Accounting > 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.
Accounting
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.
Forms & Surveys
DataScope
DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage
field teams and share business insights.
Integrations
Low Account Balance
Triggers when a Checking or Savings account balance drops below a certain amount during a month.
Age of Money Changes
Triggers when your Age of Money changes.
Age of Money Reaches
Triggers when your Age of Money reaches a specified number of days.
Low Category Balance
Triggers when a category balance drops below a certain amount.
Category Overspent
Triggers when a category is overspent and has a negative balance.
New or Updated Account
Triggers when a new account is created or an existing account is updated.
New or Updated Category
Triggers when a new category is created or an existing category is updated.
New or Updated Scheduled Transaction
Triggers when a scheduled transaction is created or updated.
New or Updated Transaction
Triggers when a transaction is created or updated.
Goal Completed
Triggers when a goal is completed.
New Account
Triggers when a new account is created.
New Category
Triggers when a new category is created.
New Payee
Triggers when a new payee is created.
New Transaction
Triggers when a new transaction is created.
Spending in Account
Triggers when a new outflow transaction is created in an account.
Spending in Category
Triggers when a new outflow transaction is assigned to a category.
Budget to a Category
Budgets to a category in the current month.
Create Transaction
Creates a new transaction.
Export results to different platforms
Get the results in Excel, PDF or integrating with our API
