Commerce

YNAB

1min

With YNAB modules in Make, you can create and list transactions, update budgets in a category, and make API calls.

To get started with YNAB, create an account at YNAB.com.

Refer to the YNAB API documentation for a list of available endpoints.

Connect YNAB to Make

To connect your YNAB account to Make, you must retrieve a personal access token from your YNAB account.

  1. Log in to your YNAB account and go to your Account Settings page.
  2. Scroll down to the Developer Settings section and click the Developer Settings button.
  3. Click the New Token button.
  4. Enter your account password and click the Generate button.
  5. The token appears at the top of the screen. Copy the token and store it in a safe place as you will not be able to view the token again.
  6. Log in to your Make account, add a YNAB module to your Make, and click Create a connection.
  7. Optional: In the Connection name field, enter a name for the connection.
  8. In the Personal Access Token field, paste the token copied in Step 5.
  9. Click Save.

You have successfully established the connection. You can now edit your Make and add more YNAB modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.