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A Shortcuts automation fires when a message arrives from your bank, and hands the text to Walletable's Parse bank message action. The app pulls out the amount, the currency and the merchant, and writes an expense to the wallet you chose. Nothing about this leaves your phone: the app receives the text, takes the numbers out of it, and that is the end of it.
General rules catch the obvious cases, but every bank writes its messages its own way, so Walletable learns yours. In Settings → SMS parsing, tap Teach the parser and paste two different messages of the same kind — two purchases, say, from different shops and for different amounts.
Two are needed because one message cannot show what varies. Whatever matches in both becomes the fixed part of the template, and what differs becomes the fields: amount, currency, name, card, date. The app shows what it found so you can correct any field before saving, and asks which wallet the template writes to.
A template with a wallet creates expenses on its own. Anything else goes into a confirmation list inside the app instead, and Walletable tells you about it rather than guessing. That is deliberate: an expense created from a message the app did not really understand is worse than one you add yourself.
Settings → SMS parsing also has Check, where you can paste any message and see exactly what comes out of it — which template matched, what amount was found, and whether a message like it would be created automatically or sent to confirmation.
No. It only ever receives the one message your automation hands it, and only from the sender you named. Why that is, in detail.
No — parsing runs on the iPhone itself.
All of them, because you teach the parser yourself. There is no list to be on.
Yes. Make a separate automation per sender, or several templates for the same sender: each template remembers its own wallet, and the template that matches decides where the expense goes.
Open Settings → SMS parsing → Templates, pick the template and tap the field that is wrong. The correction applies to every following message of that kind.
Yes. A template is marked as an expense or an income when you teach it, so deposits and salary messages can be created the same way.
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