Gem Help Guide

Add expenses

You can create shortcuts to automate the creation of expenses.

In the Shortcuts app, you'll find the Add expense action.

• Add notes: Tap on the blue arrow and enter them in the "Additional note" field
• Running this action without providing any details will show a dialog asking for manual entry
• See the "Import rules" section below to learn how you can handle expenses without categories and more

Import rules

Gem can automate the edits you make to expenses imported from a CSV file or via Shortcuts. For example, auto-categorizing them based on your edits.

Adding to favorite wallets. Gem adds imported expenses to the default wallets you set in Settings > New items. If you don't want that:

1. Go to Settings > Import & Apple Pay > Preferences
2. Turn off Add to favorite wallets

Automatic creation of rules. When you categorize imported expenses, Gem creates rules like this: If expense has note "CarShop LLC" then set category "Car". This saves you time by automatically categorizing similar future expenses. You can edit and remove these rules from Settings > Import & Apple Pay > Auto-edit . If you don't want Gem to remember your edits:

1. Go to Settings > Import & Apple Pay > Preferences
2. Turn off Remember my edits

Expenses without categories. When expenses are created via Shortcuts, Gem adds the merchant name to the Note field, and leaves the Category field empty if it doesn't find any category or import rule matching the note exactly. Such expenses appear with dashed line in your history, allowing you to find and categorize them later. If you want Gem to create a new category for every note:

1. Go to Settings > Import & Apple Pay > Preferences
2. Turn off Uncategorized expenses