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Interact with YNAB (You Need A Budget) API

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Overview

This node interacts with the YNAB (You Need A Budget) API to retrieve all categories within a specified budget. It is useful for users who want to programmatically access their budgeting categories, for example, to analyze spending patterns, generate reports, or integrate category data into other financial tools.

A practical example would be automating the retrieval of all category groups and categories in a budget to sync them with an external dashboard or to perform bulk updates or audits.

Properties

Name Meaning
Budget ID The ID of the budget to query.

Output

The output JSON contains a field named category_groups which holds an array of category group objects. Each category group includes its associated categories. This structure reflects the hierarchical organization of categories within the budget.

No binary data is output by this node.

Dependencies

  • Requires an API key credential for authenticating with the YNAB API.
  • The node makes HTTP GET requests to the endpoint: /budgets/{budgetId}/categories.
  • The base URL for the API is https://api.ynab.com/v1.

Troubleshooting

  • Common issues:

    • Invalid or missing Budget ID: The API call will fail if the Budget ID is not provided or incorrect.
    • Authentication errors: If the API key credential is invalid or missing, the request will be unauthorized.
    • Network issues: Connectivity problems can cause request failures.
  • Error messages:

    • Unauthorized (401): Check that the API key credential is correctly configured and has necessary permissions.
    • Not Found (404): Verify that the Budget ID exists and is accessible by the authenticated user.
    • Rate limiting or server errors: Retry after some time or check YNAB API status.

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