Copy a classic note link (right-click on the note in the list, hold the option key, Copy Classic Note Link) and paste into the OmniFocus task’s note. You should have all your tasks in one place, so create an OmniFocus task, too. Create an OmniFocus task for the note. I’d recommend a few days before the bill is due to give yourself some leeway. Then click Add a Date to set the due date. This will make it easier to find all your unpaid bills later. For bonus points, put the dollar amount at the end. You should know exactly what the bill is when you see the title. By writing the date like YYYY-MM-DD, it makes it easy to sort the bills from a particular provider by date in a list. Rename the file to “ Payee YYYY-MM-DD”, using the statement date. This takes just a few seconds and will save you time when you go to pay your bills. (Once you’ve paid the bill, you can delete the note or archive it as you see fit.) Since this represents something you need to do, it should go in your Planner notebook. Once the bill is ready, add it to Evernote. There is some information that I redact, using either Adobe’s Acrobat Pro or SmileOnMyMac’s PDFpenPro. Personally, I trust them with a lot of information. You can read more on Evernote’s security and privacy policies on their website. If there is particularly sensitive information on the bill (like SSNs or account numbers), you should consider redacting it. If you’re on the go, the Evernote app for iOS has an incredible document scanner, too. (The ScanSnap Evernote Edition does this for you.) If you have a Doxie, its software will save scans straight to Evernote, too. You can also configure a scanning profile that adds the scan straight to Evernote. From there, I just drag the file to Evernote. No matter what kind of scanner you have, the process is basically the same.īy default, my ScanSnap S1500M scans a PDF to the Desktop. I do most of my scanning on a desktop document scanner, but as my phone gets smarter, I’m starting to capture more on the go. If you still receive a copy of the bill in the mail, you’ll need to start by scanning it. If you can use Evernote’s web clipper to capture a copy of your statement, that works, too. Here’s how to use Evernote in a paperless workflow to make sure the bills get paid on time.įirst, you need a digital copy of the bill. It’s great at storing supporting information for the tasks and projects you’re working on. That’s where Evernote comes in.Įvernote is all about capturing information and making it available when and where you need it. If you’re going paperless, you need a good scanner, and a good way to file things so you can find them again. Those paper bills are a huge crack in a paperless workflow that important things can fall through. I have switched every statement that I can over to paperless, but there’s always that odd account that sends paper bills in the mail. Most of my reading is done digitally, though physical books do have their appeal. I finally plan digitally, though some days still need the power and reliability of paper. I have a love-hate relationship with paper.
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