Provide actions that return lists of categories, accounts, tags, and other relevant metadata.
Allow the “Create Transaction” action’s Type to accept variables instead of requiring manual selection.
I use a Shortcut to help me log expenses automatically, triggered by SMS automation, OCR-based text recognition from screenshots, or GPT-powered image and text analysis. Sometimes, I can determine the category automatically, but other times I can’t.
Right now, I set the category as a variable and manually adjust it later. If there were an action that returned a list of categories, I could select one when the category isn’t automatically determined (of course, I could manually create a list, but that’s less convenient).
Additionally, since the type field in the “Create Transaction” action doesn’t support variables, I have to use an if condition to create two separate “Create Transaction” actions instead of handling everything within one action. Allowing variables in the type field would make the process much more seamless.
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General
9 days ago
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9 days ago
Neurogram
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