--- title: YNAB slug: ynab description: How to integrate YNAB with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_ynab.png docTags: createdAt: 2025-02-03T13:28:22.759Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/ynab.png" alt="YNAB logo" caption size="50" width="512" height="512"} | YNAB (You Need A Budget) is a personal budgeting app that helps users plan, track, and manage their finances. Integrating YNAB with Make.com enables automated transaction imports, budget updates, and notifications for financial goals or overspending. | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} This is AI-generated content based on official YNAB documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact [YNAB](https://www.ynab.com/help-center/) directly. ::: # Requirements To use the YNAB app in Make, you must have an active YNAB account and an access token either a personal access token or an OAuth token, [create your account on YNAB](https://www.youneedabudget.com). For subscription, refer to the [YNAB pricing page](https://www.youneedabudget.com). # Connect YNAB and Make To get started, you must first create a connection between YNAB and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your API Key in your YNAB account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your API Key in your YNAB account Before you create the connection in Make, you should first obtain your **API Key** in your YNAB account. To obtain your **API Key **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to** Account Settings**. ::: :::WorkflowBlockItem Click on** Developer Settings**. ![](https://make-cxp-documentation.ams3.cdn.digitaloceanspaces.com/apps-center-screenshots/ynab_API_Key) ::: :::WorkflowBlockItem Click the** New Token** button under the** Personal Access Tokens section**. ::: :::WorkflowBlockItem Enter your** password** if prompted. ::: :::WorkflowBlockItem Click the** Generate** button. ::: :::WorkflowBlockItem Copy the** API token** displayed on screen. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://api.ynab.com/) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the YNAB module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem Enter the **authentication credentials** you copied from your YNAB account or follow the on-screen instructions to create the connection. ::: ::::: For detailed information on connecting an application, see **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # YNAB modules After connecting to the YNAB app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Budget to a Category Updates the allocated budget amount for a selected category within a specified month. ::: :::ExpandableHeading ### Create Transactions Creates several new transactions at once, but does not support the creation of scheduled transactions. ::: :::ExpandableHeading ### List Transactions Retrieves and displays all transactions associated with a specific budget. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # YNAB resources You can have access to more resources related to this app on the following links - [YNAB topics on Make community](https://community.make.com/search?q=YNAB) - [YNAB website](https://www.youneedabudget.com) - [YNAB API documentation](https://api.youneedabudget.com) - [YNAB page on make](https://www.make.com/en/integrations/ynab) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::