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YNAB iOS Shortcut: add transactions, file import, transaction automation & Splitwise integration

routinehub.co /shortcut/6322

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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