Best Free Finance Apps for the iPhone and iPad

Sometimes the best things are free.  Here are 9 apps for the iPhone and iPad designed to help you with:

  • Tracking expenses and mileage
  • Organizing bills
  • Calculating on the go
  • Budgeting
  • Purchasing
  • Package and price tracking

Tracking Expenses and Mileage

expensify-iconWith Expensify mobile, you can track expenses, snap pictures of receipts as well as create and submit expense reports – all on the go!  (Upgrade to “company” version – $5 per month per employee.)

Use MileWiz to detect and log business mileage for tax deduction purposes.  Add places you visit often, categorize drives, track gas purchases, generate reports that can be exported to CSV (which can be opened in Excel).  Compatible with Apple Watch.

Organizing Bills

FileThis automatically collects and organizes your online bills, documents, and statements in an easy to use digital filing cabinet. Fully encrypted bank-level security. Reduces clutter. Creates searchable PDFs. The “Forever Free” starter account stores up to 500 MB of data.  Compatible with Apple Watch.

Calculating on the Go

Use your finger or a stylus to write and calculate math problems directly on your phone with MyScript Calculator.  Add fractions, functions, or symbols quickly without using the keyboard and calculate when you’re done. Edit or correct operations using natural
gestures.

photomathDon’t want to write a math problem on your screen?   Use Photomath and let the app do the work.  Simply hold your phone or iPad over a math problem – Photomath will do the calculation and show you the steps used to reach the result.

Budgeting

mintCreate budgets and track the money you earn and spend with Mint. Receive alerts and mini updates via your iPhone for unusual account charges, and get custom tips for reducing fees and saving money.  Compatible with Apple Watch.

Inventory

sortlySortly is the ultimate organizer app. Use it to label boxes, collectibles, or products and create a searchable inventory. Cheaper than inventory software; more features than Excel. Lawyers can use Sortly to track stored client files; clients can use it to organize collections as part of their estate planning.

Virtual Purchasing Assistant

Operator connects you to experts to find what you want, when you want. Search, buy, or deliver by sending a text. Designed for personal use.  Law firms can use Operator to purchase electronics or furniture.

Package and Price Tracking

slice-appWhere’s your stuff? Let Slice track all your packages, purchases, price drops, and product recalls. Designed for personal or small business use.  Compatible with Apple Watch.

Next week: the best productivity apps for iOS, including notetaking, eSigning, task management, workflow, security, travel, and video conferencing.

All Rights Reserved 2016 Beverly Michaelis

Best Business Apps for the iPhone

Are you an iPhone user?  Maybe a business owner?  Or someone who likes to learn about new apps?  If you’re in the vicinity of Central Oregon, consider taking Best Business Apps for the iPhone this October at Central Oregon Community College’s Chandler Lab.

Get the most out of your iPhone by discovering over 25 top-rated business productivity apps.

  • Learn how to scan and edit documents on the go
  • Schedule tasks with a tap of your finger
  • Sign a document on your phone
  • Share any type of file across platforms (iOS, Android, Windows, and Mac)
  • Transform whiteboard notes or sketches into an editable document
  • Connect apps and actions together with workflows to automate tasks
  • And more!

This will be a hands-on learning experience.  Download and follow along as I describe and demonstrate!  These apps are hidden gems and free to download from the App Store.  (With a few bonus paid apps thrown in.)

Prerequisite: Requires iPhone 4s or later with iOS 9.3.1 installed.

Read more and register here.

Best Business Apps for the iPhone

Calling all friends and readers in or near Central Oregon – coming this October to Chandler Lab, Best Business Apps for the iPhone.  

Make the most out of your iPhone by discovering over 25 top-rated business productivity apps.

  • Learn how to scan and edit documents on the go
  • Schedule tasks with a tap of your finger
  • Sign a document on your phone
  • Share any type of file across platforms (iOS, Android, Windows, and Mac)
  • Transform whiteboard notes or sketches into an editable document
  • Connect apps and actions together with workflows to automate tasks
  • And more!

This will be a hands-on learning experience.  Download and follow along as I describe and demonstrate!  These apps are hidden gems and free to download from the App Store.  (With a few bonus paid apps thrown in.)

Prerequisite: Requires iPhone 4s or later with iOS 9.3.1 installed.

Read more and register here.

Business Essentials

Your business plan serves as a roadmap for the future.  It describes your reason for going into business, why you are entering into (or continuing) a particular type of practice, your projected income and expenses, how you will market yourself and how your business will be structured.  It requires research, organization and reflection.  However, it doesn’t have to be a daunting task.

Excerpted from Business Essentials – Tips for the Small Firm and Sole Practitioner.

Like other business essentials, the key to successful business planning is to break the process down into a series of steps.  In this month’s issue of the Oregon State Bar Bulletin, we point you toward tools and resources to help you get on track, meet your goals, and create a vision for the future:

Read the full article here.

Copyright 2011 Beverly Michaelis