Guides & help
Step-by-step setup for the things worth setting up, and answers for the questions the app doesn't explain on its own. Guides work for any iPhone; help pages are about CashJot itself.
Guides
Setups and playbooks, from widgets to trips. Each one stands alone.
- Capture Apple Pay taps in CashJot
Every Apple Pay tap can flow straight into an expense tracker, no bank login needed. Here's how to set up the iOS Shortcuts automation step by step, with screenshots, and what to watch out for.
- Set up spending and budget widgets on your iPhone
Put today's spending, budget progress, and upcoming bills on your iPhone home screen and lock screen. Step-by-step setup, the options each widget takes, and what to check when a widget stops updating.
- How to track travel expenses on your iPhone, one trip at a time
The trip playbook - a separate ledger for the trip, a budget with the trip's dates, logging in the local currency at a rate you set, and totals that stay out of your daily average. No bank login, works offline.
- How to keep side hustle expenses separate from your personal spending
A ledger of its own for the side work - separate group, its own budget and reports, a year-end CSV for the accountant. Plus the same trick for big one-off purchases that would otherwise skew your monthly picture.
- How to require Face ID for any expense tracker on iOS
iOS lets you require Face ID, Touch ID, or your passcode before any app opens. Here's how to set it up for an expense tracker, Copilot, Rocket Money, CashJot, or any other, and what it does and doesn't protect.
Help
Short answers about using CashJot day to day.
- Get faster at logging in CashJot
The small moves that keep a two-second log at two seconds - clear the form with a tab tap, put your most-used categories first, save favourites for exact repeats, let bills log themselves, and keep recurring out of the totals.