iPhone · Shortcuts

Your 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.

Before you start

  • Budget AI and Shortcuts are installed.
  • Your shortcut can call your chosen AI and receive an amount, transaction type and any other fields you need.
  • The categories and accounts used by the shortcut already exist in Budget AI.

Step by step

  1. Prepare transaction data with your AI

    Send payment text, a receipt photo or a document to the AI workflow you have configured. Ask for separate fields: amount, expense or income, currency, category and account. Store them in shortcut variables for the next actions.

    For a $6.50 coffee purchase, for example, use amount 6.50, type Expense and currency USD.

    Screenshot coming soon
    Your AI response with separate transaction fields

  2. Add Log Transaction

    In Shortcuts, tap Add Action, find Budget AI and choose Log Transaction. Pass the amount as a positive number and choose Expense or Income separately.

    Screenshot coming soon
    Add Log Transaction

  3. Pass the fields as text

    Category, subcategory, account and currency accept text values directly from your AI response or shortcut variables. For example: category — “Food”, subcategory — “Coffee”, account — “Main card”, currency — “USD”. Use the names of your categories, subcategories and accounts in Budget AI. You can also pass a date and note.

    Screenshot coming soon
    Pass the fields as text

  4. Save one transaction or a list

    Each call to Log Transaction adds one transaction. If your AI returns a list, use Repeat with Each and run the action for each item.

    Screenshot coming soon
    Save one transaction or a list

Useful details

Save prepared transactions

Log Transaction saves prepared transactions without AI recognition and is available without Premium. Any external AI service has its own terms.

If omitted, the date defaults to now, the account to the one selected in the app, and the currency to the account’s currency.

Can I add transactions from a bot or script?

Yes, through the API with an active subscription. Open Advanced → API in settings, generate a key and choose when it expires. The page includes a request example, builder and current limits.

Send prepared transaction fields: amount, currency, type, category and account. This mode does not use AI tokens. Budget AI downloads incoming transactions; you can also tap Sync now on the API page to fetch them. Request format and examples.

Video walkthrough

Video coming soon

For now, follow the complete written steps above.