User Manual

Step 2
Organize your paper. As the monthly bills or statements for mortgage
payments, car payments, utilities, insurance and more, arrive in the mail, scan them
into NeatWorks™. This accomplishes two tasks. First, it helps you tally up your monthly expenses. Second,
it organizes and stores your bills and documents in one central location.
Often times, our bills, financial statements and other important documents live in various drawers or cabinets
throughout the house, and locating them can be a challenge. However, when they’re scanned into NeatWorks,
they’re organized into digital folders and searching for what you need can be accomplished in seconds, rather
than minutes or hours.
Step 3
Run reports. On Day 30, run reports in NeatWorks to see where you spent your money. You can run reports by
category, payment type, vendor, client, project or by payment class. You’ll likely be surprised, and just might
gasp, when you see the breakdown of how you spent your money over the past 30 days.
You’ll learn things like:
• How much you’re spending on food
• How much you’re spending on utilities
• How much you’re spending on things you don’t need