← You Need a Budget

Update Transaction with You Need a Budget API

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Update Transaction with the You Need a Budget API
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Getting Started

Create a workflow to Update Transaction with the You Need a Budget API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Configure the Update Transaction action
    1. Connect your You Need a Budget account
    2. Select a Budget ID
    3. Select a Account ID
    4. Select a Transaction ID
    5. Configure Date
    6. Optional- Select a Payee ID
    7. Optional- Select a Category ID
    8. Configure Amount
    9. Optional- Configure Memo
    10. Optional- Select one or more Cleared
    11. Optional- Configure Approved
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

Integrations

Update Transaction with You Need a Budget API on New Requests from HTTP / Webhook API
HTTP / Webhook + You Need a Budget
 
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Update Transaction with You Need a Budget API on New Submission from Typeform API
Typeform + You Need a Budget
 
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Update Transaction with You Need a Budget API on New Submission (Instant) from Jotform API
Jotform + You Need a Budget
 
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Update Transaction with You Need a Budget API on New Scheduled Tasks from Pipedream API
Pipedream + You Need a Budget
 
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Update Transaction with You Need a Budget API on npm Download Counts from npm API
npm + You Need a Budget
 
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Details

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Update Transaction on You Need a Budget
Description:Update an existing transaction. [See the docs](https://api.youneedabudget.com/v1#/Transactions/updateTransaction)
Version:0.0.2
Key:you_need_a_budget-update-transaction

Code

import constants from "../../common/constants.mjs";
import app from "../../you_need_a_budget.app.mjs";

export default {
  key: "you_need_a_budget-update-transaction",
  name: "Update Transaction",
  description: "Update an existing transaction. [See the docs](https://api.youneedabudget.com/v1#/Transactions/updateTransaction)",
  version: "0.0.2",
  type: "action",
  props: {
    app,
    budgetId: {
      propDefinition: [
        app,
        "budgetId",
      ],
    },
    accountId: {
      propDefinition: [
        app,
        "accountId",
        ({ budgetId }) => ({
          budgetId,
        }),
      ],
    },
    transactionId: {
      propDefinition: [
        app,
        "transactionId",
        ({ budgetId }) => ({
          budgetId,
        }),
      ],
    },
    date: {
      description: "The transaction date in ISO format `YYYY-MM-DD` (e.g. `2016-12-01`). Future dates (scheduled transactions) are not permitted. Split transaction dates cannot be changed and if a different date is supplied it will be ignored.",
      propDefinition: [
        app,
        "date",
      ],
    },
    payeeId: {
      label: "Payee ID",
      description: "The id of the payee.",
      optional: true,
      propDefinition: [
        app,
        "payee",
        ({ budgetId }) => ({
          budgetId,
        }),
      ],
    },
    categoryId: {
      propDefinition: [
        app,
        "categoryId",
        ({ budgetId }) => ({
          budgetId,
        }),
      ],
      optional: true,
    },
    amount: {
      propDefinition: [
        app,
        "amount",
      ],
    },
    memo: {
      type: "string",
      label: "Memo",
      description: "A short description.",
      optional: true,
    },
    cleared: {
      type: "string[]",
      label: "Cleared",
      description: "The cleared status of the transaction.",
      options: Object.values(constants.CLEARED_STATUS),
      optional: true,
    },
    approved: {
      type: "boolean",
      label: "Approved",
      description: "Approve the transaction directly?",
      optional: true,
    },
  },
  methods: {
    updateTransaction({
      budgetId, transactionId, data = {},
    }) {
      return this.app._client().transactions.updateTransaction(
        budgetId,
        transactionId,
        data,
      );
    },
  },
  async run({ $: step }) {
    const {
      budgetId,
      transactionId,
      accountId,
      date,
      payeeId,
      categoryId,
      amount,
      memo,
      cleared,
      approved,
    } = this;

    try {
      const response = await this.updateTransaction({
        budgetId,
        transactionId,
        data: {
          transaction: {
            account_id: accountId,
            date,
            amount: this.app._convertToMilliunit(amount),
            payee_id: payeeId,
            category_id: categoryId?.value ?? categoryId,
            memo,
            cleared,
            approved,
          },
        },
      });

      step.export("$summary", `Transaction ${this.response.data.transaction.id} updated.`);

      return response;

    } catch (error) {
      const msg = "Error updating transaction";
      const strError = JSON.stringify(error, null, 2);

      if (!error?.error) {
        console.log("Error in API response, please check your transactions to make sure the changes were applied.");
        step.export("$summary", `Transaction ${this.transactionId} updated.`);
        return {
          success: true,
          transactionId,
        };
      }

      console.log(msg, error);
      throw new Error(`${msg}: ${strError}`);
    }
  },
};

Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
You Need a BudgetappappThis component uses the You Need a Budget app.
Budget IDbudgetIdstringSelect a value from the drop down menu.
Account IDaccountIdstringSelect a value from the drop down menu.
Transaction IDtransactionIdstringSelect a value from the drop down menu.
Datedatestring

The transaction date in ISO format YYYY-MM-DD (e.g. 2016-12-01). Future dates (scheduled transactions) are not permitted. Split transaction dates cannot be changed and if a different date is supplied it will be ignored.

Payee IDpayeeIdstringSelect a value from the drop down menu.
Category IDcategoryIdstringSelect a value from the drop down menu.
Amountamountstring

E.g. -290.99

Memomemostring

A short description.

Clearedclearedstring[]Select a value from the drop down menu:clearedunclearedreconciled
Approvedapprovedboolean

Approve the transaction directly?

Authentication

You Need a Budget uses OAuth authentication. When you connect your You Need a Budget account, Pipedream will open a popup window where you can sign into You Need a Budget and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any You Need a Budget API.

Pipedream requests the following authorization scopes when you connect your account:

About You Need a Budget

Money doesn’t have to be messy. The YNAB budgeting app and its simple four-rule method will help you organize your finances, demolish your debt, save piles of cash, and reach your financial goals faster.

More Ways to Use You Need a Budget

Triggers

Category Overspent from the You Need a Budget API

Emit new event when a category budget is overspent

 
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Low Account Balance from the You Need a Budget API

Emit new event when an account balance drops below a certain amount

 
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Low Category Balance from the You Need a Budget API

Emit new event when a category balance drops below a certain amount

 
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New or Updated Transaction from the You Need a Budget API

Emit new event for every new or updated transaction. See the docs

 
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New Spending In Account from the You Need a Budget API

Emit new event for every spending in an account. See the docs

 
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Actions

Create Transaction with the You Need a Budget API

Creates a single transaction. See the docs

 
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Get Account with the You Need a Budget API

Get an account specified by ID. See the docs

 
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List Accounts with the You Need a Budget API

List all accounts for a specific budget. See the docs

 
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Update Category Budget with the You Need a Budget API

Update a category budget for a specific month. See the docs

 
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