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Interact with YNAB (You Need A Budget) API

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Overview

This node integrates with the YNAB (You Need A Budget) API to manage financial accounts within a specified budget. Specifically, the Account - Create operation allows users to create a new account under a given budget by providing details such as the account name, type, and initial balance.

Common scenarios where this node is beneficial include:

  • Automating the setup of new financial accounts in YNAB when onboarding clients or setting up new budgets.
  • Integrating with other financial systems to synchronize account creation automatically.
  • Streamlining workflows that require programmatic management of budgeting accounts.

For example, a user can create a new checking account with an initial balance for a specific budget directly from an automation workflow without manually logging into YNAB.

Properties

Name Meaning
Budget ID The unique identifier of the budget under which the account will be created.
Account Name The name assigned to the new account (e.g., "Main Checking", "Emergency Fund").
Account Type The type of the account. Options include: Checking, Savings, Credit Card, Cash, Line of Credit, Other Asset, Other Liability.
Balance The current balance of the account expressed in milliunits (e.g., $10.00 = 10000 milliunits).

Output

The output JSON contains the newly created account's details as returned by the YNAB API. This typically includes fields such as the account ID, name, type, balance, and other metadata related to the account.

No binary data output is produced by this operation.

Example output structure snippet (simplified):

{
  "id": "string",
  "name": "string",
  "type": "string",
  "balance": 0,
  "cleared_balance": 0,
  "uncleared_balance": 0,
  "deleted": false,
  ...
}

Dependencies

  • Requires an active connection to the YNAB API.
  • Needs an API authentication token credential configured in n8n to authorize requests.
  • The node uses the base URL https://api.ynab.com/v1 for all API calls.

Troubleshooting

  • Invalid Budget ID: If the provided Budget ID does not exist or is incorrect, the API will return an error. Verify the Budget ID is correct and accessible by the authenticated user.
  • Authentication Errors: Missing or invalid API credentials will cause authorization failures. Ensure the API key credential is properly set up and has sufficient permissions.
  • Balance Format: The balance must be provided in milliunits (integer format). Providing a decimal or string may cause errors.
  • Required Fields Missing: All required properties (Budget ID, Account Name, Account Type, Balance) must be supplied; otherwise, the request will fail validation.

Links and References

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