From pending alert to transaction
The New badge points to alerts that need attention, and Create Transaction opens a form with predicted merchant, amount, account, and date.
Bank Alerts
Turn bank alert text into reviewed transactions.
Use Shortcuts-assisted bank alert workflows to capture alert text, predict useful fields, and review pending transactions before they enter your budget.
Alert text in. Predictions reviewed. Transactions saved only when ready.
Your card was used at MARKET for $42.18.
New Transaction
- Merchant
- Market
- Amount
- $42.18
- Account
- Everyday Card
- Date
- Today
How It Works
How Bank Alerts work in UltiBudget.
Send bank alert text through automation, review pending alerts, create a prefilled transaction, then save or delete once you know what belongs in the budget.
Send alert text through automation
Use the configured Shortcuts/App Intent flow to pass bank alert text into UltiBudget.
Open pending alerts
When alerts need review, Transactions shows a New button with a count badge. Tap it to open Bank Alerts.
Review the alert
UltiBudget shows the alert text and explains when confirmation is needed because one or more fields could not be matched automatically.
Create the transaction
Tap Create Transaction. The form can prefill merchant, amount, account, and date from the alert text.
Save or delete
Save Transaction when the details are correct, or delete alerts that should not become transactions.
Automation Review
Automation that still respects review.
Bank Alerts are built for the messy middle between automation and accuracy. UltiBudget can help read the alert, suggest the transaction, and still give you a confirmation screen when a field needs review.
Pending alert badgeReview queueCreate Transaction actionMerchant predictionAmount extractionAccount predictionDate extractionCopy alert textClear All cleanupAll caught up state
Clear, copy, save, or delete
Alert rows support create, delete, copy text, clear all, and the all-caught-up state when the queue is handled.
Review comes first
If automation cannot match one or more fields, UltiBudget asks for confirmation before the transaction enters your records.
Support
Need help while setting up UltiBudget?
Send a support note, ask about a workflow, or request the next improvement you want to see in the app.