Smartsheet + YNAB
Update new rows in Smartsheet when spending in categories occurs in You Need A Budget
Maintain a real-time overview of your financial status with this simple workflow. Whenever your expenses in a particular category change within You Need A Budget, a new row in Smartsheet is seamlessly adjusted to reflect this alteration. This streamlines the process of keeping your budget up-to-date and helps in smooth financial tracking between You Need A Budget and Smartsheet without requiring manual intervention.
Maintain a real-time overview of your financial status with this simple workflow. Whenever your expenses in a particular category change within You Need A Budget, a new row in Smartsheet is seamlessly adjusted to reflect this alteration. This streamlines the process of keeping your budget up-to-date and helps in smooth financial tracking between You Need A Budget and Smartsheet without requiring manual intervention.
- When this happens...Spending in Category
Triggers when a new outflow transaction is assigned to a category.
- automatically do this!Update Row
Update an existing row with new values. Requires a row ID.
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Balance Below AmountRequired
Try ItAge of Money DaysRequired
Try ItCategory Overspent
Triggers when a category is overspent and has a negative balance.
Try ItNew or Updated Category
Triggers when a new category is created or an existing category is updated.
Try It
Age of Money Changes
Triggers when your Age of Money changes.
Try ItBalance Below AmountRequired
Try ItNew or Updated Account
Triggers when a new account is created or an existing account is updated.
Try ItNew or Updated Scheduled Transaction
Triggers when a scheduled transaction is created or updated.
Try It
