Accounts & transactions

Importing transactions

Allot can pull purchases in from your email and from Siri, then hold them in a review queue so you approve each one before it hits your budget. Here's how each source works.

Email auto-import (Gmail)

When a bank or merchant emails you a purchase alert or receipt, Allot can read it and turn it into a transaction for you to confirm.

1. In the Allot app, open Settings and tap Connect Gmail.
2. Google asks you to grant read-only access to your Gmail. Allot can only read messages - it can never send, delete, or change anything in your mailbox.
3. Allot scans recent financial emails, parses the amount, merchant, and card, and files each into your review queue.
4. Imports keep flowing automatically on a schedule - you can also tap Sync now in Settings to pull immediately.
5. Approve them from the review queue (below). Imported memos are stamped so you can tell them apart.

Siri & quick add (“I spent $35 at Speedway”)

Using the Allot iOS shortcut, you can tell Siri what you spent and Allot will parse it into a pending transaction.

1. Trigger the Allot Quick-Add shortcut (for example, “I spent $35 at Speedway”).
2. Allot pulls out the amount ($35), the merchant (Speedway), and a card if you mention one.
3. It suggests a category from your rules and built-in merchant knowledge (Speedway → a gas category, for instance).
4. The result waits in your review queue so you can confirm or tweak it.

Review pending imports

Everything imported lands in Pending review first - nothing posts to your budget until you say so.

1. When items are waiting, a banner reads {N} to review. Tap it (or open the pending panel on the Accounts tab).
2. Tap a row to expand its details. Adjust the account, category, or amount if needed with ✎ Edit.
3. Tap ✓ Approve to post it, or Reject to discard it.
4. If Allot flags ⚠ Likely duplicate, it shows This pending next to Already booked. Choose ✓ Match to existing to merge, or Keep as new.

Troubleshooting