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Pattern: TYPE → NAME → AMOUNT
Add a date only when needed.

Start the filename with a prefix that tells BizBinder what kind of record it is:

• exp_ = Expense
• inc_ = Income
• ren_ = Renewal
• mi_ = Mileage
• vault_ = Business Vault

Examples:

• exp_costco_45.90.pdf — Expense
• inc_clienta_1500.pdf — Income
• ren_godaddy_60.pdf — Renewal
• mi_0906_63.5.pdf — Mileage
• vault_insurance.pdf — Business Vault

Expense & Income

Type + Name alone may not be enough to find the right record. Type + Name + Amount is the pattern to copy.

Add a date only when it helps distinguish similar records.

If BizBinder can’t safely tell which record you mean — or more than one could match — the file waits in Needs Attention so you can choose.

Renewal

Renewal works the same way as Expense and Income — add the vendor name and an amount.

Example: ren_godaddy_60.pdf

Add a date only if two renewals from the same company also share that amount.

Mileage

Mileage works differently: Type → Date → Miles.

Example: mi_0906_63.5.pdf — 0906 = Sep 6, 63.5 = 63.5 miles

If the date and miles match a trip you already logged, BizBinder attaches it automatically. Otherwise it waits in Needs Attention for you to confirm.

Business Vault

Example: vault_insurance.pdf

vault_ tells BizBinder the file belongs in your Business Vault. Unlock your Vault first — Smart Drop will ask you to unlock it before filing protected files.

BizBinder never guesses. Files stay on this device and your original files are never moved or changed.

Financial records may require confirmation. Vault files require unlock.