Merge pull request #1544 from automatisch/AUT-582

feat(ynab): add you need a budget app integration
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Ali BARIN
2024-05-08 15:11:49 +02:00
committed by GitHub
19 changed files with 423 additions and 0 deletions

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# You Need A Budget
:::info
This page explains the steps you need to follow to set up the You Need A Budget
connection in Automatisch. If any of the steps are outdated, please let us know!
:::
1. Go to the [link](https://www.ynab.com/) and login your account.
2. Click on the account name in the top left and go to **Account Settings**.
3. Click on the **Developer Settings**.
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. 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.

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---
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.
---
<script setup>
import CustomListing from '../../components/CustomListing.vue'
</script>
<CustomListing />