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Notis

Catch unusual spending while it is still recent

A brief review can bring odd amounts or unfamiliar purchases to your attention early.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Transactions

Tool to list transactions in a budget. Use when you need all or delta-filtered transactions after confirming the budget. Omitting all filters returns the full transaction history, which may produce large payloads; prefer since_date, type, or last_knowledge_of_server to scope results.

Why this helps

Unusual spending can blend into routine transactions when the budget is only reviewed occasionally.

  • Review recent items while context is fresh
  • Compare predictions with actual budget activity
  • Focus attention on a short list of exceptions

Setup

Build it in a few focused steps.

  • 1Connect VLM Run and YNAB to Notis once in the portal.
  • 2Create a weekly automation in the portal or ask Notis conversationally.
  • 3Write one instruction asking Notis to compare available VLM Run expense predictions with recent YNAB transactions and report unusual or uncertain matches for review.
  • 4Choose a weekly cron schedule, select a report channel, and test with one period containing known expenses.

Questions about this workflow

Does a prediction prove an expense is incorrect?

No. It is a signal for review, and the automation should explain why an item was flagged.

Can the report avoid false alarms?

Ask Notis to include only clear exceptions and label uncertain observations separately.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link VLM Run to Ynab. A trigger fires from one place; an action lands in another.

VLM Run triggers

Ynab actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create a new account in a budget

Tool to create a new account in a budget. Use when you need to add a manual (non-linked) account to a specific budget.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Scheduled Transaction

Creates a scheduled (recurring) transaction in a YNAB budget. Use this to set up bills, recurring expenses, or income that repeats on a schedule. Requires an account_id (from YNAB_LIST_ACCOUNTS), a date, frequency, and amount in milliunits.

ActionInstant

Delete Scheduled Transaction

Permanently deletes a scheduled transaction from a YNAB budget. Use this when a recurring transaction is no longer needed. This action cannot be undone. Obtain the scheduled_transaction_id from list_scheduled_transactions or get_scheduled_transaction_by_id before calling this.

ActionInstant

Get Account by ID

Tool to retrieve a single account resource. Use when you need details of a specific account by its ID after determining the budget.

ActionInstant

Get Budget By ID

Retrieve a complete budget export by ID, including all accounts, categories, payees, and transactions. Use this tool when you need comprehensive budget data. The response includes: - Budget metadata (name, date/currency formats) - All accounts with balances - Category groups and categories with budgeted amounts and balances - All payees - All transactions and scheduled transactions (optional, may be large) For incremental syncing, use last_knowledge_of_server to only fetch changes since your last request. Note: Currency amounts are in 'milliunits' format (divide by 1000 for standard units).

ActionInstant

Get Budget Month

Tool to retrieve a specific budget month. Use when you need detailed summary and category budgets for a given month after confirming the budget ID. Monetary amounts are returned in milliunits (divide by 1000 for standard currency). Response includes high-level aggregates and a nested category array within the month payload for per-category budget analysis.

ActionInstant

Get Budget Settings

Tool to retrieve budget-level settings. Use when you need to fetch currency and date formatting preferences for a specific budget.

ActionInstant

Get Category by ID

Retrieve a single YNAB budget category by its ID. Use this to get detailed category information including budgeted amounts, activity, balance, and goal settings. Amounts are returned for the current budget month (UTC). Requires both budget_id and category_id - use 'last-used' or 'default' for budget_id if you don't have a specific budget ID.

ActionInstant

Connect any two apps with Notis in the middle.

VLM Run and Ynab, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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