Use iOS shortcuts to track expenses with TapAI and Google Sheets

Get TapAI: https://tapai.aicanvas.app/

Simplify Expense Tracking with TapAI

Managing expenses is a crucial yet often time-consuming task. With TapAI, powered by ChatGPT, you can now streamline this process by using an iOS shortcut that automatically extracts financial data from your phone screen or receipts and logs it directly into Google Sheets.

Gone are the days of manual data entry—TapAI makes tracking your finances as easy as a tap.

What TapAI Can Do for You

TapAI leverages AI-powered screen recognition to automatically detect financial information such as amounts, dates, and transaction types. Here’s how it simplifies expense tracking:

• Extract Data Automatically: TapAI reads details directly from receipts, invoices, or transaction confirmations displayed on your phone screen.
• Organize in Google Sheets: The shortcut sends the extracted data to a designated Google Sheet, keeping your expenses organized and accessible.
• AI-Powered Accuracy: ChatGPT ensures accurate and consistent data extraction for hassle-free record-keeping.

Setting Up TapAI to Track Expenses

Follow these steps to use TapAI as an iOS shortcut for expense tracking:

1. Install TapAI:
   Download and set up TapAI from the official website or the iOS Shortcuts Gallery.

2. Link Google Sheets:

   • Create a Google Sheet using the template, template address: Google Sheet Template, Do not change the CashFlow sheet name
   • Share your Google Sheet to email: tapai001@ssml-cc8ea.iam.gserviceaccount.com with editor role.
   • Get your Google Sheet ID from the URL: https://docs.google.com/spreadsheets/d/1uJw0kE8okxTUsnHKuWIibasaivLkcW0rr26quY94XkBOo/edit, the 1uJw0kE8okxTUsnHKuWIibasaivLkcW0rr26quY94XkBOo part is Google Sheet ID.
   • Open the TapAI shortcut, then add the Google Sheet ID to the configuration settings. You can find the detailed steps in the documentation: tutorial .

3. Activate TapAI:

   • Open a receipt or transaction record on your phone.
   • Run the TapAI shortcut from the iOS share sheet or simply double-tapping the back of your iPhone.
   • Watch as TapAI extracts the financial details and sends them to your Google Sheet.

4. Review and Edit:

   • Open the linked Google Sheet to review your transactions.
   • Add notes or adjust entries as needed for enhanced clarity.

Why Choose TapAI for Expense Tracking

• Time-Efficient: No more manual logging—TapAI handles it for you in seconds.
• Error-Free: AI-powered extraction ensures that your records are accurate and consistent.
• Universal Compatibility: Works with various document types, including digital receipts, screenshots, and email confirmations.
• Accessible Anywhere: With Google Sheets integration, you can access your expense records on any device.

Start Tracking Smarter Today

Expense management doesn’t have to be complicated. With TapAI, you can automatically log your financial data into Google Sheets with unparalleled ease and accuracy. Whether you’re tracking daily expenses or managing a business budget, TapAI is your ultimate tool for seamless financial organization.

Discover TapAI here and get started today!