YNAB Logo
YNAB Logo
YNAB Logo

YNAB

You Need a Budget is an online personal budgeting program based on the envelope system developed by a privately owned American company of the same name. It is available via any web browser or a mobile app.

Accounting

How to Optimize Your Workflow with This Integration

Finance

Budget Category Overspend Alert

Get notifications when you're close to or over a set budget.

Finance

Goal Progress Digest

Get updates on how much progress was made toward savings or debt goals.

C-Level

Cash Allocation Review

Get a weekly overview of how available funds were assigned.

Need a Custom AI Agent?

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and business needs — just drop us a line.

Need a Custom AI Agent?

Let's build tailored AI agents designed to match your unique workflows, goals, and business needs — just drop us a line.

Need a Custom
AI Agent?

Let's build tailored AI agents designed to match your unique workflows, goals,
and business needs — just drop us a line.