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YNAB

Node for automating YNAB budget

Overview

This node integrates with the YNAB (You Need A Budget) API to automate budget management tasks. Specifically, the "Get Payee" operation under the "Payees" resource retrieves detailed information about a specific payee in a user's budget. This is useful for workflows that need to fetch payee details for reporting, reconciliation, or further processing.

Practical examples include:

  • Automatically retrieving payee details when processing transactions.
  • Enriching transaction data with payee information for analytics.
  • Validating payee existence before creating or updating transactions.

Properties

Name Meaning
Payee ID The unique identifier of the payee to retrieve. This is required to specify which payee's details to fetch.

Output

The output JSON contains the detailed information of the requested payee as returned by the YNAB API. The structure typically includes fields such as the payee's name, ID, and other metadata associated with the payee in the budget.

No binary data output is involved in this operation.

Example output JSON structure (simplified):

{
  "id": "string",
  "name": "string",
  "transfer_account_id": "string or null",
  "deleted": false,
  "payee_location_id": "string or null"
}

Dependencies

  • Requires an active connection to the YNAB API via an API key credential.
  • The node expects the budget ID to be configured or dynamically retrieved to construct the API endpoint URL.
  • Uses n8n's HTTP request helper with authentication to communicate with the YNAB API.

Troubleshooting

  • Common issues:

    • Invalid or missing Payee ID will cause the API call to fail.
    • Incorrect or missing API credentials will result in authentication errors.
    • If the budget ID is not set correctly, the API endpoint URL will be invalid.
  • Error messages:

    • Authentication errors indicate problems with the API key; verify and update credentials.
    • "Not Found" errors usually mean the specified Payee ID does not exist in the budget.
    • Network or timeout errors suggest connectivity issues; check internet access and API availability.

Links and References

Discussion