Todoist + You Need A Budget

Add tasks in Todoist to process any YNAB overspent categories

This one is for the productivity guru’s out there. Anytime you or a budgeting partner overspends in a category, this integration will add a task to your Todoist account. Now you'll never forget to tell your budget the truth! Please don't lie to your budget... you love it and it loves you!

When this happens...
Category Overspent
Triggers when a category is overspent and has a negative balance.
TriggerScheduled
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

What does this mean?

- 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
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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
- ProjectRequired
Trigger
Scheduled
Try It
- ProjectRequired
- E-Mail AddressRequired
Action
Write
- TaskRequired
- SectionRequired
Action
Write
- ProjectRequired
- CommentRequired
Action
Write
- Project
- TitleRequired
- Note
- Section
- Assigned To
- Due Date (Human Formatted)
- Due Date (Raw Formatted)
- Priority
- Labels
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Get Task Comments
Get the comments of a Task as a line item
Action
Write
- NameRequired
Action
Search
- Email AddressRequired
Action
Search
- NameRequired
Action
Search or write

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
Try It
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
Try It
New Category
Triggers when a new category is created.
Trigger
Scheduled
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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
- Project
Trigger
Scheduled
Try It
New Project
Triggers when a new project is created.
Trigger
Scheduled
Try It
- TaskRequired
Action
Write
- TaskRequired
- CommentRequired
Action
Write
- NameRequired
Action
Write
- TaskRequired
- TitleRequired
- Assigned To
- Due Date (Human Formatted)
- Due Date (Raw Formatted)
- Priority
- Labels
Action
Write
Create Subtask
Creates a new task as a child of another task in Todoist.
Action
Write
Get Project Collaborators
Get all collaborators for a specific project
Action
Write
- NameRequired
- Project
Action
Search
- NameRequired
Action
Search or write
- NameRequired
- Project
- TitleRequired
- Note
- Section
- Assigned To
- Due Date (Human Formatted)
- Due Date (Raw Formatted)
- Priority
- Labels
Action
Search or write

About Todoist

Managing millions of tasks, Todoist is an online task management app and todo list. It has Web, iPhone, Android, Chrome, Firefox, Outlook flavors (and more!).

Learn more Help

Related categories

Task Management

Similar apps

Trello

Project Management

Asana

Project Management

Google Tasks

Google, Task Management

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

Todoist + You Need A Budget

Add tasks in Todoist to process any YNAB overspent categories

Low Account Balance

Age of Money Reaches

Age of Money DaysRequired

Category Overspent

New or Updated Category

New or Updated Transaction

New Account

New Payee

Spending in Account

AccountRequired

Budget to a Category

CategoryRequired

Budget AmountRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Get Scheduled Transactions from Budget

New Incomplete Task

ProjectRequired

Invite User to Project

ProjectRequired

E-Mail AddressRequired

Move Task to Section

TaskRequired

SectionRequired

Add Comment to Project

ProjectRequired

CommentRequired

Create Task

Project

TitleRequired

Note

Section

Assigned To

Due Date (Human Formatted)

Due Date (Raw Formatted)

Priority

Labels

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Get Task Comments

Find Project

NameRequired

Find User

Email AddressRequired

Find or Create project.

NameRequired

Age of Money Changes

Low Category Balance

Balance Below AmountRequired

New or Updated Account

New or Updated Scheduled Transaction

Goal Completed

New Category

New Transaction

Spending in Category

CategoryRequired

Create Transaction

AccountRequired

AmountRequired

DateRequired

Payee Type

Category

Memo