If the tag is Q1 or Q2 then the document is filed into the current financial year folder, otherwise it is filed into the following financial year.įor example, if the an invoice is dated 15 January 2014, then this would receive a 'Q1' tag from Part 1 of the process. The next set of rules watch the interim folder (in this case the Expenses folder) for items with a quarter tag. Part 2 - Filing into Financial Year Sub Folders The document is then moved to the Expenses folder ready for the second stage of the process. The document is renamed with the date at the start (in yyyymmdd format) followed by the original file name. It will then tag the file with Q1 through to Q4 based on the date. To summarise so far, Hazel will find a file with the words 'tax receipt' in the filename and a date within the document. Select the date option (3) from the list.
Noodlesoft hazel date pdf#
Part 1 - Watching the Action FolderĪs shown in the following screenshot, to find a date within an OCR'd pdf document, select 'Contents' from the file action drop down menu (1), and then select 'contain match' from the second drop down (2). These two steps allow me to sort the document into the correct financial year in the second part of the process.
Secondly, I add the date to the file name. Firstly I add a dynamic tag to the document. Using the 'Contents contain match' file action, Hazel creates a variable 'DateMatch' based on the date. I also take advantage of the fact that the document has been scanned with OCR enabled to let Hazel look inside the document for the date. In this example, I'm looking for a file with 'kc receipt' in the name. If you need help, you can look at some of the articles and screen casts on Noodlesoft's website.
Noodlesoft hazel date how to#
Note: I'm assuming you have a reasonable knowledge of how to use Hazel. Open Hazel and create a new action for your Action folder. For files that need to be filed by financial year, I create a rule as follows. Hazel watches this folder and files things accordingly. Hazel can do a great many clever things that really help automating filing on your mac.Īs I mentioned, my workflow involves processing everything into a single action folder.
When it finds a file, Hazel can rename the file to include today's date and then file it away in my tax folder with a subfolder for the current year. For example, if Hazel is looking for any file in my Actions folder with the word "tax receipt" in the name, I can tell it to perform some automated task(s). When it finds a match, Hazel can perform some pretty cool actions (some might say voodoo) on that file.
Noodlesoft hazel date mac osx#
The Detail - Long Answer What is Hazelįor those that haven't come across Hazel yet, it is an excellent mac OSX app by Noodlesoft that watches a folder (or folders) on your computer for any files that match a particular set of rules. If 'Q' tag is Q3 or Q4, then the file is filed into the subfolder for the following year (2014-2015 for example). If the tag is Q1 or Q2 then the file is moved into the sub folder for the current year end (eg if the date is, then the document will be filed in the 2013-2014 sub folder). The second step involves a second rule (actually 2 rules) that watch the holding folder for any files with a quarter tag. The file is then renamed and moved to an interim 'holding' folder. The first step, which is a rule watching my main processing folder, renames the file as per my date naming convention and then tags the file with the quarter (Q1 through Q4) based on that date. The solution I came up with has two steps. However, here in Australia, the tax year ends in June rather than December, so the problem is, how do we get Hazel to file by non-calendar year? The Solution - Short Answer Hazel can file these documents by calendar year by using the date matching function. Certain receipts and files that come though my paperless system are required for my tax return. The basic problem is that I need an 'if.then' hack within Hazel. My objective in this workflow was to keep everything within Hazel and to get around the limitation of not having 'if.then' constructs. well I'm lazy and want it all to happen automatically! Now of course, I could just go into the yearly sub folders and pull out everything I need, but. This means that using Hazel to file into sub-folders by date doesn't work. Here in Australia, our tax year runs from July to June of the following year. I use Noodlesoft's Hazel application to do its automated filing magic, however, one area I had been struggling with was filing tax related documents into the correct tax year. As a budding paperless devotee, and after reading David Spark's excellent book on the subject, I am a long way down the road of getting rid of all that paper in my life and moving things into an efficient electronic process.
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