Setup guide
OneTapLedger is built for people who want fast expense capture on iPhone without connecting a bank account. The workflow combines Apple Shortcuts for quick entry and Apple Numbers for an editable personal expense ledger.
Save a copy of the Apple Numbers expense ledger to your preferred iCloud Drive or local Files location. Keep a blank backup copy before you start customizing categories.
Open the Shortcut file on your iPhone and review the actions. Apple may ask for permission the first time the shortcut reads visible content, opens files, or writes to your ledger.
Select the OneTapLedger Numbers file when the Shortcut asks where to save entries. Run a test expense and confirm the amount, category, date, and note appear in the right sheet.
Edit categories in the Numbers workbook to match your spending habits, such as food, transport, subscriptions, shopping, travel, or household expenses.
Useful if you want to record an expense immediately after viewing a payment confirmation or receipt screen.
A good option for supported iPhone models if you want a physical-button style expense capture workflow.
Simple and reliable for daily use, especially when you prefer opening the tracker manually.
Helpful when your hands are busy and you want to start a manual expense entry by voice.
Yes. iOS may ask before a Shortcut accesses files, reads on-screen content, or opens another app. Review the request and allow only if it matches the OneTapLedger workflow.
Check that the Shortcut is connected to the correct Numbers file and that the file is available on your iPhone. If it is stored in iCloud Drive, wait for the file to finish syncing.
Yes. OneTapLedger is a manual expense capture workflow. It does not connect to your bank account or import financial data automatically.
OneTapLedger gives you the editable Apple Numbers expense ledger, iPhone Shortcut, and English setup notes in one digital kit.
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