iFinance (which has a Mac version, too) lets you assign keywords to categories, so every time you import multiple transactions via a file, the app will assign them to a category that matches the keywords contained in the title. The last part is essential to my workflow: I know that other apps exist that can do this on the Mac, but I want to be able to do it on my iPad and iPhone. IFinance is the only finance app I know of that can automatically categorize transactions from imported CSV files based on keywords directly on iOS. After tweeting about this, I was pointed by a few readers to iFinance – and I think I may have found the app that works like I want to. I want everything else that goes on in my bank accounts to be imported and categorized automatically. I don’t trust myself to keep track of transactions manually I only trust myself to make a note of cash transactions, which are becoming more and more infrequent in my life.
#Ifinance surface pro professional#
Over the years, I’ve tried apps that promised an effortless workflow for personal and professional accounting, but none of them supported multiple currencies or my specific needs.Ī key requirement for me is taking 30 minutes out of my early Saturday afternoon to download CSV files from my bank for all transactions from the past week and import them into a finance manager app. Living in Italy, I can’t access popular services like Mint or banks such as Simple, and my Italian bank doesn’t support direct access – which means I can’t take advantage of direct integration between third-party solutions like MoneyWiz or iBank. I’ve tried several apps and systems to manage my personal finances and business accounting, but every year I end up going back to a spreadsheet and my bank’s terrible website. January is the month when I have to finalize revenues and expenses for the past year and send everything to my accountant for tax purposes. Most of them aren’t new, but they’ve received redesigns or feature updates that piqued my interest again. I’m not ready to fully endorse them, but I like some aspects of them. They are alternatives or additions to my current must-haves that I’m considering out of intellectual curiosity for now.
With 2016 and the transition to primary computer finally complete, I thought it’d be appropriate to publish a similar article again – if anything, for future reference.
While this has become a new-year tradition, I’ve only written about it once – four years ago, when I was just getting started on the “iPad as a computer” idea. Plus, it’s always fun to spend a couple of weeks trying a bunch of apps and new services, seeing what works and should be explored further. Change never stops: rather than getting stuck in my own ways and refusing to embrace it, I feed my curiosity by entertaining the possibility of better tools for my trade. Every year around this time, after compiling a list of my must-have apps and thinking about the goals I want to achieve in the next 12 months, I like to get started on the upcoming season of writing by reassessing some of the ways I get work done.
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