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Tag: personal_account

New Features Added to Your Shoeboxed Account

If you’ve logged into your account recently, then you’ve probably noticed some of the huge improvements we’ve made throughout the site. At Shoeboxed we are dedicated to providing you with the best user experience possible. Based on the feedback and suggestions we receive from our users, we periodically perform system-wide updates with the goal of bringing you the best online application possible. All of us at Shoeboxed are very excited about the new features we added in the latest update—and we hope you are too!

View/Edit Pane
When you click to view a receipt, business card or document, a new toolkit allows you to easily zoom in and out, view your documents in full screen and switch between pages of multi-page documents. You can also print, email and export your receipts, business cards and documents directly from the view/edit pane. Other improvements to the view/edit pane make it easier for you to edit and add details, fields, and notes, and to move items between your receipts and bills/documents folders.

Business Cards
New drop-down menus at the top of the business cards page make it easier to manage and export your contacts. We also made improvements to the CSV export feature—there are now separate fields for first and last name, address line 1, address line 2, city, state, zip code and country.

Documents
You can now download PDF files of your documents simply by clicking on the export button at the bottom of the view/edit pane.

Other Highlights
Track and view your business cards, documents and receipts by envelope
Easily view your receipts by credit card
Payment type field added for PDF/CSV receipt files

Author Caitlin HouriganPosted on July 13, 2010Categories UncategorizedTags features, former category : Business Cards, former category : Organize, personal_account, receipt, storing receipts1 Comment on New Features Added to Your Shoeboxed Account

Receipt Mail-In is the Ultimate Budgeting Tool

I do lots of different things at Shoeboxed – I guess that’s the nature of working 16-hour days. One of the most entertaining parts of my job, though, is actually using Shoeboxed. We want our user experience to be second-to-none, so we all use Shoeboxed religiously to organize our receipts, and we are all veritable Receipt Mail-In addicts.

Before I started using Shoeboxed, I never did any kind of serious budgeting. Living off my parents, the money coming in always seemed reconcilable with what I was shelling out. I was content just looking at my bank account online to check my balances. But I really wasn’t able to track my spending with any sort of accuracy. Debit card statements are notoriously hard to read because of shortened store names and little reference to what you actually bought.

Champps Receipt

But then I started using Receipt Mail-In, and with basically no effort, I now know a LOT more about my spending habits. I’m now religious about asking for a receipt from cashiers, and a never forget to keep it in my wallet. I dump it in my Receipt Mail-In envelope as soon as I get back to my desk, and then mail it in whenever I feel like it. (Yes, even though I work about 30 feet from the Receipt Mail-In operation, I use USPS just like everybody else) I have hundreds of receipts in my account, and it was really interesting for me to realize that most all of my receipts are for food. Here is a sneak peak into my personal account:

Dan’s Food Spending

It really made me step back and realize how much money I could save by eating out less, and eating at less expensive places.

So this morning? I’m eating cereal instead of going out for breakfast at one of the restaurants across the street.

Receipt Mail-In is the first receipt organization service that makes organization into a reasonable task. Sure, a lot of people save receipts, but it it so time consuming to scan the hundreds of receipts required to get the detailed analytics that Mail-In users (like me) are privy to. Aren’t you curious what you will find out about your spending habits with Receipt Mail-In?

Author TaylorPosted on February 14, 2008February 15, 2008Categories UncategorizedTags card_statements, debit_card, former category : Budgeting, former category : Organize, former category : Receipts, mail, personal_account, receipt, receipt-mail-in, shoeboxed, spending_habits, tax-receipts, Uncategorized, user_experience, wallet1 Comment on Receipt Mail-In is the Ultimate Budgeting Tool

About Shoeboxed

We make an expense & receipt tracking app that helps you get reimbursed quickly, maximize tax deductions, and save time and hassle doing accounting.

  • IRS Form 990: Tax Preparation Guide for Nonprofits
  • Advanced Bookkeeping for Freelancers: Benefits and How to Get Started
  • Online Seller’s Guide to E-Commerce Sales Tax
  • Financial Record Keeping: Best Practices for Small Businesses
  • 6 Keys to a Successful Business

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