receipts. Since I'm likely to be close to my computer that is the
    > fastest way to retrieve the info.


    Han - Not trying to be funny, but why do you need to scan receipts and
    store
    them in Q for that? I can do that today with my register as it is.

    --
    -------------------------------------------------------------
    Regards -

    - Andrew
     
    Oilcan, Feb 18, 2009
    #18
  19. Andrew Hamilton

    Sharx35 Guest

    "Robert Neville" <> wrote in message
    news:...
    > "Andrew" <> wrote:
    >
    >>I'd also love to hear from people about the worth of scanning receipts and
    >>such into Quicken. I have never done this; I have thought the time and
    >>effort to doing this is vastly outweighed by any benefits.

    >
    > I agree. I keep credit receipts around until the statement shows up, which
    > is
    > usualy beyond any return window. The receipts I need to keep beyond that
    > are few
    > and far between.


    Likewise. I don't keep any paper any longer than needed.
     
    Sharx35, Feb 18, 2009
    #19
  20. Andrew Hamilton

    Andrew Guest

    Han wrote:

    >
    > Exactly. That is what I do, mostly without scanning. I find that
    > another problem is that nowadays, the scans are copied to the
    > attachment folder in the data directory. If you move your files, the
    > links get broken, I think.


    I'm sorry Han - I thought you were saying you DO scan your receipts to
    always be able to use them via the method you mentioned.
    --
    -------------------------------------------------------------
    Regards -

    - Andrew
     
    Andrew, Feb 18, 2009
    #20
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