Notion + YNAB

Create Notion data source items from new completed YNAB goals

This workflow provides a seamless bridge between YNAB and Notion. When you complete a goal in YNAB, your achievement is immediately documented in Notion as a new data source item. This ensures you have an easily accessible record of your financial milestones, helping you stay on track with your budgeting goals. Experience ease in financial management using this workflow.

This workflow provides a seamless bridge between YNAB and Notion. When you complete a goal in YNAB, your achievement is immediately documented in Notion as a new data source item. This ensures you have an easily accessible record of your financial milestones, helping you stay on track with your budgeting goals. Experience ease in financial management using this workflow.

  1. When this happens...
    YNABYNAB
    Goal Completed

    Triggers when a goal is completed.

    TriggerPolling
  2. automatically do this!
    NotionNotion
    Create Data Source Item

    Creates an item in a data source.

    ActionWrite
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Supported triggers and actions

    • Balance Below AmountRequired

    Trigger
    Polling
    Try It
  • YNAB triggers, actions, and search

    New or Updated Account

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

    Trigger
    Polling
    Try It
  • YNAB triggers, actions, and search

    New or Updated Scheduled Transaction

    Triggers when a scheduled transaction is created or updated.

    Trigger
    Polling
    Try It
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About Notion

A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.

Related categories

  • Task Management
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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