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API & Integrations

This section of the forum is dedicated to API questions, your favorite integrations—like Zapier & the YNAB Toolkit—or, ideas and feedback on new ones that community members are building.

If you have a feature request or think you've found a bug, please reach out to our API team at [email protected]

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Funds for <month> via API
How do I calculate the "funds for <month>" using the API? The /budget/<budget_id>/months/<month> endpoint provides budgeted, to_be_budgeted, and income,…
- Kevin K.
- kkaland
- 1 yr ago
- 3 replies
- 76
- Kevin K.11 mths ago
- API & Integrations
How does the API decide what a Transfer is?
Sometimes when you upload transactions, they are marked as a Transfer payment. Other times they are not. For example, the bottom payment here is marked as a Transfer:…
- Wessel
- wessel
- 11 mths ago
- 4 replies
- 90
- Wessel11 mths ago
- API & Integrations
3 computers 3 looks.... how do I fix.
So I access YNAB via three computers, and all three look different. I realize over time I have changed it on each but it there a way to easily make them all the same look? I do use the toolkit.…
- tgpratt
- Overworked CFO of the family
- Salmon_Filly.4
- 11 mths ago
- 2 replies
- 53
- NicoleYNAB Support11 mths ago
- API & Integrations
Date of last transactions
Hi, I'm looking for a way to get the date of the last transaction that is known in YNAB. Then I can upload all transactions after that and upload those.…
- Wessel
- wessel
- 1 yr ago
- 4 replies
- 100
- Wessel1 yr ago
- API & Integrations
ToolKit Reports
Anyone having issues with the ToolKit Reports? I can't seem to open them, even after turning off/on the ToolKit. This seems to be the only function of the ToolKit that I am having issues with,…
- SilverKitty
- Financial Analyst
- Silverkitty
- 1 yr ago
- 6 replies
- 254
- Aquamarine Commander1 yr ago
- API & Integrations
- Answered
- Answered
Timestamp for when transaction was entered into the register
I've been using the API and browsing through the transactions table through Power Query, I can see the transactions id, date, amount, etc. I see that the date is the date at which you specified as…
- Jorelle Tuvillo
- deuts
- 1 yr ago
- 4 replies
- 95
- Justin Hoy1 yr ago
- API & Integrations
Transactions Cached?
I'm adding a feature to my app (bar for YNAB) where I show the count of unapproved transactions. I'm using the /transactions?type=unapproved endpoint. My problem is,…
- Don
- Creator of bar for YNAB
- donniefitz2
- 1 yr ago
- 15 replies
- 621
- Don1 yr ago
- API & Integrations
I am looking for plugin ideas
I have some free time and want to play around with the YNAB API. I would love to build a plugin that somebody actually finds useful, so please, hit me up with your ideas!
- Forest Green Rain
- Forest_Green_Rain.9
- 1 yr ago
- 2 replies
- 85
- 1
- jayne_m1 yr ago
- API & Integrations
Siri Shortcuts Anyone?
Anyone created any siri shortcuts that interface with the API? I have mutipe budgets, and I'd like to be able to add a transaction to a particular budget/category,…
- joefish
- joefish
- 1 yr ago
- 91
- API & Integrations
Metadata Field for Future API release
Hi YNAB Team. Many solution implementations require to store some data about the transaction and, for privacy policies that info is not stored elsewhere.…
- Frederick Clark
- Software Developer
- SCLARK2006
- 1 yr ago
- 38
- 1
- API & Integrations
Major desktop display issue
I just now logged into YNAB (first login today) and the display is seriously out of whack - there's about 2 inches of white space between the first column and the main budget/register area,…
- Olive Branch
- Librarian/Info Pro
- olive_branch
- 1 yr ago
- 3 replies
- 86
- Olive Branch1 yr ago
- API & Integrations
YNAB not playing nice with Google CHROME?
Anyone else see this? The screen gets shifted to the right making it hard to navigate the different screens within YNAB
- Turquoise Hail
- Turquoise_Hail.4
- 1 yr ago
- 9 replies
- 330
- Superbone1 yr ago
- API & Integrations
Budget Screen Messed Up?
I have been getting this weird formatting today, just started. Does anyone know if this is a Toolkit Issue or YNAB or how to fix? Thank you.
- SilverKitty
- Financial Analyst
- Silverkitty
- 1 yr ago
- 19 replies
- 199
- Sky Blue Disk1 yr ago
- API & Integrations
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 1 yr ago
- Reported - view
Hey folks! Yes, the whitespace issue is a result of today's release and the Toolkit. Last we heard, their developers have released a fix but are awaiting approval from Chrome, which has been delayed.…
[App] Currency Converter for YNAB
Hi all! I've been using YNAB for a while now, I really like it but the biggest pain as it seems is dealing with multiple currencies. I tried the existing apps for this,…
- Orange Panther
- Orange_Panther.5
- 1 yr ago
- 7 replies
- 354
- 6
- Frederick Clark1 yr ago
- API & Integrations
Toolkit broke ability to copy and paste a memo
Now when I right-click to copy, their context menu pops up and I'm unable to copy the text.
- Superbone
- YNAB convert since 2008
- Superbone
- 1 yr ago
- 41
- API & Integrations
Days of Buffering Gone
Has anyone using the Toolkit lost Days of Buffering? I also used to be able to hover over Age of Money and it would tell me the date. I checked through all of the Toolkit settings and couldn't find…
- atoznewlyweds
- atoznewlyweds
- 1 yr ago
- 1 reply
- 87
- 1
- Superbone1 yr ago
- API & Integrations
Budget Tool Bar Covering Categories
In the latest release notes is says: "The Budget toolbar is now located within the Budget table to give more room to the Budget inspector. " If I understand this correctly I seem to be having…
- Martin Butler
- Musician
- Brownbenji
- 1 yr ago
- 1 reply
- 67
- Bruce1 yr ago
- API & Integrations
Send a text message every morning with available money in particular categories
We mainly use two different categories that we use in everyday life (like Oddss & Ends and Food) I would like to be able to set it up (through Zapier if possible,…
- Pink Piranha
- Pink_Piranha.2
- 1 yr ago
- 1 reply
- 88
- MXMOM1 yr ago
- API & Integrations
Toolkit goal column not showing properly
I know the Toolkit isn't managed by YNAB, but I noticed after the latest update by YNAB the goal column from the Toolkit isn't lining up like it is meant to.
- Krys
- I like bacon and sarcasm
- Krys
- 1 yr ago
- 6 replies
- 283
- 1
- PhysicsGal1 yr ago
- API & Integrations
Real time updates?
So I have several accounts linked. Some link up and work more reliable than others. They are all pretty well know organizations. That has been from day one and continues to be one of the things that…
- Purple Lion
- Purple_Lion.8
- 1 yr ago
- 12 replies
- 163
- 1
- Peppr21 yr ago
- API & Integrations
Has the latest update screwed anything up for anyone?
YNAB's latest update seems to have thrown my UI for a toss. I am using the Toolkit and everything was looking good till today morning when I refreshed the page with YNAB's latest update.…
- LoaferDude
- furious_falcon
- 1 yr ago
- 19 replies
- 498
- ynaber26131 yr ago
- API & Integrations
payee_locations not returning any latitude/longitude
I'm trying to retrieve latitude and longitude information using the payee_locations API. I'm using the ynab_client module in Python: api_instance = ynab_client.…
- Tan Clarinet
- Tan_Clarinet.11
- 1 yr ago
- 2 replies
- 29
- Tan Clarinet1 yr ago
- API & Integrations
YNAB New Toolkit Graph - Inflow/Outflow Graph not matching IncomevExpense Report
Did anyone notice the new YNAB toolkit graph - inflow/outflow. Seems pretty good, however it does NOT match at all with the Income/Expense Report.
- Sky Blue Harp
- Sky_Blue_Harp.2
- 1 yr ago
- 8 replies
- 146
- 1
- Superbone1 yr ago
- API & Integrations
How to let Apple test my "for YNAB" app for free?
Hello, As you may know, if some features in an iOS app are blocked, Apple requests a demo account to be able to test them before they approve the app to be live on the App Store.…
- Boda
- boda
- 1 yr ago
- 7 replies
- 178
- Chrissy1 yr ago
- API & Integrations
Struggling with callback URIs for iOS
Hello, I have been working for a week on sketching an iOS app using YNAB API then when I started developing, I was faced with the nightmare of authentication.…
- Boda
- boda
- 1 yr ago
- 3 replies
- 67
- Boda1 yr ago
- API & Integrations

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This section of the forum is dedicated to API questions, your favorite integrations—like Zapier & the YNAB Toolkit—or, ideas and feedback on new ones that community members are building.

If you have a feature request or think you've found a bug, please reach out to our API team at [email protected]

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