Apple Pay Integration

How to automatically add Apple Pay transactions to Fineyo

With iOS 17 devices or later, Fineyo introduces integration with Apple Wallet / Apple Pay using Shortcuts. This is a quick, almost-automatic way to get your Apple Pay purchases into Fineyo right after you pay.

With iOS 17 or later, Fineyo introduces integration with Apple Wallet / Apple Pay using Shortcuts. This is a quick, almost-automatic way to get your Apple Pay purchases into Fineyo right after you pay.

How to set it up

  • Open the Shortcuts app

  • Go to "Automations" tab

  • Tap the "+" icon

  • In the Personal Automation list, find an automation called "Wallet"

  • In the "When I tap" list, select all of the cards you want to track

  • In the "Category" list, select all of the categories you want to track

  • Scroll to the bottom and select the "Run Immediately" option

  • Switch "Notify When Run" OFF, so it can run in the background

  • Tap the "Next" button in the top right corner

  • In the "Get Started" list, select "Create New Shortcut" option

  • Find and select "Fineyo" in the list of actions

  • Select "Add expense" shortcut

  • Now you need to map transaction values to Fineyo

    • Select "Amount" field

      • Tap "Select Variable" button on top of the keyboard

      • Tap "Shortcut Input" at the top of the screen

      • Tap "Shortcut Input" in "Amount" field

      • In "Shortcut Input" list, select "Amount" variable

    • Select "Note" field

      • Tap "Select Variable" button on top of the keyboard

      • Tap "Shortcut Input" at the top of the screen

      • Tap "Shortcut Input" in "Note" field

      • In "Shortcut Input" list, select "Merchant" variable

  • Tap "Done" button at the top right of the screen

  • Congratulations, you have created an automation

How does this work

When you make a payment with Apple Pay, your iPhone will automatically run the automation. The transaction amount and description are filled in automatically. For the category, a Shortcut pop-up will appear with the list of expense categories you’ve set up in Fineyo. Once you choose a category, the transaction is instantly saved to Fineyo.

At the moment, automatic category detection is not supported.

Does this integration work for online payment?

The transaction trigger currently works only for Apple Pay purchases made at physical payment terminals with your iPhone. Transactions made using an Apple Watch or for online purchases (such as in a browser) do not start the automation. This is a limitation of iOS.

Contact Us

If you have any questions or concerns, please contact us at info@fineyo.app