Getting Started with Neat 11

Once your information is in Neat, there’s so much you can do with it.

Neat brings your files to life, making them easier to find and allowing

you to create reports, export data, and share with others.

Using your information
One of the biggest benets of Neat is our keyword search
capability. When you search in Neat, we check every word
of every document to nd what you’re looking for.
You can use Neat to quickly generate expense, tax, and spending
reports from your receipts. Our helpful Report Wizard will walk you
through creating any kind of report in only four easy steps.

SEARCHING YOUR NEAT FILES

CREATING REPORTS

Advanced Search
Select Advanced Search from the Tools Menu to set up more
detailed searches with multiple criteria – all bills paid for the
month of April, for example.
Watch a video on using Advanced Search
Expense Reports
Expense reports show the money spent by a person or business.
Whether you want to see what your company has spent on ofce
supplies or your family’s spent on groceries, Neat will quickly
analyze your receipts to create the report you need.
Tax Reports
You can use tax categories to create reports that help analyze
and organize your nancial information for tax purposes. For
example, you could create a tax report of charitable donations to
make tax time a little faster.
Spending Reports
Spending reports let you group your expenses by type, such as
vendor or date. You can then summarize by payment type, client,
and more. It’s a good way to get a holistic view of your spending.
Watch a video about Creating Reports