TABLE OF CONTENTS
Description
Personal budgeting software that allows users to share finances with partners, track goals, generate reports, and more.
Entities
| Source | Target |
| Send Budgets | Add Transactions |
| Send Accounts | Add 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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