Expensify + YNAB

Create transactions in You Need A Budget for new reports in Expensify

Easily manage your expenses with this seamless automation between Expensify and You Need A Budget. When a new report is generated in Expensify, this workflow will create a transaction for you in You Need A Budget, simplifying the process of tracking your financial activity and ensuring that you have accurate and up-to-date budget information.

Easily manage your expenses with this seamless automation between Expensify and You Need A Budget. When a new report is generated in Expensify, this workflow will create a transaction for you in You Need A Budget, simplifying the process of tracking your financial activity and ensuring that you have accurate and up-to-date budget information.

  1. When this happens...
    ExpensifyExpensify
    New Report

    Triggered when a new report is created.

    TriggerPolling
  2. automatically do this!
    YNABYNAB
    Create Transaction

    Creates a new transaction.

    ActionWrite
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Supported triggers and actions

expensify logo
expensify logo

About Expensify

Expensify is a tool for automating expense tracking, receipt scanning, and reporting, with integrations for streamlined financial management.

Related categories

  • Accounting

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ynab logo
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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