AI agents for YNAB

Get the user

Reads the YNAB user the token belongs to (data.user.id).

List plans (budgets)

Lists the user's plans (what YNAB used to call budgets): each with id, name, last_modified_on, first_month, last_month and currency_format, plus default_plan.

List accounts

Lists a plan's accounts (checking, savings, credit cards, loans, tracking).

List categories

Lists a plan's category groups and their categories for the current month.

Get a budget month

Reads one month of a plan: income, budgeted, activity, to_be_budgeted (Ready to Assign) and age_of_money, and every category's assigned, spent and available amounts for that month.

List transactions

Lists a plan's transactions from a date on (and up to an end date), or only the uncategorized or unapproved ones.

Add a transaction

Adds a transaction to an account: date (today or earlier), amount in milliunits (negative for spending, like -12500 for 12.50 out; positive for income), and a payee by id or by name.

Edit a transaction

Changes an existing transaction by id: its date, amount, payee, category, memo, cleared status, approval or flag.

Delete a transactionDeletes data

Deletes a transaction by id.

Assign money to a category

Sets how much is assigned (budgeted) to a category in a month, in milliunits (like 400000 for 400.00).