Best way to maintain personal budget using iPad instead of MBP

Discussion in 'iPad' started by 370zulu, Mar 14, 2018.

  1. 370zulu macrumors regular

    370zulu

    Joined:
    Nov 4, 2014
    Location:
    Cincinnati, Ohio
    #1
    I was not sure if this was still the best subforum for this question, but here goes.

    I have been keeping my personal financial budget on my MacBook Pro with MS Excel. I am looking to shift this work to my iPad Pro. Given that iPads do not universally support mice, I am curious what other folks are using to keep their budget on their iPad or iPad Pro. I do have MS Excel for iPad and, while it works without a mouse, it is not easy to navigate around my sheets.

    I have looked at everydollar.com and ynab. Neither seem to work the way I need them to.
     
  2. rwp macrumors member

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    Oct 13, 2015
    Location:
    LA, CA, US
    #2
    I use MS Excel on my iPad Pro. Since you already use Excel, why not continue? (I get the harder nav in some use cases, but hasn’t been huge problem for me).
     
  3. Newtons Apple macrumors Core

    Newtons Apple

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    Jacksonville, Florida
    #3
    I use Excel on my iPad everyday. Not quite as nice as using a full computer but it gets the job done for me.
     
  4. BigMcGuire Contributor

    BigMcGuire

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    Location:
    California
    #4
    Yeah Word and Excel on iOS has actually gotten very usable (with an external bluetooth keyboard). I use them all the time on my 8+. Makes me want to get an iPad again.
     
  5. kupkakez macrumors 68000

    kupkakez

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    #5
    I just use the notes app and have for years. I like that it syncs between all my devices and I can make updates on the fly. Probably not the most glamorous solution but it works.
     
  6. Newtons Apple macrumors Core

    Newtons Apple

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    #6
    I have tried using Excel on my iPhone. It works for me for reading but is kind of difficult to use due to the screen size.
     
  7. 370zulu thread starter macrumors regular

    370zulu

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    Nov 4, 2014
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    Cincinnati, Ohio
    #7
    Thanks for the replies. For those folks using Excel - are you storing your files on iCloud, OneDrive or locally? I really don’t like the thought of having them stored locally without some form of backup somewhere, so I am leaning more toward iCloud or OneDrive.
     
  8. BigMcGuire Contributor

    BigMcGuire

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    #8
    OneDrive - iCloud isn't bad but I much prefer OneDrive because I use Windows for work.
     
  9. thisismyusername, Mar 14, 2018
    Last edited: Mar 14, 2018

    thisismyusername macrumors 6502

    Joined:
    Nov 1, 2015
    #9
    I've been using Google Sheets for years to do this. I routinely edit it on my PC, Mac, iPhone, and iPad. Whenever it comes to personal docs/spreadsheets/etc, I almost always use Google's offerings so I don't have to worry about buying/installing/etc MS Office and so I can easily access it anywhere. I like to avoid MS Office at all costs.

    I've tried lots of financial apps over the years as well and I keep coming back to my trusty old spreadsheet. I like to plan out my budget months in advance so I can see what my finances will look like in the future. The problem is I have yet to find an app that does exactly what I want. So, I just go back to manually updating my spreadsheet every week or so.
     
  10. charlituna macrumors G3

    charlituna

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    Jun 11, 2008
    Location:
    Los Angeles, CA
    #10
    have you considered using an actual finance app like Mint. it's made for iOS devices and can be linked to TurboTax. if you prefer HRBlock there's probably a similar app that works with it
     
  11. rekhyt macrumors 65816

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    Jun 20, 2008
    Location:
    Part of the old MR guard.
    #11
    Sheets is great and I love how it's store safely on the cloud.

    I've used it now and then on the iPhone as well. It's usable.
     
  12. Hellenek macrumors regular

    Joined:
    Jan 9, 2007
    #12
    Also consider Budget Touch - built around the envelope system. Works well though the look seems old. MoneyWell uses a similar concept but uses buckets instead. It is more recently updated so may have more features you may need.
     
  13. Ghost31 macrumors 68020

    Ghost31

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    Jun 9, 2015
    #13
    Me too and one of my favorite features of notes that helps me manage my finances: tables!
     
  14. jmeas macrumors regular

    jmeas

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    Jun 30, 2015
    Location:
    San Jose
    #14
    I use Sheets on my iPad for this purpose. It is about 10% as nice to use on iPad as it is on the desktop, but it is usable.
     
  15. BigMcGuire Contributor

    BigMcGuire

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    Jan 10, 2012
    Location:
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    #15
    If using Google Sheets (a great product) just make sure to back up the file. I've had users accidentally delete those things and when they're gone, they're gone for good. (File --> Make a Copy) --- (File --> Download As)
     
  16. azpekt macrumors regular

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    hp, illinois
  17. thisismyusername macrumors 6502

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    Nov 1, 2015
    #17
    Deleting a file in Google Drive (e.g. a Sheets file) moves it to the trash, like on Windows and MacOS. You can restore it if you delete it by accident, assuming you didn't also permanently delete it while in the trash can.
     
  18. BigMcGuire, Mar 15, 2018
    Last edited: Mar 15, 2018

    BigMcGuire Contributor

    BigMcGuire

    Joined:
    Jan 10, 2012
    Location:
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    #18
    Tis true - but only for the owner of the file - not all the people he/she shared it with.

    The problem we had with Google Apps is - the guy's account was deleted and whoever did the deletion chose to delete all the files.

    So the 30+ people he had shared the file with (myself included) - the file poof disappeared. And because his account was deleted, the file was gone - no way for us to get it back (it wasn't in our deleted folder either because we didn't own the file).

    I guess this is kind of a specialized case.
     
  19. Abazigal macrumors G4

    Abazigal

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    Jul 18, 2011
    Location:
    Singapore
    #19
    Check the App Store. I am sure budgeting apps are a dime a dozen there.
     
  20. Brenster macrumors 6502a

    Joined:
    Jul 7, 2008
    #20
    Excel on iPad Pro 10.5 with Smart Keyboard cover here. I’m a heavy O365/OneNote user to begin with for distance learning studies, so Excel is ‘just there’.

    IPad Office is an excellent suite of products, easy to use for light/moderate productivity (desktop Office inevitably wins in heavier use scenarios, plus things like entering mathematical formulae etc). Coupled with storing everything in OneDrive and my household budget sheet is available from everywhere - phone, iPad, mac, Windows machine and web. Office is one of the few products that Microsoft do really well in the consumer sphere, easy to use with OneDrive and they keep the iOS apps well supported.

    If you wouldn’t need the rest of the Office suite, Numbers + iCLoud or the Google app + Drive combos would likely meet your needs just as well.
     
  21. DNichter macrumors G3

    DNichter

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    Apr 27, 2015
    Location:
    Philadelphia, PA
    #21
    I use an app called Mint for all my financials, bills, and budgeting.
     

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