Microsoft Excel + YNAB

Create transactions in You Need A Budget for new rows in a Microsoft Excel table

Manage your finances effortlessly with this seamless workflow. Whenever a new row is added to your Microsoft Excel table, a corresponding transaction will be created in your You Need A Budget app. This allows you to easily track expenses, maintain your budget, and achieve your financial goals. This automation helps to keep your budget up-to-date and streamlined without the need for repetitive tasks.

Manage your finances effortlessly with this seamless workflow. Whenever a new row is added to your Microsoft Excel table, a corresponding transaction will be created in your You Need A Budget app. This allows you to easily track expenses, maintain your budget, and achieve your financial goals. This automation helps to keep your budget up-to-date and streamlined without the need for repetitive tasks.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    New Row in Table

    Triggers when a new row is added to a table in a spreadsheet.

    TriggerPolling
  2. automatically do this!
    YNABYNAB
    Create Transaction

    Creates a new transaction.

    ActionWrite
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Supported triggers and actions

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About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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  • Microsoft
  • Spreadsheets

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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.
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