Automate your expense tracking

Set up the Shortcuts automation to log your expenses.

When paying with your phone, Sumi will:

Convert it to your main currency

Pick the most appropriate category

Automatically log the transaction

This is optional and may take between 10-15 minutes to complete.

1

Open your Shortcuts app

Step 1
2

Go to the "Automation" page and click the "+" button to create a new automation

Step 2
3

In the list, search for "Transaction" and press on it.

Step 3
4

Leave everything as selected. Check "Run immediately" on the bottom. Once you're done, press "Next".

Step 4
5

In the next screen, press on "New Blank Automation"

Step 5
6

In the bottom search bar, search for Dictionary and press on it. This will add the first step to the automation.

Step 6
7

Under dictionary, press on "Add New Item", then select "Text".

Step 7
8

In the "Key" field, enter "amount". In the "Text" field, scroll all the way to the right on the bottom slider and select "Shortcut Input".

Step 8
9

Then, press on the added "Shortcut Input". From there, select the "Amount" property.

Step 9
10

Repeat the same steps above and create a new item in the dictionary called "merchant".

Step 10
11

For the next step of the automation, search for "Sumi" in the bottom search bar and press on "Add Transaction".

Step 11
12

Press on the "Amount" field and select "Dictionary" from the bottom slider.

Step 12
13

Press on the newly added Dictionary, scroll all the way to the bottom and enter "amount" as the key.

Step 13
14

Repeat the same steps for the merchant field.

Step 14
15

Once you're done, this is what your automation should look like! Press Done and that's it. The next time you pay with your phone, Sumi will automatically log it.

Step 15

🎉 Setup Complete!

Your automation is now ready. The next time you make a payment with your phone, Sumi will automatically log the transaction with the correct amount, merchant name, and category.