YNAB (You Need A Budget)
Log transactions to You Need a Budget with Do Button
This action creates a new transaction in your YNAB plan.
Developer info
- API endpoint slug
- you_need_a_budget.create_transaction
- Filter code method
- YouNeedABudget.createTransaction.skip(string?: reason)
- Runtime method
- runAction("you_need_a_budget.create_transaction", {})
Action fields
Account Dropdown list
- Label
- Account
- Helper text
- Choose a plan and account for the transaction.
- Slug
- account_id
- Required
- true
- Can have default value
- false
Amount Text input > Other
- Label
- Amount
- Helper text
- The transaction amount in dollars (use negative for expenses, e.g. -52.50).
- Slug
- amount
- Required
- true
- Can have default value
- true
Payee name Text input > Other
- Label
- Payee name
- Helper text
- The name of the payee.
- Slug
- payee_name
- Required
- true
- Can have default value
- true
Category Dropdown list
- Label
- Category
- Helper text
- Optionally assign a category (must belong to the same plan as the account).
- Slug
- category_id
- Required
- false
- Can have default value
- false
Memo Text input > Other
- Label
- Memo
- Helper text
- An optional memo for the transaction.
- Slug
- memo
- Required
- false
- Can have default value
- true
Date Text input > ISO 8601 date and time
- Label
- Date
- Helper text
- The transaction date in YYYY-MM-DD format (defaults to today).
- Slug
- date
- Required
- false
- Can have default value
- true
