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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Customer Adjustment Note" from Reckon One.

Add your action

An action happens after the trigger—such as "Budget to a Category" in YNAB.

You’re connected!

Zapier seamlessly connects Reckon One and YNAB, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Select Book
Trigger
Instant
Try It
- Select Book
  Required
Trigger
Instant
Try It
- Select Book
  Required
Trigger
Instant
Try It
- Select Book
  Required
Trigger
Instant
Try It
- Book
  Required
- Customer
  Required
- Transaction Date
  Required
- Amount Tax Status
  Required
- Total Amount
  Required
- Printing Template
  Required
- Total Tax
- Classification
- Notes
- Reference
- Item
- Item Price (Net)
- Item Price Precision
- Item Tax
- Project
- Account
- Description
- Quantity
- Discount Amount
- Discount Tax
- Discount Amount Precision
- Discount Percentage
- Tax Code
- Tax
- Tax Modified
- Exclusive Amount
- Discounted Amount
- Discounted Tax
- Has Data to Post
  Required
- Automatically Calculate Tax
Action
Write

- Book
  Required
- Name
  Required
- Is Active
  Required
- Is Purchased
  Required
- Is Sold
  Required
- Type of Item
  Required
- Show Prices as Tax Inclusive
  Required
- Sale Price
- Sale Price Decimal Places
- Sale Price Is Tax Inclusive
- Sale Account
- Sale Tax Code
- Sale Description
- Purchase Price
- Purchase Price Decimal Places
- Purchase Price Is Tax Inclusive
- Purchase Account
- Purchase Tax Code
- Purchase Description
- Parent Item
Action
Write
- Book
  Required
- Transaction Date
  Required
- Customer
  Required
- Bank Account
  Required
- Transaction Amount
  Required
- Amount Fully Allocated
- Details
- Reference
- Allocation Notes
- Payment Method
- Accounts Payable
- Accounts Receivable
- Type
- Amount
- Transaction
- Project
- Item
- Account
- Description
- Quantity
- Item Price
- Item Tax
- Item Price Precision
- Discount Amount
- Discount Tax
- Discount Percentage
- Tax Code
- Tax
- Net Amount
Action
Write

- Balance Below Amount
  Required
Trigger
Polling
Try It
- Age of Money Days
  Required
Trigger
Polling
Try It
Category Overspent
Triggers when a category is overspent and has a negative balance.
Trigger
Polling
Try It
New or Updated Category
Triggers when a new category is created or an existing category is updated.
Trigger
Polling
Try It
New or Updated Transaction
Triggers when a transaction is created or updated.
Trigger
Polling
Try It
New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Payee
Triggers when a new payee is created.
Trigger
Polling
Try It
- Account
  Required
Trigger
Polling
Try It
- Category
  Required
- Budget Amount
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Select Book
  Required
Trigger
Instant
Try It
- Select Book
  Required
Trigger
Instant
Try It
- Select Book
  Required
Trigger
Instant
Try It
- Select Book
  Required
- Contact Type
  Required
- Display Name
  Required
- Is Active
  Required
- Is This a Customer
- Is This a Supplier
- Is This a Superfund
- Is This an Employee
- Surname or Business Name
  Required
- First Name or Branch Name
- Area Code of Phone Number
- Phone Number (Landline)
- Mobile Prefix
- Mobile Number
- Tax Number
- Fax Area Code
- Fax Number
- Email
- Website
- Is Subject to TPAR
- Notes
- Customer Credit Limit
- Is Business Address Different
- Location
- Address Type
- Address Line 1
- Address Line 2
- Address Line 3
- Suburb
- Postcode
- Town
- State
- Country
Action
Write
- Book
  Required
- Customer
  Required
- Transaction Date
  Required
- Amount Tax Status
  Required
- Total Amount
  Required
- Printing Template
  Required
- Total Tax
- Payment Terms
- Classification
- Notes
- Due Date
- Reference
- Service Date
- Item
- Line Identifier
- Item Price (Net)
- Item Price Precision
- Item Tax
- Project
- Account
- Description
- Quantity
- Discount Amount
- Discount Tax
- Discount Amount Precision
- Discount Percentage
- Tax Code
- Tax
- Tax Modified
- Exclusive Amount
- Discounted Amount
- Discounted Tax
- Has Data to Post
  Required
- Parent Line Identifier
- Is Subtotal
- Print Group as Single Line
- Is Hidden
- Billable
- Automatically Calculate Tax
Action
Write
- Book
  Required
- Transaction Date
  Required
- Supplier
  Required
- Bank Account
  Required
- Transaction Amount
  Required
- Amount Fully Allocated
- Details
- Reference
- Allocation Notes
- Payment Method
- Accounts Payable
- Accounts Receivable
- Type
- Amount
- Transaction
- Project
- Item
- Account
- Description
- Quantity
- Item Price
- Item Tax
- Item Price Precision
- Discount Amount
- Discount Tax
- Discount Percentage
- Tax Code
- Tax
- Net Amount
Action
Write
- Book
  Required
- Item Identifier
- Name
  Required
- Is Active
  Required
- Is Purchased
  Required
- Is Sold
  Required
- Type of Item
  Required
- Show Prices as Tax Inclusive
  Required
- Sale Price
- Sale Price Decimal Places
- Sale Price Is Tax Inclusive
- Sale Account
- Sale Tax Code
- Sale Description
- Purchase Price
- Purchase Price Decimal Places
- Purchase Price Is Tax Inclusive
- Purchase Account
- Purchase Tax Code
- Purchase Description
- Parent Item
Action
Write
Age of Money Changes
Triggers when your Age of Money changes.
Trigger
Polling
Try It
- Balance Below Amount
  Required
Trigger
Polling
Try It
New or Updated Account
Triggers when a new account is created or an existing account is updated.
Trigger
Polling
Try It
New or Updated Scheduled Transaction
Triggers when a scheduled transaction is created or updated.
Trigger
Polling
Try It
Goal Completed
Triggers when a goal is completed.
Trigger
Polling
Try It
New Category
Triggers when a new category is created.
Trigger
Polling
Try It
New Transaction
Triggers when a new transaction is created.
Trigger
Polling
Try It
- Category
  Required
Trigger
Polling
Try It
- Account
  Required
- Amount
  Required
- Date
  Required
- Payee Type
- Category
- Memo
- Cleared
- Approved?
  Required
- Flag Color
- Import_id
Action
Write

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Customers have created over 25 million Zaps on the platform

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Connect Reckon One and YNAB to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Reckon One to YNAB integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Reckon One

Reckon One is an easy to use cloud accounting system built for every day small business owners who want a no fuss, simple and inexpensive solution. Easily add and remove modules such as payroll as your business needs them.

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Related categories

Accounting

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.

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