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[Not an issue] Quick-Add Transactions Shortcut for WYGIWYH #63

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opened 2025-12-28 23:25:02 +01:00 by adam · 0 comments
adam commented 2025-12-28 23:25:02 +01:00
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Originally created by @PhillipMaizza on GitHub (Sep 16, 2025).

Hello!
I built a simple iOS Shortcut that lets you add transactions to WYGIWYH directly from your device.

⚙️ Setup

Before you start, you’ll need to tweak a couple of values inside the Shortcut:

  1. Authentication

    • Generate a Base64 token in the format username:password.
    • Paste it into the first “Text” field in the Shortcut.
    • You can use a tool like base64encode.net to generate it.

  2. Your WYGIWYH URL

    • Add your WYGIWYH instance URL to the next three “Text” fields, which represent:
      1. Categories endpoint
      2. Entities endpoint
      3. Transactions endpoint (used for creating new entries)

▶️ How it works

When you run the Shortcut, it will walk you through:

  • Transaction type → Income or Expense
  • Payment status → Paid or Projected
  • Transaction amount
  • Description
  • Date
  • Entity → choose from the list, or select Add new to enter a custom one
  • Category → choose from the list, or select Add new to enter a custom one

Once confirmed, you’ll get a banner:
Transaction added

…and it will instantly appear in your WYGIWYH transactions.

🔗 Get the Shortcut

Download here

💡 Notes

  • Everything is handled via the WYGIWYH API.
  • This is just a starting point: you can customize prompts, default values, or add extra fields depending on your workflow.

Hope it's useful!

Originally created by @PhillipMaizza on GitHub (Sep 16, 2025). Hello! I built a simple iOS Shortcut that lets you add transactions to WYGIWYH directly from your device. ## ⚙️ Setup Before you start, you’ll need to tweak a couple of values inside the Shortcut: 1. **Authentication** - Generate a Base64 token in the format `username:password`. - Paste it into the **first “Text” field** in the Shortcut. - You can use a tool like [base64encode.net](https://www.base64encode.net/) to generate it. 2. **Your WYGIWYH URL** - Add your WYGIWYH instance URL to the **next three “Text” fields**, which represent: 1. Categories endpoint 2. Entities endpoint 3. Transactions endpoint (used for creating new entries) ## ▶️ How it works When you run the Shortcut, it will walk you through: - Transaction type → **Income** or **Expense** - Payment status → **Paid** or **Projected** - Transaction amount - Description - Date - **Entity** → choose from the list, or select *Add new* to enter a custom one - **Category** → choose from the list, or select *Add new* to enter a custom one Once confirmed, you’ll get a banner: **Transaction added** …and it will instantly appear in your WYGIWYH transactions. ## 🔗 Get the Shortcut [Download here](https://www.icloud.com/shortcuts/4f0774d326384d5a8080f2e7697f67b9) ## 💡 Notes - Everything is handled via the WYGIWYH API. - This is just a starting point: you can customize prompts, default values, or add extra fields depending on your workflow. Hope it's useful!
adam closed this issue 2025-12-28 23:25:02 +01:00
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Reference: starred/WYGIWYH#63
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