ynab

YNAB API JavaScript Library

Please read the YNAB API documentation for an overview of using the API and a complete list of available resources.

This client is generated using the OpenAPI Generator.

Installation

First, install the module with npm:

npm install ynab

Then, depending upon your usage context, add a reference to it:

CommonJS / Node

const ynab = require("ynab");

ESM / TypeScript

import * as ynab from "ynab";

Browser

The API supports Cross Origin Resource Sharing (CORS) for asynchronous browser requests from any origin.

The dist/browser/ynab.js file (located in node_modules/ynab after installation) is specifically built to run in a browser / window context and exports ynab variable to global namespace. No other dependencies are needed.

<script src="ynab.js" async></script>
...
<script>
  // This assignment is not necessary but demonstrates that
  // once the library is loaded, the global 'ynab' object will be available.
  var ynab = window.ynab;
</script>

CDN

A simple way to load the library in a browser is by using the unpkg CDN, which is a "fast, global content delivery network for everything on npm". To use it, include a script tag like this in your file:

<script src="https://unpkg.com/ynab@latest/dist/browser/ynab.js" async></script>

Using the "latest" tag will result in a 302 redirect to the latest version tag so it is highly recommended to use a specific version tag such as https://unpkg.com/ynab@1.5.0/dist/browser/ynab.js to avoid this redirect.

Usage

To use this client, you must obtain an access token from the Account Settings area of the YNAB web application.

const ynab = require("ynab");
const accessToken = "b43439eaafe2_this_is_fake_b43439eaafe2";
const ynabAPI = new ynab.API(accessToken);

(async function() {
  const budgetsResponse = await ynabAPI.budgets.getBudgets();
  const budgets = budgetsResponse.data.budgets;
  for (let budget of budgets) {
    console.log(`Budget Name: ${budget.name}`);
  }
})();

Error Handling

If a response is returned with a code >= 300, instead of returning the response, the response will be thrown as an error to be caught.

const ynab = require("ynab");
const accessToken = "invalid_token";
const ynabAPI = new ynab.API(accessToken);

const budgetsResponse = ynabAPI.budgets
  .getBudgets()
  .then(budgetsResponse => {
    // Won't get here because an error will be thrown
  })
  .catch(e => {
    console.log(e);
    // {
    //   error: {
    //    id: "401",
    //    name: "unauthorized",
    //    detail: "Unauthorized"
    //   }
    // }
  });

Rate Limiting

The API enforces Rate Limiting.

If the rate limit is exceeded, a 429 Error Response will be returned from the API which will result in an error being thrown in this library.

Examples

See the examples folder for example usage scenarios.

Methods

The following methods are available in this library.

	Method	Description
User	user.getUser()	Returns authenticated user information
Budgets	budgets.getBudgets()	Returns budgets list with summary information
	budgets.getBudgetById(budget_id)	Returns a single budget with all related entities
	budgets.getBudgetSettingsById(budget_id)	Returns settings for a budget
Accounts	accounts.getAccounts(budget_id)	Returns all accounts
	accounts.getAccountById(budget_id, account_id)	Returns a single account
Categories	categories.getCategories(budget_id)	Returns all categories grouped by category group.
	categories.getCategoryById(budget_id, category_id)	Returns a single category
	categories.updateMonthCategory(budget_id, month, category_id, month_category)	Update an existing month category
Payees	payees.getPayees(budget_id)	Returns all payees
	payees.getPayeeById(budget_id, payee_id)	Returns single payee
Payee Locations	payee_locations.getPayeeLocations(budget_id)	Returns all payee locations
	payee_locations.getPayeeLocationById(budget_id, payee_location_id)	Returns a single payee location
	payee_locations.getPayeeLocationsByPayee(budget_id, payee_id)	Returns all payee locations for the specified payee
Months	months.getBudgetMonths(budget_id)	Returns all budget months
	months.getBudgetMonth(budget_id, month)	Returns a single budget month
	months.getMonthCategory_by_id(budget_id, month, category_id)	Returns a single category for a specific budget month
Transactions	transactions.getTransactions(budget_id)	Returns budget transactions
	transactions.getTransactionsByAccount(budget_id, account_id)	Returns all transactions for a specified account
	transactions.getTransactionsByCategory(budget_id, category_id)	Returns all transactions for a specified category
	transactions.getTransactionsByType(budget_id, type)	Returns all transactions of a specified type ("unapproved" or "uncategorized")
	transactions.getTransactionById(budget_id, transaction_id)	Returns a single transaction
	transactions.createTransaction(budget_id, data)	Creates a single transaction
	transactions.createTransactions(budget_id, data)	Creates multiple transactions
	transactions.updateTransaction(budget_id, transaction_id, data)	Updates a single transaction
	transactions.updateTransactions(budget_id, data)	Updates multiple transactions
	transactions.deleteTransaction(budget_id, transaction_id)	Deletes a transaction
	transactions.importTransactions(budget_id)	Imports transactions
Scheduled Transactions	scheduled_transactions.getScheduledTransactions(budget_id)	Returns all scheduled transactions
	scheduled_transactions.getScheduledTransactionById(budget_id, scheduled_transaction_id)	Returns a single scheduled transaction

Utilities

There are several utilities available on the utils export to make working with ISO dates and milliunits a bit easier.

// Returns the current month (system timezone) in ISO 8601 format (i.e. '2015-12-01')
utils.getCurrentMonthInISOFormat(): string;
// Returns the current date (system timezone) in ISO 8601 format (i.e. '2015-12-15')
utils.getCurrentDateInISOFormat(): string;
// Converts an ISO 8601 formatted string to a JS date object
utils.convertFromISODateString(isoDateString: string): Date;
// Converts a milliunits amount to a currency amount
utils.convertMilliUnitsToCurrencyAmount(milliunits: number, currencyDecimalDigits: number): number;

License

Copyright (c) 2022 You Need A Budget, LLC

Licensed under the Apache-2.0 license