YNAB + Zapier Forms

Generate YNAB transactions from new Zapier Forms submissions

Simplify your data management with this user-friendly workflow. When a 'Form Submission Created' event takes place in the Zapier Forms app, it prompts a timely response in your You Need A Budget (YNAB) account by initiating a new transaction. This process not only eliminates the need for manual data input but it also ensures your budget is always up-to-date based on your form entries and responses.

When this happens...
Form Submission Created
Triggers when a new form submission is created.
TriggerInstant
automatically do this!
Create Transaction
Creates a new transaction.
ActionWrite

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Supported triggers and actions

- Form ProjectRequired
- PageRequired
- ButtonRequired
Trigger
Instant
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- Form ProjectRequired
Trigger
Instant
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- Form ProjectRequired
Trigger
Instant
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- Form ProjectRequired
- PageRequired
- Stripe PaymentRequired
Trigger
Instant
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- Form ProjectRequired
- Email AddressRequired
Action
Write

- Form ProjectRequired
- Email AddressRequired
- NameRequired
Action
Search or write
Age of Money Changes
Triggers when your Age of Money changes.
Trigger
Polling
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- Balance Below AmountRequired
Trigger
Polling
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New or Updated Account
Triggers when a new account is created or an existing account is updated.
Trigger
Polling
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New or Updated Scheduled Transaction
Triggers when a scheduled transaction is created or updated.
Trigger
Polling
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Goal Completed
Triggers when a goal is completed.
Trigger
Polling
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New Category
Triggers when a new category is created.
Trigger
Polling
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New Transaction
Triggers when a new transaction is created.
Trigger
Polling
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- CategoryRequired
Trigger
Polling
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- AccountRequired
- AmountRequired
- DateRequired
- Payee Type
- Category
- Memo
- Cleared
- Approved?Required
- Flag Color
- Import Id
Action
Write

- Form ProjectRequired
- PageRequired
- Block Type
Trigger
Instant
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- Form ProjectRequired
- PageRequired
- FormRequired
Trigger
Instant
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Form Project Created
Triggers when a new Form Project is created.
Trigger
Instant
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- Form ProjectRequired
- NameRequired
- Email AddressRequired
Action
Write
- Form ProjectRequired
- Email AddressRequired
Action
Search
- Balance Below AmountRequired
Trigger
Polling
Try It
- Age of Money DaysRequired
Trigger
Polling
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Category Overspent
Triggers when a category is overspent and has a negative balance.
Trigger
Polling
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New or Updated Category
Triggers when a new category is created or an existing category is updated.
Trigger
Polling
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New or Updated Transaction
Triggers when a transaction is created or updated.
Trigger
Polling
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New Account
Triggers when a new account is created.
Trigger
Polling
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New Payee
Triggers when a new payee is created.
Trigger
Polling
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- AccountRequired
Trigger
Polling
Try It
- CategoryRequired
- Budget AmountRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

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.

Learn more

Related categories

Accounting

About Zapier Forms

Zapier Forms is an automated way to collect data and integrate your form with workflows that can connect to 8,000+ apps.

Learn more

Related categories

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

YNAB + Zapier Forms

Generate YNAB transactions from new Zapier Forms submissions

Supported triggers and actions

Button Clicked

User Created

Page Created

Stripe Payment Processed

Remove User

Find or Create User.

Age of Money Changes

Low Category Balance

New or Updated Account

New or Updated Scheduled Transaction

Goal Completed

New Category

New Transaction

Spending in Category

Create Transaction

Block Created

Form Submission Created

Form Project Created

Create User

Find User

Low Account Balance

Age of Money Reaches

Category Overspent

New or Updated Category

New or Updated Transaction

New Account

New Payee

Spending in Account

Budget to a Category

API Request (Beta)

About YNAB

Related categories

About Zapier Forms

Related categories

Similar apps

Zapier Forms