YNAB

Why Add-to-Calendar Works with YNAB

CalendarLink's integration ensures fewer financial oversights and quicker budgeting actions, keeping your financial life in sync.

• Universal “Add to Calendar” link for all your financial events.
• Boosts attendance and engagement with smart reminders.
• Brandable invites make budgeting meetings professional.
• Integrates via Zapier, Make, API & webhooks for effortless workflow automation.

Using Calendar Links in YNAB Workflows

Turn YNAB Activity into Calendar Events

1. Create a CalendarLink for financial activities

Facilitate financial meetings and reminders by creating links when triggers like New or Updated Contact, Low Account Balance, or Category Overspent occur.

2. Transfer event details to CalendarLink

Map essential data such as event names, dates, and descriptions into CalendarLink, including optional RSVP for formal meetings.

3. Publish the event invite

Receive an Add-to-Calendar link and share it instantly to include all relevant stakeholders in your financial updates.

Fire YNAB Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Choose triggers like New Upcoming Event or New RSVP to initiate YNAB workflows.

2. Map Add-to-Calendar Data

Transfer titles, dates, times, and attendees into YNAB to ensure accurate budgeting entries.

3. Budget to a Category

Automatically update your budget by logging engagements and new financial insights, driving actionable results.

Pro Tips for YNAB and Add-to-Calendar

• Utilize Click + attendance analytics to measure engagement success.
• Schedule smart reminders to keep financial goals on track.
• Create subscription calendars to automatically sync frequent updates.
• Ensure events consider time-zone differences to avoid miscommunications.