W01 / Add Transaction

Share an SMS to Pennie

Share one finance message from your SMS app when you want to add it deliberately. Pennie parses the shared text and opens an editable transaction.

Find it: Your SMS app > Select the message > Share > Pennie

Windows previews use synthetic data. Owner-supplied Android screenshots are labelled separately. App lists and system prompts vary by device. SMS/share illustrations use sample text. WellSight previews use reviewed public catalog details, not dummy apps.

Step 1

Start here

  1. Your SMS app > Select the message > Share > Pennie

Share one finance message from your SMS app when you want to add it deliberately. Pennie parses the shared text and opens an editable transaction.

Step 2

How to use it

  1. Open the completed transaction SMS and select the message text. Use the SMS app's Share action; its menu may vary by app.
  2. Choose Pennie in Android's share sheet. If needed, unlock Pennie before continuing.
  3. Check the automatically parsed amount and debit/credit direction. Correct any missing or misread value.
  4. Check or choose the expense category and subcategory. Sharing text does not guarantee an automatic category choice.
  5. Verify the date and note, then Save only after checking that the transaction is not already in your ledger.

Step 3

Important details

The SMS and share-sheet images are illustrations using a sample message, not recordings of your phone. The entry reference shows Groceries chosen for a Rs.500 example. Sharing is not an inbox import or an automatic save. Payment requests, failures, OTPs and card statements need different handling.

Related page references

Screenshot

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