Popular ways to use You Need A Budget workflows

• Get texts after new YNAB categories become overspent

  

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  You Need A Budget, SMS by Zapier

  You Need A Budget + SMS by Zapier

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  1. 

     When this happens

     Step 1: Category Overspent

  2. 

     Then do this

     Step 2: Send SMS

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  Get texts after new YNAB categories become overspent

  

  by Zapier

  Zapier

  Get texts after new YNAB categories become overspent

  Try it

  • 
  • 

  You Need A Budget, SMS by Zapier

  You Need A Budget + SMS by Zapier

• Receive an alert if any of your YNAB accounts drop below $200

  

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  You Need A Budget, SMS by Zapier

  You Need A Budget + SMS by Zapier

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     When this happens

     Step 1: Low Account Balance

  2. 

     Then do this

     Step 2: Send SMS

  See Zap detailsTry it

  Receive an alert if any of your YNAB accounts drop below $200

  

  by Zapier

  Zapier

  Receive an alert if any of your YNAB accounts drop below $200

  Try it

  • 
  • 

  You Need A Budget, SMS by Zapier

  You Need A Budget + SMS by Zapier

• Send a tweet when you hit 100% on a YNAB goal

  

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  You Need A Budget, Twitter

  You Need A Budget + Twitter

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     When this happens

     Step 1: Goal Completed

  2. 

     Then do this

     Step 2: Create Tweet

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  Send a tweet when you hit 100% on a YNAB goal

  

  by Zapier

  Zapier

  Send a tweet when you hit 100% on a YNAB goal

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  You Need A Budget, Twitter

  You Need A Budget + Twitter

• Send a tweet when your YNAB Age of Money hits 30 days

  

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  You Need A Budget, Twitter

  You Need A Budget + Twitter

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     When this happens

     Step 1: Age of Money Reaches

  2. 

     Then do this

     Step 2: Create Tweet

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  Send a tweet when your YNAB Age of Money hits 30 days

  

  by Zapier

  Zapier

  Send a tweet when your YNAB Age of Money hits 30 days

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  You Need A Budget, Twitter

  You Need A Budget + Twitter

• Add tasks in Todoist to process any YNAB overspent categories

  

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  You Need A Budget, Todoist

  You Need A Budget + Todoist

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  1. 

     When this happens

     Step 1: Category Overspent

  2. 

     Then do this

     Step 2: Create Task

  See Zap detailsTry it

  Add tasks in Todoist to process any YNAB overspent categories

  

  by Zapier

  Zapier

  Add tasks in Todoist to process any YNAB overspent categories

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  You Need A Budget, Todoist

  You Need A Budget + Todoist

• When you spend in a category, add detail of the transaction to a Google spreadsheet.

  

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  You Need A Budget, Google Sheets

  You Need A Budget + Google Sheets

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     When this happens

     Step 1: Spending in Category

  2. 

     Then do this

     Step 2: Create Spreadsheet Row(s)

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  When you spend in a category, add detail of the transaction to a Google spreadsheet.

  

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  When you spend in a category, add detail of the transaction to a Google spreadsheet.

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  You Need A Budget, Google Sheets

  You Need A Budget + Google Sheets

• Have all new transactions added to a Google spreadsheet.

  

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  You Need A Budget, Google Sheets

  You Need A Budget + Google Sheets

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  1. 

     When this happens

     Step 1: New Transaction

  2. 

     Then do this

     Step 2: Create Spreadsheet Row(s)

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  Have all new transactions added to a Google spreadsheet.

  

  by Zapier

  Zapier

  Have all new transactions added to a Google spreadsheet.

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  You Need A Budget, Google Sheets

  You Need A Budget + Google Sheets

• Send a text message every time money is spent in an account.

  

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  You Need A Budget, SMS by Zapier

  You Need A Budget + SMS by Zapier

  More details

  1. 

     When this happens

     Step 1: Spending in Account

  2. 

     Then do this

     Step 2: Send SMS

  See Zap detailsTry it

  Send a text message every time money is spent in an account.

  

  by Zapier

  Zapier

  Send a text message every time money is spent in an account.

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  You Need A Budget, SMS by Zapier

  You Need A Budget + SMS by Zapier

• 

  Low Account Balance

  Triggers when a Checking or Savings account balance drops below a certain amount during a month.

  Trigger

  Scheduled
• 

  Age of Money Changes

  Triggers when your Age of Money changes.

  Trigger

  Scheduled
• 

  Age of Money Reaches

  Triggers when your Age of Money reaches a specified number of days.

  Trigger

  Scheduled
• 

  Low Category Balance

  Triggers when a category balance drops below a certain amount.

  Trigger

  Scheduled
• 

  Category Overspent

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

  Trigger

  Scheduled
• 

  New or Updated Account

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

  Trigger

  Scheduled
• 

  New or Updated Category

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

  Trigger

  Scheduled
• 

  New or Updated Scheduled Transaction

  Triggers when a scheduled transaction is created or updated.

  Trigger

  Scheduled
• You Need A Budget

  Triggers when a transaction is created or updated.

  Scheduled

  Trigger

• You Need A Budget

  Triggers when a goal is completed.

  Scheduled

  Trigger

• You Need A Budget

  Triggers when a new account is created.

  Scheduled

  Trigger

• You Need A Budget

  Triggers when a new category is created.

  Scheduled

  Trigger

• You Need A Budget

  Triggers when a new payee is created.

  Scheduled

  Trigger

• You Need A Budget

  Triggers when a new transaction is created.

  Scheduled

  Trigger

• You Need A Budget

  Triggers when a new outflow transaction is created in an account.

  Scheduled

  Trigger

• You Need A Budget

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

  Scheduled

  Trigger

• You Need A Budget

  Budgets to a category in the current month.

  Scheduled

  Action

• You Need A Budget

  Creates a new transaction.

  Scheduled

  Action