Siri 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 Siri 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

1

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

2

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

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 entered in step one.

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

An arrow points to the Next button in the top right corner.
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