Creating transfers between accounts?

There doesn't seem to be any way to create transfers using the API, from a quick glance at the documentation. The create transaction endpoint states that "Transfer payees are not permitted and will be ignored if supplied."

I would like to request that feature :)

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  • I'll pass that along to our devs!

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  • Sebastian Johansson That's correct, transfers and splits are not currently supported through the API.  There is a bit of a technical hurdle on our side to getting this implemented because of some under-the-hood design factors.  It's definitely on the list and on our minds. 🙂

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    • Martin
    • Blue_Pilot
    • 1 yr ago
    • Reported - view

    Brady at YNAB  I just saw that the is a subtransaction in the documentation. Does that mean that this is now supported? Asking because it's also mandatory for my app because I detect atm withdrawals and transfers between different bank accounts.

     

    {
      "data": {
        "transaction": {
          "id": "string",
          "date": "string",
          "amount": 0,
          "memo": "Unknown Type: string,null",
          "cleared": "cleared",
          "approved": true,
          "flag_color": "Unknown Type: string,null",
          "account_id": "string",
          "payee_id": "Unknown Type: string,null",
          "category_id": "Unknown Type: string,null",
          "transfer_account_id": "Unknown Type: string,null",
          "import_id": "Unknown Type: string,null",
          "subtransactions": [
            {
              "id": "string",
              "transaction_id": "string",
              "amount": 0,
              "memo": "Unknown Type: string,null",
              "payee_id": "Unknown Type: string,null",
              "category_id": "Unknown Type: string,null",
              "transfer_account_id": "Unknown Type: string,null"
            }
          ]
        }
      }
    }

     

    That's how I currently do it (works in the .csv import though the webinterface): https://github.com/schurig/ynab-bank-importer/blob/master/lib/ynab/transaction.rb#L33-L46

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  • Martin - GET transactions/ endpoints respond with a subtransactions array object so you can retrieve any subtransactions but the ability to specify a split or transaction on the POST/PUT transactions/ endpoints is not yet supported.  So, you can't change or create a transaction as a split or transfer.  In the meantime, you might be able to just create 2 separate and offsetting transactions on both accounts for a transfer.

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  • Hey! Sorry to be a pain, but any update on this? This would be super handy for the Chrome extension I'm building to import my data from my bank.

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  • Jordan Crawford Transfers support is still not available through the API but it is still on our request list.  In the meantime, you could create 2 separate and offsetting transactions on both accounts for a transfer.

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  • Hi! I'm a new user of YNAB, I really need this feature. I simply want to be able to import my transactions so that e.g. cash withdrawals are recorded as transfers from a specific cash account. I spent 2 hours yesterday trying to get the API to accept my transfer payee, because I didn't notice the note that transfer payees will be ignored. This feature is a must-have for me. I hope you can prioritize this!

     

    BTW it'd could be a good idea to return a note from the API if there are ignored payees.

    Reply Like 2
  • +1 on transfer support.

    My use case is that when I make a credit card payment my bank sends me an email. I have a program I wrote that periodically scans my email account and processes them according to some rules I define. I defined a rule to turn those emails into a transfer transaction, not realizing that this didn't work.

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  • Brady said:
     In the meantime, you could create 2 separate and offsetting transactions on both accounts for a transfer.

     That doesn't work as it would not be a transfer and thus would want a category for the transactions

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  • +1 for me as well on transfer support in the API. I love that you guys have an API now, but this seems to be a rather large omission. Hope we get it soon!

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  • Update: Transfer support is actively being worked on so it is coming in the not-to-distant future.

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  • Transfers are now supported! 🎉

    See https://www.youneedabudget.com/release-notes/ for more details.

    Reply Like 1
      • Martin
      • Blue_Pilot
      • 6 mths ago
      • Reported - view

      Brady that are awesome news!! Thank you so much 🎉

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