Shortcuts help you reuse transaction patterns you log often. You can create one from an existing transaction or from the Shortcuts card on Overview. If you enable Dynamic, MoneyCoach will let you change the amount or account when you run it.
Video tutorial
TL;DR
- Create a shortcut from a transaction you already use often.
- Open it later from the Shortcuts card on Overview.
- Turn on Dynamic if you want to change the amount or account when you run it.
- Enable Shortcuts in Customize Overview if the card is hidden.
Step-by-step guide
- Create or find a transaction that represents the pattern you want to reuse.
- Open that transaction’s details.
- Scroll to Smart Shortcuts.
- Tap Create Shortcut.
- If you want the shortcut to stay flexible, enable Dynamic so you can change the amount or account when you run it.
- Return to Overview and open the Shortcuts card.
- Tap the shortcut to launch the prefilled transaction flow.
- Review the amount, account, or other prefilled fields as needed, then save.
Example patterns
- Daily coffee from the same card.
- Public transport from the same wallet account.
- Recurring small purchases in one category.
Common mistakes
- Creating too many shortcuts for rare scenarios.
- Forgetting to enable the Shortcuts card in Overview customization.
- Treating every shortcut as dynamic when a fixed preset would be faster.
Additional information
You can also create a shortcut from the empty Shortcuts card on Overview by tapping Create Shortcut and selecting a transaction to reuse.
If you do not see shortcuts on Overview, open Customize Overview and enable Shortcuts.
If you do not know how to edit Overview cards, follow this guide: How To Customise Your Overview.
