Before you start
- Budget AI installed and opened.
- Premium, consent to AI processing and an internet connection.
- Shortcuts installed; allow Budget AI notifications to see processing results.
Step by step
Add the Budget AI shortcut
On your iPhone, open the link and add the shortcut to Shortcuts. Its trigger and Budget AI action are already connected.
Screenshot coming soonAdd the Budget AI shortcut Configure the trigger
In the Notification trigger, select the bank app that sends payment alerts and add a payment keyword filter. Enable the automation. Do not select Wallet or Messages here: they have their own guides.
Screenshot coming soonConfigure the trigger Allow the first run
Run the shortcut once in Shortcuts. When iOS asks to run the Budget AI action, allow it. A manual run may not contain payment details; check the result with a real trigger in the next step.
Screenshot coming soonAllow the first run Check a payment
Make a purchase with the selected card or wait for a matching bank message. Open Budget AI and check the amount, category and account. Use one automation per source to avoid duplicate entries.
Screenshot coming soonCheck a payment
Useful details
Set up manually
Tap + in Shortcuts. Under Add Action, open Automation and choose Notification. Configure the source as in step 2, then add the Budget AI Track Notification action.
Pass Title, Message and App from the Notification variable. Expand the arrow beside the action to find App.
Video walkthrough
For now, follow the complete written steps above.