Actions15
Overview
This node integrates with the YNAB (You Need A Budget) API to retrieve information about a specific payee within a given budget. It is useful for workflows that need to fetch detailed data about a payee, such as their name, ID, or other metadata stored in YNAB.
Common scenarios include:
- Automating financial reports by fetching payee details.
- Synchronizing payee information with other accounting or CRM systems.
- Validating payee existence before creating transactions or budgets.
For example, you might use this node to get the details of a payee by specifying the budget and payee IDs, then use that data downstream to categorize transactions or generate notifications.
Properties
| Name | Meaning |
|---|---|
| Budget ID | The unique identifier of the budget containing the payee. |
| Payee ID | The unique identifier of the payee to retrieve information for. |
Output
The node outputs JSON data representing the payee object retrieved from the YNAB API. This includes all available details about the payee as provided by YNAB, typically under a payee property in the response.
No binary data output is involved.
Example structure of the output JSON (simplified):
{
"id": "string",
"name": "string",
"transfer_account_id": "string or null",
"deleted": false,
"note": "string or null"
}
Dependencies
- Requires an API key credential for authenticating with the YNAB API.
- The node makes HTTP GET requests to the YNAB API endpoint:
https://api.ynab.com/v1/budgets/{budgetId}/payees/{payeeId}
Troubleshooting
- Invalid Budget ID or Payee ID: If either ID is incorrect or does not exist, the API will return an error indicating the resource was not found. Verify the IDs are correct.
- Authentication Errors: Ensure the API key credential is valid and has sufficient permissions.
- Network Issues: Connectivity problems can cause request failures; check network access to the YNAB API.
- Rate Limits: The YNAB API may enforce rate limits; if exceeded, wait before retrying.