Smartsheet + YNAB
Track and organize new or updated categories from You Need A Budget by adding rows in Smartsheet
With this workflow, whenever you introduce or revise a category in your You Need A Budget app, a corresponding row is instantly added in the Smartsheet app. This integration minimizes the possibility of manual errors in transcribing information, ensuring your sheets in Smartsheet stay up-to-date with your budget changes. A perfect solution for maintaining alignment between your budgeting and planning processes.
With this workflow, whenever you introduce or revise a category in your You Need A Budget app, a corresponding row is instantly added in the Smartsheet app. This integration minimizes the possibility of manual errors in transcribing information, ensuring your sheets in Smartsheet stay up-to-date with your budget changes. A perfect solution for maintaining alignment between your budgeting and planning processes.
- When this happens...New or Updated Category
Triggers when a new category is created or an existing category is updated.
- automatically do this!Add Row to Sheet
Add a row to a sheet.
- Free forever for core features
- 14 day trial for premium features & apps
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
