Airtable + YNAB
Create Airtable records from new or updated YNAB transactions
Keep track of your financial transactions in a simpler and more organized way. This workflow starts when a new or updated transaction is detected in your You Need A Budget (YNAB) account, and then a corresponding record is created in your Airtable database. This not only reduces manual data entry but it also helps you maintain a clean and up-to-date record of all your transactions in one place. Perfect for individuals or businesses needing a streamlined financial record system.
Keep track of your financial transactions in a simpler and more organized way. This workflow starts when a new or updated transaction is detected in your You Need A Budget (YNAB) account, and then a corresponding record is created in your Airtable database. This not only reduces manual data entry but it also helps you maintain a clean and up-to-date record of all your transactions in one place. Perfect for individuals or businesses needing a streamlined financial record system.
- When this happens...New or Updated Transaction
Triggers when a transaction is created or updated.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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Balance Below AmountRequired
Try ItAge of Money DaysRequired
Try ItCategory Overspent
Triggers when a category is overspent and has a negative balance.
Try ItNew or Updated Category
Triggers when a new category is created or an existing category is updated.
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Age of Money Changes
Triggers when your Age of Money changes.
Try ItBalance Below AmountRequired
Try ItNew or Updated Account
Triggers when a new account is created or an existing account is updated.
Try ItNew or Updated Scheduled Transaction
Triggers when a scheduled transaction is created or updated.
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