128 Catch-Up Receipts: What To Do With That Shoebox From 6 Months Ago

Hey friend! Got a shoebox, junk drawer, or Ziploc bag of receipts you've been avoiding? You're not alone, and that's not a you problem. In this episode, I'm back from an unplanned break (hi, I missed you! ) and walking you through a simple, step by step plan to catch up on your receipts without the overwhelm. Whether you're 6 months behind or 12, this is totally fixable.

In this episode, we chat about:

Why opening the shoebox isn't the hard part (and why being behind doesn't make you a failed business owner) Step one: gathering everything from your purse, car, email, and that shoebox Why your bank statement is NOT enough proof (to an auditor, that Amazon charge could be office supplies or pajamas!) A calendar tip from my episode with tax expert Bethany to help you remember what those lunches and coffee chats were for What to do when a receipt is just gone How to match receipts to your bank statement or QuickBooks month by month (and double check your categories while you're at it) Why a photo of your receipt is totally acceptable, and actually safer than faded paper Bonus tip: attaching receipts in QuickBooks (optional, pick what works for your brain!) The 15 minute weekly habit that keeps the shoebox from coming back Key takeaways:

Your bank statement shows money moved. Your receipt shows what it was for. Missing receipts happen. Write a note, pair it with the charge, and move forward. Progress over perfection, friend! Resources mentioned:

Episode with tax expert Bethany https://open.spotify.com/episode/1vmpdtSvhEn4jXAZuBe9OI Want someone else to tackle the shoebox? DM me on Instagram: @erika_millard & let's chat!  Have a receipt question? DM me on Instagram: @erika_millard