Household bills can sometimes get the better of you if you misplace them or worse yet, you forget them completely. Let me show you how to Scan household bills into Evernote and set reminders for when they fall due. Evernote is a wonderful tool to help you remember everything and to ultimately go paperless.
This blog post is a from a series of articles to help show you how Evernote can be used for the most simple everyday things in your life.
Earlier posts in this series are about How To Use Evernote For Your Grocery Shopping List, How To Keep Record of Your Medical Information in Evernote and creating a list of family and friends birthdays in Evernote.
Let’s look at at how you can scan household bills into Evernote so that you never lose track of them ever again.
Scan Household Bills Into Evernote
There are a four main ways to add your bills into Evernote:
- Take a photo with the Evernote camera feature on your device
- Scan with a scanning app such as Scannable on your device
- Attach a PDF document from your computer
- Email your bill directly into Evernote from your device or computer
Lets look at each of these in detail.
Take a photo with the Evernote camera feature
Evernote’s camera is extremely intuitive as it automatically recognises and captures the paper that matters to you: business cards, receipts, bills, Post-it ® Notes and documents.
To capture your document with the Evernote Camera follow these steps:
- From your device, start a new note by tapping the ‘+’ symbol
- Tap the Photo icon. This will open the Evernote camera feature
- Ensure the camera is set to ‘Auto Mode: On‘ as shown in the image
- Hold your phone over your bill. The Evernote camera detects the edges, the type of paper, and creates a crisp digital reproduction
- Save the image capture
The captured image is then saved into your note.
You now need to give your note a name which will make it easier to find when you need it. The best naming convention I find is to name it with the bill name as well as the date it is due. Something like this:
Scan a document with the Scannable app
Scannable is an iOS only scanning app that is part of the Evernote family. Because of this you know it will work and integrate well with Evernote. Mobile scanning has never been easier than with Scannable.
Look for the Scannable app icon:
- From your device, open Scannable
- Hold your phone over your bill. The Scannable app with automatically look for the document
- The Scannable app camera detects the edges, the type of paper, and creates a crisp digital reproduction.
- Save the image capture. Depending on your setting you can either save scans as an image or as a PDF document. I recommend you choose the PDF option.
You will now need to give your Scannable scan a name. Like before, name it with the bill name as well as the date it is due.
Once you have given your scan a name you will need to:
- Tell Scannable where in Evernote you want it sent to. As Scannable is linked to your Evernote account it will list all of your notebooks to choose from. Choose the most appropriate notebook that you would store all your bills and important documents.
- Save your scan. This will send it to Evernote for you automatically.
Attach a PDF document from your computer
To manually attached any document such as a PDF into an Evernote note is quick and easy.
Simply open a new note and click on the paper clip icon to attach a file from your computer:
The document will then be saved in the body of the note.
Again, you now need to give your note a name which will make it easier to find when you need it. Like before, apply the name of the bill and its due date.
Email your bill directly into Evernote from your device or computer
One of the easiest way to get documents and information into Evernote is to email them in.
If you have a Plus or Premium account you can find your Evernote email address in your account settings page:
If you receive an electronic copy of your bill simply forward this to your Evernote email address, set a reminder and away you go.
Remember to save the emailed note with the name and due date of the bill.
Now that you have added your bills into Evernote it is now time to set reminders.
By setting a reminder for a specific date and time you are telling Evernote to notify you for that specific note. In this case, you will receive a notification that a bill is due. This is one of the best features of scanning your bills into Evernote as you scan once, set and forget until you receive the notification.
You wont need to go looking for the paper bill as it is all there on your device.
You can set a reminder in each note as shown below:
Adding Tags and Marking as Done
Once your reminder has notified you go ahead and pay your bill. You should then clear the reminder by marking it as done.
See below image:
The last step that I recommend and find extremely useful is to Tag your notes. Tags are a great way to categorise your notes and in this case we will be categorising your bills as ‘Paid’.
Simply click on the section where it says ‘Add tag…” type in your desired tag. If you have previously set up a specific tag it will act like predictive text and start to populate with what you are typing.
As you have tagged your paid bill with the ‘Paid’ tag, you now know that it has been actioned and completed. This type of tag acts much in the same way a ‘PAID’ stamp acts on an invoice.
You can also search and filter your content in Evernote by tags. If you wanted to check all of your paid bill simply search the ‘paid’ tag and Evernote will display all of the notes with the tag, ‘paid’.
In following these steps you have leaned how to scan household bills into Evernote and to manage your finances.
In addition you have also learned how to:
- Capture documents with the Evernote camera feature
- Scan documents with Scannable
- Attached document files into your notes
- Forward emails into Evernote
- Set reminders to notify when your bills are due
- Clear reminders by marking them as done when you have paid your bills and tagging your notes.
As you now know how to scan household bills into Evernote you will never be late with a payment again and you will stay on top of all your bills.
Please leave a comment below and tell me about some other everyday uses for Evernote.
I am on a mission to become an Evernote Certified Consultant. For any questions or enquiries about help with Evernote you can reach me here or leave a comment on this post or on any of my social platforms.
I am available for consultation to discuss your Evernote needs.