I’ve tried a number of different ways to harness automation to logging expense. Drafts has, for a long time, been the place I went for this kind of thing: I’ve used Drafts to log my rowing sessions, blood pressure, and activities while I was taking classes and completing internships. Drafts excels at this kind of thing.

Dan Moren at Six Colors wrote a post about how he updates a Numbers spreadsheet using a Shortcut, and thought it might make a good starting place for this task. My struggle with Drafts is inputting the information in the correct order; I wanted to record the transaction total, account I charged it to, the date, and a brief description of the purchase. The problem with that on Drafts for me was recalling the order of the fields, and inserting commas (it went to a CSV file).

Shortcuts is perfect for this kind of thing, and of course it works on all of my devices. I’m very likely to be out and about when shopping, such that my phone is the obvious place to capture an expenditure. But I do like having this on my Mac, too, because I often do purchase things while using it.

The modal dialog boxes prompt me for the correct input field, reducing the friction of logging an expense. Best of all, I can fire the shortcut after searching for it using Spotlight on any device.