Self-Hosted Main

Same as others, everything. I have an smtp rule that sends a copy of any PDF I receive to that other mailbox and adds it to paperless. I also bought a little Epson scanner to do mass scanning of all the paper documents I had.

It's just super useful to tag invoices and whatnot as "taxes 2023" and when it's time to send it to my fiduciary, I just have to search for that tag, download it all, zip it and send it over.

Just takes a little bit of discipline and a bit of time here and there to scan documents I received by regular mail and add them to paperless.

Probably one of the most underrated selfhosted app if you ask me in terms of making life easier.

I’m just a hoarder.

In gmail/outlook I have set up rules on coming from x sender with x subject get moved to this folder/label. Then from paperless each folder/label gets its own rule with my tagging requirements and marking them read.

For physical documents, there’s a variable to tag with directories. So if you put a pdf in “/2023/finance/bills “ that document will get three separate tags named those directories. I setup a basic folder structure INSIDE the consume folder and it’s working well. I let the OCR do the rest.

Are you from the U.S? If paperless sees 3/4/23 that’s April 3rd. Nobody tells you that part or I must have skipped over the environment variable.

Law suit evidence, payslip/tax stuff and car service history are my main 3

I track HSA purchases and car maintenance receipts.

Every digital document I receive. Manual upload.