Work & documents

Turn piles of receipts and invoices into a searchable database

No more hunting for that one receipt at tax time. Scan, drop, done.

  1. 1

    Tidy loose scans first with Stirling-PDF (merge and split).

    Stirling-PDF
  2. 2

    Feed them into Paperless-ngx: automatic OCR makes everything searchable by date, amount or vendor (setup needs a little know-how — recruiting a techie relative is fair play).

    Paperless-ngx
  3. 3

    New routine: once a month, dump that month's documents in. When you can search by vendor name, you have won.

Do not aim for perfect filing. OCR means even sloppily-filed documents turn up in search.