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Bank receipt sample for Planning

the purpose of this video is to show how to use your planner to keep track of your receipts this video will also be helpful to those who need to keep up with their receipts for travel expense reimbursements hi everybody this is Tonya I make videos on practical planning organization and small business hi and I'm so excited because today I'm going to talk about receipts and your planner yay so this video will be really short I have three points to make and then I'm out okay point number one obviously if you want to keep up with your receipts you can put them and keep them in your planner this is my Franklin Covey leather unstructured binder and I do keep receipts in here let me show you now why is it important to keep up with your receipts well one reason is tax time when tax time comes you need to be able to find your receipts so that you can offset income that has not been taxed maybe you get a 1099 when no taxes are taken out you need to be able to keep up with your receipts having a planner is a great way to do that now you can stick your receipts in a folder I use a clear pouch like this if you can see that it's a clear pouch and I just stuck this front page and here to says business receipts and I stick my receipts back here so here are some business receipts and let me show you an example here is a receipt from Target where I purchase an office chair this will be a business expense that I could write off against my eBay income because I sell items on eBay out when I'm not working full time so this is an example of how I use how I keep receipts in my planner and so that's point number one obviously you can put receipts in your planner point number two is that you can use your planner to keep a log of your receipts and here is a log of and see if I can get this closer of my business receipts now this is a inserts I purchased these inserts from the Franklin Covey website and what I do to save money is that I purchase the inserts one time and then after that I make copies I cut them down because this is the classic size binder and I have a hole punch let me show you that here's the hole punch where it allows me to put the seven holes that I need and I can stick anything in my binder with this hole punch so I do that and this and I did that with this this is actually a copy I have the original Franklin Covey master copy on my bookshelf so you can keep a log of your business receives here's a log in an example I have date category for example I have office for category where I purchase something from Walmart what did what did I purchase it was a laptop how did you pay for it cash check out a card I just checked card and the amount of the laptop so you you know this is a great way to keep up with your business receipts also and to keep a log and on the website they have different formats some of them or landscape formats and some of them are portrait orientation like this one so it's a great way to keep up with this sometimes I don't have time to write in this log all the time and if I don't I just stick to receipt in here and come back to it later and write in the log when I have time now using a planner to keep up with business receipts is great if you have a small number of receipts however if you have a large amount of receipts I would recommend that you get an app and real quickly I'm going to show you my pad I just want to show you the app that I use and they don't pay me to say anything about this but just real quickly there's a smart receipts app there are other apps out there but you can use apps to take a picture of your receipt and then it will scan it in well I don't use the scan feature because that costs money but I actually take a picture of the receipt and I write in the name where I got it from the price and I have these categories and I can choose office expense or whatever I choose oh I make these categories but so that's just a quick rundown but I think a nap is a better solution if you have a large number of receipts using an app will be I think a little better than using a planner for that purpose but if you have a small number of receipts the planner is a perfect way to do it so how do you keep up with your receipts please comment below and I want to thank you for watching