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Email to YNAB (You Need A Budget) integrations

Automate your workflows between Email and YNAB (You Need A Budget) with IFTTT.
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Create your own Email and YNAB (You Need A Budget) workflow

Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.

10 triggers, queries, and actions

Account balance is low

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an account balance drops below your specified threshold.

Category overspent

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when spending in a category exceeds the budgeted amount for the current month.

New transaction

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new transaction is added to your plan.

Send IFTTT an email tagged

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
Send IFTTT an email at trigger@applet.ifttt.com with a hashtag in the subject (e.g. #IFTTT) and this Trigger fires. You can optionally add a single file attachment (up to 30MB) and IFTTT will create a public URL to the file as an Ingredient.

Send IFTTT any email

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
Send IFTTT any email at trigger@applet.ifttt.com and this Trigger fires. You can optionally add a single file attachment and IFTTT will create a public URL to the file as an Ingredient. This trigger will reject emails with attachments over 30MB.

List accounts

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Returns a list of accounts for a YNAB plan.

List categories

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Returns a list of categories for a YNAB plan.

List plans

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Returns a list of your YNAB plans.

Create a transaction

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action creates a new transaction in your YNAB plan.

Send me an email

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will send you an HTML based email. Images and links are supported.

Account balance is low

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an account balance drops below your specified threshold.

Category overspent

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when spending in a category exceeds the budgeted amount for the current month.

Create a transaction

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action creates a new transaction in your YNAB plan.

List accounts

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Returns a list of accounts for a YNAB plan.

List categories

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Returns a list of categories for a YNAB plan.

List plans

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Returns a list of your YNAB plans.

New transaction

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new transaction is added to your plan.

Send IFTTT an email tagged

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
Send IFTTT an email at trigger@applet.ifttt.com with a hashtag in the subject (e.g. #IFTTT) and this Trigger fires. You can optionally add a single file attachment (up to 30MB) and IFTTT will create a public URL to the file as an Ingredient.

Send IFTTT any email

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
Send IFTTT any email at trigger@applet.ifttt.com and this Trigger fires. You can optionally add a single file attachment and IFTTT will create a public URL to the file as an Ingredient. This trigger will reject emails with attachments over 30MB.

Send me an email

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will send you an HTML based email. Images and links are supported.

Build an automation in seconds!

You can add delays, queries, and more actions in the next step!

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How to connect to a Email automation

Find an automation using Email

Find an automation to connect to, or create your own!

Connect IFTTT to your Email account

Securely connect the Applet services to your respective accounts.

Finalize and customize your Applet

Review trigger and action settings, and click connect. Simple as that!
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More on Email and YNAB (You Need A Budget)

About Email

Send and receive important information when you need it, automatically, with this service. The "send me an email" action has a daily limit of 750 messages per day, at which point Applets will be paused until the limit resets at 12:00 AM GMT.

Connect Email

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About YNAB (You Need A Budget)

YNAB is a personal budgeting app that helps you gain total control of your money, break the paycheck-to-paycheck cycle, and get out of debt.

Connect YNAB (You Need A Budget)

More integrations with YNAB (You Need A Budget)