YNAB

Finance Personal access token

Read budgets, accounts, categories and transactions from YNAB, and create transactions, in any Windmill script, flow or app.

Set up in 3 steps

Create a personal access token

In YNAB, open Account Settings then Developer Settings, and create a new personal access token. Copy it — it is shown only once.

Add the resource in Windmill

Open Resources, add a resource of type ynab, and paste the token.

Run your first script

Fork any script below and read before writing anything.

Scripts

Building blocks, if none of the projects above fit. Fork one, run it, or call it as a step inside your own flow.

Resource type

ynab — the shape of the credential every script on this page expects.

View raw schema →

Field	Type	Required	What it is
token	string	Yes

Questions

Most calls need a budget id

List your budgets first. YNAB also accepts last-used as an id, which is handy for a script that only ever touches your current budget.

Is my token stored on the hub?

Never. It lives only in your own Windmill workspace, encrypted at rest.

Set up in 3 steps

Create a personal access token

Add the resource in Windmill

Run your first script

Scripts

Single budget month

Single budget

List account transactions

Budget Settings

List transactions

Single payee

Updates an existing transaction

Single category for a specific budget month

Deletes an existing transaction

Single scheduled transaction

Single transaction

Update multiple transactions

Single account

Create a new account

Single category

Import transactions

List category transactions, excluding any pending transactions

Update a category for a specific month

List transactions in month, excluding any pending transactions

List payee locations

List budgets

Create a single scheduled transaction

Create a single transaction or multiple transactions

List payees

Update a category

User info

List scheduled transactions

List payee transactions, excluding any pending transactions

Update a payee

Single payee location

Resource type

Questions