BUDGET AI / GUIDES
Setup guides
Set up automatic tracking, customize your workflows or analyze your spending with your own AI. Choose a guide for your task.
Start with the guide for your phone. Each guide lists the settings and permissions you need.
iPhone · iOS 27 and later
Ready-made shortcuts for each payment source.
Apple Pay on iOS 27+
Add a ready-made shortcut for Apple Pay and allow its first run.
4 steps · Step-by-step guideBank SMS on iOS 27+
Add a ready-made shortcut for bank SMS and allow its first run.
4 steps · Step-by-step guideBank notifications on iOS 27+
Add a ready-made shortcut for bank notifications and allow its first run.
4 steps · Step-by-step guideiPhone · iOS 17–26
Create an automation manually in Shortcuts.
Android
Bank notifications and Google Pay purchases.
Settings and help
Categories, filters and automatic tracking troubleshooting.
Your own AI and spending analysis
Send Budget AI data to your AI for analysis, or set up your own workflows to add transactions.
Analyze spending with ChatGPT and Claude
Export Budget AI data as CSV, attach it to a chat and ask questions about your income and expenses. Use ChatGPT, Claude or another AI that supports file uploads.
4 steps · Step-by-step guideYour own AI and Shortcuts on iPhone
Build a shortcut that extracts payment details with your chosen AI and adds the transaction to Budget AI using Log Transaction.
4 steps · Step-by-step guideYour own AI and Android workflows
Connect Tasker, MacroDroid or your own workflow to Budget AI. Send text for recognition, save transactions prepared by your AI, or log them in the background.
4 steps · Step-by-step guide