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YNAB

Node for automating YNAB budget

Actions22

Overview

This node integrates with the YNAB (You Need A Budget) API to automate budget management tasks. Specifically, for the Accounts - Get Account operation, it retrieves detailed information about a single account within a specified YNAB budget.

Typical use cases include:

  • Fetching account details such as balance, name, and type for reporting or synchronization purposes.
  • Integrating YNAB account data into other financial workflows or dashboards.
  • Automating account audits or reconciliations by programmatically accessing account info.

Example: You want to get the current state of a specific bank account tracked in YNAB to update your internal finance system or trigger alerts based on account balances.

Properties

Name Meaning
Account ID The unique identifier of the account to retrieve from YNAB. This is required to specify which account's details to fetch.

Output

The node outputs a JSON object representing the requested account's details. The structure corresponds to the YNAB API's account object and typically includes fields such as:

  • id: The account's unique ID.
  • name: The account's name.
  • type: The type of account (e.g., checking, savings).
  • balance: Current balance in the account (in milliunits).
  • cleared_balance and uncleared_balance: Balances reflecting cleared and uncleared transactions.
  • Other metadata related to the account status and settings.

No binary data output is involved in this operation.

Dependencies

  • Requires an active connection to the YNAB API via an API key credential configured in n8n.
  • The node dynamically constructs the base URL using the budget ID obtained from credentials or parameters.
  • Uses HTTP requests authenticated with the provided API key to communicate with YNAB endpoints.

Troubleshooting

  • Invalid Account ID: If the provided Account ID does not exist or is mistyped, the API will return an error. Verify the Account ID is correct and belongs to the specified budget.
  • Authentication Errors: Ensure the API key credential is valid and has access to the target budget.
  • Budget ID Issues: The node expects a valid budget ID either from credentials or parameters; if missing or incorrect, requests will fail.
  • Network or API Downtime: Temporary connectivity issues or YNAB API outages can cause request failures.
  • Error Handling: If the node encounters an error during execution, it throws a descriptive error unless "Continue On Fail" is enabled, in which case it returns the error alongside input data for that item.

Links and References

Discussion