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kstrauserlast Wednesday at 2:52 PM1 replyview on HN

Absolutely! I have a document scanner that names inbound files with the (ISO, of course) date and title of the doc (as gleaned from OCR), but once a week I process its inbox to fix up name problems and move files to their forever home.

I use Hazel on my Mac to auto-rename bank statements etc like “$closing_date Visa statement.pdf” and move them to the right place automatically as soon as I save them to the ~/Downloads folder.

All my new files look exactly like you’re describing. I give my accountant a set of files like “2023-06-08 Goodwill donation receipt.pdf”

It’s slightly more effort to do this work up front, but pays off in spades when I need to actually retrieve something. Even without any fancy search software, just looking for files named like “2023receipt*” locates them.


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Brajeshwarlast Wednesday at 3:18 PM

Just before the Pandemic, I consulted for a company. I had to keep the receipts while on work travel. I gave them the zipped folder and when it expanded, they loved the organization and the naming convention enough to adopt it for their small team. :-)

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