Siri Shortcuts on iOS

Have you ever wished YNAB would automatically add a transaction for that cup of coffee you get every day—without entering the same details each time? If so, try creating a YNAB Siri Shortcut.

Download the Shortcuts app on your iOS device. That way, the next time you add one of those frequent transactions, you'll be ready to save it as a shortcut.

If YNAB isn't listed in the Shortcuts app, update the YNAB app to the latest version and add at least one transaction after updating. Then, you'll see YNAB and your recent transactions as shortcut suggestions. Don't skip this step!

Create a Shortcut

1

In the YNAB mobile app, add a transaction you want to save as a shortcut.

2

Open the Shortcuts app and tap Create Shortcut.

3
Type YNAB into the search bar at the bottom of the screen.
4

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

5
Tap Next, to choose a name or phrase to tell Siri to run your Shortcut and on Done to save. Now you'll have a no-tap way to add that cup of coffee to YNAB! ☕

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