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Log expenses with Siri and the Add Transaction shortcut

Use the Add Transaction shortcut on iOS to log a purchase by voice or tap, without opening Nethaven. Includes the Apple Pay automation setup.

Nethaven publishes an Add Transaction action to the iOS Shortcuts app and to Siri. It records an expense in the background: the app never opens, and Siri confirms out loud with a line like "Added Tesco to Groceries". Say "Add a transaction in NetHaven", or run the action from the Shortcuts app, a Home Screen icon, the Action button, or a Back Tap.
The action takes four fields. Amount is required and carries its own currency. Merchant Name, Account, and Notes are optional. The Account field is a live dropdown of your manual accounts only, because a Plaid or SnapTrade account already receives the same purchase through bank sync and would end up with a duplicate.
Two things must exist before the first run, or the action returns an error instead of a transaction: you must have opened Nethaven and signed in at least once, and you need at least one manual account.
Every shortcut transaction is logged as an expense on your main budget, filed under a category called Uncategorized that Nethaven creates the first time it is needed. Nothing is guessed, so recategorizing during your normal review is part of the routine. Pick the account you want from the dropdown; if the name does not match one of your manual accounts the action reports the error rather than logging to the wrong place.

Step-by-step guide

iPhone and iPad setup walkthrough

Follow the same setup progress from the app. Use the platform switcher in the top-right corner to change this guide once for the whole Help Center.

1

Open Nethaven and sign in once

The shortcut runs against your Nethaven session, so the app has to launch at least once on this device before iOS will offer the action. If Siri replies that Nethaven has not been opened yet, this is the step you missed.

2

Add a manual account

The shortcut only writes to manual accounts. Create one for the card or cash you want to log by voice. Skipping this returns a 'no manual account found' error on the first run.

3

Know where the expense lands

Shortcut transactions are filed against your main budget under a category called Uncategorized, created automatically the first time it is needed. You do not have to set anything up here, but it helps to know where to look afterwards.

4

Run Add Transaction

Open the Shortcuts app, go to the Nethaven section, and pick Add Transaction. Enter the amount, then optionally the merchant, the account, and a note. Siri confirms with the merchant and the category it used.

5

Trigger it by voice

Say "Add a transaction in NetHaven", "Log an expense in NetHaven", or "Record a purchase in NetHaven". Siri prompts for the amount and logs it without opening the app. You can also attach the shortcut to the Action button or a Back Tap.

6

Recategorize during your next review

Everything the shortcut logs sits in Uncategorized until you move it. Sort the queue in the transactions review, or add a rule so a repeat merchant files itself next time.

Common questions

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