A shoebox full of receipts: cleared in one hour
Shoebox receipts piling up? This four-step plan clears a receipt backlog in one hour: sort, group by month, scan, check and export. No perfectionism required.
Systems, categories and routines you will stick to.
8 articles
Shoebox receipts piling up? This four-step plan clears a receipt backlog in one hour: sort, group by month, scan, check and export. No perfectionism required.
Digital receipt filing that works: one folder per year, one per month, and file names in the pattern date_merchant_amount. Anyone finds any receipt in seconds.
Organize receipts with a system built on one inbox, a few categories and a fixed weekly routine. It stays tidy all year without a pile, on paper or in an app.
Which receipts to keep as a private person: there is no legal duty in Switzerland, but warranty, tax and insurance make 2 to 10 years sensible. The overview.
Lost a receipt? A copy from the shop, your bank or card statement, or as a last resort a self-written receipt will usually replace it. Here is what applies when.
Receipts for your accountant: this checklist shows which documents they need, in what form and order, so the year-end close gets faster and cheaper for you.
Receipt categories only pay off when each one answers a concrete question. Which 6 to 10 expense categories you need, which to skip and how to decide quickly.
A weekly receipt routine takes five minutes: a fixed time, a fixed collection spot and three steps (collect, scan, check). Stay on top of receipts all year.