- Create a new Beeminder goal to track your savings. I called mine narthur/save, and set it to private.
- Edit the titles of all your savings / investment accounts in YNAB to add the hashtag
#save
.
- Create a new Make.com scenario and add two modules–YNAB list transactions and Beeminder create a datapoint.
- Configure the YNAB module to pull all transactions from your budget that are less than a week old, and to do this once daily.
- Configure a filter between the two modules to only accept positive-value transactions to
#save
accounts that aren’t balance adjustments or starting balances.
- Add a test transaction in YNAB, manually run the Make.com scenario, and confirm that the data makes it to Beeminder.