Make transaction follow-up a small weekly task
A focused list helps you finish expense follow-up without reopening your whole budget.
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
Unreviewed transactions accumulate because each one requires reopening context and deciding whether it needs follow-up.
- Focus on a bounded set of recent activity
- Use VLM Run context to flag unusual or unclear purchases
- Turn an open-ended admin chore into a short review
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 to set one up.
- 3Write one plain-language instruction to review recent YNAB transactions with the available VLM Run expense insights and report only items needing attention.
- 4Set a weekly cron trigger, choose a report channel, and test using a recent week's activity.
Questions about this workflow
Does it automatically categorize flagged transactions?
No. The action lists transactions for review; it does not change them.
Can I limit the review period?
Yes. State the desired recent period in the prompt and have Notis request a suitably scoped transaction list.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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.
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.
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).
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.
Get Budget Settings
Tool to retrieve budget-level settings. Use when you need to fetch currency and date formatting preferences for a specific budget.
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.
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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