YNAB - New/updated record trigger ​

The New/updated record trigger monitors YNAB for new or updated records of a selected object type in a plan. Supported objects include transactions. After the first poll, the trigger uses the YNAB server knowledge value to return each new or changed record once.

Input ​

Input fields dynamically generate based on the object you select. The following fields are common to all objects. Refer to the YNAB API documentation for more information on available input fields.

Input fieldDescription
ObjectSelect the YNAB object you plan to monitor.
PlanOptional. Select the plan (budget) you plan to monitor. Defaults to your last-used plan. Select Default only if a default budget is enabled in your YNAB account.

Output ​

Output fields dynamically generate based on the object you select. The following are a representative set of output fields. Refer to the YNAB API documentation for more information on available output fields.

Output fieldDescription
IDThe unique identifier of the transaction.
DateThe date of the transaction.
AmountThe transaction amount, in milliunits. Negative for outflow.
ClearedThe cleared status: cleared, uncleared, or reconciled.
Account nameThe name of the account.
Payee nameThe name of the payee.
Category nameThe name of the category.
DeletedWhether the transaction is deleted.
SubtransactionsThe list of subtransactions, if the transaction is split.
Server knowledgeThe YNAB server knowledge value at which the change occurred.

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