Requirements
Before you set up the credential, make sure you have an active YNAB account and OAuth client credentials, granted by signing in with your account ready.[3]
Get your YNAB credentials
You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.
Connect YNAB in WEXTL
- Log in to your WEXTL account, add the YNAB node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your YNAB account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
YNAB node modules
The list below is a reference of every YNAB node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Each YNAB node module below opens to reveal its input parameters, outputs, and connection requirements.
Get AccountSearch
Get CategorySearch
Get MonthSearch
Get Month CategorySearch
Get PayeeSearch
Get Payee LocationSearch
Get PlanSearch
Get Plan SettingsSearch
Get Scheduled TransactionSearch
Get TransactionSearch
Get UserSearch
Output fields[3]
| Field | Type |
|---|---|
| User | object |
| ID | text |
List AccountsSearch
Input fields[3]
| Field | Type |
|---|---|
Plan IDRequired | choice |
| Last Knowledge of Server | number |
Output fields[3]
| Field | Type |
|---|---|
| Accounts | array |
| ID | text |
| Name | text |
| Type | text |
| On Budget | boolean |
| Closed | boolean |
| Note | text |
| Balance (Milliunits) | number |
| Cleared Balance (Milliunits) | number |
| Uncleared Balance (Milliunits) | number |
| Transfer Payee ID | text |
| Server Knowledge | number |
List CategoriesSearch
List Money Movement GroupsSearch
List Money Movement Groups by MonthSearch
List Money MovementsSearch
List Money Movements by MonthSearch
List MonthsSearch
Input fields[3]
| Field | Type |
|---|---|
Plan IDRequired | choice |
| Last Knowledge of Server | number |
Output fields[3]
| Field | Type |
|---|---|
| Months | array |
| Month | date |
| Note | text |
| Income (Milliunits) | number |
| Budgeted (Milliunits) | number |
| Activity (Milliunits) | number |
| To Be Budgeted (Milliunits) | number |
| Age of Money | number |
| Deleted | boolean |
| Income (Formatted) | text |
| Income (Currency) | number |
| Server Knowledge | number |
List Payee LocationsSearch
List Payee Locations by PayeeSearch
List PayeesSearch
List PlansSearch
List Scheduled TransactionsSearch
List TransactionsSearch
Input fields[3]
| Field | Type |
|---|---|
Plan IDRequired | choice |
| Since Date | date |
| Until Date | date |
| type | choice |
| Last Knowledge of Server | number |
Output fields[3]
| Field | Type |
|---|---|
| Transactions | array |
| ID | text |
| Date | date |
| Amount (Milliunits) | number |
| Memo | text |
| Cleared | text |
| Approved | boolean |
| Flag Color | text |
| Flag Name | text |
| Account ID | text |
| Account Name | text |
| Server Knowledge | number |
List Transactions by AccountSearch
Input fields[3]
| Field | Type |
|---|---|
Plan IDRequired | choice |
| Since Date | date |
| Until Date | date |
| type | choice |
| Last Knowledge of Server | number |
Output fields[3]
| Field | Type |
|---|---|
| Transactions | array |
| ID | text |
| Date | date |
| Amount (Milliunits) | number |
| Memo | text |
| Cleared | text |
| Approved | boolean |
| Flag Color | text |
| Flag Name | text |
| Account ID | text |
| Account Name | text |
| Server Knowledge | number |
List Transactions by CategorySearch
Input fields[3]
| Field | Type |
|---|---|
Plan IDRequired | choice |
| Since Date | date |
| Until Date | date |
| type | choice |
| Last Knowledge of Server | number |
Output fields[3]
| Field | Type |
|---|---|
| Transactions | array |
| ID | text |
| Date | date |
| Amount (Milliunits) | number |
| Memo | text |
| Cleared | text |
| Approved | boolean |
| Flag Color | text |
| Flag Name | text |
| Account ID | text |
| Account Name | text |
| Server Knowledge | number |
List Transactions by MonthSearch
Input fields[3]
| Field | Type |
|---|---|
Plan IDRequired | choice |
| Since Date | date |
| Until Date | date |
| type | choice |
| Last Knowledge of Server | number |
Output fields[3]
| Field | Type |
|---|---|
| Transactions | array |
| ID | text |
| Date | date |
| Amount (Milliunits) | number |
| Memo | text |
| Cleared | text |
| Approved | boolean |
| Flag Color | text |
| Flag Name | text |
| Account ID | text |
| Account Name | text |
| Server Knowledge | number |
List Transactions by PayeeSearch
Input fields[3]
| Field | Type |
|---|---|
Plan IDRequired | choice |
| Since Date | date |
| Until Date | date |
| type | choice |
| Last Knowledge of Server | number |
Output fields[3]
| Field | Type |
|---|---|
| Transactions | array |
| ID | text |
| Date | date |
| Amount (Milliunits) | number |
| Memo | text |
| Cleared | text |
| Approved | boolean |
| Flag Color | text |
| Flag Name | text |
| Account ID | text |
| Account Name | text |
| Server Knowledge | number |
Create AccountAction
Input fields[3]
| Field | Type |
|---|---|
Plan IDRequired | choice |
NameRequired | text |
TypeRequired | choice |
BalanceRequired | number |
Output fields[3]
| Field | Type |
|---|---|
| Account | object |
| ID | text |
| Name | text |
| Type | text |
| On Budget | boolean |
| Closed | boolean |
| Note | text |
| Balance (Milliunits) | number |
| Cleared Balance (Milliunits) | number |
| Uncleared Balance (Milliunits) | number |
| Transfer Payee ID | text |
Create CategoryAction
Input fields[3]
| Field | Type |
|---|---|
Plan IDRequired | choice |
Category Group IDRequired | choice |
NameRequired | text |
| Note | text |
| Goal Target | number |
| Goal Target Date | date |
| Goal Needs Whole Amount | boolean |
| goal_frequency | choice |
Output fields[3]
| Field | Type |
|---|---|
| Category | object |
| ID | text |
| Category Group ID | text |
| Category Group Name | text |
| Name | text |
| Hidden | boolean |
| Internal | boolean |
| Original Category Group ID (Deprecated, always null) | text |
| Note | text |
| Budgeted (Milliunits) | number |
| Activity (Milliunits) | number |
| Server Knowledge | number |
Create Category GroupAction
Create PayeeAction
Create Scheduled TransactionAction
Input fields[3]
| Field | Type |
|---|---|
Plan IDRequired | choice |
Account IDRequired | choice |
DateRequired | date |
| Amount | number |
| Payee ID | choice |
| Payee Name | text |
| Category ID | choice |
| Memo | text |
| flag_color | choice |
| frequency | choice |
Output fields[3]
| Field | Type |
|---|---|
| Scheduled Transaction | object |
| ID | text |
| Date First | date |
| Date Next | date |
| Frequency | text |
| Amount (Milliunits) | number |
| Memo | text |
| Flag Color | text |
| Flag Name | text |
| Account ID | text |
| Account Name | text |
Create TransactionAction
Input fields[3]
| Field | Type |
|---|---|
Plan IDRequired | choice |
| Transaction | object |
Account IDRequired | choice |
DateRequired | date |
AmountRequired | number |
| Payee ID | choice |
| Payee Name | text |
| Category ID | choice |
| Memo | text |
| cleared | choice |
| Approved | boolean |
| flag_color | choice |
| Transactions (Bulk) | array |
| Transaction | object |
Output fields[3]
| Field | Type |
|---|---|
| Transaction IDs | array |
| Transaction | object |
| ID | text |
| Date | date |
| Amount (Milliunits) | number |
| Memo | text |
| Cleared | text |
| Approved | boolean |
| Flag Color | text |
| Flag Name | text |
| Account ID | text |
| Account Name | text |
| Transactions | array |
| ID | text |
| Date | date |
| Amount (Milliunits) | number |
| Memo | text |
| Cleared | text |
| Approved | boolean |
| Flag Color | text |
| Flag Name | text |
| Account ID | text |
| Account Name | text |
| Duplicate Import IDs | array |
| Server Knowledge | number |
Delete Scheduled TransactionAction
Delete TransactionAction
Import TransactionsAction
Make an API Calluniversal
Update CategoryAction
Input fields[3]
| Field | Type |
|---|---|
Plan IDRequired | choice |
| Name | text |
| Note | text |
| Category Group ID | choice |
| Goal Target | number |
| Goal Target Date | date |
| Goal Needs Whole Amount | boolean |
| goal_frequency | choice |
Output fields[3]
| Field | Type |
|---|---|
| Category | object |
| ID | text |
| Category Group ID | text |
| Category Group Name | text |
| Name | text |
| Hidden | boolean |
| Internal | boolean |
| Original Category Group ID (Deprecated, always null) | text |
| Note | text |
| Budgeted (Milliunits) | number |
| Activity (Milliunits) | number |
| Server Knowledge | number |
Update Category GroupAction
Update Month CategoryAction
Input fields[3]
| Field | Type |
|---|---|
Plan IDRequired | choice |
BudgetedRequired | number |
Output fields[3]
| Field | Type |
|---|---|
| Category | object |
| ID | text |
| Category Group ID | text |
| Category Group Name | text |
| Name | text |
| Hidden | boolean |
| Internal | boolean |
| Original Category Group ID (Deprecated, always null) | text |
| Note | text |
| Budgeted (Milliunits) | number |
| Activity (Milliunits) | number |
| Server Knowledge | number |
Update PayeeAction
Update Scheduled TransactionAction
Input fields[3]
| Field | Type |
|---|---|
Plan IDRequired | choice |
Account IDRequired | choice |
DateRequired | date |
| Amount | number |
| Payee ID | choice |
| Payee Name | text |
| Category ID | choice |
| Memo | text |
| flag_color | choice |
| frequency | choice |
Output fields[3]
| Field | Type |
|---|---|
| Scheduled Transaction | object |
| ID | text |
| Date First | date |
| Date Next | date |
| Frequency | text |
| Amount (Milliunits) | number |
| Memo | text |
| Flag Color | text |
| Flag Name | text |
| Account ID | text |
| Account Name | text |
Update TransactionAction
Input fields[3]
| Field | Type |
|---|---|
Plan IDRequired | choice |
| Account ID | choice |
| Date | date |
| Amount | number |
| Payee ID | choice |
| Payee Name | text |
| Category ID | choice |
| Memo | text |
| cleared | choice |
| Approved | boolean |
| flag_color | choice |
| Subtransactions | array |
| Subtransaction | object |
Output fields[3]
| Field | Type |
|---|---|
| Transaction | object |
| ID | text |
| Date | date |
| Amount (Milliunits) | number |
| Memo | text |
| Cleared | text |
| Approved | boolean |
| Flag Color | text |
| Flag Name | text |
| Account ID | text |
| Account Name | text |
| Server Knowledge | number |
Update Transactions (Bulk)Action
Input fields[3]
| Field | Type |
|---|---|
Plan IDRequired | choice |
TransactionsRequired | array |
| Transaction | object |
Output fields[3]
| Field | Type |
|---|---|
| Transaction IDs | array |
| Transactions | array |
| ID | text |
| Date | date |
| Amount (Milliunits) | number |
| Memo | text |
| Cleared | text |
| Approved | boolean |
| Flag Color | text |
| Flag Name | text |
| Account ID | text |
| Account Name | text |
| Duplicate Import IDs | array |
| Server Knowledge | number |
Templates
Look for YNAB templates in the WEXTL template library.
Browse templates →Explore alternative apps
- Candis[2]Accounts-payable automation for invoices, approvals, and ERP exports.
- BillAccounts-payable and receivable — manage bills, invoices, vendors, and payments.
- BlingBrazilian ERP and ecommerce back-office platform for invoices, inventory, orders, and contacts.
- bexioBusiness software for small businesses and startups.
- CheckoutGlobal payment platform for accepting cards, wallets, and alternative payment methods.
References
- WEXTL® YNAB Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for YNAB.
- WEXTL® visual workflow builder data.
Last updated: Sep 5, 2026 10:06