How to Configure Our Apple Pay Integration

If you would like to configure things so that when you make a purchase via Apple Pay, a transaction is automatically created in MyFinancials then you've come to the right place!  In addition, because we use Apple Shortcuts, the same type of automation can grab text messages and create transactions from them.  And there are a myriad of other options.

Apple Shortcuts

Understanding Apple Shortcuts is beyond this article, however they can be used to interact with MyFinancials.  There are a few that are installed with MyFinancials.  The one we want to invoke is "Add a receipt transaction."  You can try that out by opening "Apple Shortcuts" and tapping it.  It should prompt you for the details behind the transaction you want to enter.  After entering those details you can launch MyFinancials, navigate to the Receipts area, and view the details of that transaction.  From there you can tap to enter the transaction in an account.

Configuring Shortcuts

But of course you don't want to enter the details yourself, instead you can create a shortcut.  When Apple Pay is used to make a payment, those transaction details are captured and sent via the Transaction Trigger to the Shortcuts app.

Configuring this feature involves a few steps, but it's relatively straightforward.

Here's How to Set It Up

1. First, create a personal automation by opening the Shortcuts app and going to the "Automations" tab.  Tap the "+" button to add a new automation and select "Transaction".
2. On the next screen, you can select the cards and categories that this automation will apply to. You can leave all options selected. However, at the bottom of the screen, select "Run Immediately" to avoid having to manually confirm it. Tap "Next" to continue.
3. You will then need to select "New Blank Automation" to create a new one. Inside this new automation, tap "Add Action", select the "MyFinancials" app, and choose the "Create transaction" shortcut.
4. To ensure that it receives the correct input, expand the shortcut by tapping the arrow button.  The most important step here is to configure the "Amount" field to use the input from the received transaction. Select the "Amount" field, tap "Select Variable", and choose "Shortcut Input".
5. Repeat Step 4 for the other fields like Merchant, Card, Category, etc.  Mapping each transaction field to the corresponding field in the MyFinancials receipt transaction entry.