What You’ll Learn
Connect WhatsApp
Link your phone to your Peanuts account
Log Entries
Send text, voice, and photos to log data
Use Commands
Master the command shortcuts
Create Helpers
Design new helpers via chat
Prerequisites
- A Peanuts account (any tier)
- WhatsApp installed on your phone
- At least one helper created
Why Use WhatsApp?
Always Available
Always Available
WhatsApp is already on your phone. No app switching needed.
Quick Input
Quick Input
Send a message in seconds. Perfect for capturing moments.
Voice Logging
Voice Logging
Send voice notes when typing isn’t convenient.
Photo Capture
Photo Capture
Snap receipts, documents, or anything visual.
Connecting Your Account
Logging via WhatsApp
Text Messages
Just send what you want to log:The 4-Tier Matching System
Your messages go through intelligent routing:| Tier | How It Works | Credits |
|---|---|---|
| Affinity | Learned from your patterns | 0 |
| Local | Keywords and field matching | 0 |
| AI Parse | Complex understanding | 1 |
| Fallback | Saves to Shoebox | 0 |
The system learns your patterns over time. “coffee 5” will automatically route to your expense tracker after a few uses.
Voice Notes
Send voice messages for hands-free logging:- Hold the microphone button in WhatsApp
- Speak your entry naturally
- Release to send
- “Bought lunch at the cafe, twelve fifty”
- “Had a great workout, ran for thirty minutes”
- “Meeting with the design team, two hours”
Photos
Send photos for Smart Scan:| Photo Type | What Happens |
|---|---|
| Receipt | Extracts amount, vendor, items |
| Document | Analyzes and saves content |
| Product | Identifies and categorizes |
| Food | Logs to meal tracker |
Commands Reference
| Command | What It Does |
|---|---|
help | Show the usage guide |
settings | View plan, credits, timezone |
credits | Quick credit balance check (free!) |
apps or helpers | List your active helpers |
undo | Delete your last entry |
I'm in London | Set your timezone |
Example Command Usage
Creating Helpers via Chat
You can design and create helpers entirely through WhatsApp:
Example conversation:
Asking Questions
Ask anything about your data:Rate Limits
WhatsApp has tier-based limits to prevent abuse:| Tier | Messages/Hour | AI Ops/Day |
|---|---|---|
| Free | 15 | 10 |
| Starter | 75 | 50 |
| Pro | 300 | 200 |
| Team | 750 | 500 |
Exercise: Try It Yourself
Key Takeaways
Zero-Credit Logging
Affinity and local matching are free after patterns are learned
Voice is Powerful
8 credits for transcription, but saves time on complex entries
Create Anywhere
Design new helpers through natural conversation
Quick Commands
“credits”, “undo”, “apps” for instant actions
Troubleshooting
Bot isn't responding
Bot isn't responding
- Check your phone is linked in Settings → WhatsApp
- Verify you haven’t exceeded rate limits
- Try disconnecting and reconnecting
Entries going to wrong helper
Entries going to wrong helper
Be more specific in your message, or use a prefix like “expenses: coffee $5”
Voice notes not transcribing
Voice notes not transcribing
Ensure you have enough credits (8 required). Check “credits” command.
Rate limit reached
Rate limit reached
Wait for the hourly/daily reset, or upgrade your plan for higher limits.
