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 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 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, https //www youneedabudget com for subscription, refer to the https //www youneedabudget com connect ynab and {{product name}} to get started, you must first create a connection between ynab and {{product name}} , 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 {{product name}} , 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 {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //api ynab com/ create the connection in {{product name}} https //www make com/en/register , add the ynab module to your {{scenario singular lowercase}} , 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 docid\ so88fm6pkt0g adkddfzz page ynab modules after connecting to the ynab app, you can choose from a list of available modules to build your {{scenario plural lowercase}} budget to a category updates the allocated budget amount for a selected category within a specified month create transactions creates several new transactions at once, but does not support the creation of scheduled transactions list transactions retrieves and displays all transactions associated with a specific budget 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 https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} ynab resources you can have access to more resources related to this app on the following links https //community make com/search?q=ynab https //www youneedabudget com https //api youneedabudget com https //www make com/en/integrations/ynab