Neat Legacy Support Community

Welcome to Neat's Legacy Support Community.
Here you will find questions and answers from customers just like you!


Legacy :: Windows :: Organize

  • Assigning tax category to a folder

    1 Agent Answer 0 Community Answers Apr 05, 2017 09:13PM EDT

    How do I assign the same tax category to an entire folder at once? I've been doing each receipt individua...

  • W-2's, 1099, contributions

    1 Agent Answer 0 Community Answers Apr 04, 2017 08:36PM EDT

    Can I scan and categorize W-2's, 1099's, interest, contributions

  • Crashing while organizing and correcting data

    1 Community Answer Mar 20, 2017 05:57PM EDT

    I've had neat since 2013 and it's be great until recently. The desktop app constantly crashes while ...

  • Deleted folders but size doesn't change!

    3 Agent Answers 3 Community Answers Mar 17, 2017 07:39PM EDT

    My database has grown to more than 11GB and I deleted a VAST majority of items I have archived, but the Databa...

  • my existing neat account

    1 Agent Answer 0 Community Answers Mar 15, 2017 03:27PM EDT

    how do I get the existing neat account information (e mail password etc. )

  • Red Wing Software

    1 Agent Answer 0 Community Answers Mar 13, 2017 11:22AM EDT

    Is It compatable?

  • Missing Folder

    1 Agent Answer 0 Community Answers Mar 11, 2017 04:11PM EST

    I had created a sub folder in one of my categories. I have scanned numerous documents into this folder. It i...

  • Column Names Missing

    1 Agent Answer 0 Community Answers Feb 24, 2017 08:25PM EST

    I have 5 databases. One of them (2016) is missing virtually all the column names. When I right click on the co...

  • Moving item on credit card bill

    1 Agent Answer 0 Community Answers Feb 15, 2017 12:07PM EST

    Can I move an item from my credit card statement to a category? How?

  • Filling Forms

    1 Agent Answer 0 Community Answers Feb 10, 2017 11:52AM EST

    Is there any way to fill forms in Neat ?