Microsoft Excel + YNAB
Add rows to a Microsoft Excel table for each new YNAB transaction
Keep track of all your financial transactions straight from your You Need A Budget (YNAB) app into your Microsoft Excel spreadsheet. Upon any new transaction in YNAB, this workflow will instantly add a row detailing the transaction into your chosen Excel table. This automation ensures all your transactions are meticulously recorded, providing you hassle-free financial management and better budget control.
Keep track of all your financial transactions straight from your You Need A Budget (YNAB) app into your Microsoft Excel spreadsheet. Upon any new transaction in YNAB, this workflow will instantly add a row detailing the transaction into your chosen Excel table. This automation ensures all your transactions are meticulously recorded, providing you hassle-free financial management and better budget control.
- When this happens...New Transaction
Triggers when a new transaction is created.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
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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.
Try It
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.
Try It
