YNAB
Manage new spending in categories by creating transactions in You Need A Budget
Manage your finances more efficiently with this streamlined workflow between two You Need A Budget app functions. When you mark a new spending in any category, this automation promptly creates a corresponding transaction to keep your budget up to date. This hassle-free solution saves you time and ensures consistent, accurate tracking of your spending habits.
Manage your finances more efficiently with this streamlined workflow between two You Need A Budget app functions. When you mark a new spending in any category, this automation promptly creates a corresponding transaction to keep your budget up to date. This hassle-free solution saves you time and ensures consistent, accurate tracking of your spending habits.
- When this happens...
Spending in CategoryTriggers when a new outflow transaction is assigned to a category.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!Create Transaction
Creates a new transaction.
ActionWriteCreate a new record or update an existing record in your app.
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Balance Below AmountRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Category Overspent
Triggers when a category is overspent and has a negative balance.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Category
Triggers when a new category is created or an existing category is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Transaction
Triggers when a transaction is created or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Payee
Triggers when a new payee is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCategoryRequired
Budget AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Age of Money Changes
Triggers when your Age of Money changes.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBalance Below AmountRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Account
Triggers when a new account is created or an existing account is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Scheduled Transaction
Triggers when a scheduled transaction is created or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGoal Completed
Triggers when a goal is completed.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Category
Triggers when a new category is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Transaction
Triggers when a new transaction is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAccountRequired
AmountRequired
DateRequired
Payee Type
Category
Memo
Cleared
Approved?Required
Flag Color
Import Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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 Zap Templates
- Have all new transactions added to a Google spreadsheet.
- Create transactions in You Need A Budget for new expenses in Splitwise
- Log spending in categories from You Need A Budget with new rows in Google Sheets
- "create new You Need A Budget transactions for new bunq card payments"
- Create Google Calendar events for new or updated scheduled transactions in You Need A Budget
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- Track new or updated You Need A Budget transactions by creating rows in Google Sheets
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- Manage overspent categories in You Need A Budget by adding tasks in TickTick
- Create database items in Notion for new or updated accounts in You Need A Budget
- Create new Beeminder datapoints from new You Need A Budget transactions
- Send email notifications via Gmail when You Need A Budget reports low category balances
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- Create or update Airtable records from new or updated transactions in You Need A Budget
- Update Google Sheets rows when new age of money changes occur in You Need A Budget
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- Send an outbound email via Email by Zapier for every new transaction in You Need A Budget
- Create transactions in You Need A Budget for new invoices in Sage Intacct
- Create transactions in You Need A Budget for new rows in a Microsoft Excel table
- Send a Slack channel message for new transactions in You Need A Budget
- Create transactions in You Need A Budget for new invitees created in Calendly
- Create transactions in You Need A Budget for new payments in QuickBooks Online
- Track new account spending in You Need A Budget by creating rows in Google Sheets
- Record overspent categories in YNAB to pages in Notion
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- Get texts after new YNAB categories become overspent
- Create transactions in You Need A Budget for new payments in bunq
- Add rows in Microsoft Excel for new or updated transactions in You Need A Budget
- Add tasks in Todoist to process any YNAB overspent categories
- Add new You Need A Budget transactions to Google Sheets as rows
- Update Google Sheets rows for new or updated You Need A Budget transactions
- Create multiple Google Sheets rows for new or updated You Need A Budget transactions
- Update Google Sheets rows when new or updated You Need A Budget categories are detected
- Create new transactions in You Need A Budget for new invoices in Zoho Invoice
- Send email notifications with Gmail when categories are overspent in You Need A Budget
- Track overspent categories in You Need A Budget and create detailed events in Google Calendar
- Create tasks in TickTick for new or updated transactions in You Need A Budget
- Track new or updated transactions in You Need A Budget by creating database items in Notion
- Create new transactions in You Need A Budget for each new invoice in FreshBooks
- Track and organize new or updated transactions in You Need A Budget by creating list items in Checkvist
- Create transactions in You Need A Budget for new PayPal merchant transactions
- Create transactions in You Need A Budget for new labeled emails in Gmail
- Set a monthly budget for categories in You Need A Budget with Schedule by Zapier
- Send emails in Gmail for new transactions in You Need A Budget
- Track new You Need A Budget category spending by sending sms with SMS by Zapier
- Track new spending in categories on You Need A Budget and create bullets in Workflowy
- Send sms for low category balances in You Need A Budget with SMS by Zapier
- Track and organize new or updated scheduled transactions in You Need A Budget by creating detailed events in Google Calendar
- Create transactions in You Need A Budget for new charges in Stripe (Legacy)
- Track and organize new or updated categories from You Need A Budget by adding rows in Smartsheet
- Create new transactions in You Need A Budget when whatsapp numbers are updated in WhatsAble
- Track new spending in You Need A Budget and add tasks in TickTick
- Update Notion database items for new transactions in You Need A Budget
- Send emails in Gmail for new categories in You Need A Budget
- Create transactions in You Need A Budget for new orders in Shopify
- Manage new Qonto transactions by creating them in YNAB
- Create new transactions in YNAB for every new bank transaction in QuickBooks Online
- Add new You Need A Budget transactions to Notion as database items
- Create transactions in You Need A Budget for new matching emails in Gmail
- Create new transactions in You Need A Budget for new emails in Email Parser by Zapier
- Receive an alert if any of your YNAB accounts drop below $200
- Send a text message every time money is spent in an account.
- Create transactions in You Need A Budget for new Google Sheets rows
- Create You Need A Budget transactions for new Stripe payments
- Create Airtable records for new You Need A Budget transactions
- Notify via Gmail when age of money reaches a threshold in You Need A Budget
- Send outbound emails through Email by Zapier when low category balances are registered in You Need A Budget
- Create multiple spreadsheet rows in Google Sheets for new or updated categories in You Need A Budget
- Update new rows in Smartsheet when spending in categories occurs in You Need A Budget
- Create transactions in You Need A Budget for new or updated rows in Google Sheets
- Track new You Need A Budget category spending by creating expenses in Splitwise
- Manage new transactions and budget to a category in You Need A Budget
- Send emails through Gmail whenever age of money changes occur in You Need A Budget
- Create transactions in You Need A Budget for new charges in Stripe
- Create transactions in You Need A Budget for new payments in Square
- "send messages in Telegram when age of money changes in You Need A Budget"
- Send outbound emails with Email by Zapier when new low account balances are detected in You Need A Budget
- Create transactions in You Need A Budget for new appointments in Acuity Scheduling
- Start budgeting for new Google Calendar events by categorizing them in You Need A Budget
- Monitor low account balances in You Need A Budget and create tasks in Todoist
- Create new records in Airtable whenever spending in You Need A Budget accounts happens
- Track new Stripe refunds by creating transactions in You Need A Budget
- Manage new or updated transactions in You Need A Budget by adding rows to Smartsheet
- Add rows in Microsoft Excel for new transactions in You Need A Budget
- Create records in Zapier Tables for new or updated categories in You Need A Budget
- Send WhatsApp Notifications messages when low category balances occur in You Need A Budget
- Track new spending in You Need A Budget categories by creating rows in Google Sheets
- Create transactions in You Need A Budget for new payments in Ko-fi
- Track new spending in categories in YNAB and create records in Airtable
- Track new YNAB account spending by creating multiple rows in Google Sheets