GreyGray 15 Posted April 6, 2015 Share Posted April 6, 2015 Hello, I am looking for some guidance on a workflow for my bank statements. I went paperless a little while back, and will have to scan in some of my few years ago statements since I don't want to keep the paper. I am having a hard time figuring a way to organize these things. I have a few bank categoriesBank of My CountyCredit card from Bank of My CountyBank of Main Mega CorpCredit Card of a Mega CorpMisc docs that come in attached to one of the above on occasion, like a year end tax paper, or a change in terms of service etc. Right now, I put them in a folder called Financials, within a folder for each of the above named items, and within those, there is a year, such as 2014, 2013, 2012, etc, and I just dump anything I want into the folder for that year. It is on an encrypted sparse bundle I can keep doing it that way, or I can move them into Evernote. I tried the above folder structure but you can't go more than one level in a notebook, so I am stuck there. I thought about how to just put it all in one folder for each bank and use tags, but felt I would spend a lot of time in Evernote. I love to just enter it in and forget about it. The files are named from the bank, they are pdf files and I just click "download" and they are given a name, some have slashes in the names, which Evernote converts to : which makes it look like a time stamp. Some are spelled out dates like October 1, 2012. I take it Evernote likes dots between dates, at least for importing files? I guess I could just rename them to 3-2012, 4-2012, etc, I don't need more than the month and year, but that is kinda a paid. Sort of lost of this one, if I should even put them in Evernote, or keep the method I am using. My method is more secure, but I have had sparse bundles die, and with all but one backup system honoring all the Mac's extended attributes on a file, I know for a fact that uploading a sparse bundle or image will nuke it to near all online backup services on the Mac. Anything with a resource fork or data fork and you are going to hurt your file. Suggestion from anyone who has been down this road? Link to comment
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