YNAB connector for Okou
Connect YNAB to read plans, budgets, accounts, categories, payees, transactions, monthly data, and scheduled transactions through its read-only API.
Data & infrastructure · Personal Access Token
Use YNAB in Okou
Use the YNAB (You Need A Budget) connector to inspect plans, budgets, accounts, categories, payees, monthly data, money movements, transactions, and scheduled transactions through the official read-only API.
Once connected, supported YNAB actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with YNAB
- Read information about the authenticated YNAB user.
- Read plan summaries, settings, and full plan exports.
- Read plan accounts and account balances.
- Read plan categories and month-specific category amounts.
- Read plan payees.
- Read stored payee locations for a plan or payee.
- Read plan months and monthly budget data.
- Read money movements and movement groups.
How the YNAB connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect YNAB
Choose Personal Access Token.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect YNAB securely
Use the connection method that fits your account and grant only the access the workflow needs.
- Personal Access Token
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
YNAB connector questions
- What can Okou do with YNAB?
- Connect YNAB to read plans, budgets, accounts, categories, payees, transactions, monthly data, and scheduled transactions through its read-only API. Documented actions include: Read information about the authenticated YNAB user. Read plan summaries, settings, and full plan exports.
- How do I connect YNAB to Okou?
- Connect YNAB using Personal Access Token. The connection controls which supported actions a workflow can use.
- Can YNAB run in an automated workflow?
- Yes. After it is connected, supported YNAB actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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