YNAB

Personal budgeting: budgets, accounts, transactions, and category balances

YNAB API referenceAPI checked August 18, 2026

Signs in with: API token
Runs on: Cloud or On-Prem Worker
Operations: 44
Ready-made triggers: 0

Connect YNAB

In Neblex open Connect › Connections and click New Connection.
Search for YNAB and give the connection a clear name.
Fill in the fields. Secret values are encrypted and never shown again.
Click Test, then Create Connection.

Field	What to enter
Access tokenRequiredSecret	YNAB personal access token or OAuth access token.

Use it in a flow

Open a flow, open the node library and search for YNAB.
Drag it onto the canvas and choose an Operation and your connection.
Map the operation's fields from earlier steps, or click Map with Matt.
Use Test this step to see what it returns, then save.

To start a flow from YNAB without a ready-made trigger: a Poll for changes trigger can check one of its list operations on a schedule and pass on only what is new; if YNAB can send webhooks, a Webhook trigger receives them at its own URL.

Operations

44 operations in 10 groups. Each one is a step you can add to a flow.

Account3

Create an account`createAccount`	POST	Creates a new account
Get all accounts`getAccounts`	GET	Returns all accounts
Get an account`getAccountById`	GET	Returns a single account

Category8

Create a category`createCategory`	POST	Creates a new category
Create a category group`createCategoryGroup`	POST	Creates a new category group
Get a category`getCategoryById`	GET	Returns a single category.
Get a category for a specific plan month`getMonthCategoryById`	GET	Returns a single category for a specific plan month.
Get all categories`getCategories`	GET	Returns all categories grouped by category group.
Update a category`updateCategory`	PATCH	Update a category
Update a category for a specific month`updateMonthCategory`	PATCH	Update a category for a specific month.
Update a category group`updateCategoryGroup`	PATCH	Update a category group

Money Movement4

Get all money movement groups`getMoneyMovementGroups`	GET	Returns all money movement groups
Get all money movements`getMoneyMovements`	GET	Returns all money movements
Get money movement groups for a plan month`getMoneyMovementGroupsByMonth`	GET	Returns all money movement groups for a specific month
Get money movements for a plan month`getMoneyMovementsByMonth`	GET	Returns all money movements for a specific month

Month2

Get a plan month`getPlanMonth`	GET	Returns a single plan month
Get all plan months`getPlanMonths`	GET	Returns all plan months

Payee4

Create a payee`createPayee`	POST	Creates a new payee
Get a payee`getPayeeById`	GET	Returns a single payee
Get all payees`getPayees`	GET	Returns all payees
Update a payee`updatePayee`	PATCH	Update a payee

Payee Location3

Get a payee location`getPayeeLocationById`	GET	Returns a single payee location
Get all locations for a payee`getPayeeLocationsByPayee`	GET	Returns all payee locations for a specified payee
Get all payee locations`getPayeeLocations`	GET	Returns all payee locations

Plan3

Get a plan`getPlanById`	GET	Returns a single plan with all related entities.
Get all plans`getPlans`	GET	Returns plans list with summary information
Get plan settings`getPlanSettingsById`	GET	Returns settings for a plan

Scheduled Transaction5

Create a scheduled transaction`createScheduledTransaction`	POST	Creates a single scheduled transaction (a transaction with a future date).
Delete a scheduled transaction`deleteScheduledTransaction`	DELETE	Deletes a scheduled transaction
Get a scheduled transaction`getScheduledTransactionById`	GET	Returns a single scheduled transaction
Get all scheduled transactions`getScheduledTransactions`	GET	Returns all scheduled transactions
Update a scheduled transaction`updateScheduledTransaction`	PUT	Updates a single scheduled transaction

Transaction11

Create a single transaction or multiple transactions`createTransaction`	POST	Creates a single transaction or multiple transactions.
Delete a transaction`deleteTransaction`	DELETE	Deletes a transaction
Get a transaction`getTransactionById`	GET	Returns a single transaction
Get account transactions`getTransactionsByAccount`	GET	Returns all transactions for a specified account, excluding any pending transactions
Get category transactions`getTransactionsByCategory`	GET	Returns all transactions for a specified category, excluding any pending transactions
Get payee transactions`getTransactionsByPayee`	GET	Returns all transactions for a specified payee, excluding any pending transactions
Get plan month transactions`getTransactionsByMonth`	GET	Returns all transactions for a specified month, excluding any pending transactions
Get transactions`getTransactions`	GET	Returns plan transactions, excluding any pending transactions
Import transactions`importTransactions`	POST	Imports available transactions on all linked accounts for the given plan.
Update a transaction`updateTransaction`	PUT	Updates a single transaction
Update multiple transactions`updateTransactions`	PATCH	Updates multiple transactions, by id or import id.

User1

Get usergetUser GET Returns authenticated user information