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iOS Guide

Set up Totals on iPhone

5 steps to get your bank transactions flowing automatically.

Setup Checklist

01

Download Assets

required

Downloads three files needed by Totals: banks.json, sms_patterns.json, and totals-logo.png.

02

Install SMS Shortcut

required
1.Tap Install below
2.You'll be taken to iCloud
3.Tap Add Shortcut
4.Come back here and check this off
03

Link Automation

required
1.Open the Shortcuts app on your iPhone
2.Tap the Automation tab at the bottom of the screen
3.Tap + or New Automation to create a new automation
4.Scroll down and tap Message under the list of triggers
5.In the Message Contains field, type ETB
6.Make sure Run Immediately is selected (not "Ask Before Running")
7.Tap Next in the top right corner
8.Search for and select the Totals shortcut you installed in the previous step
9.Tap Done — any SMS containing "ETB" will now automatically be parsed by Totals
04

Add to Home Screen

optional
1.In the Shortcuts app, long press Totals
2.Tap Share → Add to Home Screen
3.Set an icon and name if you'd like
4.Tap Add
05

Add First Account

optional

Tap Add Account to match transactions to your bank accounts.

After Setup

Once you complete all required steps, tap Finish Setup. You'll get a quick screen tour covering Home, Money, Accounts, and Budget.