Connect YNAB to GBIF

Both apps 26YNAB 18GBIF 8

• 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
  Find datasets

  Search across all datasets registered with GBIF (occurrence datasets, checklists, etc) by query text, type, publishing org, or country. GET https://api.gbif.org/v1/dataset/search?q=&type=&publishingCountry=&limit=&offset=. Returns a paged list of matching dataset summaries (key, title, type, publishingOrganizationKey).

• Action
  Find occurrences

  Search occurrence records indexed by GBIF using structured filters (scientific name/taxonKey, country, dataset, date range, geometry, basisOfRecord, etc). GET https://api.gbif.org/v1/occurrence/search?q=&taxonKey=&country=&limit=&offset=. Returns a paged list of matching occurrence records (species observations/specimens with location, date, recordedBy, etc). Max 300 records per page, hard offset+limit cap of 100,000.

• Action
  Find species

  Full-text search over name usages (species/taxa) in the GBIF Taxonomic Backbone and other checklists. GET https://api.gbif.org/v1/species/search?q={query}&rank=&status=&highertaxon_key=&limit=&offset=. Returns paged list of matching name usages (key, scientificName, rank, kingdom, etc).

• Action
  Get dataset

  Retrieve full details of a single GBIF-registered dataset by its key (UUID). GET https://api.gbif.org/v1/dataset/{key}. Returns dataset metadata: title, description, type, license, publishingOrganizationKey, doi, citation, etc.

• Action
  Get occurrence

  Retrieve a single occurrence record by its GBIF occurrence id. GET https://api.gbif.org/v1/occurrence/{gbifId}. Returns the full occurrence record: taxonomy, location (lat/lon/country), event date, recordedBy, dataset, media, etc.

• Action
  Get species

  Retrieve a single name usage (species/taxon) record by its GBIF usage key. GET https://api.gbif.org/v1/species/{usageKey}. Returns full taxonomic details (scientificName, kingdom, phylum, class, order, family, genus, rank, taxonomicStatus, synonym, etc).

• Action
  Match species name

  Fuzzy-match a scientific name string against the GBIF Backbone Taxonomy to resolve it to a canonical taxon key. GET https://api.gbif.org/v2/species/match?name={name}&rank=&kingdom=. Returns the best-matching usageKey/scientificName plus a confidence score and match type (EXACT/FUZZY/HIGHERRANK/NONE) — the standard way to resolve a free-text species name into a stable GBIF key.

• Action
  Parse scientific name

  Parse one or more free-text scientific name strings into their structured components (genus, specificEpithet, authorship, rank, etc) using GBIF's name parser. GET https://api.gbif.org/v1/parser/name?name={name} (repeat name= for multiple). Returns a list of ParsedName objects — useful for cleaning/normalizing user-entered species names before other lookups.

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