YNAB
Personal budgeting tool for tracking expenses, planning ahead, and reducing debt with envelope-style budgets.
Suited to transaction entry, budget updates, account balance checks, and reacting when categories change or new transactions clear.
Sign in to connect YNAB
Sign in to connect an account and start using YNAB in your apps.
Example Use Cases
These are example ways Snow can use YNAB when building apps with you. This list is meant to show examples, not document every possible capability. Connecting an account does not make Snow run these automatically on its own.
Tool to create a new account in a budget. Use when you need to add a manual (non-linked) account to a specific budget.
Creates a scheduled (recurring) transaction in a YNAB budget. Use this to set up bills, recurring expenses, or income that repeats on a schedule. Requires an account_id (from YNAB_LIST_ACCOUNTS), a date, frequency, and amount in milliunits.
Permanently deletes a scheduled transaction from a YNAB budget. Use this when a recurring transaction is no longer needed. This action cannot be undone. Obtain the scheduled_transaction_id from list_scheduled_transactions or get_scheduled_transaction_by_id before calling this.
Tool to retrieve a single account resource. Use when you need details of a specific account by its ID after determining the budget.
Tool to retrieve the authorized user's information. Use after authentication to get current user details.
Retrieve a complete budget export by ID, including all accounts, categories, payees, and transactions. Use this tool when you need comprehensive budget data. The response includes: - Budget metadata (name, date/currency formats) - All accounts with balances - Category groups and categories with budgeted amounts and balances - All payees - All transactions and scheduled transactions (optional, may be large) For incremental syncing, use last_knowledge_of_server to only fetch changes since your last request. Note: Currency amounts are in 'milliunits' format (divide by 1000 for standard units).
Tool to retrieve a specific budget month. Use when you need detailed summary and category budgets for a given month after confirming the budget ID. Monetary amounts are returned in milliunits (divide by 1000 for standard currency). Response includes high-level aggregates and a nested category array within the month payload for per-category budget analysis.
Tool to retrieve budget-level settings. Use when you need to fetch currency and date formatting preferences for a specific budget.
Retrieve a single YNAB budget category by its ID. Use this to get detailed category information including budgeted amounts, activity, balance, and goal settings. Amounts are returned for the current budget month (UTC). Requires both budget_id and category_id - use 'last-used' or 'default' for budget_id if you don't have a specific budget ID.
Tool to retrieve a single category for a specific budget month. Use after selecting the budget and month when you need month-specific category details.