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YNAB iOS Shortcut: add transactions, file import, transaction automation & Splitwise integration (routinehub.co)
submitted 10 months ago* (last edited 10 months ago) by fer0n@lemm.ee to c/shortcuts@lemmy.world
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This shortcut lets you:

  • Add transactions (works with Siri)
  • Import bank files (csv/qif)
  • Automatically create a transaction if you pay with your phone on iOS 17‘s (transaction automation)
  • Add transactions automatically to Splitwise

Download Shortcut

Each of these is optional ofc.

Setup

  • Download Pythonista and open it once (sadly not free)
  • Generate an access token for your account here: YNAB dev settings, copy it and paste it during the setup
  • Run the shortcut and follow the instructions

I’m happy to help if you run into any issues :)

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[-] cheerytext1981@lemmy.ca 2 points 10 months ago

Damn adding transactions to YNAB and Splitwise at the same time is a game changer. I’ve struggled with that before — how do folks do it? A virtual “Money Back From Splitwise” account?

[-] fer0n@lemm.ee 1 points 10 months ago* (last edited 10 months ago)

The system I’ve set up here lets you add a transaction via the shortcut and optionally add the same one to Splitwise and split it with one person. So the money you’re owed in Splitwise doesn’t show up anywhere.

Before I had to enter the same transaction twice (basically for every expense since I’m using it to split transactions with my gf), which was super annoying. I know a few people who have a similar setup. It’s not a perfect solution, but it’s a lot more convenient than before.

this post was submitted on 27 Aug 2023
12 points (100.0% liked)

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