iPhone · iOS 27+

Bank SMS on iOS 27+

Add a ready-made shortcut for bank sms and allow its first run.

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

  1. 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.

    Add shortcut ↗

    Screenshot coming soon
    Add the Budget AI shortcut

  2. Configure the trigger

    Open the Message trigger. Choose your bank in Sender and add a payment keyword in Message Contains, such as “Purchase”. Enable the automation.

    Screenshot coming soon
    Configure the trigger

  3. 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 soon
    Allow the first run

  4. 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 soon
    Check a payment

Useful details

Set up manually

Tap + in Shortcuts. Under Add Action, open Automation and choose Message. Configure the source as in step 2, then add the Budget AI Track Text or SMS action.

Pass the Message variable to Text.

Video walkthrough

Video coming soon

For now, follow the complete written steps above.