SMS by Zapier + YNAB

SMS by Zapier + YNAB integrations

Send sms for new transactions in You Need A Budget with SMS by Zapier

Stay updated on your financial transactions without constantly logging in to your You Need A Budget app. With this workflow, every new transaction added in the You Need A Budget app will prompt a text message via SMS by Zapier, keeping you informed in real time. Be in control of your budget and financial health effortlessly with this streamlined process.

When this happens...
New TransactionTriggers when a new transaction is created.
TriggerPolling
automatically do this!
Send SMSSend an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.
ActionWrite

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More things you can do with YNAB and SMS by Zapier

Discover other triggers and actions you can use with YNAB and SMS by Zapier

- 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

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
- Send_v2_copy
- From_number
- Message
  Required
Action
Write

About SMS by Zapier

Using our built-in number, you can send a limited number of SMS / text messages. This is great for reminders!

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Related categories

Phone & SMS

Zapier

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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Related categories

Accounting

Related Zap Templates

Send a text message every time money is spent in an account.