Checkvist + YNAB

Track and organize new or updated transactions in You Need A Budget by creating list items in Checkvist

Keep your budget and task list in sync easily. With this workflow, every time you create or update a transaction in You Need A Budget, it translates into a new list item in Checkvist. It's an effortless way to ensure that your financial transactions and to-do tasks are always updated, saving you time and preventing missed actions.

Keep your budget and task list in sync easily. With this workflow, every time you create or update a transaction in You Need A Budget, it translates into a new list item in Checkvist. It's an effortless way to ensure that your financial transactions and to-do tasks are always updated, saving you time and preventing missed actions.

  1. When this happens...
    YNABYNAB
    New or Updated Transaction

    Triggers when a transaction is created or updated.

    TriggerPolling
  2. automatically do this!
    CheckvistCheckvist
    Create List Item

    Creates a new item in a selected list.

    ActionWrite
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Supported triggers and actions

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checkvist logo

About Checkvist

Keyboard driven online outliner and task manager for teams and individuals. Capture your ideas and notes, create checklists and plans, share with colleagues, and get everything done — together.

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  • Task Management

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About YNAB

YNAB is an award-winning personal finance app and method that helps you gain total control of your money. Spend, save, and live joyfully.
Learn more

Related categories

  • Accounting