YNAB iOS Shortcut: add transactions, file import, transaction automation & Splitwise integration (routinehub.co)

submitted 1 year ago* (last edited 1 year 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 1 year 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 1 year ago* (last edited 1 year 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

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