Keep your budget and crypto wallet review in one routine
A regular check-in brings your YNAB budget context and Coinbase wallet list together, so you can review your plans without reopening several tools.
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
Switching between a budget and a crypto account makes a small weekly review easy to postpone.
- See your Coinbase wallets as part of a predictable budget check-in.
- Use one concise report to revisit your planned allocation.
- Reduce the effort of remembering to open both services.
Setup
Build it in a few focused steps.
- 1Connect YNAB and Coinbase to Notis once through the portal.
- 2Ask Notis to create a weekly automation that reviews my YNAB budget context and lists my Coinbase wallets for a concise allocation check-in.
- 3Choose a weekly recurring trigger and a channel for run reports.
- 4Test the automation with one real weekly review and check the wallet list.
Questions about this workflow
Does this workflow move money or crypto?
No. It lists Coinbase wallets for review and does not send or transfer funds.
Can I choose when the review runs?
Yes. Set the recurring schedule when creating the automation.
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.