App
YNAB
YNAB is an award-winning personal finance app and method that helps you gain total control of your money. Spend, save, and live joyfully.
What your agent can do with YNAB
Triggers and actions 14 triggers · 4 actions
- TriggerCategory Overspent
Triggers when a category is overspent and has a negative balance.
- TriggerGoal Completed
Triggers when a goal is completed.
- TriggerLow Account Balance
Triggers when a Checking or Savings account balance drops below a certain amount during a month.
- TriggerLow Category Balance
Triggers when a category balance drops below a certain amount.
- TriggerNew Account
Triggers when a new account is created.
- TriggerNew Category
Triggers when a new category is created.
- TriggerNew or Updated Account
Triggers when a new account is created or an existing account is updated.
- TriggerNew or Updated Category
Triggers when a new category is created or an existing category is updated.
- TriggerNew or Updated Scheduled Transaction
Triggers when a scheduled transaction is created or updated.
- TriggerNew or Updated Transaction
Triggers when a transaction is created or updated.
- TriggerNew Payee
Triggers when a new payee is created.
- TriggerNew Transaction
Triggers when a new transaction is created.
- TriggerSpending in Account
Triggers when a new outflow transaction is created in an account.
- TriggerSpending in Category
Triggers when a new outflow transaction is assigned to a category.
- ActionBudget to a Category
Budgets to a category in the current month.
- ActionCreate Transaction
Creates a new transaction.
- ActionGet Current Budget Month
Returns the current month of the last-used budget, including Age of Money, income, budgeted, activity, and to-be-budgeted amounts.
- ActionGet Current Month Summary
Returns the current budget month's summary, including age of money, income, budgeted, activity, and to-be-budgeted amounts.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Not listed?
Need a trigger or action that is not here?
Ask your agent. Describe what you need in plain language and it reads the YNAB API documentation, builds the operation at whatever depth the API allows, tests every branch and ships it. The list above is what exists today, not the limit.