YNAB

Fetch the authenticated YNAB user's id. YNAB exposes no name or email here.

List the user's plans (YNAB's current name for budgets), with the default plan when one is set. Start here to get a plan_id.

Fetch one plan in full — accounts, payees, category groups, categories, months and transactions in a single response.

List a plan's accounts. on_budget accounts have categorized activity; tracking accounts only carry a balance.

Fetch one account of a plan.

Create an account in a plan with its starting balance. The balance posts as a starting-balance transaction.

List a plan's categories grouped by category group. Assigned/activity/available amounts here are for the current month.

Fetch one category of a plan.

Fetch one category as it stands in a specific plan month — its assigned amount, activity and available balance.

Create a category group in a plan.

Create a category inside an existing category group. Setting goal_target creates a monthly target for it.

Update a category's name, note, group or goal. Sparse — only the fields you pass change, and null clears one.

Set how much is assigned to a category in one plan month. This is the only field YNAB lets the month-scoped update change.

List a plan's payees. A payee with transfer_account_id set is the transfer payee for that account.

Fetch one payee of a plan.

Create a payee in a plan.

Rename a payee. Every transaction pointing at it shows the new name.

List a plan's months with their income, assigned, activity, Ready to Assign and Age of Money figures.

Fetch one plan month with every category's assigned, activity and available amounts.

List a plan's transactions, excluding pending ones. Defaults to the last year when no date range is given.

Fetch one transaction, including the subtransactions of a split.

List the transactions in one account of a plan.

List the transactions assigned to one category of a plan.

Create a transaction. Pass subtransactions to make it a split; to record a transfer, use the target account's transfer payee as payee_id.

Update an existing transaction. Sparse — only the fields you pass change. A split's subtransactions cannot be updated, and a split's date and amount are fixed.

Delete a transaction from a plan.

List a plan's scheduled transactions — upcoming and recurring entries not yet posted to an account.

Schedule a future or recurring transaction. The date must be in the future and no more than five years out; splits are not supported.

Update a scheduled transaction. YNAB requires account_id and date on this call even when they are unchanged.

Delete a scheduled transaction from a plan.