Note! This guide applies to older iOS versions. From version 27 onwards, the process has been significantly simplified and can be found directly within the app.
The setup takes 1–2 minutes and is done directly in the Shortcuts app.
1. Create the Automation
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In the Shortcuts app, tap the Automation tab.
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Tap the (+) button to create a new automation.
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Select Wallet (or Transaction).
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Choose the cards you want to use.
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Enable Run Immediately and tap Next.
2. Connect to the Wallet App
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Select New Blank Automation.
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Type Wallet into the action search bar.
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Select the Add transaction to Wallet action.
3. Configure Parameters (Amount and Merchant)
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Tap Amount and select Shortcut Input from the menu above the keyboard. Tap Shortcut Input again and select Amount.
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Tap Merchant and choose Shortcut Input. Tap it again and select Merchant.
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Tap Account and select your target account in the Wallet app.
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Confirm and save by tapping Done in the top right corner.
Important Notes & Tips
Currency Conversions & Fees
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Final Amount Variance: When paying in a currency other than your account's default, the final amount recorded may vary. This is due to the bank's internal exchange rates or additional processing fees.
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Original Currency: You can usually find the original transaction amount and currency listed in the Note field of the transaction.
Recommendations for Travelers
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Enable Automatic Rates: We highly recommend keeping Automatic Exchange Rates enabled in the app settings to ensure your balances remain as accurate as possible.
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Manual Update: Before traveling abroad, it is a good practice to manually update the exchange rates in the app to reflect the most current market data.