Debit & Credit User Guide
Siri Shortcuts
How Shortcuts Work
Debit & Credit offers full integration with Apple’s Shortcuts app — a powerful tool that lets you quickly create new transactions in Debit & Credit.
New Expense, Income, Transfer
For each transaction type in the app, you’ll find a separate shortcut action. Almost all shortcut parameters are optional. However, please note that you can’t create new metadata items (such as categories or payees) through these shortcuts — you’ll need to select from your existing metadata.
New Expense for Local Payee (iOS)
This shortcut action is based on payee locations. It’s a very powerful feature, and we highly recommend trying it.
When this shortcut action is triggered, the app checks whether you’re currently in a previously saved payee location. If so, it will prompt you for the transaction amount and automatically fill in the remaining details (account, category, payee) based on your past transactions.
This allows you to create new expenses in just seconds — even without opening the app. You can assign this shortcut action to a custom widget or to the Action Button on your iPhone.
Related topics: payee locations.