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YNAB

With YNAB modules in Make, you can create and list transactions, update budgets in a category, and make API calls.

To get started with YNAB, create an account at YNAB.com.

Refer to the YNAB API documentation for a list of available endpoints.

Connect YNAB to Make

To connect your YNAB account to Make, you must retrieve a personal access token from your YNAB account.

  1. Log in to your YNAB account and go to your Account Settings page.

  2. Scroll down to the Developer Settings section and click the Developer Settings button.

    Note: If you have not already confirmed your email, you will receive an email from YNAB to do so.

    If you have not set an account password, click the set an account password link, follow the instructions to do so, then return to the Developer Settings page.

  3. Click the New Token button.

  4. Enter your account password and click the Generate button.

  5. The token appears at the top of the screen. Copy the token and store it in a safe place as you will not be able to view the token again.

  6. Log in to your Make account, add a YNAB module to your scenario, and click Create a connection.

  7. Optional: In the Connection name field, enter a name for the connection.

  8. In the Personal Access Token field, paste the token copied in Step 5.

  9. Click Save.

You have successfully established the connection. You can now edit your scenario and add more YNAB modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Transactions

Create Transactions

Create multiple transactions. Scheduled transactions cannot be created with this module.

Connection

Establish a connection to your YNAB account.

Budget ID

Select or map the Budget ID to which you want to create a transaction.

Transactions

Add or map the transactions:

Account ID

Select or map the Account ID for which you are creating the transaction.

Date

Enter the date of the transactions.

Amount

Enter the amount of transaction.

Payee ID

Select the Payee ID of the transaction:

  • Starting Balance

  • Manual Balance Adjustment

  • Reconciliation Balance Adjustment

  • Transfer: My Savings

  • Transfer: Credit Card

Payee Name

Enter or map the name of the payee.

Category ID

Enter or map the Category ID of the transaction. For example, Credit Card.

Memo

Enter the memo notes for the transaction.

Cleared

Select or map the status of the transaction:

  • Cleared

  • Uncleared

  • Reconciled

Approved

Select or map whether the transaction is approved:

  • Yes

  • No

  • Empty

Flag Color

Select or map the transaction flag:

  • Red

  • Orange

  • Yellow

  • Green

  • Blue

  • Purple

List Transactions

Lists budget's transactions.

Connection

Establish a connection to your YNAB account.

Budget ID

Select or map the Budget ID whose transactions you want to list.

Type of Transaction

Select the transaction type you want to list:

  • All

  • Scheduled

  • In Specific Account

  • In Specific Category

  • In Specific Payee

Category ID

Select the Category ID whose associated transactions you want to list.

Account ID

Select the Account ID whose transactions you want to list

Payee ID

Select or map the Payee ID whose transaction you want to list.

Since Date

Enter the date to list the transaction created on or after the specified date.

Transaction Type

Select or map the transaction type you want to list:

  • Uncategorized

  • Unapproved

Limit

Enter the maximum number of transactions Make should return during one scenario execution cycle.

Categories

Budget to a Category

Updates the budget of a category for a specific month.

Connection

Establish a connection to your YNAB account.

Budget ID

Select or map the id of the budget you want to update.

Category ID

Select or map the id of the category whose budget you want to update.

Budget's Month

Enter the month of the budget you want to update.

Budgeted Amount

Enter the updated amount of the budget.

Other

Make an API Call

Performs an arbitrary authorized API call.

Connection

Establish a connection to your YNAB account.

URL

Enter a path relative to https://api.ynab.com. For example: /v1/budgets.

For the list of available endpoints, refer to the YNAB API Documentation.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Transactions

The following API call returns the last used budget with all related entities:

URL: /v1/budget/last-used

Method: GET

YNAB_API_Call_1.png

Matches of the search can be found in the module's Output under Bundle > Body > Data. In our example, all entities of the last used budget and their details were returned:

YNAB_API_Call_2.png

Getting Started with YNAB

Prerequisites

  • A YNAB account

In order to use YNAB with Make, it is necessary to have a YNAB account. You can use your Google account or create a YNAB account at youneedabudget.com.

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connect YNAB to Make

To connect your YNAB account to Make, you must retrieve a personal access token from your YNAB account.

  1. Log in to your YNAB account and go to your Account Settings page.

  2. Scroll down to the Developer Settings section and click the Developer Settings button.

    Note: If you have not already confirmed your email, you will receive an email from YNAB to do so.

    If you have not set an account password, click the set an account password link, follow the instructions to do so, then return to the Developer Settings page.

  3. Click the New Token button.

  4. Enter your account password and click the Generate button.

  5. The token appears at the top of the screen. Copy the token and store it in a safe place as you will not be able to view the token again.

  6. Log in to your Make account, add a YNAB module to your scenario, and click Create a connection.

  7. Optional: In the Connection name field, enter a name for the connection.

  8. In the Personal Access Token field, paste the token copied in Step 5.

  9. Click Save.

You have successfully established the connection. You can now edit your scenario and add more YNAB modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Transactions

Create Transactions

Create multiple transactions. Scheduled transactions cannot be created with this module.

Connection

Establish a connection to your YNAB account.

Budget ID

Select or map the Budget ID to which you want to create a transaction.

Transactions

Add or map the transactions:

Account ID

Select or map the Account ID for which you are creating the transaction.

Date

Enter the date of the transactions.

Amount

Enter the amount of transaction.

Payee ID

Select the Payee ID of the transaction:

  • Starting Balance

  • Manual Balance Adjustment

  • Reconciliation Balance Adjustment

  • Transfer: My Savings

  • Transfer: Credit Card

Payee Name

Enter or map the name of the payee.

Category ID

Enter or map the Category ID of the transaction. For example, Credit Card.

Memo

Enter the memo notes for the transaction.

Cleared

Select or map the status of the transaction:

  • Cleared

  • Uncleared

  • Reconciled

Approved

Select or map whether the transaction is approved:

  • Yes

  • No

  • Empty

Flag Color

Select or map the transaction flag:

  • Red

  • Orange

  • Yellow

  • Green

  • Blue

  • Purple

List Transactions

Lists budget's transactions.

Connection

Establish a connection to your YNAB account.

Budget ID

Select or map the Budget ID whose transactions you want to list.

Type of Transaction

Select the transaction type you want to list:

  • All

  • Scheduled

  • In Specific Account

  • In Specific Category

  • In Specific Payee

Category ID

Select the Category ID whose associated transactions you want to list.

Account ID

Select the Account ID whose transactions you want to list

Payee ID

Select or map the Payee ID whose transaction you want to list.

Since Date

Enter the date to list the transaction created on or after the specified date.

Transaction Type

Select or map the transaction type you want to list:

  • Uncategorized

  • Unapproved

Limit

Enter the maximum number of transactions Make should return during one scenario execution cycle.

Categories

Budget to a Category

Updates the budget of a category for a specific month.

Connection

Establish a connection to your YNAB account.

Budget ID

Select or map the id of the budget you want to update.

Category ID

Select or map the id of the category whose budget you want to update.

Budget's Month

Enter the month of the budget you want to update.

Budgeted Amount

Enter the updated amount of the budget.

Other

Make an API Call

Performs an arbitrary authorized API call.

Connection

Establish a connection to your YNAB account.

URL

Enter a path relative to https://api.ynab.com. For example: /v1/budgets.

For the list of available endpoints, refer to the YNAB API Documentation.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Transactions

The following API call returns the last used budget with all related entities:

URL: /v1/budget/last-used

Method: GET

YNAB_API_Call_1.png

Matches of the search can be found in the module's Output under Bundle > Body > Data. In our example, all entities of the last used budget and their details were returned:

YNAB_API_Call_2.png
In this section: