New or Updated Transaction from You Need a Budget API

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New or Updated Transaction from the You Need a Budget API

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Getting Started#

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

Configure the New or Updated Transaction trigger
1. Connect your You Need a Budget account
2. Configure timer
3. Select a Budget ID
4. Optional- Configure Since Date
Add steps to connect to 2,500+ APIs using code and no-code building blocks
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Integrations#

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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.

New or Updated Transaction on You Need a Budget

Description:Emit new event for every new or updated transaction. [See the docs](https://api.youneedabudget.com/v1#/Transactions/getTransactions)

Version:0.0.4

Key:you_need_a_budget-new-or-updated-transaction

View on GitHub

Code#

import common from "../common/common.mjs";

export default {
  ...common,
  key: "you_need_a_budget-new-or-updated-transaction",
  name: "New or Updated Transaction",
  description: "Emit new event for every new or updated transaction. [See the docs](https://api.youneedabudget.com/v1#/Transactions/getTransactions)",
  version: "0.0.4",
  type: "source",
  props: {
    ...common.props,
    budgetId: {
      propDefinition: [
        common.props.app,
        "budgetId",
      ],
      withLabel: true,
    },
    sinceDate: {
      propDefinition: [
        common.props.app,
        "date",
      ],
      label: "Since Date",
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    generateMeta(event, isUpdate = false) {
      const {
        id,
        date,
        amount,
      } = event;
      const spent = this.app.convertFromMilliunit(amount);
      const ts = Date.parse(date);
      const summary = isUpdate
        ? `Updated transaction in ${this.budgetId.label}: ${spent}`
        : `New transaction in ${this.budgetId.label}: ${spent}`;
      return {
        id,
        summary,
        ts,
      };
    },
  },
  async run() {
    const lastKnowledgeOfServer = this.getLastKnowledgeOfServer();
    const emittedTransactions = this.getEmittedTransactions();

    const {
      server_knowledge: serverKnowledge,
      transactions = [],
    } = await this.app.getTransactions({
      budgetId: this.budgetId.value,
      sinceDate: this.sinceDate || undefined,
      lastKnowledgeOfServer,
    });

    this.setLastKnowledgeOfServer(serverKnowledge);

    for (const transaction of transactions) {
      let isUpdate;
      if (emittedTransactions[transaction.id]) {
        isUpdate = true;
      } else {
        emittedTransactions[transaction.id] = true;
      }
      const meta = this.generateMeta(transaction, isUpdate);
      this.$emit(transaction, meta);
    }

    this.setEmittedTransactions(emittedTransactions);
  },
};

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.

Label	Prop	Type	Description
You Need a Budget	`app`	`app`	This component uses the You Need a Budget app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Budget ID	`budgetId`	`string`	Select a value from the drop down menu.
Since Date	`sinceDate`	`string`	The transaction date in ISO format `YYYY-MM-DD` (e.g. `2016-12-01`).

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: