Siri Shortcuts + Notion Personal Finance Tracker Integration

Introduction

This project connects Apple’s Siri Shortcuts with the Notion Personal Finance Tracker Template to automate expense and income tracking using Siri voice assistance or tap interactions. It bridges mobile input with database automation by using Notion’s API to log financial entries directly into Notion databases: Income, Expenses, and Total Savings.

Note: These shortcuts can easily be used to integrate with any Notion database no mater the niche.

Overview of Notion Template

The template includes:

• 3 Databases:
  • Income – Properties: Source, Amount, Category, Date, Month (relation)
  • Expenses – Properties: Source, Amount, Category, Date, Month (relation)
  • Total Savings – automatically calculated based on related income and expense entries
• Dashboards & Views:
  • Quarterly filters (Q1, Q2, etc.) and visual charts (pie/bar) showing financial breakdowns

Required Setup Before Use

1. Get Your Notion Integration API Key

• Go to https://www.notion.com/my-integrations
• Click “+ New integration”
• Enter an integration name
• Select Assoicated workspace
• Click Save
• Copy your Internal Integration Secret

2. Share Databases With Integration

• Go to https://www.notion.com/my-integrations
• Click your integration
• Click “Access”
• Click “+ Select pages"
• Select the Top Level Page to give access
• Click Update access

3. Retrieve Database IDs

• Open each database as a full-page view in Notion

• The URL will contain your database ID, e.g.
  https://www.notion.so/1d876d565fanfjdfbc2bf515aeiw1f6a?v=1d876d565fa1811baa79000c15cc8310

  Everything after the / and before the ? is the database ID e.g. 1d876d565fanfjdfbc2bf515aeiw1f6a

• Save these IDs for use in your shortcut POST calls

Shortcut 1: Log Income

Purpose

Logs a new entry into the Income database in Notion via a Siri Shortcut.

Key Steps

1. Get Current Month’s Notion Page ID

   • Dictionary maps month names to Notion page IDs (used for relation to “Month” property)

2. Prompt for Input

   • Ask for Source (e.g., “Paycheck”, “Gift”)
   • Ask for Amount (as number)
   • Ask for Category – via dictionary

3. Construct JSON Body

{
  "parent": {
    "database_id": "INCOME_DATABASE_ID"
  },
  "properties": {
    "Source": {
      "title": [{
        "text": {
          "content": "SOURCE_INPUT"
        }
      }]
    },
    "Date": {
      "date": {
        "start": "CURRENT_DATE"
      }
    },
    "Amount": {
      "number": AMOUNT_INPUT
    },
    "Category": {
      "select": {
        "name": "CATEGORY_INPUT"
      }
    },
    "Month": {
      "relation": [{
        "id": "MONTH_PAGE_ID"
      }]
    }
  }
}

4. POST to Notion

• https://api.notion.com/v1/pages
• Headers:
  • Authorization: Bearer YOUR_API_KEY
  • Notion-Version: 2022-06-28
  • Content-Type: application/json
• Body:
  • Constructed JSON body

Shortcut 2: Log Expense

Exact same structure and actions as the Log Income shortcut but now targeting the Expenses database. However with the Log Expense shortcut addtional logic was added at the end, the shortcut asks:

“Do you have a receipt?”

If Yes, it launches Fetch to snap a receipt. If No, it completes without additional action.

Shortcut 3 (Optional): Fetch Dynamic Category List

An additional way to improve the ease of use around these Siri Shortcuts and Notion integration is by having a GET requests that will dynamically pull option values. This is expesially usful when you have an attribute that may change often and instead of needing to update the option value in both Notion and the Siri shortcut you can just updated in Notion and Siri will pull the dynamic list by queriing the database at run time. Below is an example logic to achieve this. Note in my Shortcuts I did not use this logic becuase of the static and infrequent nature of values changing for my attribute options.

Summary

This Siri Shortcut system allows for:

• Quick financial logging
• Customizable templates for both income and expenses
• Full integration with a Notion financial dashboard, keeping your budget centralized and visual

This approach provides a low-code, highly effective personal finance automation setup suitable for iOS users who want flexibility, control, and a modern workflow. Below is a demo of both Siri Shortcuts.