YNAB iOS Shortcut: add transactions, file import, transaction automation & Splitwise integration
YNAB iOS Shortcut: add transactions, file import, transaction automation & Splitwise integration
Pythonista is a complete scripting environment for Python 3.10, running right on your iPad or iPhone, so you can develop and run Python scripts on the go. Like Python itself, "batteries are included" – from popular third-party modules like requests, numpy, matplotlib, pandas (and many more) to mod...
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
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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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?
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.