User Manual

Do you know where your money is going?
With the current state of the economy, it’s more important than ever to get your finances in order. This means
knowing how much money you have and how and where you’re spending it. Most people know how much they
have; however, the majority does not know where they’re spending it. And if you don’t know where your money
is going, then you’re not in control of it.
Take back control. The first and most critical step is to know what you spend. Tallying up your spending can
seem daunting, but it doesn’t have to be. With scanners and digital filing solutions from The Neat™ Company,
you can follow this simple and fool-proof plan to get a snapshot of your spending in just 30 days!
Step 1
Scan your receipts. Every budget and financial plan begins with understanding where your money goes on a
day-to-day basis. Save the receipts from each and every purchase that you and your family make over the
next month. As you collect receipts, scan them into NeatWorks™. Our patented technology reads information
from receipts, such as vendor, date, sales tax and amount. Assign an expense category to each receipt such as
“fuel”, “meals” or “transportation” and digitally file the expense to a folder (for example, by expense month –
“November 2009”). Additionally, a digital image of the receipt is stored in the software application, so you can
recycle the receipt immediately after scanning.
Note: If you already use financial management or accounting software such
as Quicken® and QuickBooks® (or you aspire to), data from NeatWorks can be
easily exported to these applications.