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How Zapier works

Zapier makes it easy to integrate Splitwise with You Need A Budget - no code necessary. See how you can get setup in minutes.

Select a trigger from Splitwise

A trigger is an event that starts your Zap and runs the workflow. For example, with Splitwise, a trigger could be "New Expense."
A trigger is the event that kicks off your automated workflow.

Setup an action from You Need A Budget

An action is what takes place after the automation is triggered. For example, with You Need A Budget, the action could be "Budget to a Category."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Splitwise to You Need A Budget

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Splitwise to You Need A Budget integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Splitwise + You Need A Budget integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Splitwise and You Need A Budget

How do I start integrating Splitwise with You Need A Budget?

To get started with the integration, you will need to create accounts on both Splitwise and YNAB if you haven't already, and also sign up for an integration platform like Zapier. Once your accounts are ready, set up a 'Zap' where a trigger in Splitwise, such as settling an expense, will automatically perform an action in YNAB like logging a transaction.

What triggers can I use with Splitwise in the integration?

When integrating Splitwise with YNAB, you can use triggers such as 'New Expense', 'Expense Updated', or 'Group Created'. Each of these triggers can initiate different actions within your YNAB account.

Are there any specific actions available in YNAB for this integration?

Yes, actions that can be triggered in YNAB from Splitwise include creating a new transaction, updating account balances, or even adding notes to existing budget entries whenever there is any activity recorded in Splitwise.

Is it possible to customize the fields transferred from Splitwise to YNAB?

We allow you to map fields between Splitwise and YNAB according to your preferences. You can decide which pieces of information from a Splitwise expense – like amount, date or description – should populate specific fields in YNAB.

Does every entry in my Splitwise need to appear in YNAB?

Not necessarily. With our integration setup, you have the flexibility to set filters or conditions that decide when entries should be transferred from Splitwise to YNAB based on criteria you set.

How often does data sync between Splitwise and You Need A Budget?

The frequency of data synchronization depends on the settings of your automation platform. Typically, our system checks for new data at regular intervals ranging from every 5 minutes up to hourly depending on your plan.

Can I integrate other apps simultaneously with Splitwise and You Need A Budget?

Certainly! Our platform supports multi-step Zaps where besides linking Splitwise with YNAB, you could integrate additional apps like Google Sheets or email services for broader functionality.

Connect Splitwise and You Need A Budget to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Learn how to automate Splitwise on the Zapier blog

Learn how to automate You Need A Budget on the Zapier blog

splitwise logo
splitwise logo
About Splitwise
Splitwise is an app for splitting bills and expenses with friends.
Learn moreHelp
Related categories
  • Accounting
you-need-a-budget logo
you-need-a-budget logo
About You Need A Budget
You Need A Budget is a tool to help you gain total control of your money, living paycheck to paycheck, get out of debt, and save more money.
Learn more
Related categories
  • Accounting

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