Evernote Tutorial - How to organize your receipts in Evernote

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✎ Ever feel overwhelmed by paper clutter and disorganized receipts? In this video, Evan Carmichael answers a question from viewer Michelle about how to organize receipts and notebooks using Evernote. Evan walks through how scanning everything into Evernote can help clear your desk and your mind—*if* you structure your notes in a simple and repeatable way that’s easy to use long term. He shows you how to avoid common mistakes and shares his own system for managing both personal and business receipts.

Evan explains how he uses notebook stacks to stay organized. For business, he breaks receipts into two notebooks per year based on his fiscal calendar—first and second quarter, then third and fourth quarter—all grouped under a “Business Receipts” stack. For personal receipts, he uses a simpler yearly system. He encourages entrepreneurs to think beyond just one year and set up a structure that works for years to come, so you don’t waste time digging through cluttered notebooks later.

If you're juggling personal expenses, rental properties, or anything else, Evan recommends creating a separate stack for each category—like “Personal Receipts,” “Rental Receipts,” or “Sand Receipts”—and organizing by year within each one. He also highlights how easy it is to find anything quickly using Evernote’s search features. Whether you're just starting or already using Evernote, this step-by-step breakdown will help you save time, reduce stress, and stay focused on growing your business.

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Much love,
Evan
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