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 

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  • 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.

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

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

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      • George
      • Developer
      • george_ynab
      • 1 yr 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.

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      • alexdresko
      • I'm not a player, I just code a lot.
      • Forest_Green_Sidewinder
      • 1 yr 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. 

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  • 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?

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  • 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
      • 11 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!

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  • 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!)

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      • George
      • Developer
      • george_ynab
      • 11 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.

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  • 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
  • It works, sweeeet!

    Reply Like
    • DnA
    • IT manager, husband, father, YNAB podcast listener
    • Navy_Blue_Cup.2
    • 9 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 ;-) 

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  • 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.

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  • 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!

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      • George
      • Developer
      • george_ynab
      • 8 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
      • 7 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
  • 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!!

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  • 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. 

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      • George
      • Developer
      • george_ynab
      • 8 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
      • 8 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
  • Update: We've pushed up version 2.2.1 that adds more triggers and a new action (see below).  The Zap is still in beta but we are getting closer to promoting out of beta soon.  If you are currently using the Zap I'd encourage you to upgrade to the latest version to test it out and take advantage of the new triggers!

    Triggers:

    Actions:

      

    Reply Like 1
    • Brady I've been using the new 2.2.1 version for a little while now and I notice that when I pull in samples for the new transaction or the new or updated transactions triggers, I get the same three transactions every time. For my new transaction zap, I need to be able exclude transactions that come in and are matched to an existing transaction. I could do that with the old version but I'm not finding that option with the new version and I'm not sure if it is because that doesn't exist anymore or because the samples that are being pulled in weren't matched transactions. Thanks in advance!

      Reply Like
    • Spring Green Drum 

      When you say "samples", you're referring to the Zapier "Pick a Sample" screen (screenshot attached), yes? If so, that is just pulling the last few transactions on your budget to demonstrate what the date would look like when the Zap triggers.  So, it's expected you would see the same 3 each time, unless something actually changes on your budget.  When the Zap actually fires after you complete setup, it would only include transactions based on the trigger config.

      As for " I need to be able exclude transactions that come in and are matched to an existing transaction" - yes, this is a good idea.  I can work on a change to prevent triggering on matched transactions; the ones that are not visible on the clients because they have been matched to previously entered transaction.

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    • Brady Yep, I do mean the Zapier "Pick a Sample" screen. The issue is that it isn't showing the three most recent transactions. It is showing the same three old transactions over and over again. And if I choose "see more samples" it repeats the same three old transactions. I have many new transactions in my budget so that isn't the issue.

      Below is a screenshot of the filter I had set up on the original 1.0 YNAB Zapier Integration. I filtered to only continue if the field "Matched Transaction ID" did not exist.

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    • Brady My use case is this:

      1. Using the new transaction trigger, I want transactions that are imported or entered into YNAB to create a task on my task list. This is where I don't want the transaction that is imported from my bank and matched to a manually entered transaction to create a task, because it would be a duplicate of the manually entered transaction on my task list. I was able to do this successfully before with the filter in my screenshot above.
      2. When I flag a transaction a certain color in YNAB I want Zapier to complete the task in my task list. I am using the New or Updated trigger in Zapier for this.
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    • Spring Green Drum How old are the transactions in the sample?  A few months old?  Also, the "Matched Transaction ID" field is indeed no longer included in the response but matched transactions (the side that is not shown on the UI) should now be excluded automatically so you shouldn't need this filter anymore.

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    • Brady All three sample transactions are from 5/1/19.

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    • Spring Green Drum Thanks for the use case.  I pushed an update earlier today to filter out those matched transactions automatically so you shouldn't have to worry about filtering yourself anymore.

      Also,  I think I might know why it's showing the same old samples and will work on a fix.  I don't think this should affect your Zap though.  It will just affect what you see when setting it up.

      Reply Like
    • Brady Awesome! Thanks!

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    • Brady Good morning! I’m sitting here drinking my coffee and budgeting and I see that one of my transactions in YNAB isn’t triggering my “New or Updated Transaction” zap when I change the flag color. I wonder if the matched transaction filter might be catching it?

      Reply Like
    • Spring Green Drum That's strange.  I just tested setting up a new "New or Updated Transaction" Zap and then updated a transaction flag color and confirmed that it triggered on that change. 

      Did you make the flag change from a mobile app?  If so, did you ensure it was synced up?  Also, I believe Zapier only polls every 15 minutes on the free plan and you can click "Run" on the Zap to trigger it immediately so you might try that.

      Reply Like
    • Brady Thank you for troubleshooting this. I really like the Zapier integration so I’m happy that you are continuing to work on it.

      I manually entered the transaction on 7/16 and i can see in the zap history where it was correctly filtered out because it didn’t have a flag set. The bank transaction was imported Saturday morning 7/20 and matched to the manually entered transaction. The match was filtered because of your update (I assume) and didn’t appear in my zap history. I then flagged the transaction and went on about my business. I noticed a while later, 30 minutes maybe, that my task hadn’t been completed so I checked the zap history. The only entry in the history for this transaction was 7/16. I added, changed or removed the flag, synced the mobile app, and manually ran the zap a handful of times over the course of the morning. Each time zapier said no new transactions found. After I posted in the forum here I found a second transaction with the same issue. Tonight I just tried changing the date on the transaction in question, just out of curiosity. My zap still says no new transactions found when I manually run it. I also searched the zap history again, and there is still only the one instance on 7/16 of this transaction in the history.

      Did you test changing the flag on a transaction after a bank transaction had been matched to it?

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    • Spring Green Drum 

      I just tested this again, using various paths and it is still triggering as I expect.  My steps:

      1. Add "New or Updated Transaction" Zap that sends Gmail

      2. Create transaction (Zap triggers)

      3. Import transaction from bank that matches (Zap triggers once for the updates to the originally entered transaction but does not trigger on the imported transaction)

      4. Change flag color on matched transaction (Zap triggers)

       

      I am not using any filters and am using a simple 1-step Zap.  You might want to create the Zap using no filters to rule out a filter you have setup that may be interfering.  Also, are you sure you are using the "New or Updated Transaction" trigger rather than the "New Transaction" ?

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    • Brady I didn't get an emailed notification for your reply. Sorry I missed it!!

      Maybe I had a problem in my scenarios because I created the transactions prior to your changing the zap to exclude matched transactions? I'm totally guessing.

      I've seen a few more instances of this, but didn't take screenshots so I don't have an exact new example. I will watch for a fresh new one.

      Reply Like 1
  • I've created an account, accepted the invite, etc, but YNAB not showing up in list of apps?

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  • Any chance to get a trigger that would only retrieve the remaining balance in a category so that I can send myself an email or SMS with the balance every X days for example? Thx!

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    • Perig - Please send feature requests to help@youneedabudget.com. Thanks!

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      • Perig
      • perig
      • 2 mths ago
      • Reported - view

      Brady sure, will do

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  • For anyone coming here looking for the officially released Zapier integration you can find it here: https://zapier.com/apps/you-need-a-budget/integrations.

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