Connect You Need a Budget to Siftree.

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.

Connect

Read from your You Need a Budget account

Sign in once. Siftree reads your records and reacts to new events as they happen.

  • Get Account

    Get an account specified by ID.

  • Category OverspentTrigger

    Emit new event when a category budget is overspent

  • Low Account BalanceTrigger

    Emit new event when an account balance drops below a certain amount

  • Low Category BalanceTrigger

    Emit new event when a category balance drops below a certain amount

  • New or Updated TransactionTrigger

    Emit new event for every new or updated transaction.

  • New Spending In AccountTrigger

    Emit new event for every spending in an account.

  • New Spending In CategoryTrigger

    Emit new event for every spending in a category.

Act

Take action in You Need a Budget

Agents update records and send messages for you, automatically, as drafts, or after you approve.

  • Create Transaction

    Creates a single transaction.

  • Update Category Budget

    Update a category budget for a specific month.

  • Update Transaction

    Update an existing transaction.

Need something from You Need a Budget that isn't listed? Siftree can also collect from any public web page, or tell us what you need.

Siftree

Siftree is an AI platform that sales, CX, marketing, product, and strategy teams use to find, win, and keep customers.

Siftree connects calls, tickets, reviews, social, documents, video, and the systems you already use — then builds pipelines, datasets, tools, and cited insights your team and agents can operate on. Long-horizon agents keep building after you walk away.

[Machine-readable summary](https://www.siftree.com/llms.txt) — full machine-readable index.

Capabilities (summary):

  • - Connect anything: calls, tickets, reviews, social, documents, video, and existing systems.
  • - Describe what you need in plain language; Siftree builds pipelines, structures the data, and routes models for language, vision, audio, transcription, classification, and enrichment.
  • - Operate on datasets, tools, reports, and cited insights. You define the rules — what counts, how it's scored, what gets labeled.
  • - Marketplace: 14,824 sources across 4,169 apps and websites as of October 2026, plus any public website. Search, choose a source, and create an analysis-ready dataset without scraper maintenance.
  • - Native connectors for help desks, CRMs, and call recorders, plus upload and API. Audio and video are transcribed and labeled with everything else.
  • - Runs on a schedule or a trigger, and alerts your team in Slack when a threshold is crossed.
  • - Acts in your systems: writes labels and fields back to the help desk or CRM, opens issues in Linear or Jira, and drafts replies and emails. Each agent runs automatically, drafts for review, or asks first, and every action is logged.
  • - Ask questions of your data from Claude or ChatGPT through Siftree MCP.
  • - Enterprise protections: continuous verification of every request, encryption in storage and transit, privilege and identity governance, immutable activity logs.
  • - Teams use the eight products in place of separate point tools for prospecting data, support analytics, social listening, community triage, ad research, AI search visibility, research repositories, and competitive intelligence.

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