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Bank notification integration

Forward your bank's push notifications straight to Monivera, so every purchase logs itself.

Your banking app already sends a push notification for every purchase. Point those notifications at Monivera once, and every one of them becomes a categorized transaction in your ledger. Nothing to forward by hand, no email filters to write. It takes about two minutes.

Quick setup

Requires iOS 27 or later. On an older iOS the Shortcut link won’t load. Update in Settings → General → Software Update first.

The fastest way is from the app: Settings → Set up iOS Shortcut walks you through it, and its buttons open each screen you need in the Shortcuts app.

Setting up the notification automation from Monivera's Settings.
  1. Tap Add Shortcut, then Add Shortcut again in the Shortcuts app. This adds the Monivera automation, ready except for which apps it listens to.
  2. Still in Shortcuts, open the Automation tab and tap the Monivera automation under Finish Setting Up. Tap the blue App chip and choose your banking apps. Select Run Immediately, turn off Notify When Run, and tap Done.
  3. Switch it on. New automations start off, so nothing is logged until you do. Tap ◀ Monivera at the top left to come back, tap Open Automations, and turn on the toggle next to the Monivera automation.

Reading this on your iPhone? You can also add the Shortcut from here, then finish steps 2 and 3 in the Shortcuts app’s Automation tab.

Set it up by hand

Prefer to build it yourself? It’s the same automation.

  1. Open the Shortcuts app.
  2. Go to Automation.
  3. Tap + to start a new automation.
  4. Skip the AI prompt (“What do you want your shortcut to do?”) by tapping Edit.
  5. Search for Receive and tap the Notification trigger (“When I receive a notification…”).
  6. Pick your banking apps. Tap + to add more than one (for example DBS digibank, Citibank SG, and Trust); one automation covers all of them.
  7. Search for Log and add Log Transaction (Monivera).
  8. Tap the action’s Text field, then Select Variable, and pick Notification.
  9. Tap the Notification token and change it to Body.

That’s it. Every notification those apps send is now parsed, categorized, and added to your ledger automatically.

Privacy note: parsing uses a third-party AI service, and only the notification text from the apps you picked is ever sent. You consent to this on the screen shown at your first sign-in, before anything can leave your device. See the privacy policy for details.

Tips

  • Turn on your bank’s push notifications first. Monivera only reacts to notifications your banking app actually shows, and most banks skip small amounts by default. See Bank alert settings.
  • Only pick banking apps. The automation runs for every notification the chosen apps send, so pick your bank and card apps, not the shops or delivery apps they pay. Picking both would log the same purchase twice.
  • Marketing notifications are ignored. Promotions, OTPs, and other non-transaction notifications are dropped automatically, so they never reach your ledger.
  • Details in the title, not the body? Some banks put the amount in the notification title. If that’s yours, leave the variable as Notification in step 9 instead of picking Body.
  • Failed parses land in Needs Review. These transactions are flagged for you to check and edit in the app.

Troubleshooting

  • The Shortcut link won’t load. Check that your iPhone runs iOS 27 or later. If the link opened inside another app’s browser (Gmail, Instagram…), long-press it and open it in Safari.
  • The automation is switched off. A new automation can start out off. Open Shortcuts → Automation and turn on the toggle next to it. From the app, Settings → Set up iOS Shortcut → Open Automations takes you straight there.
  • The automation never runs. Make sure it is set to run immediately, not after a confirmation, and that the banking app is in the automation’s app list.
  • Nothing logs, but the automation ran. Check that the Log Transaction text field holds the Body (or Notification) variable, not typed text.

Bank alerts by email or SMS

Bank doesn’t send push notifications, or you’d rather work from your alert emails or texts? The same Log Transaction action works with the Email and Message triggers too. See Email & SMS integration.

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