Airtable + YNAB

Create Airtable records for new You Need A Budget transactions

Effortlessly track your finances by connecting You Need A Budget to Airtable with this seamless workflow. When a new transaction occurs in You Need A Budget, a fresh record will be created in your Airtable base, ensuring your financial records stay up to date with minimal intervention. Gain more control over your budget and enjoy the convenience of well-organized financial data.

When this happens...
New Transaction
Triggers when a new transaction is created.
TriggerPolling
automatically do this!
Create Record
Creates a new record with auto-populating fields.
ActionWrite

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Supported triggers and actions

- Balance Below AmountRequired
Trigger
Polling
Try It
- Age of Money DaysRequired
Trigger
Polling
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Category Overspent
Triggers when a category is overspent and has a negative balance.
Trigger
Polling
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New or Updated Category
Triggers when a new category is created or an existing category is updated.
Trigger
Polling
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New or Updated Transaction
Triggers when a transaction is created or updated.
Trigger
Polling
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New Account
Triggers when a new account is created.
Trigger
Polling
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New Payee
Triggers when a new payee is created.
Trigger
Polling
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- AccountRequired
Trigger
Polling
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- CategoryRequired
- Budget AmountRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Help Text
- BaseRequired
- TableRequired
- Last modified time columnRequired
- Limit to view
- Include file contents?
Trigger
Polling
Try It
- Cache Copy
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- BaseRequired
- TableRequired
- Record IDRequired
Action
Search
- BaseRequired
- Table IDRequired
Action
Search
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search or write

Age of Money Changes
Triggers when your Age of Money changes.
Trigger
Polling
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- Balance Below AmountRequired
Trigger
Polling
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New or Updated Account
Triggers when a new account is created or an existing account is updated.
Trigger
Polling
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New or Updated Scheduled Transaction
Triggers when a scheduled transaction is created or updated.
Trigger
Polling
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Goal Completed
Triggers when a goal is completed.
Trigger
Polling
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New Category
Triggers when a new category is created.
Trigger
Polling
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New Transaction
Triggers when a new transaction is created.
Trigger
Polling
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- CategoryRequired
Trigger
Polling
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- AccountRequired
- AmountRequired
- DateRequired
- Payee Type
- Category
- Memo
- Cleared
- Approved?Required
- Flag Color
- Import Id
Action
Write
- BaseRequired
- TableRequired
- Limit to View
- Include attachment content
Trigger
Polling
Try It
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- Help Text
- Primary lookup fieldRequired
- Secondary lookup field
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search
- BaseRequired
- Search KeywordRequired
- Search In
Action
Search
- Search KeywordRequired
Action
Search

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