Close the month with budget context and your wallet list
Make month-end finance housekeeping easier by reviewing your YNAB plans beside the Coinbase wallets you hold.
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 month-end checklist can grow too long when budget and wallet details live in separate places.
- Add a wallet review to an existing monthly money routine.
- Keep budget intentions visible while reviewing crypto accounts.
- Avoid relying on memory to reopen Coinbase at closeout.
Setup
Build it in a few focused steps.
- 1Connect YNAB and Coinbase to Notis once through the portal.
- 2Create a monthly automation in the portal, or ask Notis conversationally, to summarize my YNAB budget context and list my Coinbase wallets for month-end review.
- 3Choose a month-end recurring trigger and the channel for run reports.
- 4Run one real month-end example and confirm the report is useful.
Questions about this workflow
Will the workflow reconcile Coinbase balances with YNAB?
No. The available Coinbase action lists wallets; it does not retrieve balances or reconcile transactions.
Can I change the closeout day?
Yes. Choose the recurring schedule that fits your month-end routine.
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
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