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Integration / Finance & Accounting

YNAB integration

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

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About YNAB

YNAB (You Need A Budget) is a personal finance and budgeting platform that helps users track spending, plan budgets, and reach savings goals. It's designed to give you more control over your money and reduce financial stress.

All integrations
Category
Finance & Accounting
Connection
OAuth
Type
Tool
Actions
27
Tags
library

Example prompts

What you can ask Growf to do with YNAB

  • “Show my spending by category this week”
  • “Add a new expense to groceries”
  • “List upcoming scheduled transactions”
  • “Summarize budget status for this month”

Available actions

27 actions your agents can run in YNAB

  • Create a new account in a budget

    Tool to create a new account in a budget. Use when you need to add a manual (non-linked) account to a specific budget.

  • Create Scheduled Transaction

    Creates a scheduled (recurring) transaction in a YNAB budget. Use this to set up bills, recurring expenses, or income that repeats on a schedule. Requires an account_id (from YNAB_LIST_ACCOUNTS), a date, frequency, and amount in milliunits.

  • Delete Scheduled Transaction

    Permanently deletes a scheduled transaction from a YNAB budget. Use this when a recurring transaction is no longer needed. This action cannot be undone. Obtain the scheduled_transaction_id from list_scheduled_transactions or get_scheduled_transaction_by_id before calling this.

  • Get Account by ID

    Tool to retrieve a single account resource. Use when you need details of a specific account by its ID after determining the budget.

  • Get Budget By ID

    Retrieve a complete budget export by ID, including all accounts, categories, payees, and transactions. Use this tool when you need comprehensive budget data. The response includes: - Budget metadata (name, date/currency formats) - All accounts with balances - Category groups and categories with bud…

  • Get Budget Month

    Tool to retrieve a specific budget month. Use when you need detailed summary and category budgets for a given month after confirming the budget ID. Monetary amounts are returned in milliunits (divide by 1000 for standard currency). Response includes high-level aggregates and a nested category array…

  • Get Budget Settings

    Tool to retrieve budget-level settings. Use when you need to fetch currency and date formatting preferences for a specific budget.

  • Get Category by ID

    Retrieve a single YNAB budget category by its ID. Use this to get detailed category information including budgeted amounts, activity, balance, and goal settings. Amounts are returned for the current budget month (UTC). Requires both budget_id and category_id - use 'last-used' or 'default' for budge…

  • Get Month Category By ID

    Tool to retrieve a single category for a specific budget month. Use after selecting the budget and month when you need month-specific category details.

  • Get Payee by ID

    Tool to retrieve a single payee by its ID. Use when you need full details of a payee after confirming the budget and payee selection.

  • Get Scheduled Transaction by ID

    Tool to retrieve a single scheduled transaction. Use when you need details of a specific scheduled transaction by its ID after confirming the budget.

  • Get Transaction by ID

    Tool to retrieve a single transaction by its ID. Use when you need detailed information for a specific transaction after confirming the budget.

Put YNAB to work inside Growf.

Connect it once and every workspace, agent and workflow can use it — securely, with your team in the loop.

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