Expense Tracking Software For Mac Iphone Ipad

12.09.2020by

Hi Laura,

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If your document lists transactions during a single year, you'll be able to get the totals you want using SUMIF.


If the document contains transactions during a period of more than a year, you'll need to turn to SUMIFS.


Here's are two small examples illustrating each case.

In the simpler case above, where all transactions are in the same year, the formula is concerned only with totals for each category.

Best Software For Tracking Expenses


The Expenses-1 table has no formulas. All data shown is entered directly.


Summary-1 has two formulas:


Summary-1::C2: IF(LEN(A2)<1,',SUMIF('Expenses-1'::B,A2,'Expenses-1'::C))

Filled down to C10.


The part shown in bold checks the categories in column B of the Expenses-1 table for a match with the category name in cell A2 ('this row') of 'this table', and, where it finds a match, includes the amount in that row of column C of Expenses-1.


The part in normal type is a 'switch' that prevents the SUMIF part from being called when the category cell in column A is empty.


C11: SUM(C)


Calculates the total expenses for all listed categories. Used here as a checksum to show the number of expenses included in the total above. As all expenses listed are 1.00, the number should equal the number of rows included in the total.


The second case contains expenses from two years, 2017 and 2018. The Summarised totals are to consider only the expenses recorded with dates in 2018:

Data here is the same set as above, except that the dates cover a different period—15 are in December, 2017, and are not to be included in the totals, 14 are in January and February of 2018, and are to be included.


As above, Expenses has no formulas. All data is idrectly entered.

Ipad


Summary has an added Header row to contain the year to which the Summary applies.


As in the first example, Summary has two formulas:


C12: SUM(C)

This is the same formula as in the summary table in the first example, pushed down one row by the added header row in this example.


C3: IF(LEN(A3)<1,',SUMIFS(Expenses::C,Expenses::A,'>='&DATE(A$1,1,1),Expenses::A,'<'&DATE(A$1+1,1,1 ),Expenses::B,A3))


Fill down to C11.


The normal type part is the same as in the first example.


The bold part uses SUMIFS in place of SUMIF as it now has to consider the date in column A as well as the category in column B.

SUMIFS also reverses the order of arguments, placing the sum-values first, followed by as many pairs of test-values,condition as needed (in this case, 3). ALL test-value, condition pairs must return 'true' for the sum-value on that row to be included in the sum.


Expense Tracking Software For Mac Iphone Ipad

test-value,condition:


Expenses::A,'>='&DATE(A$1,1,1), the date in column A of Expenses must be on or after

January 1 of the year in A1 of 'this table' (Summary)

Expenses::A,'<'&DATE(A$1+1,1,1), the date in column A of Expenses must be before

January 1 of the year after the year in A1 of 'this table' (Summary)

Expenses::B,A3 the category in column B must match the category in

'this row' of column A of 'this table'.


If all three conditions are met, the value is included in the sum in the cell containing the formula.


Regards,

Barry

Sep 30, 2018 1:30 PM

When your workdays are fully scheduled and the boss asks to track all the expenses of the company, what will you do to complete the task in limited time? The answer is going for best Business Expense Tracker app for iPhone XR, iPhone XS, and iPhone XS Max. Expense tracking in small as well as in large firms is necessary to increase the productivity and revenue of the organization. Our profit totally depends on how we manage our daily expense and based on that how we prepare the perfect tax return.

Everything will be in your control if you download the business tracking app for the iPhone and make a report of each and every purchase. These apps are the best way to get regularly expense reports from your colleagues or employees. Besides we have collected budget business receipt tracker apps for iPhone, so you don’t have to think twice before downloading it.

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Top Useful Business Expense Tracking App for iPhone

Note: All Apps are available on the Apple App store, you can download on your iPhone. if it is compatible with iPad then you can download also on iPad Pro, iPad Air, and iPad mini.

#1. BizXpenseTracker

The BizXpenseTracker app is one of the topmost apps when it comes to tracking your personal as well as business expense. It also allows you to categorize your expenses and payment modes right on the app. Besides, with this expense tracker app for iPhone, you can easily track one of your common expense which is of gas.

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Track mileage of your vehicle with multiple options and with the help of meter reading and GPS. Analyze the expenses at the end of the month right on your computer by downloading the CSV format in Excel.

App Store:BizXpenseTracker

#2. Expensify

Expensify is the best way to track all of your business expenses in a single app. Simply take a photo of payment receipt and Expensify will automatically decipher it. This app has achieved excellence in securing data and keep them confidential from others along with collect all the expense reports from your colleagues.

I bet you will never feel lost once you launched the Expensify app because it’s easy to use interface and attractive design. Additionally, it also has accounting integration which includes QuickBooks, Intacct, Xero, NetSuite and much more.

App Store:Expensify

#3. Smart Receipts

Smart Receipts is an expense tracker app for iPhone, contains dozens of customizable features. This app is not only made for business purpose, alongside you can add your personal finance expenses. In case if you super ask you to submit the expense reports, then if you have added all the purchases and costs it can be exported to Zip, PDF or in CSV format for thorough understanding.

The project report includes all the major factors such as dates, price, tax, receipts, payment methods and more.

App Store:Smart Receipts

#4. Shoeboxed Receipt Tracker

This expense tracking app for iPhone allows you to capture receipts and other expenses. However, if you are running out of time then mail or courier all the pictures of receipts to the organization or company they will get all the expenses.

Shoeboxed lets you create archives of receipts, one-click mileage tracking, IRS-accepted data, and exports all the expenses to other popular tools like QuickBooks, etc. The app is free to use, and also includes a membership plan for premium features.

App Store:Shoeboxed Receipt Tracker

#5. Pocket Expense 6

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Pocket Expense is fully loaded finance application available for the iPhone. It fulfills all the major functionalities with a powerful interface at one place. Create multiple financial accounts, categorize the transactions, and achieve saving goalsIphone 5 recovery software for mac. displayed in one place.

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We are happy to help you! Follow the next Step if Your Solution is not in this article, Submit this form without Sign Up, We will revert back to you via Personal Mail. In Form, Please Use the Description field to Mention our reference Webpage URL which you visited and Describe your problem in detail if possible. We covered your iPhone 11 Pro, iPhone 11 Pro Max, iPhone 11, iPhone 8(Plus), iPhone 7(Plus), iPhone 6S(Plus), iPhone 6(Plus), iPhone SE, SE 2(2020), iPhone 5S, iPhone 5, iPad All Generation, iPad Pro All Models, MacOS Catalina or Earlier MacOS for iMac, Mac Mini, MacBook Pro, WatchOS 6 & Earlier on Apple Watch 5/4/3/2/1, Apple TV. You can also mention iOS/iPadOS/MacOS. To be Continued..

The best part of downloading this app is, you can catch the whole account including your personal financial expenses. It supports calendar view to mark bills accordingly and even you can set the alert for paying bills.

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App Store:Pocket Expense 6

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