Guide - BudgetTracker

Apple Wallet style quick add

Open the form, verify the values, then save.

Use the guide to build a shortcut link from your own accounts and categories. If you are signed out, it will prompt for login and then bring you back to the exact transaction form with the fields already filled.

Build a shortcut link Open transaction form

1 Pick the bank, amount, and category from friendly labels.

2 Let the shortcut open the form and sign in if needed.

3 Check the values on screen before pressing Save transaction.

Budget Tracker

Guide preview

Shortcut Ready

Apple Wallet flow

Open, review, save

Default bank

Abdul Rahman - Bank of Ireland (Checking, EUR)

€11.00

Shortcut

Review

Save

The page opens with bank, amount, and category already filled so you can confirm the transaction before saving.

Mobile setup

How to set it up on iPhone or Android

Pick your bank and category once, then let the shortcut ask for the title and amount each time. It will open the transaction form with the values filled in so you can review and save.

Example base URL + runtime variables

https://budget.wayintech.io/Transactions/Create?transactionType=Expense&bankAccountId=[DefaultBankId]&categoryId=[DefaultCategoryId]&title=[Title]&amount=[Amount]&notes=[OptionalNotes]

Copy-paste this in iPhone Shortcuts (Text action)

https://budget.wayintech.io/Transactions/Create?transactionType=Expense&bankAccountId=[DefaultBankId]&categoryId=[DefaultCategoryId]&title=__TITLE__&amount=__AMOUNT__

Simple idea: the shortcut handles the title and amount every time. The guide only helps you set the default bank and category.

The generated link can be a base URL (for example: transaction type + bank + category). The shortcut then injects title/amount at run time before opening it.

iPhone

Shortcut or NFC setup

Tap-by-tap setup

Exact action order

1. Ask for Input
   Prompt: Title
   Type: Text
2. Ask for Input
   Prompt: Amount
   Type: Number
3. Text
    https://budget.wayintech.io/Transactions/Create?transactionType=Expense&bankAccountId=[DefaultBankId]&categoryId=[DefaultCategoryId]&title=[Title]&amount=[Amount]
4. URL
5. Open URLs

Open this guide and copy the template link.
Open Shortcuts and tap +.
Add Ask for Input twice: first for Title, second for Amount.
Add Text and paste the URL template.
Insert the title and amount variables into the template.
Add URL, then Open URLs.
Save it, then add it to Home Screen or NFC if needed.
Tap the shortcut, check the prefilled form, and press Save transaction.

Android

Browser shortcut or NFC setup

Simple automation flow

Open this guide and copy the URL template.
Use Tasker or an NFC app that can open a URL.
Create two prompts: one for Title, one for Amount.
Build the final link from the template plus those two values.
Open the link in Chrome or your default browser.
If you need to sign in, do it once and the app returns to the form.
Review the fields, then press Save transaction.

1. Start with the quick-add builder

If you are signed in, use the form on this page to choose an account, category, amount, and transaction type. The page will build a ready-to-open link for your iPhone Shortcut or NFC tap, so you never need to type IDs manually.

2. Set up your profile

Register with your name, email, and default currency. If you live in Ireland, EUR is usually the best default. You can still keep bank accounts in other currencies like SAR.

3. Add bank accounts

Create one account for each real account you use. Enter the opening balance, account type, and currency. The dashboard will combine them into one view while still respecting each account’s currency.

4. Create categories

Use categories like Rent, Groceries, Transport, Salary, or Savings. Categories help the dashboard show where your money goes.

5. Record transactions

Add income, expense, and transfer transactions. If something is due later, date it for the future and it will show as scheduled instead of immediately affecting your current balance.

6. Use recurring entries carefully

Recurring transactions are best for repeated payments that happen on a regular schedule. If the amount changes, add separate transactions instead of relying on recurrence.

7. Check the dashboard

Open the dashboard to review your current balance, monthly income, monthly expense, remaining budget, and charts. You can switch the display currency from the selector in the top-right corner.

8. Use reports when needed

The reports page can help you export or review your financial activity. It is useful for month-end checks or sharing totals outside the app.

Quick Tips

If you live in one country and bank in another

Keep separate accounts for each currency and choose the dashboard display currency you prefer.

If money is not yet spent

Date it for when it will actually leave your account.

If a payment is split into parts

Add each instalment as its own transaction so your dashboard stays accurate.

How to use Budget Tracker