YNAB (You Need A Budget)
Send a Webhook when You Need a Budget adds a transaction
This trigger fires when a new transaction is added to your plan.
Developer info
- API endpoint slug
- you_need_a_budget.new_transaction
Trigger fields
Account Dropdown list
- Label
- Account
- Helper text
- Choose a plan and account, or pick "Any account" within a plan to monitor all of its accounts.
- Slug
- account_id
- Required
- true
- Can have default value
- false
Ingredients
Amount The transaction amount in dollars (negative for expenses, positive for income).
- Slug
- amount
- Filter code
- YouNeedABudget.newTransaction.Amount
- Type
- String
- Example
- -52.50
Date The date of the transaction.
- Slug
- date
- Filter code
- YouNeedABudget.newTransaction.Date
- Type
- Date (ISO8601)
- Example
- 2020-07-07
Payee name The name of the payee.
- Slug
- payee_name
- Filter code
- YouNeedABudget.newTransaction.PayeeName
- Type
- String
- Example
- Whole Foods
Category name The category assigned to the transaction.
- Slug
- category_name
- Filter code
- YouNeedABudget.newTransaction.CategoryName
- Type
- String
- Example
- Groceries
Memo The memo attached to the transaction.
- Slug
- memo
- Filter code
- YouNeedABudget.newTransaction.Memo
- Type
- String
- Example
- Weekly grocery run
Account name The account the transaction belongs to.
- Slug
- account_name
- Filter code
- YouNeedABudget.newTransaction.AccountName
- Type
- String
- Example
- Checking
Approved Whether the transaction is approved.
- Slug
- approved
- Filter code
- YouNeedABudget.newTransaction.Approved
- Type
- String
- Example
- true
Cleared The cleared status of the transaction (cleared, uncleared, or reconciled).
- Slug
- cleared
- Filter code
- YouNeedABudget.newTransaction.Cleared
- Type
- String
- Example
- cleared
