Integration

Connect YNAB to Savio

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

YNAB14 triggersYNAB4 actionsSavio5 actions

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Build it

What do you want YNAB and Savio 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 Savio

Triggers and actions 14 triggers · 9 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 company
Creates a company in Savio so feedback and feature requests can be attributed to it. Returns the newly created company.
Action
Add contact
Creates a contact in Savio, or updates the existing one with the same identifier from your system, so their feedback can be attributed to them. Returns the contact.
Action
Get feature request
Returns a single feature request from Savio, including its title, description, state, tags and roadmaps.
Action
Get feedback
Returns a single piece of customer feedback from Savio, including the problem described, who reported it and the feature request it is attached to.
Action
Log Product Feedback
Logs a piece of customer feedback in Savio, optionally attaching it to a contact, a company and a feature request. Returns the new feedback's id.

Each app on its own

The other way round: Savio to YNAB