Tom,

I personally run paperless-ngx (FOSS and actively developed) on a Synology NAS 
(DS920+). Then I backup my data regularly to multiple locations, including 
online storage.

Paperless-ngx allows for "Archive Serial Number (ASN)," which can be used to 
store the paper documents in order received/scanned, and then when one of the 
paper documents is needed, it's a matter of pulling that serial number.

If desired, there is OCR. I use it, and now I can search for a document by 
phrases of text.

After digitizing, I keep paper receipts in envelopes, one envelope for each 
month, for merchandise returns and such. Most other documents, bank statements, 
utility bills, credit card statements, and so on, I only keep the digital copy. 
In general, when I need to review a receipt, I don't go to the paper copy, I 
just search on paperless-ngx, and I get the information I need right away.

What I can say is that I'm able to locate documents much faster (nearly 
immediate), have all the documents organized in the way I want (sorting), group 
documents together using tags, and paperless-ngx also keeps track of when I 
added the document, the date of the document, and other data.

The switch from paper to paperless took some effort, but looking back, I can 
say I made the right decision.

I mentioned that I backup my data above. I also keep a copy of my GnuCash data 
files on that same Synology NAS, and then I include them in my daily backups. 
If there were a major disaster, I could not recover destroyed paper, but I 
could recover the digital copies quickly and easily from my online backups.



> On 11/06/2024 8:29 AM PST Tom Balazs <tom123onl...@gmail.com> wrote:
> 
>  
> How do you store all the paperwork related to your bookkeeping? Sorry if
> this is a bit off topic.
> 
> I now file all incoming (bookkeeping related) paper mail in a series of
> 3-ring binders. Occasionally, I move older statements to an "archive"
> folder and store them in another room. I don't really want to put an ugly
> 3- or 4-drawer filing cabinet in this room. But, my collection of "current"
> financial folders is becoming unwieldy.
> 
> I try to avoid all the go-green, switch to digital statement appeals
> because I get so much junk in my email that it's hard to find the
> relevant/important stuff. I like getting statements etc. as paper mail.
> 
> I could scan documents, but I would be hesitant to throw out my paper
> documents, because of the risk of digital data loss (computer failure,
> etc).
> 
> Tom
> _______________________________________________
> gnucash-user mailing list
> gnucash-user@gnucash.org
> To update your subscription preferences or to unsubscribe:
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> -----
> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.
_______________________________________________
gnucash-user mailing list
gnucash-user@gnucash.org
To update your subscription preferences or to unsubscribe:
https://lists.gnucash.org/mailman/listinfo/gnucash-user
-----
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.

Reply via email to