Frequently asked questions



Add accounts (or anything)

  1. In Gem, tap Settings
  2. Tap "Record details"
  3. Tap "Advanced" on the bottom
  4. Under "Collections", tap "New..."
  5. Give it a name, like "Accounts"
  6. Go back to Settings main screen, you should see "Accounts" below Categories, tap it and create as many accounts as you like

Auto-record expenses when you tap-to-pay

With iOS 17, Gem can automatically log your expenses when you tap to pay.

  1. Open Shortcuts app, tap "Automation" on the bottom
  2. Tap "+" button, scroll down and choose "Transaction"
  3. Choose your card if needed
  4. Scroll down, choose "Run Immediately", tap "Next"
  5. Choose “Create Note” action (there’s a bug requiring doing this)
  6. Tap “x” button to remove “Create note” action
  7. Tap “+ Add action” and choose "Import transaction" from Gem
  8. Tap "Amount", choose "Shortcut input" from the suggestion bar (scroll to find it), tap
  9. “done” to hide keyboard, then tap "Shortcut input" on the card and choose "Amount"
  10. Tap "Note", choose "Shortcut input" again, tap “done”, then tap "Shortcut input" on the card and choose "Merchant
  11. Tap "Done" on top right, that’s it!

Tip: Found an entry with a funny merchant, like “Venue DZ MX”? Set its category to “Coffee” and let Gem repeat that for new entries from that merchant. Gem creates import rules you can edit and remove, see Settings > Import & data > Import rules

Use multiple currencies

Hopefully that will be possible very soon ✌️

Enter decimals/cents/pennies ($9.99)

  1. In Gem, tap Settings
  2. Tap "Record details"
  3. Choose "Accurate" under "Amount style"

Can I share Gem with someone?

Hopefully that will be possible very soon ✌️

My widget isn't updating

Try closing Gem and opening it again (swipe up from screen bottom to kill Gem)

Can I connect my bank or credit account?

Nope. Gem is a very small business that cannot afford the costs required to offer such reliable & secure service

Can I help you translate Gem?

Of course and thank you! Email me at human@shelftwo.com




Known issues (April 2024)