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Workflowy + You Need A Budget

Track new spending in categories on You Need A Budget and create bullets in Workflowy

Stay on top of your budget and organize your financial goals more efficiently. With this workflow, anytime you spend in a certain category within the You Need A Budget app, a corresponding bullet will be created in the Workflowy app. It's a simple way to drive financial discipline and maintain visibility of your spending habits, making budget management a breeze.

Stay on top of your budget and organize your financial goals more efficiently. With this workflow, anytime you spend in a certain category within the You Need A Budget app, a corresponding bullet will be created in the Workflowy app. It's a simple way to drive financial discipline and maintain visibility of your spending habits, making budget management a breeze.

  1. When this happens...
    You Need A BudgetYou Need A Budget
    Spending in Category

    Triggers when a new outflow transaction is assigned to a category.

    TriggerScheduled
  2. automatically do this!
    WorkflowyWorkflowy
    Create Bullet

    Creates a new bullet in a chosen save location.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Balance Below AmountRequired

    Trigger
    Scheduled
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    • Age of Money DaysRequired

    Trigger
    Scheduled
    Try It
  • You Need A Budget triggers, actions, and search

    Category Overspent

    Triggers when a category is overspent and has a negative balance.

    Trigger
    Scheduled
    Try It
  • You Need A Budget triggers, actions, and search

    New or Updated Category

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

    Trigger
    Scheduled
    Try It
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About Workflowy

Workflowy is the place to collect your ideas, develop them, share them, and turn them into reality.

Related categories

  • Notes
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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.

Related categories