Shortcuts on iOS

Have you ever wished YNAB would automatically add a transaction for your regular cup of coffee—without entering the details each time? If so, try creating a YNAB Shortcut.

To get started, you'll need the Shortcuts app on your iOS device. 

If YNAB isn't listed in the Shortcuts app, make sure you have the latest version of YNAB. Next, go to YNAB and add at least one new transaction. Go back to Shortcuts, and you'll see YNAB and your recent transaction as shortcut suggestions. Don't skip this step!

Create a Shortcut


In the YNAB mobile app, add the transaction you want to save as a shortcut. (Be sure to save the transaction before proceeding to step 2.)


Open the Shortcuts app and tap the plus sign (+) in the top right corner.

Type YNAB into the search bar at the bottom of the screen.

Select the YNAB action you want to save as a shortcut, that you entered in step one.

Tap the top of the screen to enter the name or phrase you will tell Siri when you run your Shortcut. Tap the X in the top right corner to save it and exit. Now, you'll have a no-tap way to add that cup of coffee to YNAB! ☕

The Shortcut's title appears at the top of the screen, and the X sign to exit and save is in the upper right hand corner.
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