Integration

Connect YNAB to Aimtell

When something happens in YNAB, your agent does the next thing in Aimtell. Describe it in plain language and the automation is built, tested on every branch and kept running.

YNAB14 triggersYNAB4 actionsAimtell14 actions

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Build it

What do you want YNAB and Aimtell to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Or work from Claude Code

Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.

Connect Claude Code

Everything your agent can do with YNAB and Aimtell

Triggers and actions 14 triggers · 18 actions

Trigger
Category Overspent
Triggers when a category is overspent and has a negative balance.
Trigger
Goal Completed
Triggers when a goal is completed.
Trigger
Low Account Balance
Triggers when a Checking or Savings account balance drops below a certain amount during a month.
Trigger
Low Category Balance
Triggers when a category balance drops below a certain amount.
Trigger
New Account
Triggers when a new account is created.
Trigger
New Category
Triggers when a new category is created.
Trigger
New or Updated Account
Triggers when a new account is created or an existing account is updated.
Trigger
New or Updated Category
Triggers when a new category is created or an existing category is updated.
Trigger
New or Updated Scheduled Transaction
Triggers when a scheduled transaction is created or updated.
Trigger
New or Updated Transaction
Triggers when a transaction is created or updated.
Trigger
New Payee
Triggers when a new payee is created.
Trigger
New Transaction
Triggers when a new transaction is created.
Trigger
Spending in Account
Triggers when a new outflow transaction is created in an account.
Trigger
Spending in Category
Triggers when a new outflow transaction is assigned to a category.
Action
Budget to a Category
Budgets to a category in the current month.
Action
Create Transaction
Creates a new transaction.
Action
Get Current Budget Month
Returns the current month of the last-used budget, including Age of Money, income, budgeted, activity, and to-be-budgeted amounts.
Action
Get Current Month Summary
Returns the current budget month's summary, including age of money, income, budgeted, activity, and to-be-budgeted amounts.
Action
Add event triggered campaign
Create a campaign that sends automatically when a tracked event occurs.
Action
Add RSS campaign
Create a campaign that sends push notifications automatically from an RSS feed.
Action
Add segment
Create a subscriber segment for targeting push campaigns.
Action
Create Push Campaign Draft
Creates a new push campaign draft.
Action
Get event triggered campaign
Retrieve an event-triggered campaign by ID.
Action
Get push campaign
Retrieve a manual push campaign by ID.
Action
Get RSS campaign
Retrieve an RSS campaign by ID.
Action
Get segment
Retrieve a subscriber segment by ID.
Action
List event triggered campaigns
List all event-triggered campaigns for a site.
Action
List push campaigns
List all manual push campaigns for a site.
Action
List RSS campaigns
List all RSS campaigns for a site.
Action
Send Push Notification
Sends a push notification.
Action
Track Event
Tracks an event against a subscriber.
Action
Update segment
Update a subscriber segment's definition.

Each app on its own

The other way round: Aimtell to YNAB