How do I separate personal and business expenses?

Do you already have your personal and business documents in separate bundles?

If the answer is no 

Then just send your documents in to us, as they are! You can then mark your different types of documents easily using our online categorization system.

If the answer is yes

We do recommend separate accounts for personal and business expenses as it can get a bit confusing, but if that isn't for you, there is another way. Simply bundle the different documents by using smaller envelopes, an elastic band, plastic sleeve or bull clip and put a note on the front that you would like each section scanned separately and read on!

When we receive the envelope you will then receive two (or more) confirmation emails - one for each section.

You should create a separate category for each entity - for example Personal Expenses, Business Expenses. You can add and edit categories by clicking “manage” next to the Categories section in the filter bar in the receipts section.



Once the envelopes have been scanned you can use the “My Envelopes” quick link on the right-hand side of the Overview page to look at the contents of each envelope.



 

Identify which entity they are for, and then assign each receipt to the appropriate category.


 



When viewing receipts you can filter by categories.



In addition, our export feature gives you the ability to export only specific categories.


Getting Started

  1. How do I change my plan?
  2. Can I edit the information that is extracted from my documents?
  3. One of my documents was rejected. What do I do?
  4. How do I delete documents?
  5. How do I separate personal and business expenses?
  6. Neopost Customers
  7. How do I create categorization rules for receipts?
  8. Does Shoeboxed categorize my receipts? Can I customize the categories?
  9. How does the search bar in my Shoeboxed account work?
  10. How can I view all of my documents from a particular envelope?
  11. How do I change my email address?
  12. Help I can't log in to Shoeboxed! How do I reset my password?
  13. How do I update my billing information?
  14. How do I update my mailing address?
  15. Only the first receipt on my submission was processed. What happened?
  16. How do I change my preferences for email notifications?
  17. What is a Shoeboxed DIY account?
  18. How much does Shoeboxed cost?
  19. How do I refer a friend to Shoeboxed?
  20. How to Categorize Individual Receipts in the Web App
  21. How to categorize multiple receipts
  22. Setting Categorization Rules
  23. How to remove categories from multiple receipts
  24. Can I speak with a real person to help me get set up with an account?
  25. What if receipts are miscategorized?
  26. Does Shoeboxed scan and process receipts in other currencies?
  27. Can I trust Shoeboxed with my receipts and documents?
  28. Are Shoeboxed receipt scans accepted by the Internal Revenue Service (IRS) or Canada Revenue Agency (CRA)?
  29. Is my information secure and backed up?
  30. When does my monthly limit start over? What happens if I go over my limit?
  31. What counts toward my monthly limit and what doesn't?
  32. What is Account Sharing?
  33. Can multiple people log into one Shoeboxed account?
  34. I signed up for a Shoeboxed account and did not receive a confirmation email. What's up?
  35. Can I use Shoeboxed from anywhere in the world?
  36. How do I cancel my Shoeboxed account?
  37. Where is Shoeboxed located?
  38. How do I Import my OneReceipt Data into Shoeboxed?

Feedback and Knowledge Base