Tab.it help centre
Tab.it is an expense tracking app for iPhone and Android that turns bank, card and UPI alerts into categorised expenses automatically. These are the questions people ask most about how it works — the same answers that appear inside the app.
Privacy and SMS filtering
Tab.it is an expense tracking app for iPhone and Android that reads bank, card and UPI alert messages — and nothing else. Messages are filtered on your phone first, so anything that is not a payment alert is discarded before it ever leaves the device. These answers cover exactly how that filtering works and how to control it.
- How does Tab.it pick which SMS to track?
- What does "on device" mean?
- How do keyword filters improve my privacy?
- How do I keep Tab.it from reading SMSes from my contacts?
- How do I exclude specific bank A/Cs or cards?
- Positive vs negative keywords
- Can I watch the filter work in real time?
- Why does Tab.it need background activity permission?
- How do I allow background activity?
- My expenses stopped being recorded automatically
Automatic expense tracking
Tab.it is an expense tracking app for iPhone and Android that turns bank and UPI alerts into categorised expenses on its own. These answers cover how expenses get captured, how automation rules rename merchants and fix categories, how payment channels separate one card from another, and how to edit what is already recorded.
- What is Expense Automation?
- How do I rename cryptic business names?
- How do I override AI categorization?
- Can I auto-file a category into a group?
- Exact vs contains match
- Do automation rules fix my past expenses too?
- How do I create my own custom categories?
- An SMS was missed — how do I still record it?
- How do I record a cash expense with a photo?
- How do I add an expense manually?
- How do I bulk-edit expenses?
- How do I find an old expense?
- How do I fix or delete a single expense?
- What is a payment channel?
- How do I exclude a corporate account?
- Keyword vs payment channel for corporate cards
iPhone SMS tracking and Shortcuts
Tab.it is an expense tracking app for iPhone and Android. On iPhone it cannot read SMS directly — iOS does not permit it — so it uses a personal automation in Apple's Shortcuts app instead. These answers cover why that is, what the SMS token does, and what to check when the automation stops working.
Splitting bills and shared groups
Tab.it is an expense tracking app for iPhone and Android that also splits bills with friends. These answers cover the difference between sharing and splitting groups, how balances are calculated, why expenses logged against you need verification, and how to settle up.
Still stuck? Email help@tabit.today, or see what Tab.it does and what it costs.