How to integrate You Need A Budget

Created by Ivana B, Modified on Fri, 19 Aug 2022 at 09:29 AM by Igor Galic

TABLE OF CONTENTS





Description

Personal budgeting software that allows users to share finances with partners, track goals, generate reports, and more.



Entities


SourceTarget
Send BudgetsAdd Transactions
Send AccountsAdd Accounts
Send Categories
Send Payees
Send Months
Send Transactions
Send Account Transactions


Possible Task Triggers are: on schedule (hourly, daily, weekly, monthly) or upon successful completion of a trigger task.



Steps



Step 1. Creating a Task


Either while Creating a Task or in the Integrations menu.


Enter the name of the integration in the search bar.


Step 2. Enter Name and Description


Enter the Name of the Integration.

You can optionally also enter a description.

Step 3. Adding Credentials


You will be prompted for the API Key.

Step 4. Obtaining API Key


To obtain the API Key log in to your You Need A Budget Account, go to Account

 Settings -> Developer settings->  New Token. 

 

 

 

Copy And Paste the API Key to SyncSpider.



You Need a Budget is just one of the tools we support!


To check the list of the tools and features we support please click here!


If you don't see your favorite tool on our list, please take the time and send us the request here to create an integration for you or UP-vote if it's already on the list :) 


We develop integrations based on the requests and up-votes :) 


We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!


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