April 12, 2014

in the generous life

What do you do with your purchase receipts?

I ask because Paul and I just finished up our taxes (God bless the folks who created Turbo Tax). Each year we get a little better at taming our paper tiger and that, in turn, makes figuring out our taxes easier.

May I suggest putting an envelope in your purse for receipts? You can empty it out occasionally into your financial papers (need to get your papers in order?). Create a folder in your email for online purchase receipts too. It will be a big help when you need to have all your financial ducks in a row for tax time.

It’s a small practical way to help your household.


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{ 2 comments… read them below or add one }

Ol' Will April 12, 2014 at 6:20 pm

We use Quicken to keep our checkbook balance, to reconcile the bank statement and to generate reports on taxable income and expenses at tax time.

The tax reports can be run by payee and by account – whatever you need. The version we use is at least 15 years old. I know it’s been on at least three different computers with three different versions of Windows. Every time I upgrade computers I think that this is the end. But when I get it loaded, it has always worked.

Quicken has lots of features and is easy to use. I’m sure that it’s had improvements in the last 15 years but this old version is so good I don’t see how.

The best $29 I ever spent! (No, I do not work for Intuit or for any vendor who sells Quicken).


James April 12, 2014 at 11:37 pm

Thanks for the link! And yes, turbo tax is awesome!


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