iPad Diaries is a regular series about using the iPad as a primary computer. You can find more installments here and subscribe to the dedicated RSS feed.
For years, I struggled to settle on an accounting workflow I truly liked.
In the past 8 years of MacStories, I’ve tried organizing financial records and statements with plain text files and PDF documents; I’ve used and then abandoned dedicated finance management apps; for a couple of years, I even tested a combination of Dropbox, Excel, and Editorial to visualize transactions and generate invoices with a Markdown template. My Italian bank doesn’t support direct integrations with third-party accounting services, and my particular requirements often include converting expenses from USD to EUR on a per-receipt basis.
Eventually, I always managed to keep my records up to date and neatly sorted with the help of an accountant, but I never loved any of the workflows I had established. In the end, several factors contributed to begrudgingly assembling reports and statements with systems I didn’t find flexible enough.






