MoneyNote User Guide

Welcome to MoneyNote, an intelligent bookkeeping tool built for iOS Shortcuts users. With “Shortcuts + AI”, you can log expenses in seconds without opening the app.¹

Why choose MoneyNote?

• Ultra-fast logging: Trigger Shortcuts with iPhone Back Tap or the Action Button and log in seconds
• AI smart parsing: Automatically detects merchant, amount, date, currency, category, and payment method
• Multiple input modes: Photo, select photo/file, screenshot, voice, clipboard, or manual entry
• Multi-platform sync: One-click sync to Notion, Airtable, Feishu Bitable, and Craft
• More platforms: Google Sheets and DingTalk Bitable are coming soon
• Custom rules: Set default currency, categories, and payment methods to better match your habits

Quick Start

1. Create an account
2. Start your free trial
3. Install Shortcuts and finish setup
4. Run a Shortcut to log your first expense

Quick Navigation

• Account & Security - Sign-in methods, profile, and account management
• Install Shortcuts - Install, set up, and use Shortcuts
• Bookkeeping Records - View, edit, and export records
• Custom Rules - Set defaults and AI parsing rules
• Integrations - Sync to Notion, Airtable, Feishu, and Craft
• Subscriptions & Billing - Plans, credits, and orders
• FAQ - Quick answers to common issues

Footnotes

1. Shortcuts are also available on iPadOS and macOS. ↩