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Expensify + You Need A Budget

Create transactions in You Need A Budget for new reports in Expensify

Easily manage your expenses with this seamless automation between Expensify and You Need A Budget. When a new report is generated in Expensify, this workflow will create a transaction for you in You Need A Budget, simplifying the process of tracking your financial activity and ensuring that you have accurate and up-to-date budget information.

Easily manage your expenses with this seamless automation between Expensify and You Need A Budget. When a new report is generated in Expensify, this workflow will create a transaction for you in You Need A Budget, simplifying the process of tracking your financial activity and ensuring that you have accurate and up-to-date budget information.

  1. When this happens...
    ExpensifyExpensify
    New Report

    Triggered when a new report is created.

    TriggerScheduled
  2. automatically do this!
    You Need A BudgetYou Need A Budget
    Create Transaction

    Creates a new transaction.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Report State

    Trigger
    Scheduled
    Try It
    • E-MailRequired

    • MerchantRequired

    • Date of ExpenseRequired

    • AmountRequired

    • Currency

    • Comment

    • Tag

    • Category

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Balance Below AmountRequired

    Trigger
    Scheduled
    Try It
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About Expensify

Expensify is an application that makes it easy to import expenses directly from a credit card to create expense reports quickly and easily.
Help

Related categories

  • Accounting

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