About this integration
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. This integration exposes its full API as workflow modules.
The integration includes 0 triggers, 28 search modules and 17 actions. Connections use oauth authentication.
How to connect
The credential form asks for Client ID and Client Secret.
Prefer the interactive builder form? Open it on the app page.
You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.
| Field | Type | Help |
|---|---|---|
Client IDRequired | password | Issued when you register a new OAuth Application in your Account Settings > Developer Settings. |
Client SecretRequired | password | Issued when you register a new OAuth Application in your Account Settings > Developer Settings. |
Use it in workflow automation
Add Create Account as a workflow step.
Triggers, searches and actions
Browse every YNAB module field below: 0 triggers, 28 searchs, and 17 actions you can drop onto the canvas.
Searches
Use any of 28 search modules to retrieve records without leaving the workflow canvas.
- Get Account
- Get Category
- Get Month
- Get Month Category
- Get Payee
23more searches
Actions
This integration includes 17 action modules — create, update, or delete records as part of any workflow.
- Create Account
- Create Category
- Create Category Group
- Create Payee
- Create Scheduled Transaction
12more actions
Explore the fields available for each YNAB trigger, search, and action.
Searches
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
Output fields
| 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 |
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
Output fields
| 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 |
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
Output fields
| Field | Type |
|---|---|
Month | object |
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 |
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
Output fields
| 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 |
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
Output fields
| Field | Type |
|---|---|
Payee | object |
ID | text |
Name | text |
Transfer Account ID | text |
Deleted | boolean |
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
Output fields
| Field | Type |
|---|---|
Payee Location | object |
ID | text |
Payee ID | text |
Latitude | text |
Longitude | text |
Deleted | boolean |
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
Last Knowledge of Server | number |
Output fields
| Field | Type |
|---|---|
Plan | object |
ID | text |
Name | text |
Last Modified On | date |
First Month | date |
Last Month | date |
Date Format | object |
Currency Format | object |
Accounts | array |
Payees | array |
Payee Locations | array |
Server Knowledge | number |
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
Output fields
| Field | Type |
|---|---|
Settings | object |
Date Format | object |
Currency Format | object |
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
Output fields
| 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 |
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
Output fields
| 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 |
Output fields
| Field | Type |
|---|---|
User | object |
ID | text |
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
Last Knowledge of Server | number |
Output fields
| 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 |
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
Last Knowledge of Server | number |
Output fields
| Field | Type |
|---|---|
Category Groups | array |
ID | text |
Name | text |
Hidden | boolean |
Internal | boolean |
Deleted | boolean |
Categories | array |
Server Knowledge | number |
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
Output fields
| Field | Type |
|---|---|
Money Movement Groups | array |
ID | text |
Group Created At | date |
Month | date |
Note | text |
Performed By User ID | text |
Server Knowledge | number |
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
Output fields
| Field | Type |
|---|---|
Money Movement Groups | array |
ID | text |
Group Created At | date |
Month | date |
Note | text |
Performed By User ID | text |
Server Knowledge | number |
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
Output fields
| Field | Type |
|---|---|
Money Movements | array |
ID | text |
Month | date |
Moved At | date |
Note | text |
Money Movement Group ID | text |
Performed By User ID | text |
From Category ID | text |
To Category ID | text |
Amount (Milliunits) | number |
Amount (Formatted) | text |
Server Knowledge | number |
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
Output fields
| Field | Type |
|---|---|
Money Movements | array |
ID | text |
Month | date |
Moved At | date |
Note | text |
Money Movement Group ID | text |
Performed By User ID | text |
From Category ID | text |
To Category ID | text |
Amount (Milliunits) | number |
Amount (Formatted) | text |
Server Knowledge | number |
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
Last Knowledge of Server | number |
Output fields
| 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 |
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
Output fields
| Field | Type |
|---|---|
Payee Locations | array |
ID | text |
Payee ID | text |
Latitude | text |
Longitude | text |
Deleted | boolean |
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
Output fields
| Field | Type |
|---|---|
Payee Locations | array |
ID | text |
Payee ID | text |
Latitude | text |
Longitude | text |
Deleted | boolean |
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
Last Knowledge of Server | number |
Output fields
| Field | Type |
|---|---|
Payees | array |
ID | text |
Name | text |
Transfer Account ID | text |
Deleted | boolean |
Server Knowledge | number |
Input fields
| Field | Type |
|---|---|
Include Accounts | boolean |
Output fields
| Field | Type |
|---|---|
Plans | array |
ID | text |
Name | text |
Last Modified On | date |
First Month | date |
Last Month | date |
Date Format | object |
Currency Format | object |
Accounts | array |
Default Plan | object |
ID | text |
Name | text |
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
Last Knowledge of Server | number |
Output fields
| Field | Type |
|---|---|
Scheduled Transactions | array |
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 |
Server Knowledge | number |
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
Since Date | date |
Until Date | date |
type | choice |
Last Knowledge of Server | number |
Output fields
| 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 |
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
Since Date | date |
Until Date | date |
type | choice |
Last Knowledge of Server | number |
Output fields
| 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 |
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
Since Date | date |
Until Date | date |
type | choice |
Last Knowledge of Server | number |
Output fields
| 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 |
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
Since Date | date |
Until Date | date |
type | choice |
Last Knowledge of Server | number |
Output fields
| 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 |
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
Since Date | date |
Until Date | date |
type | choice |
Last Knowledge of Server | number |
Output fields
| 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 |
Actions
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
NameRequired | text |
TypeRequired | choice |
BalanceRequired | number |
Output fields
| 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 |
Input fields
| 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
| 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 |
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
NameRequired | text |
Output fields
| Field | Type |
|---|---|
Category Group | object |
ID | text |
Name | text |
Hidden | boolean |
Internal | boolean |
Deleted | boolean |
Server Knowledge | number |
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
NameRequired | text |
Output fields
| Field | Type |
|---|---|
Payee | object |
ID | text |
Name | text |
Transfer Account ID | text |
Deleted | boolean |
Server Knowledge | number |
Input fields
| 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
| 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 |
Input fields
| 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
| 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 |
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
Output fields
| 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 |
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
Output fields
| 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 |
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
Output fields
| Field | Type |
|---|---|
Transaction IDs | array |
Input fields
| Field | Type |
|---|---|
URLRequired | text |
MethodRequired | choice |
Headers | array |
Header | object |
Query String | array |
Parameter | object |
Body | text |
Output fields
| Field | Type |
|---|---|
Body | text |
Headers | object |
Status code | number |
Input fields
| 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
| 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 |
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
NameRequired | text |
Output fields
| Field | Type |
|---|---|
Category Group | object |
ID | text |
Name | text |
Hidden | boolean |
Internal | boolean |
Deleted | boolean |
Server Knowledge | number |
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
BudgetedRequired | number |
Output fields
| 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 |
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
NameRequired | text |
Output fields
| Field | Type |
|---|---|
Payee | object |
ID | text |
Name | text |
Transfer Account ID | text |
Deleted | boolean |
Server Knowledge | number |
Input fields
| 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
| 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 |
Input fields
| 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
| 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 |
Input fields
| Field | Type |
|---|---|
Plan IDRequired | choice |
TransactionsRequired | array |
Transaction | object |
Output fields
| 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 |