skills.rest
Mezzle
MezzleCOMMUNITY
Explore all skills by this author →
𝕏@mezzleGitHub

ynab

Manage YNAB budgets, accounts, categories, and transactions via the YNAB API.

Updated Jan 14, 2026
Search Tags:#automation#api#cli#budgeting#transactions#nodejs#ynab
One-click install
npx skills add https://github.com/Mezzle/ai-skills --skill ynab
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: ynab
Source: https://github.com/Mezzle/ai-skills/tree/main/ynab
Command: npx skills add https://github.com/Mezzle/ai-skills --skill ynab

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires node-fetch, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill enables programmatic access to YNAB budgets, allowing automation of budgeting tasks without manual API calls.

Core Features & Use Cases

  • Budget Overview: List all budgets and retrieve detailed budget information.
  • Account Management: View accounts with balances (cleared, uncleared, and total).
  • Category Tracking: Access categories with budgeted amounts, activity, and available balances.
  • Transaction Management: List, filter, and create transactions.
  • Delta Support: Use last_knowledge_of_server for efficient incremental updates.

Quick Start

Install dependencies in the ynab/scripts directory, set the YNAB_ACCESS_TOKEN environment variable, and run the provided scripts to list budgets.

Frequently Asked Questions about ynab

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate YNAB budget management through the API?▼

You can automate YNAB budget management by running Node.js scripts that interface with budgets, accounts, categories, and transactions through the YNAB API, replacing manual calls with programmatic access.

What do I need to set up before creating YNAB transactions via a CLI agent?▼

Before creating YNAB transactions via a CLI agent, you must install node-fetch dependencies in the scripts directory, set the YNAB_ACCESS_TOKEN environment variable, and compile TypeScript sources to dist.

Can I fetch incremental YNAB transaction updates instead of downloading everything?▼

Yes, you can fetch incremental YNAB transaction updates by using the last_knowledge_of_server parameter for delta requests, which retrieves only the data changes since your last server sync.

How does the YNAB API handle transaction amounts and date formatting?▼

The YNAB API handles transaction amounts through milliunit conversions and includes date handling support, ensuring your automated budgeting scripts accurately map data to account balances and category activity.

Does this YNAB API Skill support viewing category budgeted amounts and account balances?▼

Yes, this YNAB API Skill supports viewing accounts with cleared, uncleared, and total balances, alongside category tracking that displays budgeted amounts, activity, and available balances.

Related Skills

Explore More Finance & Accounting Skills→
Orvanta-CloudOrvanta-Cloud

write-script-nativets

Create and execute native TypeScript scripts with fetch for Orvanta automation.

Official
Advanced
nuggetswisenuggetswise

analyze

Analyze CSV/Excel data and knowledge-base exports to generate Markdown insight reports.

Community
Advanced
SheshiyerSheshiyer
4

ai-automation-workflows

Build and orchestrate automated AI workflows using the inference-sh CLI, bash scripting, and Python SDK.

Community
Advanced
hvkshetryhvkshetry
15

budget-review

Analyze monthly budget variance, spending trends, anomalies, and savings rate.

Community
Intermediate