Quick Entry: say or type what you spent

Margaret has just come home from Save-On-Foods. Before she puts the groceries away, she tells VIVA what she spent. It takes about a minute.

Quick Entry lets you record money coming in or going out in your own words, by speaking or typing. You don’t need to fill in a form.

Open Quick Entry

What you’ll do: open the Quick Entry screen.

1. Tap the microphone button. You’ll find it in the middle of the bar at the bottom of the screen.

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   1. 1 Microphone button

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   1. 1 Microphone button

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   1. 1 Microphone button

2. The Quick Entry screen opens. It shows some examples of what you can say, with three buttons underneath.

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   1. 1 Keyboard button
   2. 2 Microphone button
   3. 3 Reset button

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   1. 1 Keyboard button
   2. 2 Microphone button
   3. 3 Reset button

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   1. 1 Keyboard button
   2. 2 Microphone button
   3. 3 Reset button

On a computer

Click the round microphone button at the top of the page, beside the search box. If your window is narrow, it’s in the bar at the bottom instead.

The first time you use it

VIVA first asks for your starting balance: the total in all your accounts right now. Take your time with this one. You can’t change it yourself later, and you’d need to contact support to correct it.

Add an expense by speaking

What you’ll do: say what you spent, and let VIVA record it.

1. Press and hold the microphone button. Keep your finger on it while you speak. The first time, your device asks for permission to use the microphone. Choose to allow it.

   

   

   

2. Say what you bought and how much. For example: “I spent sixty-four dollars on groceries today.”

3. Let go of the button. VIVA sends what you said. Your words appear on the screen once you let go, not while you’re speaking. VIVA may take a few moments to reply.

If something goes wrong

If VIVA doesn’t hear you, you’ll see “Speak louder, closer to the mic”. Try again somewhere quieter, or type instead. Voice works in English.

If holding the button is hard

You don’t need to speak. Typing records the same entry and doesn’t need a steady press.

On a computer

Press and hold the microphone button with your mouse. Some web browsers can’t use voice. If yours can’t, you’ll see a message, and you can type instead.

Add an expense by typing

What you’ll do: type what you spent, the same way you’d say it.

1. Tap the keyboard button on the left.

2. Type what you spent. For example: “I spent $64.20 on groceries today”.

3. Tap the send button inside the box.

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   1. 1 Send button

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   1. 1 Send button

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   1. 1 Send button

When VIVA asks you a question

If VIVA needs a detail, it asks. Most often, that’s how you paid.

1. Tap the answer that fits, such as Debit card. You can also say or type your answer.

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   1. 1 Debit card answer

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   1. 1 Debit card answer

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   1. 1 Debit card answer

You'll know it worked

You’ll see Transaction recorded! under the circle, and VIVA tells you what it saved. Your Home screen updates too.

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1. 1 Transaction recorded

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1. 1 Transaction recorded

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1. 1 Transaction recorded

Check what VIVA saved

VIVA saves straight away, without asking you to confirm. Quick Entry uses an automated AI service to understand your words, and it can get things wrong. So it’s worth a quick look at the amount and the date each time, especially after speaking.

1. Tap the menu button at the top left of the Quick Entry screen. This opens Recorded transactions.

2. Look over your entry. The list shows your most recent 20 on this device. The full list is on the Transactions page.

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   1. 1 Recorded transactions list

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   1. 1 Recorded transactions list

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   1. 1 Recorded transactions list

On a computer

On a wide screen, Recorded transactions is already showing on the left.

Fix or delete a mistake

Mistakes are fine, and easy to fix.

1. In Recorded transactions, tap the three dots beside the entry.

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   1. 1 Edit
   2. 2 Delete

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   1. 1 Edit
   2. 2 Delete

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   1. 1 Edit
   2. 2 Delete

2. Choose Edit to change it, then Save.

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   1. 1 Save button

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   1. 1 Save button

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   1. 1 Save button

3. Or choose Delete, then confirm with Delete. A deleted entry can’t be brought back.

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   1. 1 Delete button

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   1. 1 Delete button

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   1. 1 Delete button

Once it’s saved

The small pencil on your speech bubble disappears once an entry is saved. To change a saved entry, use the menu in Recorded transactions, or the Transactions page.

Record money coming in

Quick Entry works for income too. Margaret records her CPP payment the same way.

1. Say or type what you received. For example: “Got $850 CPP last Friday”.

2. Answer the question if VIVA asks how you received it, such as Direct deposit.

   

   

   

What not to say or type

Quick Entry only needs what you spent or received. Never say or type a password, a card number or a PIN.

Helping someone else

If you’re helping a parent or friend, try letting them hold the phone and speak. You can sit beside them and check the saved entry together.

Starting over

The button on the right clears the conversation on screen. It doesn’t delete anything you’ve saved.