
Performs an arbitrary authorized API call. Select the category to which you want to budget.Įnter the date in a month you want to budget.
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Select the Budget ID to which you want to update the budget of a category. Updates the budget of a category for a specific month. Select the Payee ID whose transaction you want to list.Įnter the date to list the transaction created on or after the specified date.Įnter the maximum number of transactions Integromat should return during one scenario execution cycle. Select the Account ID whose transactions you want to list Select the Category ID whose associated transactions you want to list. Select the transaction type you want to list:

Select the Budget ID whose transactions you want to list. Select whether the transaction is approved: For example, Credit Card.Įnter the memo notes for the transaction. Select the Category ID of the transaction. Select the Account ID for which you are creating the transaction. Select the Budget ID to which you want to create a transaction. ConnectionĮstablish a connection to your YNAB account. Scheduled transactions cannot be created with this module. Transactions Create TransactionsĬreate multiple transactions. In the Personal Access Token field, enter the token copied in step 8 and click Continue. In the Connection name field, enter a name for the connection.ġ1. Go to Integromat and open the YNB module's Create a connection dialog.ġ0. The Personal Access Token appears on the top of the screen.
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In the Current Password field, enter your password and click Generate.Ĩ. Now navigate to Account Settings page > Developer Settings > New Token.ħ. You have successfully set your account password.


In the Password field, enter the password for your account and click Set Password.Ħ. If you have already set an account password, skip steps 4 and 5.ĥ. Click My Budget (in the top-left corner) > Account Settings and scroll down to find the Developer Settings section.Ĥ. To connect your YNAB account to Integromat you need to retrieve a personal access token in your YNAB account.Ģ. 8 Create and organize all of your categories and category groups. 7 Setup your wallet money if you carry cash and want to track it in YNAB. 6 Setup your credit card account(s) and link or unlink them. 5 Setup your saving account(s) and link or unlink them. The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory! Connecting YNAB to Integromat 4 Setup your checking account(s) and link or unlink them.
