PowerPlatformConnectors/independent-publisher-connectors/You Need A Budget

You Need A Budget

You Need A Budget (YNAB) allows you to build a personal application to interact with your own budget.

Publisher: Troy Taylor, Hitachi Solutions

Prerequisites

You will need to sign up for an account with You Need A Budget. There is a free trial for the first month.

Obtaining Credentials

From your Account Settings page, find Developer Settings and create a new personal access token.

Supported Operations

Get user

Returns authenticated user information.

Get budgets

Returns budgets list with summary information.

Get budget by ID

Returns a single budget with all related entities. This resource is effectively a full budget export.

Get budget settings by ID

Returns settings for a budget

Get accounts

Returns all accounts.

Create account

Creates a new account.

Get account by ID

Returns a single account.

Get categories

Returns all categories grouped by category group. Amounts (budgeted, activity, balance, etc.) are specific to the current budget month (UTC).

Get Category by ID

Returns a single category. Amounts (budgeted, activity, balance, etc.) are specific to the current budget month (UTC).

Get month category by ID

Returns a single category for a specific budget month. Amounts (budgeted, activity, balance, etc.) are specific to the current budget month (UTC).

Update month category

Update a category for a specific month. Only budgeted amount can be updated.

Get payees

Returns all payees.

Get payee by ID

Returns a single payee.

Get payee locations

Returns all payee locations.

Get payee location by ID

Returns a single payee location.

Get payee locations by payee

Returns all payee locations for a specified payee.

Get budget months

Returns all budget months.

Get budget month

Returns a single budget month.

Get transactions

Returns budget transactions.

Create transaction

Creates a single transaction or multiple transactions. If you provide a body containing a transaction object, a single transaction will be created and if you provide a body containing a transactions array, multiple transactions will be created. Scheduled transactions cannot be created on this endpoint.

Update transactions

Updates multiple transactions, by id or import_id.

Import transactions

Imports available transactions on all linked accounts for the given budget. Linked accounts allow transactions to be imported directly from a specified financial institution and this endpoint initiates that import. Sending a request to this endpoint is the equivalent of clicking "Import" on each account in the web application or tapping the "New Transactions" banner in the mobile applications. The response for this endpoint contains the transaction ids that have been imported.

Get transaction by ID

Returns a single transaction.

Update transaction

Updates a single transaction.

Get transactions by account

Returns all transactions for a specified account.

Get transactions by category

Returns all transactions for a specified category.

Get transactions by payee

Returns all transactions for a specified payee.

Get scheduled transactions

Returns all scheduled transactions.

Get scheduled transaction by ID

Returns a single scheduled transaction.

Bulk create transactions

Creates multiple transactions.

Known Issues and Limitations

There are no known issues at this time.