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Connect Sage Accounting to Actual Budget

Move data between Sage Accounting and Actual Budget the moment it happens. Build the flow visually, or let AI write it for you, then run it on our cloud or your own infrastructure.

Sage Accounting triggers
8
Sage Accounting actions
30
Actual Budget triggers
1
Actual Budget actions
11

Automation ideas

What you can build with Sage Accounting and Actual Budget

A few flows teams run between Sage Accounting and Actual Budget. Use one as a starting point, or build your own from scratch.

  • New Customer in Sage Accounting creates Get Budget in Actual Budget

    Triggers when a new customer is created in Sage Accounting.

  • New Transaction in Actual Budget creates Create Customer in Sage Accounting

    Triggers when a transaction dated within the last 7 days (or later) is added to an account. Split transactions trigger once, with their splits.

  • New Customer in Sage Accounting creates Import Transaction in Actual Budget

    Triggers when a new customer is created in Sage Accounting.

  • New Transaction in Actual Budget creates Create Vendor in Sage Accounting

    Triggers when a transaction dated within the last 7 days (or later) is added to an account. Split transactions trigger once, with their splits.

  • New Customer in Sage Accounting creates Import Transactions in Actual Budget

    Triggers when a new customer is created in Sage Accounting.

  • New Transaction in Actual Budget creates Update Contact in Sage Accounting

    Triggers when a transaction dated within the last 7 days (or later) is added to an account. Split transactions trigger once, with their splits.

Questions, answered

No. Pick a trigger on either piece and an action on the other, map the fields, and turn the flow on. Add a code step later only if you want to.

Yes. Build one flow that starts in Sage Accounting and acts in Actual Budget, and a second that runs the other way, in the same project.

On our EU cloud in Frankfurt, or self-hosted on your own infrastructure with Docker or Kubernetes. The MIT-licensed core means there is always an exit.