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YNAB

One-click sign-inBusiness Ops

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YNAB (You Need A Budget) is a budgeting tool helping users track expenses, plan finances, and gain control over spending to reduce debt

Sign in with one click. Composio asks the app for you; Quilt never sees the login.

Reads on its own22

Agents use these right away.

  • Get Account by IDTool to retrieve a single account resource.
  • Get Budget By IDRetrieve a complete budget export by ID, including all accounts, categories, payees, and transactions.
  • Get Budget MonthTool to retrieve a specific budget month.
  • Get Budget SettingsRetrieve currency and date formatting settings for a specific YNAB budget.
  • Get Category by IDRetrieve a single YNAB budget category by its ID.
  • Get Payee by IDTool to retrieve a single payee by its ID.
  • Get Scheduled Transaction by IDTool to retrieve a single scheduled transaction.
  • Get Transaction by IDTool to retrieve a single transaction by its ID.
  • Get Authorized UserRetrieve the authenticated YNAB user's information, including their unique user ID.
  • List AccountsRetrieves all accounts for a specified YNAB budget.
  • List BudgetsRetrieves all budgets accessible to the authenticated YNAB user.
  • List CategoriesTool to list all category groups and their categories for a budget.
  • List payees in a budgetTool to list payees in a budget.
  • List Scheduled TransactionsList all scheduled (recurring) transactions for a YNAB budget.
  • List TransactionsTool to list transactions in a budget.
  • List Transactions by AccountTool to list transactions for a specific account.
  • Get Month Category By IDTool to retrieve a single category for a specific budget month.
  • List Budget MonthsTool to list months for a budget with summary information.
  • List Payee LocationsRetrieves all GPS locations associated with payees in a budget.
  • List Payee Locations by PayeeRetrieves all GPS locations associated with a specific payee in a budget.
  • List Transactions by CategoryTool to list transactions for a specific category (excludes pending).
  • List Transactions by PayeeTool to list transactions for a specific payee in a budget.

Asks someone first12

Anything that sends, creates, changes or deletes waits for a person to approve it in the session’s chat.

  • Create a new account in a budgetTool to create a new account in a budget.
  • Create CategoryCreate a category in a category group in a YNAB plan.
  • Create Scheduled TransactionCreates a scheduled (recurring) transaction in a YNAB budget.
  • Create TransactionCreate one ordinary, non-scheduled transaction in a YNAB plan.
  • Delete Scheduled TransactionPermanently deletes a scheduled transaction from a YNAB budget.
  • Delete TransactionPermanently delete an ordinary transaction and return it.
  • Update CategoryUpdate a YNAB category's name, group, note, or target settings.
  • Update Month CategorySet a category's assigned amount for one YNAB plan month.
  • Update PayeeTool to update a payee.
  • Update Scheduled TransactionUpdate an existing scheduled transaction in YNAB.
  • Update TransactionUpdate fields on one existing ordinary YNAB transaction.
  • Update TransactionsUpdate multiple ordinary transactions by transaction ID or import ID.
YNAB integration · Quilt