with You Need a Budget and Expensify?
Emit new event when an account balance drops below a certain amount
Emit new event when a category balance drops below a certain amount
Emit new event for every new or updated transaction. See the docs
Emit new event for every spending in an account. See the docs
Creates a new report with transactions in a user's account. See docs here
Export Expensify reports to a file (csv, xls, xlsx, txt, pdf, json, xml). See the documentation
The You Need a Budget (YNAB) API offers a direct line into your budgeting data, allowing you to read and write transaction details, access budget categories, update account balances, and more. By leveraging this API on Pipedream, you can automate your financial tracking and synchronize your budget with other aspects of your financial life. This interface is particularly powerful for those looking to streamline their budgeting process, ensure real-time updates across platforms, and generate custom financial reports.
Note that Pipedream is not affiliated, associated, or in any way officially connected with YNAB, or any of its subsidiaries or its affiliates. The official YNAB website can be found at ynab.com. The names YNAB and You Need A Budget as well as related names, marks, emblems and images are registered trademarks of YNAB.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
you_need_a_budget: {
type: "app",
app: "you_need_a_budget",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.youneedabudget.com/v1/user`,
headers: {
Authorization: `Bearer ${this.you_need_a_budget.$auth.oauth_access_token}`,
},
})
},
})
The Expensify API enables the automation of expense reporting and management tasks. By harnessing this API within Pipedream, you can craft workflows that streamline the expense submission process, synchronize financial data across platforms, and trigger actions based on expense report statuses. With Pipedream’s serverless platform, these automations can run in the background, allowing for real-time data processing and interaction between Expensify and a myriad of other apps and services.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
expensify: {
type: "app",
app: "expensify",
}
},
async run({ steps, $ }) {
// The Expensify API requires the request data to be sent as
// a URL-encoded form with a key of "requestJobDescription".
// The value of this key must be a JSON string.
// First, define the JSON object as per the Expensify API documentation.
const requestJobDescription = {
type: "get",
credentials: {
partnerUserID: this.expensify.$auth.partnerUserId,
partnerUserSecret: this.expensify.$auth.partnerUserSecret,
},
inputSettings: {
type: "policyList",
}
};
// Use URLSearchParams to create a properly formatted form body.
const formData = new URLSearchParams();
formData.append('requestJobDescription', JSON.stringify(requestJobDescription));
// Make the API call with the correctly formatted data.
return await axios($, {
method: "post",
url: `https://integrations.expensify.com/Integration-Server/ExpensifyIntegrations`,
data: formData,
// It's good practice to explicitly set the Content-Type header
// to match the data format.
headers: {
'Content-Type': 'application/x-www-form-urlencoded',
},
});
},
})