- Financial Automation
- Expense Tracking
- Auto‐log shared expenses
Record shared expenses in budgeting tools based on transactions
This automation automatically captures new transaction entries and logs them into a shared budgeting system to ensure all participants’ expenses are recorded accurately in real time. It eliminates manual data entry and the risk of missed or duplicated records, streamlining financial collaboration. By synchronizing transaction data across personal and group budgets, users gain immediate visibility into shared spending and improved budget management.
Filter by common apps:
Pipedrive
Expensify
Xero
Formatter by Zapier
Scoro
YNAB
Splitwise
Filter by Zapier
Airtable
Parsio
QuickBooks Online
Microsoft SharePoint
Microsoft Outlook
bunq
Zapier Tables
Code by Zapier
- Generate expense report in Expensify when deal stage updates in Pipedrive
- Create expense in Scoro from new bank transaction in Xero, and format amounts
Create expense in Scoro from new bank transaction in Xero, and format amounts
- Create shared expense in Splitwise when YNAB category receives new transaction
Create shared expense in Splitwise when YNAB category receives new transaction
- Track medical expenses from YNAB to Airtable, filter transactions, and format data
Track medical expenses from YNAB to Airtable, filter transactions, and format data
- Record expenses, upload files to SharePoint, and notify via Outlook after document parsing in Parsio
Record expenses, upload files to SharePoint, and notify via Outlook after document parsing in Parsio
- Track payments from bunq, create expenses in Splitwise
Track payments from bunq, create expenses in Splitwise
- Create an expense in Splitwise when a button is clicked in Zapier Tables
Create an expense in Splitwise when a button is clicked in Zapier Tables
- Track shared expenses in YNAB from new Splitwise expenses, filter data, and create transactions
Track shared expenses in YNAB from new Splitwise expenses, filter data, and create transactions
- Add transaction to shared budget in YNAB when specific payment is made
Add transaction to shared budget in YNAB when specific payment is made
