Connect YNAB (You Need a Budget) and GoodDay
Integrate YNAB (You Need a Budget) with GoodDay to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular YNAB (You Need a Budget) + GoodDay flows
Start from a real workflow other teams are already running.
Choose a trigger
YNAB (You Need a Budget)
When this happens...
- Request a new Trigger for YNAB (You Need a Budget)
Choose an action
GoodDay
Automatically do this!
Create Task in Project
Create Project Folder
Add Comment To Task
List Projects
List Company Events
List Company Users
List Custom-fields
List Project Tasks
Log Time Entry
Creates an Account in YNAB when New Task in Goodday
Use this flowGet a User from YNAB when New Task in Goodday
Use this flowGet Budget Month from YNAB when New Task in Goodday
Use this flowGet all Transactions for a Specified Month from YNAB when New Task in Goodday
Use this flowGet all Scheduled Transactions from YNAB when New Task in Goodday
Use this flowGet Transactions From Budget from YNAB Budget when New Task in Goodday
Use this flowCreates an Account in YNAB when New Project in GoodDay
Use this flowGet a User from YNAB when New Project in GoodDay
Use this flowGet Budget Month from YNAB when New Project in GoodDay
Use this flowGet all Transactions for a Specified Month from YNAB when New Project in GoodDay
Use this flowSupported Triggers & Actions
Everything you can automate between YNAB (You Need a Budget) and GoodDay.
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Trigger When new Task is created.
New Project
Trigger When new Project is created.
Task Created
Triggers when task is created.
Task Status
Triggers when task status is changed.
Task Deleted
Triggers when task is deleted.
Timelog Created
Triggers when Timelogs is created.
Do thisActions
Action is the task that follows automatically within your YNAB (You Need a Budget) integrations.
Creates an Account
Creates a new account.
Get a User
Get an existing user details.
Get Budget Month
Get transactions and summary for a chosen budget month.
Get all Transactions for a Specified Month
Get a list of all transactions for a specified month.
Get all Scheduled Transactions
Get a list of all scheduled_transactions.
Get Transactions From Budget
Get all transactions from a selected budget and optionally filter by account, category, date range, or cleared status.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About YNAB (You Need a Budget)
YNAB (You Need A Budget)'s app is a friendly, flexible plan to simplify spending decisions and clarify priorities—making it easier than ever to get good at money. Track progress, reflect as you go, and reach your goals.
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About GoodDay
GoodDay is a comprehensive work management platform designed to enhance productivity and collaboration. It offers tools for project management, task tracking, time management, and team collaboration, making it an ideal solution for businesses looking to streamline their workflows and improve efficiency.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your YNAB (You Need a Budget) and GoodDay accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between YNAB (You Need a Budget) and GoodDay as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach GoodDay. No coding required.
Yes. You can set up a workflow where YNAB (You Need a Budget) triggers actions in GoodDay, and a separate workflow where GoodDay triggers actions in YNAB (You Need a Budget). Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between YNAB (You Need a Budget) and GoodDay. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire YNAB (You Need a Budget) and GoodDay integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
