Stripe + You Need A Budget

Create transactions in You Need A Budget for new charges in Stripe

Stay on top of your finances with this workflow. When a new charge takes place in Stripe, a corresponding transaction is immediately created in You Need A Budget. This ensures that your budget is always up-to-date, helping you maintain clear and accurate financial records. This automatic task not only saves you time but also eliminates the chance of manual data entry errors.

When this happens...
New Charge
Triggers when a new charge is completed.
TriggerInstant
automatically do this!
Create Transaction
Creates a new transaction.
ActionWrite

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Supported triggers and actions

What does this mean?

Canceled Subscription
Triggers when a subscription is canceled (by a subscriber or due to end of billing period).
Trigger
Instant
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Failed Payment
Triggers when a payment attempt fails.
Trigger
Instant
Try It
- Ignore payments intentsRequired
Trigger
Instant
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New Dispute
Triggers when a customer disputes a charge.
Trigger
Instant
Try It
- Event Types
Trigger
Scheduled
Try It

- Status
- Collection Method
- Customer ID
- Subscription ID
Trigger
Scheduled
Try It
- Products
Trigger
Scheduled
Try It

Updated Subscription
Triggers when a customer subscription has changed.
Trigger
Instant
Try It
- Warning
- Payment IDRequired
- Payment Method ID
- Receipt Email
- Error on Requires Action?
- Shipping - Name
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Postal Code
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Country
- Shipping - Carrier
- Shipping - Phone
- Shipping - Tracking Number
Action
Write
- Customer ID
- Description
- Quantity
- Unit Price
- Amount
- Include Tax In Price?
- Item Taxes
- Is Discountable?
- Item Coupons
- Supply Date - Start
- Supply Date - End
- Invoice Item Currency
- Price ID
- Invoice Item Subscription ID
- Tax Code
- Shipping Rate
- Invoice Coupons
- Default Tax Rates
- Payment Collection
- Due Date
- Days Until Due
- Turn On Automatic Collection?
- Default Payment Method
- Memo
- Footer
- Custom Fields
- Tax IDs
- PDF Page Size
- Shipping Details Instructions
- Shipping Details - Name
- Shipping Details - Phone
- Shipping Details - Address Line 1
- Shipping Details - Address Line 2
- Shipping Details - City
- Shipping Details - State
- Shipping Details - Postal Code
- Shipping Details - Country
- Subscription ID
- Automatic Tax Enabled?
- Invoice Currency
- Effective At
- Payment Method Types
- Rendering - Amount Tax Display
- Statement Descriptor
- Pending Invoice Items Behavior
- Invoice Metadata
- Help Text For Finalizing Sending Charging
- Finalize Invoice?
- Send Invoice for Manual Payment?
- Pay Invoice?
- Pay Invoice - Forgive
- Pay Invoice - Off-Session
- Pay Invoice - Paid Out of Band
Action
Write
- PriceRequired
- QuantityRequired
- Minimum adjustable quantity
- Maximum adjustable quantity
- Collect Tax Automatically?
- Allow Promotion Codes?
- Collect Customers' Addresses?
- Require customers to provide a phone number?
- Confirmation Page
- Metadata
Action
Write
- NameRequired
- Description
- Image
- Tax Code
- Metadata
Action
Write
- Payment LinkRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Stripe Charge IDRequired
Action
Search
- Invoice IDRequired
Action
Search
- Customer IDRequired
- Price ID
- Status
Action
Search
Age of Money Changes
Triggers when your Age of Money changes.
Trigger
Scheduled
Try It
- Balance Below AmountRequired
Trigger
Scheduled
Try It
New or Updated Account
Triggers when a new account is created or an existing account is updated.
Trigger
Scheduled
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New or Updated Scheduled Transaction
Triggers when a scheduled transaction is created or updated.
Trigger
Scheduled
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Goal Completed
Triggers when a goal is completed.
Trigger
Scheduled
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New Category
Triggers when a new category is created.
Trigger
Scheduled
Try It
New Transaction
Triggers when a new transaction is created.
Trigger
Scheduled
Try It
- CategoryRequired
Trigger
Scheduled
Try It
- AccountRequired
- AmountRequired
- DateRequired
- Payee Type
- Category
- Memo
- Cleared
- Approved?Required
- Flag Color
- Import Id
Action
Write
Update Transaction
Updates an existing transaction in a specific budget.
Action
Write

Checkout Session Completed
Triggers when a checkout session is completed.
Trigger
Instant
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Invoice Payment Failed
Triggers when an invoice payment fails.
Trigger
Instant
Try It
New Customer
Triggers when a new customer is added.
Trigger
Instant
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New Subscription
Triggers when a customer is signed up for a new plan.
Trigger
Instant
Try It
New Invoice Item
Triggers when a new invoice item is created.
Trigger
Scheduled
Try It
New Payment
Triggers when a new payment is completed.
Trigger
Instant
Try It
New Refund
Triggers when a charge is refunded, including partial refunds.
Trigger
Scheduled
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- Subscription IDRequired
Action
Write
- Name
- Email
- Description
- Billing - Address Line 1
- Billing - Address Line 2
- Billing - City
- Billing - State
- Billing - ZIP
- Billing - Country
- Billing - Phone
- Shipping - Name
- Shipping - Address Line 1
- Shipping - Address Line 2
- Shipping - City
- Shipping - State
- Shipping - ZIP
- Shipping - Country
- Shipping - Phone
- Language
- Invoice prefix
- Next Invoice Sequence
- Tax Status
- Credit Balance
- Metadata
Action
Write
- Warning
- AmountRequired
- CurrencyRequired
- Customer ID
- Payment Method ID
- Confirm Payment Immediately?
- Error on Requires Action?
- Off Session?
- Payment Description
- Receipt Email
- Shipping - Name
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Postal Code
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Country
- Shipping - Carrier
- Shipping - Phone
- Shipping - Tracking Number
- Statement Descriptor
- Statement Descriptor Suffix
- Metadata
- Capture Method
Action
Write
- ProductRequired
- Price (in minor units, e.g. cents)Required
- CurrencyRequired
- Recurring or One time?
- Tax Behavior
Action
Write
- Customer IDRequired
- ItemsRequired
- Collection MethodRequired
- Coupon ID
- Cancel at period end?
- Metadata
Action
Write
- Customer IDRequired
- Name
- Email
- Description
- Billing - Address Line 1
- Billing - Address Line 2
- Billing - City
- Billing - State
- Billing - ZIP
- Billing - Country
- Billing - Phone
- Shipping - Name
- Shipping - Address Line 1
- Shipping - Address Line 2
- Shipping - City
- Shipping - State
- Shipping - ZIP
- Shipping - Country
- Shipping - Phone
- Language
- Invoice prefix
- Next Invoice Sequence
- Tax Status
- Credit Balance
- Metadata
Action
Write
Find Account Balance
Finds the account balance for your stripe account
Action
Search
- Find by
- QueryRequired
Action
Search
- Payment Intent IDRequired
Action
Search
- Balance Below AmountRequired
Trigger
Scheduled
Try It
- Age of Money DaysRequired
Trigger
Scheduled
Try It
Category Overspent
Triggers when a category is overspent and has a negative balance.
Trigger
Scheduled
Try It
New or Updated Category
Triggers when a new category is created or an existing category is updated.
Trigger
Scheduled
Try It
New or Updated Transaction
Triggers when a transaction is created or updated.
Trigger
Scheduled
Try It
New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
New Payee
Triggers when a new payee is created.
Trigger
Scheduled
Try It
- AccountRequired
Trigger
Scheduled
Try It
- CategoryRequired
- Budget AmountRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Get Scheduled Transactions from Budget
Retrieves the scheduled transactions for a specific budget.
Action
Write

About Stripe

Stripe is a developer-friendly way to accept payments online and in mobile apps. Stripe's suite of APIs powers commerce for thousands of companies of all sizes, processing billions of dollars for businesses each year.

Learn more Help

Related categories

Payment Processing

About You Need A Budget

You Need A Budget is a tool to help you gain total control of your money, living paycheck to paycheck, get out of debt, and save more money.

Learn more Help

Related categories

Accounting

PRODUCTS

CAPABILITIES

By team

Stripe + You Need A Budget

Create transactions in You Need A Budget for new charges in Stripe

Canceled Subscription

Failed Payment

New Charge

New Dispute

New Event

Event Types

New Invoice

Status

Collection Method

Customer ID

Subscription ID

New Payment Link

Products

Updated Subscription

Confirm Payment

Warning

Payment IDRequired

Payment Method ID

Receipt Email

Error on Requires Action?

Shipping - Name

Shipping Address - Line 1

Shipping Address - Line 2

Shipping Address - Postal Code

Shipping Address - City

Shipping Address - State

Shipping Address - Country

Shipping - Carrier

Shipping - Phone

Shipping - Tracking Number

Create Invoice

Customer ID

Description

Quantity

Unit Price

Amount

Include Tax In Price?

Item Taxes

Is Discountable?

Item Coupons

Supply Date - Start

Supply Date - End

Invoice Item Currency

Price ID

Invoice Item Subscription ID

Tax Code

Shipping Rate

Invoice Coupons

Default Tax Rates

Payment Collection

Due Date

Days Until Due

Turn On Automatic Collection?

Default Payment Method

Memo

Footer

Custom Fields

Tax IDs

PDF Page Size

Shipping Details Instructions

Shipping Details - Name

Shipping Details - Phone

Shipping Details - Address Line 1

Shipping Details - Address Line 2

Shipping Details - City

Shipping Details - State

Shipping Details - Postal Code

Shipping Details - Country

Subscription ID

Automatic Tax Enabled?

Invoice Currency

Effective At

Payment Method Types

Rendering - Amount Tax Display

Statement Descriptor