All integrationsAccounting & Finance

YNAB

Work with your YNAB budget: list budgets, accounts, and categories with their balances, read transactions, and add new ones.

actions
5

Actions

Steps a workflow can run in YNAB.

  • List budgetsList the budgets on your YNAB account, with the id each of the other actions can be pointed at.
  • List accountsList a budget's accounts with their current, cleared, and uncleared balances.
  • List transactionsList a budget's transactions, optionally only those since a date or only the ones still needing attention.
  • Create a transactionAdd one transaction to a budget account: a negative amount for money spent, a positive one for money received.
  • List categoriesList a budget's category groups and the categories inside them, with what is assigned, spent, and left this month.

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