Hazel Rule for Hurley Travel Receipts
This article is a specific implementation of the concepts discussed in Hazel for Expense Receipts.
This rule is specifically so I can report the cost of an airline ticket. My employer pays for the tickets directly, but we’re still required to add them as a non-reimbursable item on the appropriate report. All other items in the itinerary get their own receipt from the vendor (hotel or car rental company, et cetera).
Hazel Rule for Hertz Receipts
This article is a specific implementation of the concepts discussed in Hazel for Expense Receipts.
This rule sorts an emailed receipt from Hertz Rent-A-Car into a folder named for the year and month of the last day of the rental.
These are the details:
We just check that the document is from Hertz, and then try to pick out the correct date.
Hazel for Expense Receipts
Hazel is a wonderful tool for automatically sorting files. In fact, I’ve written a family of rules that sort differnt types of receipts into folders for expense report backup. These rules are assigned to my Downloads folder, which is used as a “sorting folder”.
Most of the expense document sorting rules have the same general recipe:
- Identify the type of document (usually PDF)
- Pick at least one unique text string
- Somehow match the a date in the document contents that is used to determine into which month’s folder it will be sorted.
- If the file name is not already unique, rename it such that it (probably) is.
- Move the file into ~/Work/Expenses.
- Sort the file into a subfolder, creating it if necessary, with the pattern YYYY-MM.