Tips & Stories

Save Time When Managing Your Personal Finances

Posted by Taylor Pipes on 21 Apr 2014

Posted by Taylor Pipes on 21 Apr 2014

In a given business day, how do you measure success? For most of us, it means how many emails answered, cases closed, or targets achieved. But success can also be indicated by how well we juggle our personal and professional tasks. As the demands of work occupy more of our personal lives, it can sometimes be challenging to keep track of all the details that can only be taken care of during regular business hours.

With Evernote Business, everything you need to manage for your personal life – PDFs of bills, invoices from the plumber, receipts for your tax person, and more – can all be accessed while you’re on your lunch break at work, letting you take action quickly and efficiently so you can get back to your job, and your lunch.

Some of the things you might want to keep in Evernote Business for easy access:

Warranties. Scan in warranties or drag in PDFs and attach receipts for key purchases. When something needs service, you can quickly search and locate the documents you need for scheduling repairs or maintenance.


Receipts. Take photos of receipts on the go, and access them in Evernote. Easily share them with your tax preparer or financial adviser to keep everyone in the loop.

Bills. Forward in electronic copies of your bills or scan in paper copies so you can refer to them when you’re on the phone with a vendor or utility.

Bank statements. Keep track of spending by storing credit card and bank statements directly in Evernote. If you ever need to call to talk to someone at your bank, all your account details are readily accessible.

Tip: Use App Center tool FileThis Fetch to securely turn your Evernote account into a paperless financial manager. FileThis Fetch automatically downloads your online statements and bills directly to your Evernote account, so you never have to retrieve a document manually.

As a reminder, in Evernote Business, your personal content remains private in Personal Notebooks, and only you can access what you store there. Your work-related content and projects are stored separately within Business Notebooks.


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