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# How to Integrate You Need A Budget - Help Center -SyncSpider

## TABLE OF CONTENTS

* [Description](#Description)
* [Entities](#Entities)
* [Steps](#Steps)
* [Step 1. Creating a Task](#Step-1.%C2%A0Creating-a-Task)
* [Step 2. Enter Name and Description](#Step-2.-Enter-Name-and-Description)
* [Step 3. Adding Credentials](#Step-3.-Adding-Credentials)
* [Step 4. Obtaining API Key](#Step-4.-Obtaining-API-Key)

---
## Description

Personal budgeting software that allows users to share finances with partners, track goals, generate reports, and more.

---
## Entities

| Source | Target |
| --- | --- |
| Send Budgets | Add Transactions |
| Send Accounts | Add Accounts |
| Send Categories |  |
| Send Payees |  |
| Send Months |  |
| Send Transactions |  |
| Send Account Transactions |  |

Possible Task Triggers are: **_on schedule_** (hourly, daily, weekly, monthly) or **_upon successful completion of a trigger task._**

---
## Steps

### Step 1. Creating a Task

Either while **Creating a Task** or in the Integrations menu.

Enter the name of the integration in the search bar.
![Selecting the You Need A Budget integration](https://storage.crisp.chat/users/helpdesk/website/-/7/8/c/2/78c2cb0aded12400/6948c7f0-d907-4b10-8d2f-83379e_xkpadj.png)

### Step 2. Enter Name and Description

Enter the Name of the Integration.

You can optionally also enter a description.
![Naming the Integration](https://storage.crisp.chat/users/helpdesk/website/-/c/4/6/5/c465ed413bf83800/57f2f1d7-1a84-4708-a518-8b4935_n6mvn3.png)

### Step 3. Adding Credentials

You will be prompted for the API Key.
![Inserting the API Key](https://storage.crisp.chat/users/helpdesk/website/-/5/e/0/d/5e0d8beee10b7400/236a4bcb-7e48-4d9e-86d1-4bd37a_1fbid2h.png)

### Step 4. Obtaining API Key

To obtain the **API Key** log in to your You Need A Budget Account, go to **Account**

**Settings -> Developer settings->**  **New Token.**

![Selecting the Developer Settings panel](https://storage.crisp.chat/users/helpdesk/website/-/d/f/b/e/dfbe709b9e45a800/10ecc7af-4f42-4115-8884-4dd44c_1tbcjga.png)

![Generating the API key](https://storage.crisp.chat/users/helpdesk/website/-/1/e/a/b/1eabc2d5a7263200/c45ea320-b69d-44e2-9c6a-e6d210_1upr4xq.png)

Copy And Paste the API Key to SyncSpider.

---

**You Need a Budget** is just one of the tools we support!

To check the list of the tools and features we support please click [here](https://syncspider.com/integrations/)!

If you don't see your favorite tool on our list, please take the time and send us the request [here](https://roadmap.syncspider.com/boards/integrations?sort=cached_votes_up) to create an integration for you or UP-vote if it's already on the list :)

We develop integrations based on the requests and up-votes :)

We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [[email protected]](/cdn-cgi/l/email-protection#dba8aeababb4a9af9ba8a2b5b8a8abb2bfbea9f5b8b4b6) or our chat widget!