Loading

Checkvist + You Need A Budget

Track and organize new or updated transactions in You Need A Budget by creating list items in Checkvist

Keep your budget and task list in sync easily. With this workflow, every time you create or update a transaction in You Need A Budget, it translates into a new list item in Checkvist. It's an effortless way to ensure that your financial transactions and to-do tasks are always updated, saving you time and preventing missed actions.

Keep your budget and task list in sync easily. With this workflow, every time you create or update a transaction in You Need A Budget, it translates into a new list item in Checkvist. It's an effortless way to ensure that your financial transactions and to-do tasks are always updated, saving you time and preventing missed actions.

  1. When this happens...
    You Need A BudgetYou Need A Budget
    New or Updated Transaction

    Triggers when a transaction is created or updated.

    TriggerScheduled
  2. automatically do this!
    CheckvistCheckvist
    Create List Item

    Creates a new item in a selected list.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • Balance Below AmountRequired

    Trigger
    Scheduled
    Try It
    • Age of Money DaysRequired

    Trigger
    Scheduled
    Try It
  • You Need A Budget triggers, actions, and search

    Category Overspent

    Triggers when a category is overspent and has a negative balance.

    Trigger
    Scheduled
    Try It
  • You Need A Budget triggers, actions, and search

    New or Updated Category

    Triggers when a new category is created or an existing category is updated.

    Trigger
    Scheduled
    Try It
checkvist logo
checkvist logo

About Checkvist

Keyboard driven online outliner and task manager for teams and individuals. Capture your ideas and notes, create checklists and plans, share with colleagues, and get everything done — together.
Help

Related categories

  • Task Management

Similar apps

Google Docs integrationsGoogle Docs integrations

Google Docs

Documents, Google
Evernote integrationsEvernote integrations

Evernote

Notes
Smartsheet integrationsSmartsheet integrations

Smartsheet

Spreadsheets