Your must-have Evernote tune up

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As an Evernote user, you no doubt know that the more you put in it, the more you get out of it. You can keep your life in your pocket through Evernote, using its web and mobile apps to do everything from track appointments and jot down notes to storing recipes and finding receipts. To make the record of your life in Evernote complete, you’ll need to feed it financial information in addition to work and life details.

This is where FileThis comes in. Dubbed one of “10 Must-Have Evernote Add-Ons” by InformationWeek, the FileThis service does what it sounds like it does: It scurries out and fetches all your account statements and files them as you wish. With Evernote as your FileThis destination, you really can find everything you need.

Not only does FileThis bridge the gap between your financial life and Evernote, but it does so in a seamless and secure manner. You set it and forget it, then take advantage of easy access to organized, searchable financial documents in Evernote. That’s Evernote, supercharged by FileThis.

FileThis delivers organized and searchable statements from your online accounts for convenient access to information about payments, purchases and more.
FileThis delivers organized and searchable statements from your online accounts for convenient access to information about payments, purchases and more. Here, a quick search confirms whether I really did buy a book called The Asphalt Jungle.

 

 

Why Do I Need All Those Statements?

Let’s take a look at a common scenario: You are sure you paid for something but your payment is not showing. This just happened to me. My son’s high school won’t release his transcripts to colleges because they claim all his fees aren’t paid. We’re sitting in his advisor’s office, up against college application deadlines, swearing that we paid them in September. I use the Evernote app on my iPhone to pull up my September PayPal statement and locate the $55 payment. Our transcripts-held-hostage scenario is solved and my son’s future is intact thanks to Evernote and FileThis Fetch.

 

The Evernote iPhone app provides instant access to financial statements fetched by FileThis and organized into notebooks.
The Evernote iPhone app provides instant access to financial statements fetched by FileThis and organized into notebooks.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Now, I know what you’re thinking: Why not just login to your bank account?

Here’s what PayPal has to say about that: “Account Statements are only available for the last 3 months, so you may want to print or download your statements for your records.” I needed to see a transaction that was seven months old. Plus, what if I had written an old-fashioned check? The bank only provides access to three months’ worth of statements. Not to mention that I could switch banks, the bank could merge with another or the Fed could close the bank. The point is, you cannot rely on other people to keep your records.

You’ve heard the J.G. Wentworth ad, right: “It’s your money. Use it when you need it.” It’s the same with your financial statements: They’re your documents. Keep them where you want them. And you’re managing your life with the one-stop shopping of Evernote. That means you need Evernote to keep your financial statements, too.

One More Account…Really?

If you’re thinking you can’t bear the hassle of creating another account and learning another system, be assured that FileThis works like an elf, quietly and behind the scenes. You set it up once and it does all the work for you thereafter. After you tell FileThis about all your accounts—bank accounts, credit cards, utilities and the like—the service goes out and grabs statements, bills, and any other documents for you. When you get started, it snags the whole history that’s available from your account. Thereafter, FileThis Fetch consistently checks your accounts and delivers new documents as they’re generated.

If FileThis had a mantra it would be “automatic and secure.” Our elves are “see no evil, hear no evil operatives,” who use encryption and bank-level security to store information and access your accounts. Some accounts require even more verification through email, and if you change your account passwords, you change them for FileThis, too. If you want to read more about security, click here.

How Do They Look in Evernote?

Like everything in Evernote, your documents are going to look great because FileThis delivers organized, searchable PDFs. By taking advantage of Evernote’s powerful notes and tagging engine, FileThis creates a notebook for each account under a single Evernote notebook stack. Documents are tagged according to account name, including specific tags for different accounts from the same institution (for example, checking vs. savings account documents).

All your financial information is one place, accessible from everywhere—and you never touched a piece of paper, a scanner or a keyboard for that matter. That’s the beauty of the FileThis and Evernote connection.

FileThis tags your financial statements and organizes them into account-specific notebooks. Quickly browse and search as usual.
FileThis tags your financial statements and organizes them into account-specific notebooks. Quickly browse and search as usual.

 

3 Steps to Get Started

If you’re ready to help Evernote be all it can be, sign up for the FileThis Fetch in 3 easy steps.

  1. Create your free account at FileThis.com.
  2. Point FileThis to Evernote (or Evernote Business) as your document destination.
  3. Connect to your financial and household accounts through FileThis.

Once you complete this quick setup, a record of your financial life is conveniently delivered to Evernote. All your favorite organizational tools in Evernote are ready and waiting to be used with your financial life.

FileThis offers connections to hundreds of online accounts.
FileThis offers connections to hundreds of online accounts. If you don’t find the one you need, you can request it.

 

 

 

 

 

 

 

 

 

 

 

Kelly Kordes Anton is a freelance writer and editor who lives in Littleton, Colorado. She specializes in financial education and publishing technologies.

Learn more about FileThis.com and see our 6 Expert Tips For Going Paperless.