Your suggestion sounds workable. But, once I have every thing into my folders, etc. how do I get it out into a usable report? IOW, how do I group medical expenses, nursing home expenses, income, etc. so that I can provide that to her tax preparer?
You group them into folders when you store them.
All of the nursing home invoices in one folder
Hospital bills in one folder
Surgeon fees, doctor visits in one folder
Over the counter medication in one folder
Income in one folder
Property taxes in one folder
Charitable donations in one folder
Tax deductions in one folder
To the tax preparer? Burn it to a CD or copy it to a USB flash drive and mark them with her name on the outside. Don’t delete anything, just give the tax guy a copy.
The key will be to either tag each note for your needs (e.g. “medical”) and/or assign them to notebooks you make for specific purposes.
For example every receipt gets a tag of “receipt” and the year (e.g. “2012”).
To get a “usable report” just search by tags or select the notebooks and view/print only those notes.
Hope this helps.