Microsoft Excel + YNAB
Add rows in Microsoft Excel for new or updated transactions in You Need A Budget
Stay on top of your financial data with this straightforward automation. Whenever a transaction in You Need A Budget is created or edited, a corresponding row will be added instantly in your Microsoft Excel sheet. This workflow ensures your budgeting information is always up to date, and all details are recorded accurately in Excel, freeing up your time to focus on other important tasks.
Stay on top of your financial data with this straightforward automation. Whenever a transaction in You Need A Budget is created or edited, a corresponding row will be added instantly in your Microsoft Excel sheet. This workflow ensures your budgeting information is always up to date, and all details are recorded accurately in Excel, freeing up your time to focus on other important tasks.
- When this happens...New or Updated Transaction
Triggers when a transaction is created or updated.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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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
