Bonsai + YNAB

Create transactions in You Need A Budget when new paid invoices appear in Bonsai

Keep your budget up-to-date and accurate with this seamless invoicing and financial management workflow. When a payment is received in Bonsai, a corresponding transaction is instantly recorded in You Need A Budget. This process not only helps you maintain accurate financial records without any manual entry, but also guarantees you always have a clear understanding of your financial picture. As your business thrives, let this automation take care of the tedious work for you.

Keep your budget up-to-date and accurate with this seamless invoicing and financial management workflow. When a payment is received in Bonsai, a corresponding transaction is instantly recorded in You Need A Budget. This process not only helps you maintain accurate financial records without any manual entry, but also guarantees you always have a clear understanding of your financial picture. As your business thrives, let this automation take care of the tedious work for you.

  1. When this happens...
    BonsaiBonsai
    Invoice Paid

    Triggers when an invoice is paid.

    TriggerInstant
  2. automatically do this!
    YNABYNAB
    Create Transaction

    Creates a new transaction.

    ActionWrite
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Supported triggers and actions

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About Bonsai

Bonsai is a business management platform designed to help agencies and professional service companies deliver great client work.
Learn more

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About YNAB

YNAB is an award-winning personal finance app and method that helps you gain total control of your money. Spend, save, and live joyfully.
Learn more

Related categories

  • Accounting