July 27, 2026 · Updated September 5, 2026 · 4 minute read
By Nethaven Team · Personal finance research & product team
How to Log Expenses With a Siri Shortcut on iPhone
Set up Nethaven Add Transaction for Siri and Wallet automations. Choose a payment account, map inputs, and review categories and duplicate risks.
To log an expense with Siri, install the current Nethaven iOS app, open it while signed in, and configure Add Transaction with a payment account. Say "Add a transaction in NetHaven" and supply the amount. The action records an expense against the main budget and returns the server result; device settings can affect prompts.
Shortcuts can reduce the steps needed to record a cash purchase or a payment you track manually. Start by running one expense from the Shortcuts app and checking its amount, account, and category in Nethaven.
What do I need before using Siri?
Install a native app build containing the current action, open Nethaven while signed in, and ensure you have a main budget and a payment account. The picker includes checking, credit, and other payment accounts; loan and investment accounts are excluded. A JavaScript-only update cannot replace an installed App Intent.
How do I configure Add Transaction?
In Nethaven, open Settings > Automation > Open Shortcuts. Find Add Transaction. Amount carries a currency; Merchant Name, Card or Pass, Category, Account, Review Status, and Notes provide the other supported inputs. Choose the intended account explicitly, and check Review Status if you want entries queued for review.
Follow the Add Transaction help guide for setup and repair steps. If an old automation has conversion errors, remove its Add Transaction action, add the current one again, and remap the fields.
What should I say to Siri?
The app registers "Add a transaction in NetHaven", "Log an expense in NetHaven", "Add a payment in NetHaven", and "Record a purchase in NetHaven". You can also run a saved shortcut by its name, as described in Apple's Siri instructions. Supply missing inputs and check the result. There is no separate app-level confirmation step guaranteed before the write.
Where does the expense go?
Add Transaction creates an expense in the main budget and the resolved payment account. It does not create income or transfers. Choose a fixed Category only when it applies to every run of that shortcut. Otherwise leave Category blank to use transaction rules and then Uncategorized. Review the resulting category rather than assuming voice capture completes the bookkeeping.
Can a Wallet purchase trigger it?
Some cards and iOS versions support transaction automations. Map Amount to Shortcut Input > Amount, Merchant Name to Shortcut Input > Merchant, and Card or Pass to Shortcut Input > Card or Pass. Do not pass the entire Wallet object into Amount. Wallet does not supply a category.
Choose the payment account that matches the card. A bank-connected account is not hidden from the picker, but the same purchase can also arrive through bank sync. Use a manual account when that avoids duplicate capture, or review the overlap deliberately. Available automation and confirmation settings depend on iOS.
How should I review voice entries?
Compare the recorded amount and currency with the receipt, then check the merchant and category. Dictation and account matching can be wrong. Use the transaction review workflow and keep saved categorization rules specific enough to avoid repeating mistakes.
Nethaven also includes Monthly Expense Left and Scan Receipt actions. The Siri Shortcuts overview describes the available workflows.
Track this in Nethaven
Keep accounts, budgets, debt, goals, and subscriptions connected between reviews on iOS, Android, and web.
Frequently asked questions
How do I log an expense with Siri?
Open the current Nethaven app while signed in, configure Add Transaction with a payment account, then say "Add a transaction in NetHaven". Supply the amount and check the returned result and the recorded expense.
Which accounts can a shortcut use?
Checking, credit, and other payment accounts are available. Loan and investment accounts are excluded. Bank-connected accounts are not hidden, so check for duplicate capture if the same purchase also arrives through sync.
Does it choose a category?
You can supply a fixed category. Leave it blank to use transaction rules and then Uncategorized. Wallet supplies no category, and the resulting entry still needs review.
Can it run while my device is locked?
The action permits background execution, but device settings, session state, and iOS determine whether authentication or other prompts are required.
How do I map a Wallet automation?
Map Amount, Merchant, and Card or Pass from their individual Shortcut Input properties. Choose the payment account. Do not connect the entire Wallet input to the Amount field.
Can it add income or transfers?
No. Add Transaction records an expense in the main budget. Use the transaction form for income and transfers.