Add your Coinbase wallet list to a budget review
Keep the budget review focused while giving yourself a quick, separate view of the Coinbase wallets connected to your planning.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Why this helps
A budget review can miss related accounts when they are not part of the same routine.
- Include wallet visibility without building another checklist.
- Keep the report focused on information you can review.
- Make cross-account planning easier to revisit.
Setup
Build it in a few focused steps.
- 1Connect YNAB and Coinbase to Notis once through the portal.
- 2Ask Notis to create a recurring budget review that summarizes my YNAB context and adds a list of my Coinbase wallets.
- 3Choose the review schedule and a channel for run reports.
- 4Test one real example and confirm the wallet list appears with the budget summary.
Questions about this workflow
Can the wallet list be saved into YNAB?
No. This workflow reports the list through Notis; it does not write data to YNAB.
Is the wallet appendix a balance report?
No. The available action retrieves wallets, not balances.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ynab to Coinbase. A trigger fires from one place; an action lands in another.
Ynab triggers
Coinbase actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Connect any two apps with Notis in the middle.
Ynab and Coinbase, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Coinbase.