diff --git a/packages/backend/src/apps/you-need-a-budget/index.js b/packages/backend/src/apps/you-need-a-budget/index.js
index 62aad3fb..1e4fe2b0 100644
--- a/packages/backend/src/apps/you-need-a-budget/index.js
+++ b/packages/backend/src/apps/you-need-a-budget/index.js
@@ -1,6 +1,7 @@
import defineApp from '../../helpers/define-app.js';
import addAuthHeader from './common/add-auth-header.js';
import auth from './auth/index.js';
+import triggers from './triggers/index.js';
export default defineApp({
name: 'You Need A Budget',
@@ -13,4 +14,5 @@ export default defineApp({
supportsConnections: true,
beforeRequest: [addAuthHeader],
auth,
+ triggers,
});
diff --git a/packages/backend/src/apps/you-need-a-budget/triggers/category-overspent/index.js b/packages/backend/src/apps/you-need-a-budget/triggers/category-overspent/index.js
new file mode 100644
index 00000000..be49a65a
--- /dev/null
+++ b/packages/backend/src/apps/you-need-a-budget/triggers/category-overspent/index.js
@@ -0,0 +1,35 @@
+import defineTrigger from '../../../../helpers/define-trigger.js';
+
+export default defineTrigger({
+ name: 'Category overspent',
+ key: 'categoryOverspent',
+ pollInterval: 15,
+ description:
+ 'Triggers when a category exceeds its budget, resulting in a negative balance.',
+
+ async run($) {
+ const categoryWithNegativeBalance = [];
+
+ const response = await $.http.get('/budgets/default/categories');
+ const categoryGroups = response.data.data.category_groups;
+
+ categoryGroups.forEach((group) => {
+ group.categories.forEach((category) => {
+ if (category.balance < 0) {
+ categoryWithNegativeBalance.push(category);
+ }
+ });
+ });
+
+ if (categoryWithNegativeBalance?.length) {
+ for (const category of categoryWithNegativeBalance) {
+ $.pushTriggerItem({
+ raw: category,
+ meta: {
+ internalId: category.id,
+ },
+ });
+ }
+ }
+ },
+});
diff --git a/packages/backend/src/apps/you-need-a-budget/triggers/goal-completed/index.js b/packages/backend/src/apps/you-need-a-budget/triggers/goal-completed/index.js
new file mode 100644
index 00000000..4ffb4124
--- /dev/null
+++ b/packages/backend/src/apps/you-need-a-budget/triggers/goal-completed/index.js
@@ -0,0 +1,34 @@
+import defineTrigger from '../../../../helpers/define-trigger.js';
+
+export default defineTrigger({
+ name: 'Goal completed',
+ key: 'goalCompleted',
+ pollInterval: 15,
+ description: 'Triggers when a goal is completed.',
+
+ async run($) {
+ const goalCompletedCategories = [];
+
+ const response = await $.http.get('/budgets/default/categories');
+ const categoryGroups = response.data.data.category_groups;
+
+ categoryGroups.forEach((group) => {
+ group.categories.forEach((category) => {
+ if (category.goal_percentage_complete === 100) {
+ goalCompletedCategories.push(category);
+ }
+ });
+ });
+
+ if (goalCompletedCategories?.length) {
+ for (const category of goalCompletedCategories) {
+ $.pushTriggerItem({
+ raw: category,
+ meta: {
+ internalId: category.id,
+ },
+ });
+ }
+ }
+ },
+});
diff --git a/packages/backend/src/apps/you-need-a-budget/triggers/index.js b/packages/backend/src/apps/you-need-a-budget/triggers/index.js
new file mode 100644
index 00000000..81ac9694
--- /dev/null
+++ b/packages/backend/src/apps/you-need-a-budget/triggers/index.js
@@ -0,0 +1,11 @@
+import categoryOverspent from './category-overspent/index.js';
+import goalCompleted from './goal-completed/index.js';
+import lowAccountBalance from './low-account-balance/index.js';
+import newTransactions from './new-transactions/index.js';
+
+export default [
+ categoryOverspent,
+ goalCompleted,
+ lowAccountBalance,
+ newTransactions,
+];
diff --git a/packages/backend/src/apps/you-need-a-budget/triggers/low-account-balance/index.js b/packages/backend/src/apps/you-need-a-budget/triggers/low-account-balance/index.js
new file mode 100644
index 00000000..b7886cc5
--- /dev/null
+++ b/packages/backend/src/apps/you-need-a-budget/triggers/low-account-balance/index.js
@@ -0,0 +1,39 @@
+import defineTrigger from '../../../../helpers/define-trigger.js';
+
+export default defineTrigger({
+ name: 'Low account balance',
+ key: 'lowAccountBalance',
+ pollInterval: 15,
+ description:
+ 'Triggers when the balance of a Checking or Savings account falls below a specified amount within a given month.',
+ arguments: [
+ {
+ label: 'Balance Below Amount',
+ key: 'balanceBelowAmount',
+ type: 'string',
+ required: true,
+ description: 'Account balance falls below this amount (e.g. "250.00")',
+ variables: true,
+ },
+ ],
+
+ async run($) {
+ const balanceBelowAmount = $.step.parameters.balanceBelowAmount;
+ const formattedBalance = balanceBelowAmount * 1000;
+
+ const response = await $.http.get('/budgets/default/accounts');
+
+ if (response.data?.data?.accounts?.length) {
+ for (const account of response.data.data.accounts) {
+ if (account.balance < formattedBalance) {
+ $.pushTriggerItem({
+ raw: account,
+ meta: {
+ internalId: account.id,
+ },
+ });
+ }
+ }
+ }
+ },
+});
diff --git a/packages/backend/src/apps/you-need-a-budget/triggers/new-transactions/index.js b/packages/backend/src/apps/you-need-a-budget/triggers/new-transactions/index.js
new file mode 100644
index 00000000..00aa4c02
--- /dev/null
+++ b/packages/backend/src/apps/you-need-a-budget/triggers/new-transactions/index.js
@@ -0,0 +1,24 @@
+import defineTrigger from '../../../../helpers/define-trigger.js';
+
+export default defineTrigger({
+ name: 'New transactions',
+ key: 'newTransactions',
+ pollInterval: 15,
+ description: 'Triggers when a new transaction is created.',
+
+ async run($) {
+ const response = await $.http.get('/budgets/default/transactions');
+ const transactions = response.data.data?.transactions;
+
+ if (transactions?.length) {
+ for (const transaction of transactions) {
+ $.pushTriggerItem({
+ raw: transaction,
+ meta: {
+ internalId: transaction.id,
+ },
+ });
+ }
+ }
+ },
+});
diff --git a/packages/docs/pages/.vitepress/config.js b/packages/docs/pages/.vitepress/config.js
index d877a163..daef33d3 100644
--- a/packages/docs/pages/.vitepress/config.js
+++ b/packages/docs/pages/.vitepress/config.js
@@ -480,6 +480,7 @@ export default defineConfig({
collapsible: true,
collapsed: true,
items: [
+ { text: 'Triggers', link: '/apps/you-need-a-budget/triggers' },
{ text: 'Connection', link: '/apps/you-need-a-budget/connection' },
],
},
diff --git a/packages/docs/pages/apps/you-need-a-budget/connection.md b/packages/docs/pages/apps/you-need-a-budget/connection.md
index 21f35a41..be7307d2 100644
--- a/packages/docs/pages/apps/you-need-a-budget/connection.md
+++ b/packages/docs/pages/apps/you-need-a-budget/connection.md
@@ -11,8 +11,9 @@ connection in Automatisch. If any of the steps are outdated, please let us know!
4. Click on the **New Application** under the **OAuth Applications** section.
5. Fill the new application form.
6. Copy **OAuth Redirect URL** from Automatisch and paste it in **Redirect URI(s)** section.
-7. Click on the **Save Application** button.
-8. Copy the **Client ID** value to the **Client ID** field on Automatisch.
-9. Copy the **Client Secret** value to the **Client Secret** field on Automatisch.
-10. Fill the **Screen Name** field on Automatisch.
-11. Congrats! Start using your new You Need A Budget connection within the flows.
+7. Enable the option **Enable default budget selection when users authorize this application**.
+8. Click on the **Save Application** button.
+9. Copy the **Client ID** value to the **Client ID** field on Automatisch.
+10. Copy the **Client Secret** value to the **Client Secret** field on Automatisch.
+11. Fill the **Screen Name** field on Automatisch.
+12. Congrats! Start using your new You Need A Budget connection within the flows.
diff --git a/packages/docs/pages/apps/you-need-a-budget/triggers.md b/packages/docs/pages/apps/you-need-a-budget/triggers.md
new file mode 100644
index 00000000..4394dd0b
--- /dev/null
+++ b/packages/docs/pages/apps/you-need-a-budget/triggers.md
@@ -0,0 +1,18 @@
+---
+favicon: /favicons/you-need-a-budget.svg
+items:
+ - name: Category overspent
+ desc: Triggers when a category exceeds its budget, resulting in a negative balance.
+ - name: Goal completed
+ desc: Triggers when a goal is completed.
+ - name: Low account balance
+ desc: Triggers when the balance of a Checking or Savings account falls below a specified amount within a given month.
+ - name: New transactions
+ desc: Triggers when a new transaction is created.
+---
+
+
+
+
diff --git a/packages/docs/pages/guide/available-apps.md b/packages/docs/pages/guide/available-apps.md
index 90f8ba0a..c7229006 100644
--- a/packages/docs/pages/guide/available-apps.md
+++ b/packages/docs/pages/guide/available-apps.md
@@ -50,5 +50,6 @@ The following integrations are currently supported by Automatisch.
- [Webhooks](/apps/webhooks/triggers)
- [WordPress](/apps/wordpress/triggers)
- [Xero](/apps/xero/triggers)
+- [You Need A Budget](/apps/you-need-a-budget/triggers)
- [Youtube](/apps/youtube/triggers)
- [Zendesk](/apps/zendesk/actions)