SMS by Zapier + YNAB

SMS by Zapier + YNAB integrations

Get texts after new YNAB categories become overspent

YNAB is all about the Four Rules. This integration will help you or a budgeting partner follow Rule 3: Roll with the Punches, like a champ, automatically sending a text whenever overspending happens in a category.

When this happens...
Category OverspentTriggers when a category is overspent and has a negative balance.
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 sms for new transactions in You Need A Budget with SMS by Zapier