What actions can I run in YNAB?

45 actions are available, including "Get Account", "Get Category", and "Get Month", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

YNAB Integrations

Personal budgeting on YNAB — pull plans, accounts, categories, payees, months, transactions and scheduled transactions; create and update accounts, categories, category groups, payees, transactions (single or bulk) and scheduled transactions; trigger vendor Direct Import. Wire YNAB into workflows so reconciliations and notifications stay accurate.

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Get AccountReturns a single account by ID.
Get CategoryReturns a single category by ID.
Get MonthReturns a single month's budget data.
Get Month CategoryReturns a category's budget data for a specific month.
Get PayeeReturns a single payee by ID.
Get Payee LocationReturns a single payee location by ID.
Get PlanReturns a single plan with all related entities.
Get Plan SettingsReturns settings for a specific plan.
Get Scheduled TransactionReturns a single scheduled transaction by ID.
Get TransactionReturns a single transaction by ID.
Get UserReturns the authenticated user's profile.
List AccountsRetrieves a list of accounts in a plan.
List CategoriesRetrieves categories in a plan, grouped by category group.
List Money Movement GroupsRetrieves grouped money movements for a plan.
List Money Movement Groups by MonthRetrieves grouped money movements for a specific month.
List Money MovementsRetrieves money moved between categories in a plan.
List Money Movements by MonthRetrieves money movements for a specific month.
List MonthsRetrieves month budget summaries for a plan.
List Payee LocationsRetrieves GPS locations associated with payees.
List Payee Locations by PayeeRetrieves GPS locations for a specific payee.
List PayeesRetrieves a list of payees in a plan.
List PlansRetrieves a list of plans (budgets) accessible to the token.
List Scheduled TransactionsRetrieves scheduled (recurring) transactions in a plan.
List TransactionsRetrieves transactions in a plan, excluding pending transactions.
List Transactions by AccountRetrieves transactions in a specific account.
List Transactions by CategoryRetrieves transactions in a specific category.
List Transactions by MonthRetrieves transactions for a specific month.
List Transactions by PayeeRetrieves transactions for a specific payee.
Create AccountCreates a new account in the plan.
Create CategoryCreates a new category in the plan.
Create Category GroupCreates a new category group in the plan.
Create PayeeCreates a new payee in the plan.
Create Scheduled TransactionCreates a new scheduled (recurring) transaction.
Create TransactionCreates a transaction (single or split), or multiple transactions at once.
Delete Scheduled TransactionDeletes a scheduled transaction.
Delete TransactionDeletes a transaction.
Import TransactionsTriggers Direct Import for all linked accounts in the plan.
Make an API CallPerforms an arbitrary authorized YNAB API call.
Update CategoryUpdates a category's settings.
Update Category GroupUpdates a category group's name.
Update Month CategoryUpdates a category's budgeted amount for a month.
Update PayeeUpdates a payee's name.
Update Scheduled TransactionUpdates an existing scheduled transaction.
Update TransactionUpdates an existing transaction.
Update Transactions (Bulk)Updates multiple transactions at once, by ID or import ID.

When to use YNAB

Common scenarios where YNAB automation saves time and reduces manual work.

Run "Get Account" in YNAB from any upstream event — map fields once and let the automation handle the rest.
Use "Get Category" as an automated action in YNAB so records stay consistent whenever something changes elsewhere in your stack.
Combine "Get Month" from YNAB with triggers or actions in other apps to close the loop — one event, many downstream outcomes.

Frequently asked questions

Common questions about automating YNAB in your workflows.

YNAB has no triggers, but it provides 45 actions including "Get Account", "Get Category", and "Get Month". Pair them with triggers from other apps to automate YNAB tasks.

YNAB Integrations

When to use YNAB

Frequently asked questions

YNAB Integrations

When to use YNAB

Connect YNAB to any app in workflows

Frequently asked questions

Connect YNAB to any app in workflows

Connect YNAB to any app in workflows

Connect YNAB to any app in workflows

YNAB Integrations

YNAB triggers and actions

When to use YNAB

Frequently asked questions

What triggers does YNAB support?

What actions can I run in YNAB?

Do I need to write code to automate this?

Is the integration secure?

YNAB Integrations

YNAB triggers and actions

When to use YNAB

Connect YNAB to any app in workflows

Frequently asked questions

What triggers does YNAB support?

What actions can I run in YNAB?

Do I need to write code to automate this?

Is the integration secure?

Connect YNAB to any app in workflows

Connect YNAB to any app in workflows

Connect YNAB to any app in workflows