YNAB Tools
YNAB (You Need A Budget) is a budgeting tool helping users track expenses, plan finances, and gain control over spending to reduce debt
Use YNAB Tools with AI agents
Aident Loadout lets Claude Code, Codex, Cursor, and other supported agents call YNAB Tools. Choose from 27 supported Actions. Review each execution in Audit.
Connect YNAB Tools once through Aident Vault. Your agent can use the supported Actions without receiving the underlying credential.
Category
Finance AccountingPricing and payment
- Pricing
- Free in Loadout. Provider charges may apply when using a personally connected account.
- Unified payment
- Not currently supported. Connect a provider account when required.
Included Actions
- Ynab Create AccountTool to create a new account in a budget. Use when you need to add a manual (non-linked) account to a specific budget.
- Ynab Create Scheduled TransactionCreates 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.
- Ynab Delete Scheduled TransactionPermanently 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.
- Ynab Get Account By IdTool to retrieve a single account resource. Use when you need details of a specific account by its ID after determining the budget.
- Ynab Get Budget By IdRetrieve 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…
- Ynab Get Budget MonthTool 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 n…
- Ynab Get Budget SettingsTool to retrieve budget-level settings. Use when you need to fetch currency and date formatting preferences for a specific budget.
- Ynab Get Category By IdRetrieve 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…
- Ynab Get Month Category By IdTool to retrieve a single category for a specific budget month. Use after selecting the budget and month when you need month-specific category details.
- Ynab Get Payee By IdTool to retrieve a single payee by its ID. Use when you need full details of a payee after confirming the budget and payee selection.
- Ynab Get Scheduled Transaction By IdTool to retrieve a single scheduled transaction. Use when you need details of a specific scheduled transaction by its ID after confirming the budget.
- Ynab Get Transaction By IdTool to retrieve a single transaction by its ID. Use when you need detailed information for a specific transaction after confirming the budget.
- Ynab Get UserTool to retrieve the authorized user's information. Use after authentication to get current user details.
- Ynab List AccountsRetrieves all accounts for a specified YNAB budget. Use this tool to: - Get a complete list of accounts (checking, savings, credit cards, loans, etc.) in a budget - Retrieve account IDs for use with other YNAB account-related operations - Monitor account balances (current, clear…
- Ynab List BudgetsRetrieves all budgets accessible to the authenticated YNAB user. Use this tool to: - Get a list of all budgets in the user's YNAB account - Retrieve budget IDs for use with other YNAB operations - Optionally include account details for each budget Returns budget summaries includ…
- Ynab List CategoriesTool to list all category groups and their categories for a budget. Use when you need the full set of budget categories or only those changed since last sync. Category names may include emojis or near-identical labels; always use category_id from the response in downstream reque…
- Ynab List MonthsTool to list months for a budget with summary information. Use when you need an overview of all months or only changed months since a given knowledge value (delta requests).
- Ynab List Payee LocationsRetrieves all GPS locations associated with payees in a budget. Payee locations are recorded when transactions are saved using the YNAB mobile apps, storing GPS coordinates to help pre-populate nearby payees. Use this tool when you need to find all recorded locations for payees…
- Ynab List Payee Locations By PayeeRetrieves all GPS locations associated with a specific payee in a budget. Payee locations are recorded when transactions are saved using the YNAB mobile apps, storing GPS coordinates to help pre-populate nearby payees. Use this tool when you need to find where a payee's transact…
- Ynab List PayeesTool to list payees in a budget. Use when you need all payees or only those changed since a known server knowledge value.
- Ynab List Scheduled TransactionsList all scheduled (recurring) transactions for a YNAB budget. Returns future-dated transactions that repeat on a schedule (e.g., rent, subscriptions, paychecks). Supports delta sync to fetch only changes since a previous request using the server_knowledge value.
- Ynab List TransactionsTool to list transactions in a budget. Use when you need all or delta-filtered transactions after confirming the budget. Omitting all filters returns the full transaction history, which may produce large payloads; prefer since_date, type, or last_knowledge_of_server to scope res…
- Ynab List Transactions By AccountTool to list transactions for a specific account. Use when you need all or delta-filtered transactions for a given account after confirming the budget and account ID.
- Ynab List Transactions By CategoryTool to list transactions for a specific category (excludes pending). Use when you need completed transactions for a given category after obtaining budget_id and category_id. Response includes deleted transactions; filter client-side using the deleted boolean field.
- Ynab List Transactions By PayeeTool to list transactions for a specific payee in a budget. Use when you need to fetch all non-pending transactions for a payee after confirming budget and payee IDs.
- Ynab Update PayeeTool to update a payee. Use when you need to rename an existing payee.
- Ynab Update Scheduled TransactionUpdate an existing scheduled transaction in YNAB. Allows modifying the date, frequency, amount, payee, category, memo, or account of a scheduled transaction. Use YNAB_LIST_SCHEDULED_TRANSACTIONS first to get the scheduled_transaction_id. Amounts should be in milliunits (negative…
Provider sources
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