How to integrate You Need A Budget

Created by Maja Bradonjic, Modified on Thu, 06 Jul 2023 at 06:05 PM by Ivana B



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


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.


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.Selecting the You Need A Budget integration

Step 2. Enter Name and Description

Enter the Name of the Integration.

You can optionally also enter a description.Naming the Integration

Step 3. Adding Credentials

You will be prompted for the API Key.Inserting 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. 


Selecting the Developer Settings panel



Generating the API key

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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