How to automatically add Apple Pay transactions to Expensa using Shortcuts?


Every time you tap to pay with Apple Pay, Expensa can log it automatically — merchant name, amount, date — without you touching your phone. The trick is a one-time automation in the iOS Shortcuts app. Here’s exactly how to do it.

What you’ll need

  • iPhone with Apple Pay configured
  • Expensa installed
  • Shortcuts app (built into iOS — no download needed)

The whole setup takes about 2 minutes.


Step 1: Open the Shortcuts app

Find the Shortcuts app on your iPhone and open it. It comes pre-installed on every iPhone running iOS 13 or later — if you’ve never opened it, it’s probably in the Utilities folder.

Shortcuts app on iPhone home screen

Step 2: Go to the Automation tab and tap “New Automation”

At the bottom of the screen, tap the Automation tab. Then tap the New Automation button to create a new automation.

Automation tab in Shortcuts

Step 3: Select “Wallet”

Scroll down to find Wallet — specifically the trigger “When I tap a Wallet Card or Pass”. This fires the automation every time you use Apple Pay.

Selecting the Wallet Transaction trigger

Step 4: Select your cards and set to Run Immediately

When you tap, select the cards you want the automation to work with. Then change the run mode to Run Immediately. This is important — if it’s set to “Run After Confirmation”, Shortcuts will ask for your approval every single time you pay, which defeats the whole point. With “Run Immediately” selected, the automation runs silently in the background.

Disabling Ask Before Running

Step 5: Tap “Create New Shortcut”

When prompted to choose what the automation does, tap Create New Shortcut. This opens the action editor where you’ll add the Expensa action.

New Blank Automation screen

Step 6: Search for and add the Expensa action

In the search bar, type Expensa or Tap to Pay Automation and select it from the results. This is the Expensa action that receives the transaction data.

Searching for the Expensa action

Step 7: Map the transaction fields

Now connect the Apple Pay data to the Expensa fields. For each field in the action, tap it → select Variable → then Shortcut Input, and choose the matching field:

  • Transaction Amount → Amount
  • Merchant Name → Merchant Name
  • Transaction Date → Date (optional)

Mapping transaction fields to variables

Selecting Shortcut Input for the variable

Step 8: Tap “Done” to save

Tap Done in the top-right corner. Your automation is live.

From this point on, every Apple Pay payment will silently log itself to Expensa — amount, merchant, and date — with no action needed from you.

Completed automation


Expensa for iPhone Track spending automatically Receipt scanning, budgets, Apple Pay sync — free on the App Store. Get the app

Choosing which space transactions go to

By default, Apple Pay transactions import into your current active space. You can change this in Expensa under Settings → Apple Pay Sync — pick any space you want imported transactions saved to, such as a dedicated “Card” or “Daily” space.

Troubleshooting

The automation asks for confirmation every time — go back into the automation, tap the three-dot menu, and make sure the run mode is set to “Run Immediately”.

Transactions aren’t appearing — check that the Expensa action is the one with all three fields mapped. If any field says “No Variable”, tap it and reassign it.

I can’t find the “Tap to Pay Automation” action — make sure Expensa is installed and open it at least once before searching. iOS needs to register the app’s actions in Shortcuts.

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