You Need a Budget integration
Money doesn’t have to be messy. The YNAB budgeting app and its simple four-rule method will help you organize your finances, demolish your debt, save piles of cash, and reach your financial goals faster.
What your agents can do with You Need a Budget
11 pre-built You Need a Budget tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (5)
Update Transaction
Update an existing transaction.
Update Category Budget
Update a category budget for a specific month.
List Accounts
List all accounts for a specific budget.
Get Account
Get an account specified by ID.
Create Transaction
Creates a single transaction.
Triggers (6)
New Spending In Category
Emit new event for every spending in a category.
New Spending In Account
Emit new event for every spending in an account.
New or Updated Transaction
Emit new event for every new or updated transaction.
Low Category Balance
Emit new event when a category balance drops below a certain amount.
Low Account Balance
Emit new event when an account balance drops below a certain amount.
Category Overspent
Emit new event when a category budget is overspent.
Set up You Need a Budget in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your You Need a Budget account
In Relevance AI, open Integrations and add You Need a Budget. You will be sent to You Need a Budget to sign in and approve access, and the connection is stored against your workspace.
Use You Need a Budget in an agent
Create a tool, add a You Need a Budget tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put You Need a Budget to work in your agents
Connect You Need a Budget alongside 1,800+ other integrations and let your agents run the busywork.