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 2,400+ apps. Or write custom code to integrate any app or API in seconds.

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Overview

The You Need a Budget (YNAB) API offers a direct line into your budgeting data, allowing you to read and write transaction details, access budget categories, update account balances, and more. By leveraging this API on Pipedream, you can automate your financial tracking and synchronize your budget with other aspects of your financial life. This interface is particularly powerful for those looking to streamline their budgeting process, ensure real-time updates across platforms, and generate custom financial reports.

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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}`,
      },
    })
  },
})

Choose an API to Connect with You Need a Budget API

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Schedule
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Trigger workflows on an interval or cron schedule.

Example Use Cases

  • Automated Transaction Recording: When you make a purchase with a credit card that's tracked by another service like Plaid, Pipedream can catch the transaction via a webhook. It then automatically logs this new transaction in the appropriate YNAB budget category, keeping your budget up to date without manual entry.

  • Category Balance Alerts: Set up a daily scheduled workflow on Pipedream to check your YNAB category balances. If any category's balance falls below a predefined threshold, Pipedream sends an alert via SMS using Twilio or an email through SendGrid, helping you to stay on top of your budgeting goals.

  • Expense Report Generation: At the end of each month, a Pipedream workflow compiles transactions and budget category data from YNAB and formats a custom expense report. The report could then be sent to your email or uploaded to Google Drive for easy access and sharing with family or financial advisors.

Create Worksheet with Google Sheets API on New Spending In Account from You Need a Budget API
You Need a Budget + Google Sheets
 
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Get Tags with Google Tag Manager API on New or Updated Transaction from You Need a Budget API
You Need a Budget + Google Tag Manager
 
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List Accounts with You Need a Budget API on New Requests from HTTP / Webhook API
HTTP / Webhook + You Need a Budget
 
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List Accounts with You Need a Budget API on New Item in Feed from RSS API
RSS + You Need a Budget
 
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List Accounts with You Need a Budget API on New Message (Instant) from Discord API
Discord + 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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Get Account with the You Need a Budget API

Get an account specified by ID. See the docs

 
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List Accounts with the You Need a Budget API

List all accounts for a specific budget. 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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Update Transaction with the You Need a Budget API

Update an existing transaction. See the docs

 
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Authentication

Name Slug: you_need_a_budget

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}}

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo