← RSS + You Need a Budget integrations

Update Transaction with You Need a Budget API on New Item in Feed from RSS API

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New Item in Feed from the RSS API
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Update Transaction with the You Need a Budget API
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Getting Started

This integration creates a workflow with a RSS trigger and You Need a Budget action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New Item in Feed trigger
    1. Connect your RSS account
    2. Configure timer
    3. Configure Feed URL
    4. Configure Published After
  3. 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
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are 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.

Trigger

Description:Emit new items from an RSS feed
Version:1.2.7
Key:rss-new-item-in-feed

RSS Overview

The RSS app allows users to automatically fetch and parse updates from web feeds. This functionality is pivotal for staying abreast of content changes or updates from websites, blogs, and news outlets that offer RSS feeds. With Pipedream, you can harness the RSS API to trigger workflows that enable a broad range of automations, like content aggregation, monitoring for specific keywords, notifications, and data synchronization across platforms.

Trigger Code

import { defineSource } from "@pipedream/types";
import rss from "../../app/rss.app.mjs";
import rssCommon from "../common/common.mjs";
export default defineSource({
    ...rssCommon,
    key: "rss-new-item-in-feed",
    name: "New Item in Feed",
    description: "Emit new items from an RSS feed",
    version: "1.2.7",
    type: "source",
    dedupe: "unique",
    props: {
        ...rssCommon.props,
        url: {
            propDefinition: [
                rss,
                "url",
            ],
        },
        publishedAfter: {
            type: "string",
            label: "Published After",
            description: "Emit items published after the specified date in ISO 8601 format .e.g `2022-12-07T12:57:10+07:00`",
            default: new Date(Date.now() - 24 * 60 * 60 * 1000).toISOString(), // default to one day ago
        },
    },
    hooks: {
        async activate() {
            // Try to parse the feed one time to confirm we can fetch and parse.
            // The code will throw any errors to the user.
            await this.rss.fetchAndParseFeed(this.url);
        },
    },
    methods: {
        ...rssCommon.methods,
        generateMeta: function (item) {
            return {
                id: this.rss.itemKey(item),
                summary: item.title,
                ts: Date.now(),
            };
        },
    },
    async run() {
        const items = await this.rss.fetchAndParseFeed(this.url);
        for (const item of items.reverse()) {
            const publishedAfter = +new Date(this.publishedAfter);
            const ts = this.rss.itemTs(item);
            if (Number.isNaN(publishedAfter) || publishedAfter > ts) {
                continue;
            }
            const meta = this.generateMeta(item);
            this.$emit(item, meta);
        }
    },
});

Trigger 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
RSSrssappThis component uses the RSS app.
timer$.interface.timer

How often you want to poll the feed for new items

Feed URLurlstring

Enter the URL for any public RSS feed

Published AfterpublishedAfterstring

Emit items published after the specified date in ISO 8601 format .e.g 2022-12-07T12:57:10+07:00

Trigger Authentication

The RSS API does not require authentication.

About RSS

Real Simple Syndication

Action

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

You Need a Budget Overview

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.

Action 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}`);
    }
  },
};

Action Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

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?

Action 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.

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Get an account specified by ID. See the docs

 
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