Siri Shortcuts

The budget app that works with Siri Shortcuts

Cash Compass exposes an AddExpenseIntent so you can build a Siri Shortcut that captures expenses by voice from Apple Watch, AirPods, CarPlay, or just "Hey Siri."

Apple-native · No bank logins · iCloud sync

Why this fits

Why Siri Shortcuts users pick Cash Compass

1

Voice expense capture beyond the app

The AddExpenseIntent declared in Cash Compass's Info.plist lets Siri trigger an expense entry without you opening the app. Build a Shortcut once — "Log Expense" — and invoke it from Apple Watch, AirPods, CarPlay, the Lock Screen, the Home Screen widget, or Apple's Action Button on iPhone 15 Pro and newer. Useful when your hands are full and the phone is in your pocket.

2

Hands-free for drivers and parents

If you're driving for Uber, DoorDash, or any gig work, you can't safely tap through a budget app. A Siri Shortcut bound to "Hey Siri, log expense" lets you capture gas, tolls, and meals while still moving. Parents juggling kids in the car have the same need. Cash Compass's intent declaration makes this work; many budget apps don't expose Siri intents at all, which means Shortcuts can't trigger entry.

3

Standard iOS plumbing, no extra setup

Siri Shortcuts are an Apple-native feature in iOS Settings — no third-party app required, no separate Cash Compass configuration. You add a Shortcut once in the Shortcuts app, point it at Cash Compass's AddExpenseIntent, and use it forever. The integration is part of iOS, so it works across all your Apple devices automatically. Compare to apps that build proprietary voice systems — those rarely integrate with the rest of your phone.

How it works

Three taps from blank screen to budget

  1. 1. Capture

    Voice, photo of a receipt, or 3-tap manual entry — every method takes under 5 seconds.

  2. 2. Categorize

    Cash Compass picks the category automatically. Override once and it learns your pattern.

  3. 3. Review

    Weekly chart shows where money went. Adjust caps before the month is over, not after.

FAQ

Common questions

How do I set up a Siri Shortcut with Cash Compass?

Open the Shortcuts app on your iPhone (it's pre-installed in iOS). Tap the plus icon to create a new shortcut, search for "Cash Compass," and select the AddExpenseIntent action. Configure the prompts — typically you'll want it to ask for the amount and the merchant — and save the Shortcut with a name like "Log Expense." To invoke, say "Hey Siri, log expense" or tap the Shortcut from the Shortcuts widget on your Home Screen, Lock Screen, or Apple Watch face. Siri will ask the configured questions, then create the transaction in Cash Compass. The whole setup takes about three minutes once and then works permanently. If you have multiple shortcuts (one for gas, one for meals, one for coffee with categories pre-filled), you can build those too.

Is Siri Shortcut integration free or premium?

The Shortcut itself is free to set up — there's no separate Cash Compass premium tier for Siri integration. However, each Siri-triggered expense entry counts as a voice transaction for premium-gating purposes. The free tier includes three voice transactions total; after that, voice capture (whether through the in-app mic or via Siri Shortcut) requires premium ($29.99/year). Manual entry through a Shortcut workflow that prompts you to type the amount stays free unlimited. The cleanest free workflow: build a Shortcut that opens Cash Compass to the manual entry screen with the amount pre-filled — then you tap save. Premium users get unlimited voice through Siri without that workaround.

Which other budget apps work with Siri Shortcuts?

Surprisingly few. YNAB has a Siri Shortcut for adding transactions but it requires the $14.99/month subscription. Mint had limited Siri support before shutdown. Monarch, Copilot, Rocket Money, PocketGuard, Goodbudget — none have meaningful Siri Shortcut integration as of early 2026. The reason most apps skip it: declaring an Intent in Info.plist is straightforward (Cash Compass does it), but supporting all the edge cases (currency formatting, category disambiguation, error states) takes real engineering. Cash Compass exposes the intent with the expected fields, so Shortcuts can build on it. If voice-via-Siri is critical to your workflow, Cash Compass + YNAB are the two main options; Cash Compass is the cheaper one and doesn't require sharing bank credentials.

Can I use Cash Compass with CarPlay or Apple Watch via Siri?

Yes, through Siri Shortcuts. CarPlay supports Siri Shortcut activation for any app that exposes an Intent, so saying "Hey Siri, log expense" while driving with CarPlay connected will trigger the Cash Compass Shortcut on your phone, capture the voice, and save the transaction. Same on Apple Watch — invoke Siri from the watch face and the Shortcut runs on your paired iPhone. AirPods Pro and AirPods Max with active noise cancellation make this work even better in noisy environments because Siri's wake-word detection is more reliable through the earbuds. The honest gap: Cash Compass doesn't have a standalone watchOS app, so the entry happens on iPhone via Siri proxy — but for drivers and parents, that's exactly the workflow that works.

Apple-only.

Built native for iPhone, iPad, and Mac with iCloud sync. Works offline.

Privacy-first.

No bank logins, no Plaid, no data sales. All data lives in your iCloud.

Free tier, real.

Manual entry, charts, category tracking — all free, forever. Premium is optional.

Capture expenses hands-free via Siri

Build a Shortcut once, log expenses by voice from anywhere. AddExpenseIntent works with CarPlay, Apple Watch, and AirPods.

Download Cash Compass on the App Store