Automatic accounting from wallet payments possible?

is there a way to automatically generate some sort of accounting/ balance sheets from my wallet payments?

would be nice to have a monthly balance of all expenses that have been made with the connected cards.

any ideas?

thanks guys :)

iPhone 12 mini, iOS 16

Gepostet am 22. Apr. 2023 08:41

Antworten
Frage gekennzeichnet als Höchstrangige Antwort

Gepostet am 22. Apr. 2023 10:49

Hello!


Yes, you can automatically generate accounting/balance sheets from your wallet payments using personal finance apps that are designed to track and categorize your expenses. There are a number of apps available for iOS that can help you achieve this.


  1. Mint is a widely used personal finance app that connects to your bank accounts and credit cards, automatically categorizing your transactions and creating budgets based on your spending habits. It can provide a monthly balance of all your expenses and even offer personalized insights and recommendations.
  2. YNAB (You Need A Budget) is a budgeting app that focuses on helping users plan their expenses and create a budget that works for them. You can connect your accounts, track your spending, and generate reports to get an overview of your financial situation.
  3. PocketGuard is another app that allows you to track your expenses and generate balance sheets. It can connect to your bank accounts and credit cards, automatically categorize transactions, and help you create a budget to manage your finances.


To get started, download one of these apps from the App Store on your iPhone 12 mini running iOS 16. You'll need to provide your account credentials for the app to access your transaction history and sync your data. Once set up, the app will automatically track your expenses and generate balance sheets or reports based on your preferences.


Remember to check the security features and privacy policies of any app you choose to ensure that your financial information is safe and secure.


We have a community for English here: discussions.apple.com

Since you’ve posted in English, we’d be happy to see you join us there.


Thanks!

1 Antwort
Frage gekennzeichnet als Höchstrangige Antwort

22. Apr. 2023 10:49 als Antwort auf Flx19

Hello!


Yes, you can automatically generate accounting/balance sheets from your wallet payments using personal finance apps that are designed to track and categorize your expenses. There are a number of apps available for iOS that can help you achieve this.


  1. Mint is a widely used personal finance app that connects to your bank accounts and credit cards, automatically categorizing your transactions and creating budgets based on your spending habits. It can provide a monthly balance of all your expenses and even offer personalized insights and recommendations.
  2. YNAB (You Need A Budget) is a budgeting app that focuses on helping users plan their expenses and create a budget that works for them. You can connect your accounts, track your spending, and generate reports to get an overview of your financial situation.
  3. PocketGuard is another app that allows you to track your expenses and generate balance sheets. It can connect to your bank accounts and credit cards, automatically categorize transactions, and help you create a budget to manage your finances.


To get started, download one of these apps from the App Store on your iPhone 12 mini running iOS 16. You'll need to provide your account credentials for the app to access your transaction history and sync your data. Once set up, the app will automatically track your expenses and generate balance sheets or reports based on your preferences.


Remember to check the security features and privacy policies of any app you choose to ensure that your financial information is safe and secure.


We have a community for English here: discussions.apple.com

Since you’ve posted in English, we’d be happy to see you join us there.


Thanks!

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Automatic accounting from wallet payments possible?

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