Zapier?

Hey, I'm George, one of the developers at YNAB. I've been working on a relatively simple Zapier integration. We've kicked the tires internally and things seem to be working well enough. I'd love to have some of you fine folks give it a go. If you're up for it, clicky, clicky: https://zapier.com/platform/public-invite/4958/6bb9786fc7d908162e5a08e4694870f8/

And if we could keep this on the down low for now, I'd appreciate it. Feel free to tell your friends, but kindly keep it off social media for now. (Hopefully we'll be officially launching before too long.)

Thanks for your help with this! Let me know your feedback and questions. 

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  • I’ve signed up for Zapier to try this out.

    What I’d like to do is set a trigger on an accounts available balance going below a value. 

    Any help for a Zapier noob would be appreciated 

    Reply Like
    • George
    • Developer
    • george_ynab
    • 8 mths ago
    • 2
    • Reported - view

    Beige Case (1939d61da8b9) , great idea! Unfortunately it's not possible with the current implementation. Let me look into what it'll take to support such a trigger. I think it would have broad appeal.

    Reply Like 2
  • Your mention of Zapier is the first I've heard of it. Can you suggest how I might use it with YNAB?

    Reply Like
    • alexdresko
    • I'm not a player, I just code a lot.
    • Forest_Green_Sidewinder
    • 8 mths ago
    • Reported - view

    Trouble connecting zapier to ynab. I've used zapier a lot, so not sure where the problem lies. 

    Reply Like
      • George
      • Developer
      • george_ynab
      • 8 mths ago
      • Reported - view

      alexdresko , can you try again and let me know what you see? I just tested the connection and it's working for me.

      Reply Like
      • alexdresko
      • I'm not a player, I just code a lot.
      • Forest_Green_Sidewinder
      • 8 mths ago
      • Reported - view

      George Same error. For the record, here's the redirect URI in the query string. https://zapier.com/dashboard/auth/oauth/return/YNABCLIAPI/

       

      Let me know if it's safe to post the entire query string here and I'll do that. 

      Reply Like
  • alexdresko I think we found the issue!  The redirect_uri we had configured was incorrect.  Can you give it another try and let us know how it goes?

    Reply Like
    • alexdresko
    • I'm not a player, I just code a lot.
    • Forest_Green_Sidewinder
    • 8 mths ago
    • 1
    • Reported - view

    Works now, except you might want to provide a little more instruction on this little bit "In milliunits, 1,000 milliunits equals 'one' unit of a currency (one Dollar, one Euro, one Pound, etc.) so for example in USD $23.42 would be entered as 23420. Pro-Tip: add an intermediate Zapier Formatter step to convert currency as needed."

    I spent a little time trying to figure out how to create the formatter, but didn't get anywhere. 

    Still, as a test, I created a zap that creates a transaction every day YNAB based on the day's expected high temperature.  The high today is supposed to be in the 80s. I didn't end up creating the formatter.. hence the .08 cent high today. :) 

    Reply Like 1
      • George
      • Developer
      • george_ynab
      • 7 mths ago
      • Reported - view

      alexdresko , sorry for the delay getting back to you. I'm glad you got auth working. Zapier added a consistent key for our app and that changed the OAuth redirect URI.

      And the milliunit formatter is high on my list. It's part of a bunch of updates I'm working on to get the integration out of beta. Thanks for your patience!

      Reply Like
    • Sondre G
    • Media Producer
    • Silver_Mask.2
    • 7 mths ago
    • Reported - view

    Awesome! Is it possible to get a filter in the Trigger itself? I.e: in the edit options for "New Transaction" to be able to have a: 'Budget Category' and possibly more? Right now there's only an option for a Budget, meaning every single transaction triggers a Zap.. I've setup 8 different tasks for now and they all work flawlessly, but I will have to get the "Professional" subscription there if I actually want to keep using them, instead of managing to stay within the Free plan :P (Which I obviously want to!)

    Reply Like
      • George
      • Developer
      • george_ynab
      • 7 mths ago
      • Reported - view

      Sondre G I'm working on some updates to the integration to get it out of private beta with Zapier. Once I finish those, I'll look into the possibility of adding a filter to the trigger itself. The free plan is pretty limited without multi-step zaps. Bummer.

      Reply Like
  • Was able to connect and get this working, one thing I would love to see is the ability to adjust budgeted amounts. My wife likes to budget groceries on a weekly amount rather than seeing the whole month. I would like to be able to setup an auto transfer weekly of funds in one budgeted category (grocery month) to another (grocery week). Keep up the good work! 

    Reply Like 1
    • bythepower
    • Finance Manager
    • bythepower
    • 5 mths ago
    • Reported - view

    It works, sweeeet!

    Reply Like
    • DnA
    • IT manager, husband, father, YNAB podcast listener
    • Navy_Blue_Cup.2
    • 5 mths ago
    • Reported - view

    George - thanks for sharing this integration. I don't think I saw a reply to what a sample use case for this might be, so I'd love to hear any quick thoughts/examples.  And I promise to keep this on the DL ;-) 

    Reply Like
  • George This is awesome news! I was able to setup a simple sync between YNAB and Zoho Analytics so I can perform more in-depth analysis of my transactions. I will definitely keep an eye on this thread.

    Reply Like
  • I just found this and am so excited! I love Zapier and I love YNAB! I've already created two zaps. So nice to be able to automate some of my routine budgeting tasks! Keep up the good work!

    Reply Like
      • George
      • Developer
      • george_ynab
      • 4 mths ago
      • Reported - view

      Spring Green Drum That's awesome! I've been pushing a bunch of updates to the integration, preparing to go public after a through vetting by Zapier. The code has a solid test suite so I think it's in good shape. Please let me know if you find any issues or have any suggestions. Cheers.

      Reply Like
    • George So far my zaps are working excellently!

      My primary use is each a time a new transaction is Imported or Entered into YNAB that doesn't have specific color flags set, a new task is created in Todoist to review and categorize the transaction. It helps my husband and I keep our budget up to date. I have a multi-step zap that filters incoming new transactions from YNAB and searches Todoist based on transaction IDs and matched transaction IDs to prevent duplicate task creation. I'd been wanting to dig in to the YNAB API, but haven't had the time. It was very nice to be able to set up some integration quickly and easily through Zapier.

      Is there any documentation I can reference for the triggers and actions for the YNAB Zapier integrations?

      Will entering split transactions be a future Zapier integration option? I track sales tax as a separate split in YNAB for tax write-off purposes. I'd love to be able to set up and integration that would do that calculated split for me.

      Thanks!

      Reply Like
      • George
      • Developer
      • george_ynab
      • 4 mths ago
      • Reported - view

      Spring Green Drum Apologies for the delayed response; I just got back from vacation. ⛷️

      I love the flow you've set up with Zapier. I'm fairly new to their entire ecosystem so it's nice to hear how folks are using it in the wild, so to speak.

      Spring Green Drum said:
      Is there any documentation I can reference for the triggers and actions for the YNAB Zapier integrations?

      What are you looking for, specifically? I'm happy to write more documentation, but I'm not sure what people are looking for. Any direction would be greatly appreciated.

      Spring Green Drum said:
      Will entering split transactions be a future Zapier integration option?

       Great idea! I've added it to the wish list. At the moment I'm focused on getting through Zapier's vetting process so the integration is public.  After that, I'll circle back to the wish list and start building it out.

      If you have any other ideas, send them along.

      Cheers.

      Reply Like
    • Jaap
    • Pink_Lightning.1
    • 4 mths ago
    • Reported - view

    this is great, I am not in the US and can't connect YNAB to my local bank. I now can parse my bank's email notifications for Credit and Debit card usage and send the transaction to YNAB. Thank you!!

    Reply Like
  • Hi George. I would like to be able to push the current budget spends to Google Sheet cells.  I am not sure if anyone else has requested this. I think YNAB is great for month end totals -- but not as good for weekly spend patterns. For that, I would like to use a spreadsheet that micromanages my budget timelines. 

    Reply Like
      • George
      • Developer
      • george_ynab
      • 4 mths ago
      • Reported - view

      Salmon Projector That should be entirely doable with our "New Transaction" trigger and the Google Sheets integration. Let us know how it goes!

      Reply Like
      • George
      • Developer
      • george_ynab
      • 4 mths ago
      • Reported - view

      Salmon Projector You might also check out one of the community OAuth apps that works with YNAB, called Sheets for YNAB. That might meet your needs.

      Reply Like
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