You Need a Budget

Money doesn’t have to be messy. The YNAB budgeting app and its simple four-rule method will help you organize your finances, demolish your debt, save piles of cash, and reach your financial goals faster.

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You Need a Budget

You Need a Budget API Integrations

Build and run workflows using the You Need a Budget API. Use 1000s of source-available triggers and actions across 1000+ apps. Or write custom code to integrate any app or API in seconds.

Overview

The You Need a Budget (YNAB) API provides APIs to interact with YNAB users’ budgets, transactions, and more. With the YNAB API, developers have the ability to build applications that are tailored to an individual's budget and financial lifestyle.

Whether you're looking to create an app to assist with budgeting and tracking expenses, generating reports, or getting a real-time view of an individual's budget and movements, the YNAB API provides the tools to do it. The YNAB API is easy to use, secure, and versatile.

Here are some examples of how you can use the YNAB API:

  • Build an application to track expenses and generate reports
  • Monitor the balances of multiple budgets
  • Generate a budget snapshot based on accounts
  • Create custom visualizations and analytics tools
  • Create notifications when specific budget values change
  • Automate budgeting tasks, such as transfers and payments between accounts
  • Create interactive dashboards and track real-time trends
  • Enforce budgeting rules, such as threshold limits or budget goal tracking
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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    you_need_a_budget: {
      type: "app",
      app: "you_need_a_budget",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.youneedabudget.com/v1/user`,
      headers: {
        Authorization: `Bearer ${this.you_need_a_budget.$auth.oauth_access_token}`,
      },
    })
  },
})
Create Transaction with You Need a Budget API on New Requests (Payload Only) from HTTP / Webhook API
HTTP / Webhook + You Need a Budget
 
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Send Message (Advanced) with Discord Webhook API on Category Overspent from You Need a Budget API
You Need a Budget + Discord Webhook
 
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Create Transaction with You Need a Budget API on New Message in Channel from Discord Bot API
Discord Bot + You Need a Budget
 
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Create Transaction with You Need a Budget API on New Submission from Typeform API
Typeform + You Need a Budget
 
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Create Transaction with You Need a Budget API on Custom Events from Zoom API
Zoom + You Need a Budget
 
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Category Overspent from the You Need a Budget API

Emit new event when a category budget is overspent

 
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Low Account Balance from the You Need a Budget API

Emit new event when an account balance drops below a certain amount

 
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Low Category Balance from the You Need a Budget API

Emit new event when a category balance drops below a certain amount

 
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New or Updated Transaction from the You Need a Budget API

Emit new event for every new or updated transaction. See the docs

 
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New Spending In Account from the You Need a Budget API

Emit new event for every spending in an account. See the docs

 
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Create Transaction with the You Need a Budget API

Creates a single transaction. See the docs

 
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Update Category Budget with the You Need a Budget API

Update a category budget for a specific month. See the docs

 
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Authentication

You Need a Budget uses OAuth authentication. When you connect your You Need a Budget account, Pipedream will open a popup window where you can sign into You Need a Budget and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any You Need a Budget API.

Pipedream requests the following authorization scopes when you connect your account:

OAuth Request Configurations:
  1. authorization
    GEThttps://app.youneedabudget.com/oauth/authorize?client_id={{oauth.client_id}}&redirect_uri={{oauth.redirect_uri}}&state={{oauth.state}}&response_type=code&scope={{oauth.space_separated_scopes}}
  2. accessToken
    POSThttps://app.youneedabudget.com/oauth/tokencontent-type: application/x-www-form-urlencodedaccept: application/json
    client_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&redirect_uri={{oauth.redirect_uri}}&grant_type=authorization_code&code={{oauth.code}}
  3. refreshToken
    POSThttps://app.youneedabudget.com/oauth/tokencontent-type: application/x-www-form-urlencodedaccept: application/json
    client_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&grant_type=refresh_token&refresh_token={{oauth.refresh_token}}