Integrate You Need a Budget with your AI Workflows

Connect You Need a Budget with hundreds of popular tools, AI models, or AI agents. Automate your work faster and better than ever before - all visually with no-code ease.

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Triggers & Actions

Explore Triggers and Actions

Update Transaction

Update transaction details in your YNAB budget.

Action

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Update Category Budget

Update the budgeted amount for a specific category in YNAB.

Action

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New Spending In Category

Monitor new spending transactions in a specific YNAB budget category.

Trigger

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New Spending In Account

Monitors new spending transactions in a specific YNAB account.

Trigger

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New Or Updated Transaction

Triggers when a new transaction is created or updated in YNAB.

Trigger

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Low Category Balance

Triggers when a YNAB budget category balance falls below a specified amount.

Trigger

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New Spending In Category

Monitor new spending transactions in a specific YNAB budget category.

Trigger

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New Spending In Account

Monitors new spending transactions in a specific YNAB account.

Trigger

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New Or Updated Transaction

Triggers when a new transaction is created or updated in YNAB.

Trigger

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Low Category Balance

Triggers when a YNAB budget category balance falls below a specified amount.

Trigger

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Low Account Balance

Triggers when an account balance falls below a specified amount.

Trigger

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Category Overspent

Triggers when a specific budget category becomes overspent.

Trigger

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Update Transaction

Update transaction details in your YNAB budget.

Action

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Update Category Budget

Update the budgeted amount for a specific category in YNAB.

Action

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List Accounts

View a list of accounts associated with a specified budget.

Action

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Get Account

Retrieve details for a specific YNAB account within a budget.

Action

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Create Transaction

Create a new transaction in your YNAB budget with specified details and categories.

Action

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Easy as one, two, three.

How it works

When this happens...

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A trigger is an event kicking off your AI agent — like a new email in your Gmail inbox.

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Templates

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How it works

How does Lindy work?

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Frequently asked questions

How does Lindy work with You Need a Budget?

Once you signup to Lindy, you can enable the You Need a Budget integration from your dashboard. Once you’ve authenticated with You Need a Budget, Lindy can execute various triggers and actions from your You Need a Budget account using the Rails workflow builder.

What can you do with Lindy and You Need a Budget?

Grant access to your You Need a Budget account directly via our integration and combine You Need a Budget's Actions and Triggers in Lindy's AI-powered Rails workflow builder to bring custom automations and AI assistants to life.

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Explore Triggers and Actions

How it works

Select a trigger

Connect your apps

Let AI do the work

Try a Slack Template

How does Lindy work?

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