Guides
Guides
Step by step: capturing expenses on an iPhone, importing a bank statement, splitting work and personal spending, and having receipts ready for tax time.
- Set up Apple Pay auto-logThe Shortcuts automation that logs contactless taps in shops, screen by screen.
- How to import a bank statementExport the PDF, share it in, and work the three steps: transfers, charges, then categories.
- How to track expenses on an iPhoneThe four ways people actually do it, what each one costs you, and how to pick one you will keep using.
- How to organise receipts for tax timeA system that survives a busy year, and the three points in the year where it usually breaks.
- How to separate work and personal expensesWhether you need a second card, how apportionment works, and how to choose a percentage you can explain.
- How to keep digital receiptsEmail receipts, app receipts and photos, and how to keep them readable for as long as records are kept.
