Review budget priorities and Coinbase wallets each quarter
Quarterly planning is a good moment to bring current wallet names into view alongside the budget priorities you set in YNAB.
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
Long gaps between financial reviews can make it harder to remember which accounts to include in planning.
- Put wallet review on the same cadence as quarterly planning.
- See a current list of Coinbase wallets while considering YNAB priorities.
- Make the review easier to restart after a busy stretch.
Setup
Build it in a few focused steps.
- 1Connect YNAB and Coinbase to Notis once through the portal.
- 2Ask Notis to create a quarterly automation that summarizes my YNAB budget priorities and lists my Coinbase wallets for planning.
- 3Select a quarterly schedule and a channel for run reports.
- 4Test with one real example and verify the report includes the wallet list.
Questions about this workflow
Does the automation decide how much to invest?
No. It presents budget context and a wallet list for your own review.
Can I run it more often?
Yes. Choose a recurring schedule that matches your planning cadence.
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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