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Widget, Siri and quick add

Most expenses are a few taps, and the ways to make them fewer all live outside the app itself: a widget on the Home Screen, a Siri phrase, a pinned template, a reminder in the evening.

The widget, and hiding the balance

The Wallet widget shows the balance of one wallet you pick. It is a small Home Screen widget: press and hold the Home Screen, tap +, find Walletable, add it — then press and hold the widget and choose Configure widget to select the wallet.

The widget has a Hide balance option, for the usual reason: a balance on the Home Screen is readable by anyone who glances at your phone. The app itself has the same idea in Settings → Balance visibility mode, with three choices: Hold to Show, Toggle Visibility, and Always Visible.

Siri and Shortcuts

Walletable's actions work in the Shortcuts app and by voice. The useful ones are: add a transaction, add an income, get a wallet's balance, and parse a bank message.

Say "Add expense to Walletable" and Siri asks for the amount and the wallet. Ask "What's the balance of Cash in Walletable" and it answers. In Shortcuts, the same actions can be combined with anything else — which is exactly how expenses from bank SMS are built.

Pinned expenses

The expenses you make over and over — the same coffee, the same bus fare — can be pinned, and then added in one tap with the amount already filled in.

How to pin an expense

  1. Add the expense once, the normal way.
  2. Press and hold it in the transactions list, or press and hold its card in quick add.
  3. Choose Pin as template.
  4. The expense appears under the Debts tab → Lists → Templates, and in quick add.
  5. Tap it to add the same expense again, or edit the template to change the amount it suggests.

Planned transactions and reminders

A transaction can be marked Planned, meaning it has not happened yet. It is deliberately inert: out of your balance, out of the charts, and gathered in the Planned card at the top of the transactions list — a reminder of what is coming, not a number pretending to have happened. Press and hold it and choose Apply when the money actually moves.

Reminders are the other half: turn them on in Settings → Reminders, and when a day goes past without an entry the app asks how the day went, offering a quick add of what you usually spend. It is one notification, it is off by default, and it can be turned off again in the same place.

Quick add: templates and suggestions

The quick add button on the Wallets tab opens two things at once. First your pinned templates, in the order you pinned them. Under them, suggestions the app worked out from your own history.

Suggestions are not guesses about what you should spend. The amount comes from the last transaction in that category, and the wallet and currency come from where that category usually lands — so a tap repeats what you actually paid last time, and lands in the right wallet in the right currency.

A category becomes a suggestion by one of three signs: it appears at least three times in the last 60 days; it is paid on the same day of the month three months running, give or take two days, which is how rent and subscriptions get in; or it repeats on the same weekday across at least three different weeks. Categories you have already logged today drop out — you did not forget those. There are never more than six, and a category you have pinned as a template is not also offered as a suggestion.

Questions

Can the widget show a total instead of one wallet?

The widget shows one wallet at a time. Add it more than once, each configured for a different wallet, if you want several balances at a glance.

Does the widget need the app to be open?

No. It reads the data on the device and updates on its own.

Siri adds the expense to the wrong wallet. What do I do?

Name the wallet in the phrase — "Add expense to Cash in Walletable" — or let Siri ask: it requests the wallet when the phrase does not name one.

Can I turn reminders off without turning off all notifications?

Yes. Settings → Reminders → Off. If notifications were blocked for the whole app in iOS Settings, the app says so and offers to open the right screen.

More help

Recording money · Several currencies · Debts and loans · Bank SMS · Charts and runway · Shared wallets · Backups and export

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