YNAB
 | 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. |
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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 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. For subscription, refer to the YNAB pricing page.
Connect YNAB and Make
To get started, you must first create a connection between YNAB and Make, allowing the two services to communicate.
Obtain your API Key in your YNAB account
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 :
Navigate to Account Settings.
Click on Developer Settings.
Click the New Token button under the Personal Access Tokens section.
Enter your password if prompted.
Click the Generate button.
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.
Create the connection in Make
Log in in your Make account, add the YNAB module to your scenario, and click Create a connection.
If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
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 applicationConnect an application. page.
YNAB modules
After connecting to the YNAB app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, 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