Stripe (Legacy) + YNAB

Create transactions in You Need A Budget for new charges in Stripe (Legacy)

Effortlessly manage your financial transactions with this simple workflow. Whenever a new charge occurs in your Stripe (Legacy) account, it will create a transaction in You Need A Budget, keeping your finances updated and accurate consistently. This automatic process eliminates the need for manual data entry and keeps your budget on track.

When this happens...
New Charge
Triggers when someone's credit card is charged.
TriggerInstant
automatically do this!
Create Transaction
Creates a new transaction.
ActionWrite

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Supported triggers and actions

Canceled Subscription
Triggers when a subscription is canceled (by a subscriber or due to end of billing period).
Trigger
Instant
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New Coupon
Triggers when you add a new Stripe coupon.
Trigger
Polling
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- Event Type
Trigger
Instant
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New Invoice Item
Triggers when a new invoice item is listed.
Trigger
Polling
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- Include Failed Payments?
Trigger
Instant
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New Refund
Triggers when a new refund is created.
Trigger
Polling
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- CustomerRequired
- PlansRequired
- Collection MethodRequired
- Coupon
- Cancel at period end?Required
- Metadata
Action
Write

- CustomerRequired
- Name
- Email Address
- Description
- Phone
- Metadata
Action
Write
- Find by
- QueryRequired
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

- Include Failed Charges?
Trigger
Instant
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New Customer
Triggers when a new customer is added.
Trigger
Polling
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New Invoice
Triggers when a new invoice is created (supports line items).
Trigger
Polling
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- Customer
- Status
Trigger
Polling
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New Plan
Triggers when you add a new Stripe plan.
Trigger
Polling
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- Subscription To CancelRequired
Action
Write
- Email AddressRequired
- Name
- Description
- Line 1
- City
- Country
- Line 2
- Postal Code
- State
- Phone
- Metadata
Action
Write
- Charge Stripe IDRequired
Action
Search
- CustomerRequired
- Plan
- Status
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 Stripe (Legacy)

Stripe is a developer-friendly way to accept payments online and in mobile apps. Stripe's suite of APIs powers commerce for thousands of companies of all sizes, processing billions of dollars for businesses each year.

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