Pull last month's receipts into one tidy folder
Receipts and invoices saved to Drive, renamed consistently, and logged in a sheet
On the first of each month, collect last month's receipts and invoices from my vendor portals: [list vendors or portals]. Log into each, navigate to billing history, and download every invoice or receipt dated in the previous month. Rename each file consistently as year-month, vendor, and amount. Upload them into my Drive folder [folder link], organized into a subfolder per month. Then update my expense log [sheet link] with a row per receipt: date, vendor, amount, category using my existing categories, and a link to the file in Drive. Cross-check totals against any billing summary emails in Gmail from those vendors and flag mismatches, plus any vendor showing a charge but no downloadable receipt. Finish with a summary: receipts collected, total per vendor, and anything missing or failed — expired login, changed portal — so I can fix access before next month.
