How’d you set up the finance app?
Discussion
You get presented with 4 menus in this order 1. Sub categories of the Finance main category 2. Hashtags to break it down further, 3. Suppliers and 4. An amount. The entry gets written like the following example:
---
Date: 2025-12-28 17:50 -0800
Category: Finance > Groceries
Tags: #CAD #CanadaJAN26
Supplier: Save-On-Foods
Metric: 65.93
Entry: 2 bottles of wine and 2 bags of chips.
Time and date with a time zone offset (because I am currently travelling overseas). A main category with a sub category. Tags to filter further. A supplier. A metric, in this case an amount. An entry to allow additional notes. This fits the bigger picture entry layout that the other Shortcuts also use.
This means that I can ask an AI to contrast and compare or retrieve a variety of combinations of data as well as review habits etc, all for the purpose of context.
Data is currently saved to iCloud so I can also use the shortcuts from my laptop.
