YNAB API Operations Reference

accounting

27 operations

ActionYNAB_CREATE_SCHEDULED_TRANSACTION

Create Scheduled Transaction

Creates a scheduled (recurring) transaction in a YNAB budget.

2 input

ActionYNAB_CREATE_ACCOUNT

Create a new account in a budget

Tool to create a new account in a budget.

2 input

ActionYNAB_DELETE_SCHEDULED_TRANSACTION

Delete Scheduled Transaction

Permanently deletes a scheduled transaction from a YNAB budget.

2 input

ActionYNAB_GET_ACCOUNT_BY_ID

Get Account by ID

Tool to retrieve a single account resource.

2 input

ActionYNAB_GET_USER

Get Authorized User

Tool to retrieve the authorized user's information.

ActionYNAB_GET_BUDGET_BY_ID

Get Budget By ID

Retrieve a complete budget export by ID, including all accounts, categories, payees, and transactions.

2 input

ActionYNAB_GET_BUDGET_MONTH

Get Budget Month

Tool to retrieve a specific budget month.

2 input

ActionYNAB_GET_BUDGET_SETTINGS

Get Budget Settings

Tool to retrieve budget-level settings.

1 input

ActionYNAB_GET_CATEGORY_BY_ID

Get Category by ID

Retrieve a single YNAB budget category by its ID.

2 input

ActionYNAB_GET_MONTH_CATEGORY_BY_ID

Get Month Category By ID

Tool to retrieve a single category for a specific budget month.

3 input

ActionYNAB_GET_PAYEE_BY_ID

Get Payee by ID

Tool to retrieve a single payee by its ID.

2 input

ActionYNAB_GET_SCHEDULED_TRANSACTION_BY_ID

Get Scheduled Transaction by ID

Tool to retrieve a single scheduled transaction.

2 input

ActionYNAB_GET_TRANSACTION_BY_ID

Get Transaction by ID

Tool to retrieve a single transaction by its ID.

2 input

ActionYNAB_LIST_ACCOUNTS

List Accounts

Retrieves all accounts for a specified YNAB budget.

2 input

ActionYNAB_LIST_MONTHS

List Budget Months

Tool to list months for a budget with summary information.

2 input

ActionYNAB_LIST_BUDGETS

List Budgets

Retrieves all budgets accessible to the authenticated YNAB user.

1 input

ActionYNAB_LIST_CATEGORIES

List Categories

Tool to list all category groups and their categories for a budget.

2 input

ActionYNAB_LIST_PAYEE_LOCATIONS

List Payee Locations

Retrieves all GPS locations associated with payees in a budget.

1 input

ActionYNAB_LIST_PAYEE_LOCATIONS_BY_PAYEE

List Payee Locations by Payee

Retrieves all GPS locations associated with a specific payee in a budget.

2 input

ActionYNAB_LIST_SCHEDULED_TRANSACTIONS

List Scheduled Transactions

List all scheduled (recurring) transactions for a YNAB budget.

2 input

ActionYNAB_LIST_TRANSACTIONS

List Transactions

Tool to list transactions in a budget.

4 input

ActionYNAB_LIST_TRANSACTIONS_BY_ACCOUNT

List Transactions by Account

Tool to list transactions for a specific account.

5 input

ActionYNAB_LIST_TRANSACTIONS_BY_CATEGORY

List Transactions by Category

Tool to list transactions for a specific category (excludes pending).

5 input

ActionYNAB_LIST_TRANSACTIONS_BY_PAYEE

List Transactions by Payee

Tool to list transactions for a specific payee in a budget.

5 input

ActionYNAB_LIST_PAYEES

List payees in a budget

Tool to list payees in a budget.

2 input

ActionYNAB_UPDATE_PAYEE

Update Payee

Tool to update a payee.

3 input

ActionYNAB_UPDATE_SCHEDULED_TRANSACTION

Update Scheduled Transaction

Update an existing scheduled transaction in YNAB.

3 input