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.