5 steps to organised receipts

by Marcia Francois
======================================================

3007-023.jpg

I decided to return a pair of sandals that I’d bought MONTHS ago because they LOOKED better than they FELT 😉 I was able to quickly retrieve the receipt Within a minute because I do 5 specific things to keep my receipts organised and in order.

1. HAVE A SPECIFIC PLACE IN YOUR WALLET JUST FOR RECEIPTS

I have two sections in my wallet so I keep notes separate from paper. I also always keep the credit card slip on top of the receipt and always add new receipts to the back of that section so that at the very least things are in chronological order.

2. DEDICATE A REGULAR TIME TO CLEAR OUT YOUR WALLET

You need to decide how regularly to clean it out. If you’re out shopping a lot, you may have to do clear it out daily or every second day. I only go to the shops on the weekends so I clean out my wallet once a week. When I’m on holiday, I do it more regularly because I’m spending every day 😉

When we were in the UK in May, I dedicated a special envelope to all the receipts on an almost-daily basis.

3. SORT INTO CATEGORIES

I then make piles of credit card slips and piles of cash receipts and sort in date order. It’s quick and easy because of the way I store them in my wallet.

If you sort properly now, it’s really quick and easy to update your budget.

4. ENTER THE DETAILS INTO YOUR COMPUTER, NOTEBOOK, ETC.

Take each pile and update your budget.

I don’t use my credit cards as “credit cards” so I like to be really careful with this step so that I know EXACTLY how much money I have left to spend for each category every month.

5. STORE SIMPLY

Staple each pile together EVERY time you follow this process, and then at the end of the month, place in an envelope, one for each month.

You can store your envelopes in a shoebox, CD holder, magazine holder, project folder, etc.

At the end of the year, take all the envelopes to your accountant to do your taxes – easy!

THIS WEEK’S CHALLENGE
Yes, you guessed it – sort out those receipts!

Want to use this article in your ezine or on your blog? You may, as long as you include this complete blurb.

Marcia Francois is a time management and organising coach who empowers small business owners and other busy professionals who want to make the most of their time. You’ll get simple, practical organising and time management secrets to help you work less and enjoy life more! Visit http://marciafrancois.com for your free Organising Success Pack.