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Add Expense shortcut

Add Expense logs a cash or card expense in a few taps, without opening the MoneyMatter iPhone app. It asks for the account, the amount and the category, and that’s it. You add the rest later in the app.

Before you start

Section titled “Before you start”
  • Your phone must be unlocked.
  • Open MoneyMatter once while signed in. That loads your accounts and categories onto the phone. Until then, the shortcut says “Open MoneyMatter to load your accounts and categories, then try again.”

Start it

Section titled “Start it”

Use whichever is closest:

  • Siri: say “Add expense in MoneyMatter”, “Log expense in MoneyMatter” or “MoneyMatter expense”.
  • Spotlight: swipe down on the Home Screen and search for Add Expense.
  • Action button (iPhone 15 Pro and later): open the Settings app → Action Button, swipe to Shortcut, then choose MoneyMatter → Add Expense.
  • Shortcuts app: in Library, open MoneyMatter and tap Add Expense.

Log an expense

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  1. Account: pick the account you paid from.
  2. Amount: type the amount. It’s in the currency of the account you picked.
  3. Category: pick one. Which category? lists up to 10 categories you used recently first, then all your categories A to Z, so a recent category shows up twice.
The Which category? list of Add Expense on iPhone: Groceries, Bar, cafe and Restaurant, fast-food used recently at the top, then all categories in alphabetical order.The Which category? list of Add Expense on iPhone: Groceries, Bar, cafe and Restaurant, fast-food used recently at the top, then all categories in alphabetical order.

Shortcuts confirms the saved expense. It’s created in MoneyMatter the next time you open the app. Open it to add a payee, note or anything else.

  • No AI and no internet needed. You can log an expense offline. It’s sent when you next open the app.
  • Bank-connected accounts get a planned transaction. It’s confirmed when your bank sync reports the same amount. If the bank never reports it, delete the planned transaction.
  • Manual accounts get a regular transaction.

Choose what the shortcut lists

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By default, Add Expense only offers your manual accounts, because payments on bank-connected accounts arrive through sync. You can change this, and hide categories you never use for quick expenses.

  • In the web app: open Settings → General and find iPhone Add Expense.
  • On iPhone: tap your avatar → Settings → General → Add Expense shortcut.
SettingWhat it does
Show bank-connected accountsOff by default. Turn it on to list bank-connected accounts too.
Hidden categoriesChecked categories don’t appear in the shortcut’s category list. Hiding a category hides its subcategories too.
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