Neat Receipts: Starting a New Year

Neat Receipts is a scanning hardware and software solution that integrates cloud services. Over a year or more, the scanning database can grow to over 1GB in size. This can eventually slow down your computer, and cause other problems.

So, it’s a good idea to consider keeping separate Neat Library files for each year. There can only be one default library file, but you can open other library files.

Below are instructions for creating a new Neat Library for a new year.

NOTE: These instructions only work with the older legacy Neat software. Their new cloud-dependent software is entirely different.

  1. Before starting the Neat software, copy the previous year’s library and put it in a folder for the new year giving the file a new name such as Neat Library 2016. It’s also good to have a backup copy of this file in case anything goes wrong, so you may want to put another copy elsewhere.
  2. Set the default library to the file created in step #1 above. Do this by going to the Neat menu, then Preferences. Under the General tab, you’ll find Default Library.
  3. Exit the Neat software.
  4. Start the Neat software.
  5. The recently created library file for the new current year should open as default automatically.
  6. Open the previous year’s file. It will try to synchronize (assuming you pay for the cloud storage). Stop it from synchronizing since you want to only synchronize the current year’s library file. To stop synchronization Double click on sync icon and turn off sync. Then close that file.
  7. Exit the Neat software.
  8. Start the Neat software.
  9. Now when you start Neat, the new year will open. If you open a previous year, it won’t synchronize.
  10. Remove any data from the previous year that still exists in the new year library file. Similarly, you can remove any data in the previous year’s library that belongs in the current year (if you had already started scanning in receipts for the new year while using the previous year’s library).

 

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