Shortcuts

Two ways to file
an expense
兩種入帳方式

Private • Fast • Customizable私密 • 快速 • 可自訂

A Wallet notification becomes an expense, with the amount, merchant, and category.金額、商家、類別,隨錢包通知記下。 Capture expenses from any app using Shortcuts and Apple Intelligence.任何 App,交由捷徑與 Apple Intelligence 擷取。

Full install video完整安裝影片

This video is in Traditional Chinese. The speech and the screens are Traditional Chinese.先看這段影片,再做下面的步驟。

Step 1第 1 步

Prerequisites事前準備

  • An iPhone that supports Apple Intelligence一部支援 Apple Intelligence 的 iPhone
  • Shortcuts app installed已安裝捷徑 App
  • A supported system language支援的系統語言

Screen to Expense needs iOS 26 or later.見屏入帳需要 iOS 26 或更新版本。

Wallet to Expense needs iOS 27 or later.通知入帳需要 iOS 27 或更新版本。

Step 2第 2 步

Add both shortcuts加入兩個捷徑

Step 3第 3 步

Trigger Screen to Expense觸發見屏入帳

Trigger it when a transaction is on the screen. Choose one trigger below.交易紀錄留在畫面上時觸發。下面選一種觸發方式。

Step 4第 4 步

Activate Wallet to Expense啟用通知入帳

After you install it, the automation is off.安裝之後,自動化是關的。

Turn the automation on開啟自動化

  1. Open the Shortcuts app. Go to Automation.打開「捷徑」App,前往「自動化」。
  2. Find "When I get a notification from Wallet". The switch is off. Turn it on.找到「當我收到『錢包』的通知時」。開關是關的。把它打開。

Until you do, a Wallet notification does nothing.在你打開之前,錢包通知不會做任何事。

Leave Add Filter empty unless you want to limit which Wallet notifications run. Empty means every Wallet notification can start it.「加入過濾條件」保持空白,除非你想限制哪些錢包通知會執行。空白表示每一則錢包通知都可以啟動它。

Do not run Wallet to Expense from the Shortcuts library. There is no notification to read, so nothing is filed.不要從捷徑資料庫執行 Wallet to Expense。沒有通知可讀,所以不會入帳。

Customization自訂

Confirm Before Save starts off. Turn it on, and the expense is filed only after you touch and hold the notification, or tap it, then add it, edit it, or let it pass.「儲存前確認」一開始是關的。打開之後,按住通知或點一下通知,再選擇新增支出、編輯詳細資料,或跳過此次,支出才會入帳。

  1. In the shortcut, tap Edit.在捷徑中點「編輯」。
  2. Open the Add expense action.打開「快速新增支出」動作。
  3. Turn Confirm Before Save on.開啟「儲存前確認」。
  4. Allow notifications for ReceiptGPT. Open Settings, Notifications, ReceiptGPT. If notifications are off, the expense is saved immediately.允許 ReceiptGPT 的通知。打開「設定」、「通知」、ReceiptGPT。如果通知是關的,支出會立刻寫入。

Step 5第 5 步

After it runs執行之後

Screen to Expense見屏入帳

A summary table is shown. Tap the menu list for a quick edit, then save.會顯示摘要表。點開選單即可快速修改,然後儲存。

Only the first transaction on the screen is read, from top to bottom. A full receipt gives a better match than a short line of text.畫面由上至下,只讀第一筆交易。完整收據比短短一行字更容易對上類別。

Apple Intelligence chooses the closest category you set. If none matches, the expense goes under Other.Apple Intelligence 會在你設定的類別裡選最接近的。沒有相符的,就歸到「其他」。

Wallet to Expense通知入帳

A Wallet notification arrives. The shortcut reads its title, subtitle, and body. It keeps the amount, the merchant, and the date, chooses a category, and files the expense.錢包通知送達後,捷徑會讀取標題、副標題和內文。它保留金額、商家和日期,選好類別,然後入帳。

Apple Intelligence chooses the closest category you set. If none matches, the expense goes under Other.Apple Intelligence 會在你設定的類別裡選最接近的。沒有相符的,就歸到「其他」。

If the model is not ready如果模型尚未就緒

The shortcuts use Apple's on-device model. iOS downloads that model. You cannot start the download yourself, and the shortcut does not say when it is ready. If it stays stuck, try the steps below.這兩個捷徑使用 Apple 的裝置端模型。下載由 iOS 處理。你無法自己開始下載,捷徑也不會告訴你何時就緒。如果卡住很久,試試下面的做法。

Stay on Wi-Fi and power連接 Wi-Fi 並接上電源

The language model is several gigabytes. iOS downloads it in the background, and usually at full speed only while the device is on Wi-Fi and plugged in, so the download stays off cellular data and off the battery. Leave the device on Wi-Fi and power until the download finishes.Apple Intelligence 的語言模型有數 GB。為了省電和節省行動數據,iOS 通常只在連接 Wi-Fi 且充電時,才會在背景全力下載。在下載完成前,保持連接 Wi-Fi 並接上電源。

Check Apple Intelligence & Siri查看系統設定

  • On iPhone or iPad, open Settings, Apple Intelligence & Siri.iPhone 或 iPad:打開「設定」、「Apple Intelligence 與 Siri」。
  • On Mac, open System Settings, Apple Intelligence & Siri.Mac:打開「系統設定」、「Apple Intelligence 與 Siri」。

Read the note at the top of that page. While the model is still downloading, you usually see a progress bar, such as Downloading support…. When the bar finishes and the page shows that Apple Intelligence is on, the on-device model is ready.看該頁頂端的文字。模型還在下載時,通常會有進度條,例如「正在下載支援資料…」。進度條跑完,而且頁面顯示「已啟用」時,裝置端模型才就緒。

Switch language to start the download again切換語言以重新下載

If the bar does not move, set the system language and the Siri language to English (United States). Wait until the model finishes downloading. Then set both back to the Apple Intelligence language you use, such as Chinese.如果進度條不動,把系統語言和 Siri 語言都改成「英文(美國)」。等模型下載完成,再改回你主要使用、而且 Apple Intelligence 支援的語言,例如中文。

If nothing is saved如果沒有入帳

Nothing is saved when no transaction is found, the screen contains sensitive information, the language is not supported, or Apple Intelligence is off. The same happens when the Shortcuts trial has ended and Shortcuts has not been purchased.找不到交易、畫面含有敏感資料、語言不受支援,或 Apple Intelligence 關閉時,都不會儲存。捷徑的試用已結束,而且沒有購買捷徑,也是一樣。

Wallet to Expense skips the save and shows no alert. It also skips the save while the automation switch is still off.通知入帳會跳過儲存,也不顯示提示。自動化開關仍然關閉時,同樣會跳過儲存。