Use a Shortcuts Transaction automation on iPhone to send eligible Apple Pay / Wallet payments into MoneyCoach. The automation passes Wallet details to the MoneyCoach Import transaction from Wallet app action.
TL;DR
- Create a Shortcuts automation with the Transaction trigger.
- Select the cards or passes you want to track.
- Set it to Run Immediately.
- Add the MoneyCoach action Import transaction from Wallet app.
- Map Wallet fields from Shortcut Input.
- Make sure the MoneyCoach account name matches the Wallet card or pass name.
Video Tutorial
Note: This video may not fully reflect the latest version of MoneyCoach or iOS Shortcuts.Step-by-step guide
- Open the Shortcuts app on iPhone.
- Go to Automation.
- Tap the + button.
- Choose Transaction.
- Under When I tap, select the cards or passes you want to track.
- Under Category, select the payment categories you want to track.
- Choose Run Immediately.
- Turn Notify When Run off if you do not want a notification every time it runs.
- Tap Next.
- Choose New Blank Automation.
- Tap Add Action.
- Open Apps and choose MoneyCoach.
- Tap Import transaction from Wallet app.
- Expand the action and map fields from Shortcut Input.
- Map Card or Pass to Card or Pass.
- Map Merchant to Merchant.
- Map Amount to Amount.
- Map Name to Name.
- Tap Done.
The next eligible in-person Wallet payment with one of the selected cards or passes can trigger the automation and send the transaction details to MoneyCoach.
How Wallet fields map to MoneyCoach
- Card or Pass becomes the account name.
- Merchant becomes the payee.
- Amount becomes the transaction amount.
- Name becomes the category name.
The account name is the most important part. If your Wallet card is named N26, create or rename the MoneyCoach account to N26 as well. Otherwise MoneyCoach may show that the account does not exist.
After the import
MoneyCoach saves the imported item as an expense. You can open it later and edit the account, category, payee, amount, date, description, tags, or attachments like any other transaction.
If the category is not ideal, that is expected. Apple gives Shortcuts limited Wallet data, so the Name field may be a merchant or payment label rather than your preferred MoneyCoach category.
Additional information
This automation is controlled by iOS. If it does not run, check that the correct cards and categories are selected, Run Immediately is enabled, and your device is updated to a supported iOS version.
If you prefer manual fast entry, see How To Use Quick Entry. For more automation ideas, see How To Integrate Shortcuts App With MoneyCoach on macOS.
