--- title: "Connect YNAB and Google Sheets - APIANT.ai" description: "When \"Goal Completed\" fires in YNAB, your agent runs \"Add Row\" in Google Sheets." canonical: "https://apiant.ai/connect/ynab-to-google-sheets" --- # Connect YNAB and Google Sheets When **Goal Completed** fires in [YNAB](https://apiant.ai/connections/ynab), your agent runs **Add Row** in [Google Sheets](https://apiant.ai/connections/google-sheets), or **Aggregate Metric Changed** in Google Sheets to **Create Transaction** in YNAB. Describe the whole flow and it is built, tested on every scenario and kept running. YNAB **14** triggers YNAB **4** actions Google Sheets **16** triggers Google Sheets **46** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want YNAB and Google Sheets to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What YNAB and Google Sheets can do together ### From YNAB to Google Sheets - When **Goal Completed** in YNAB then **Add Row** in Google Sheets - When **New Account** in YNAB then **Create Multiple Spreadsheet Rows** in Google Sheets ### From Google Sheets to YNAB - When **Aggregate Metric Changed** in Google Sheets then **Create Transaction** in YNAB - When **Cell Range Values Changed** in Google Sheets then **Budget to a Category** in YNAB Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with YNAB and Google Sheets ## Triggers and actions 30 triggers · 50 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. - Trigger **Aggregate Metric Changed** Fires when an aggregate metric (sum/avg/count/…) over a column changes. - Trigger **Cell Range Values Changed** Fires when the values in a specific cell range change. - Trigger **Conditional Format Rule Changed** Fires when a conditional-format rule changes. - Trigger **Data Validation Rule Changed** Fires when a data-validation rule changes. - Trigger **Developer Metadata Changed** Fires when developer metadata changes. - Trigger **Filtered Range Values Changed** Fires when the values in a filtered range change. - Trigger **New Rows** Fires when new rows are appended to a Google Sheet. - Trigger **New Sheet Added** Fires when a new sheet (tab) is added to a spreadsheet. - Trigger **New Spreadsheet Created** Fires when a new spreadsheet is created in the account. - Trigger **Spreadsheet Metadata Changed** Fires when spreadsheet metadata changes. - Trigger **Spreadsheet Properties Changed** Fires when spreadsheet properties change. - Trigger **Spreadsheet Row Changed** Fires when a row matching a query changes. - Trigger **Spreadsheet Search Match** Fires when a spreadsheet matching search criteria is found. - Trigger **Table Query Result Changed** Fires when the result of a SQL-style table query changes. - Trigger **Table Schema Changed** Fires when a table's column schema changes. - Trigger **Worksheet Names Changed** Fires when worksheet (tab) names change. - Action **Add Row** Append a row to a Google Sheet - Action **Aggregate Column Data** Read a range and compute an aggregate (sum|avg|min|max|count) over one column, skipping blank/non-numeric cells (so a header row is skipped automatically). - Action **Auto-Resize Rows or Columns** Auto-fit row heights or column widths over an index range via autoResizeDimensions. - Action **Change Sheet Properties** Update a worksheet's grid properties (row/column count) using an explicit field mask. - Action **Clear Basic Filter** Remove the basic filter from a sheet via clearBasicFilter. - Action **Clear Spreadsheet Row(s)** Clear the values in a range (formatting preserved). - Action **Copy Range** Copy a source cell range to a destination range within the spreadsheet. - Action **Copy Worksheet** Copy a worksheet into a destination spreadsheet. - Action **Create Chart** Add a basic embedded chart (column/bar/line/etc.) built from a domain range and a series range on a sheet. Returns the new chartId. - Action **Create Conditional Formatting Rule** Add a boolean conditional formatting rule (e.g. NUMBER_GREATER) that colors matching cells. - Action **Create Multiple Spreadsheet Rows** Append many rows in one call. - Action **Create Spreadsheet** Create a new Google Sheets spreadsheet with the given title. - Action **Create Spreadsheet Column** Insert a blank column at a given index. - Action **Create Spreadsheet Row** Append a single row of values to a sheet range. - Action **Create Spreadsheet Row at Top** Insert a blank row just below the header (row 2), then write the given values into it in one operation. - Action **Create Worksheet** Add a new worksheet (tab) to an existing spreadsheet. - Action **Delete Chart** Delete an embedded chart via deleteEmbeddedObject. - Action **Delete Sheet** Delete a worksheet from a spreadsheet by sheetId (gid). - Action **Delete Spreadsheet Row(s)** Delete a contiguous block of rows by index. - Action **Find and Replace** Find and replace text across the spreadsheet. Supply EXACTLY ONE scope: all_sheets=true OR sheet_id. Leave the other unset (do not pass all_sheets=false together with sheet_id). - Action **Find Spreadsheet** Find spreadsheets by exact name via the Drive API (cross-host through the googlesheets connection). - Action **Find Worksheet** Return the worksheet whose title matches the given title (sheet_id/index/found), reading the spreadsheet's sheet properties. - Action **Format Cell Range** Apply background color and bold formatting to a cell range via repeatCell. - Action **Format Spreadsheet Row** Apply a background color across an entire row via repeatCell over a row range. - Action **Get Conditional Format Rules** List all conditional-format rules on each sheet (paired with the sheetId so a follow-up update can target a rule by index). - Action **Get Data Range** Read all values in one or more ranges via batchGet. - Action **Get Data Validation Rules** Read the data-validation rule set on every cell of a range (per-cell dataValidation, via includeGridData with a field mask). - Action **Get Many Spreadsheet Rows (Advanced)** Read multiple ranges at once via batchGet. - Action **Get Row by ID** Read a single row range. NOTE: Google Sheets has no row ID; the row number IS the identity. - Action **Get Sheet Names** Return the titles of all sheets (tabs) in the spreadsheet. - Action **Get Spreadsheet by ID** Fetch spreadsheet metadata (title, sheets, gids, grid properties). - Action **List Charts** List all embedded charts (chartId + title) across every sheet in the spreadsheet. - Action **Lookup Spreadsheet Row** Read a range and return the FIRST row whose cell at column_index equals match_value (Sheets has no server-side filter; this op filters the returned rows). - Action **Lookup Spreadsheet Rows (Advanced)** Read multiple ranges via batchGet and return ALL rows whose cell at column_index equals match_value (Sheets has no server-side filter; this op filters the returned rows). - Action **Move Chart** Reposition an embedded chart to a new overlay anchor cell via updateEmbeddedObjectPosition. - Action **Rename Sheet** Rename a worksheet's title. - Action **Search Spreadsheets** Search spreadsheets by name substring (or full-text) via the Drive API, cross-host through the googlesheets connection. - Action **Set Basic Filter** Apply a basic filter to a range on a sheet via setBasicFilter. - Action **Set Data Validation** Apply a ONE_OF_LIST dropdown data-validation rule to a cell range. - Action **Sort Range** Sort a cell range by one column in ascending or descending order. - Action **Update Chart** Replace an existing chart's spec (title, chart type, domain/series ranges) via updateChartSpec. - Action **Update Conditional Format Rules** Replace an existing conditional-format rule (identified by its index on the sheet) with a new boolean rule. - Action **Update Data Validation Rule** Overwrite the data-validation rule on a cell range with a ONE_OF_LIST dropdown (same endpoint as create; setDataValidation replaces whatever rule the range held). - Action **Update Spreadsheet Row** Overwrite the values at a specific range. - Action **Update Spreadsheet Row(s)** Update one or more disjoint ranges in a single batch. - Action **Upsert Row** Read a range, find the row whose column_index cell equals match_value; UPDATE that row when found, otherwise APPEND a new row. One adaptive write request (method+path chosen by the match script). ## Each app on its own - [ **YNAB** YNAB is an award-winning personal finance app and method that helps you gain total control of your money.](https://apiant.ai/connections/ynab) - [ **Google Sheets** Google Sheets](https://apiant.ai/connections/google-sheets) Reviews ## What our customers say ## More from YNAB - [ **YNAB to MILKEE** MILKEE is a all in one accounting tool for Swiss Freelancers and small businesses.](https://apiant.ai/connect/ynab-to-milkee) - [ **YNAB to The Muse** Job board and company profiles](https://apiant.ai/connect/ynab-to-the-muse) - [ **YNAB to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/ynab-to-google-drive) - [ **YNAB to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/ynab-to-zoom) - [ **YNAB to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/ynab-to-linkedin) - [ **YNAB to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/ynab-to-facebook) ## More into Google Sheets - [ **HubSpot to Google Sheets** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-google-sheets) - [ **Salesforce to Google Sheets** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-google-sheets) - [ **Slack to Google Sheets** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-google-sheets) - [ **Gmail to Google Sheets** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-google-sheets) - [ **Google Calendar to Google Sheets** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-google-sheets) - [ **Google Drive to Google Sheets** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-google-sheets) Questions ## YNAB and Google Sheets, answered ### ### What can start an automation from YNAB? Any of YNAB's 14 triggers in the catalog, including Goal Completed, New Account, New Category and New or Updated Account. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Google Sheets when something happens in YNAB? Any of Google Sheets's 46 actions, including Create Chart, Create Conditional Formatting Rule, Create Multiple Spreadsheet Rows and Create Spreadsheet. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Google Sheets to YNAB? Yes. When something happens in Google Sheets, your agent can act in YNAB too. This page covers both directions: Google Sheets's triggers and YNAB's actions are listed here as well. ### ### Do I have to build a connector for YNAB or Google Sheets? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use YNAB and Google Sheets without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.