Acuity Scheduling + YNAB

Create transactions in You Need A Budget for new appointments in Acuity Scheduling

Manage your appointments and budgets effortlessly with this streamlined workflow. When a new appointment is created in Acuity Scheduling, a corresponding transaction will be immediately added in You Need A Budget. This efficient process not only saves you time from manual data entry but also ensures your finances are always up-to-date following the scheduling changes.

When this happens...
New Appointment
Triggers when a new appointment is scheduled.
TriggerInstant
automatically do this!
Create Transaction
Creates a new transaction.
ActionWrite

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Supported triggers and actions

- Time Before (Unit)
- Appointment Type
- Calendar
- Time BeforeRequired
Trigger
Polling
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- Calendar
- Appointment Type
Trigger
Instant
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New Product Order
Triggers when a new order is completed.
Trigger
Instant
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- PackageRequired
- Certificate Code
- Email Address
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- Appointment IDRequired
Action
Search
- Balance Below AmountRequired
Trigger
Polling
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- 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
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- CategoryRequired
- Budget AmountRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- Calendar
- Appointment Type
Trigger
Instant
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- Calendar
- Appointment Type
Trigger
Instant
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- CouponRequired
- Certificate Code
Action
Write
- CalendarRequired
- Start Date and TimeRequired
- End Date and TimeRequired
- Notes
Action
Write
Add or Update Client
This action updates a client's information in Acuity Scheduling. If the client does not exist, it creates a new client.
Action
Write
- First Name
- Last Name
- E-Mail
Action
Search
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

About Acuity Scheduling

Easy online appointment scheduling software. Save time by having clients book appointments, complete custom intake forms, and pay in advance 24/7 anywhere in the world.