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Bank notification automation on iOS 27

When your bank app sends a payment notification, Qalta can save it as an expense. The amount and merchant are parsed from the notification text.

You need iOS 27, Qalta and Shortcuts, and a bank app that posts lock-screen notifications. This trigger is not available on iOS 26.

  1. Open Shortcuts and tap the + button at the bottom to create a new shortcut.

    All Shortcuts with the plus button
    New shortcut
  2. An empty editor opens. In the action search, tap the Automation chip — or type “Automation”.

    Empty shortcut editor with the Automation chip
    Automation chip
  3. Under Apps, tap Notification — “When I receive a notification from …”.

    Notification trigger in the Automation list
    Notification trigger
  4. The first block says When I receive a notification from App. Tap the blue App chip to choose your bank.

    When I receive a notification from App
    Choose the app
  5. Search for your bank and tap the app that sends payment alerts (for example Kaspi.kz, not a related Pay or QR app).

    App picker searching for the bank
    Bank app
  6. You should now see When I receive a notification from [bank]. In the search field at the bottom, type Qalta.

    Notification trigger for the selected bank app
    Bank trigger is set
  7. Tap Log Bank Expense (not “Create Wallet Expense” and not “Create Transaction”).

    Searching for Log Bank Expense
    Qalta action
  8. You should see two blocks: the notification trigger and Log bank expense from Notification body. Tap the gray Notification body field.

    Log bank expense with Notification body field
    Tap Notification body
  9. A keyboard appears. Above it, tap Select Variable, then tap the blue Notification chip under the trigger.

    Select Variable with the Notification chip
    Select Variable → Notification
  10. Tap the blue Notification chip that now sits inside the Qalta action. In the sheet, do not leave the checkmark on “Notification” — tap Body. Qalta reads the amount from the notification text, not from the whole notification object.

    Notification properties: tap Body
    Get → Body
  11. The Qalta action should now say Log bank expense from Body.

    Body mapped into Log bank expense
    Body is mapped
  12. The remaining fields are optional. Tap the chevron to expand them. Options for Category and Account:

    • Choose — pick a specific category or account from Qalta. If you only have one account, do that: select it once. You do not need Ask Each Time.
    • Ask Each Time — after each notification Qalta will ask where to save the expense. Useful if you have several categories or accounts.
    • You can leave Choose empty — Qalta will use defaults and try to detect the category.

    Note and Date can stay empty. Turn on Show When Run so a confirmation appears. Tap the back arrow.

    Category, Account, and Show When Run
    Category, account, and confirmation
  13. The shortcut appears under All Shortcuts as Log Bank Expense. After the next payment notification from that bank app, Qalta will offer to save the expense.

    Log Bank Expense in All Shortcuts
    All set

Full video

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Setup walkthrough on iOS 27.

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