Voice Input for Transactions
Add transactions hands-free using voice commands
Voice input is a powerful feature that allows you to add transactions without typing. Simply speak naturally about your transaction, and our AI will automatically extract the amount, description, merchant, and category.
💡 Works Best When: You speak clearly and include key information like the amount, what you bought, and where. For example: "Fifty dollars for dinner at Olive Garden"
Using Voice Input
Open the Transaction Form
Navigate to add a new transaction (expense or income). You'll see a microphone icon near the top of the form.
Click the Microphone Icon
Click the microphone icon to activate voice input. A modal will appear asking for microphone permissions if this is your first time.
Make sure you allow microphone access when your browser prompts you the first time.
Grant Microphone Permission
When prompted by your browser, click "Allow" to grant microphone access. This permission is only used for voice input and your data stays private.
If you accidentally deny permission, you'll need to enable it in your browser settings.
Start Speaking
Once the microphone is active, speak your transaction naturally. Include:
- Amount - "Twenty-five dollars" or "$25"
- Description - What you bought
- Merchant (optional) - Where you bought it
- Category (optional) - Type of expense
Stop Recording
When you're done speaking, click "Stop Recording" or wait for the automatic stop. The system will immediately begin processing your voice input.
The recording automatically stops when you finish speaking, or you can click the 'Stop Recording' button.
AI Processing
The AI automatically processes your speech in real-time. You'll see a "Processing..." status while it:
- Transcribes your speech to text
- Extracts the transaction amount
- Identifies merchant and description
- Suggests an appropriate category
This typically takes 2-3 seconds.
Review Auto-Filled Form
The form will be automatically filled with the extracted information:
- Amount field will show the monetary value
- Description will contain what you said you bought
- Merchant will be filled if you mentioned a store
- Category will be suggested based on context
Make Any Adjustments
Review all the auto-filled fields and make corrections if needed. The AI is smart but not perfect, so always double-check:
- Amount is correct
- Category makes sense
- Account is selected
- Date is accurate
Save the Transaction
Once everything looks good, click "Save" to save it to your account.
Tips & Examples
Best Practices
- ✓Start with the amount: "Forty-five dollars for groceries at Whole Foods"
- ✓Include the merchant: Helps with automatic categorization
- ✓Speak clearly: Find a quiet place and use a normal pace
- ✓Use natural language: Say "fifteen bucks" or "$15" - both work
✅ Good Examples
- "$45.50 for groceries at Whole Foods"
- "Twenty dollars for gas at Shell"
- "Fifteen bucks at Starbucks"
âš ï¸ Avoid
- ⌠"I spent some money on stuff"
Too vague - no amount! - ⌠"Bought a thing at the place yesterday"
Needs specific details