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YNAB API JavaScript Library

Build npm version

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 plansResponse = await ynabAPI.plans.getPlans();
  const plans = plansResponse.data.budgets;
  for (let plan of plans) {
    console.log(`Plan Name: ${plan.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 plansResponse = ynabAPI.plans
  .getPlans()
  .then(plansResponse => {
    // 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
Plans plans.getPlans() Returns plans list with summary information
plans.getPlanById(plan_id) Returns a single plan with all related entities
plans.getPlanSettingsById(plan_id) Returns settings for a plan
Accounts accounts.getAccounts(plan_id) Returns all accounts
accounts.getAccountById(plan_id, account_id) Returns a single account
accounts.createAccount(plan_id, data) Creates a new account
Categories categories.getCategories(plan_id) Returns all categories grouped by category group.
categories.getCategoryById(plan_id, category_id) Returns a single category
categories.getMonthCategoryById(plan_id, month, category_id) Returns a single category for a specific plan month
categories.createCategory(plan_id, data) Creates a new category
categories.updateCategory(plan_id, category_id, category) Update a category
categories.updateMonthCategory(plan_id, month, category_id, month_category) Update a category for a specific month
categories.createCategoryGroup(plan_id, data) Creates a new category group
categories.updateCategoryGroup(plan_id, category_group_id, data) Update a category group
Payees payees.getPayees(plan_id) Returns all payees
payees.getPayeeById(plan_id, payee_id) Returns a single payee
payees.updatePayee(plan_id, payee_id, data) Update a payee
Payee Locations payee_locations.getPayeeLocations(plan_id) Returns all payee locations
payee_locations.getPayeeLocationById(plan_id, payee_location_id) Returns a single payee location
payee_locations.getPayeeLocationsByPayee(plan_id, payee_id) Returns all payee locations for the specified payee
Months months.getPlanMonths(plan_id) Returns all plan months
months.getPlanMonth(plan_id, month) Returns a single plan month
Money Movements money_movements.getMoneyMovements(plan_id) Returns all money movements
money_movements.getMoneyMovementsByMonth(plan_id, month) Returns all money movements for a specific month
money_movements.getMoneyMovementGroups(plan_id) Returns all money movement groups
money_movements.getMoneyMovementGroupsByMonth(plan_id, month) Returns all money movement groups for a specific month
Transactions transactions.getTransactions(plan_id) Returns plan transactions, excluding any pending
transactions.getTransactionsByAccount(plan_id, account_id) Returns all transactions for a specified account
transactions.getTransactionsByCategory(plan_id, category_id) Returns all transactions for a specified category
transactions.getTransactionsByPayee(plan_id, payee_id) Returns all transactions for a specified payee
transactions.getTransactionsByMonth(plan_id, month) Returns all transactions for a specified month
transactions.getTransactionById(plan_id, transaction_id) Returns a single transaction
transactions.createTransaction(plan_id, data) Creates a single transaction or multiple transactions
transactions.updateTransaction(plan_id, transaction_id, data) Updates a single transaction
transactions.updateTransactions(plan_id, data) Updates multiple transactions
transactions.deleteTransaction(plan_id, transaction_id) Deletes a transaction
transactions.importTransactions(plan_id) Imports transactions
Scheduled Transactions scheduled_transactions.getScheduledTransactions(plan_id) Returns all scheduled transactions
scheduled_transactions.getScheduledTransactionById(plan_id, scheduled_transaction_id) Returns a single scheduled transaction
scheduled_transactions.createScheduledTransaction(plan_id, data) Creates a single scheduled transaction
scheduled_transactions.updateScheduledTransaction(plan_id, scheduled_transaction_id, data) Updates a single scheduled transaction
scheduled_transactions.deleteScheduledTransaction(plan_id, scheduled_transaction_id) Deletes a 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;

Versioning

The version of this client is defined in the package.json file and follows semantic versioning. The version of this client is maintained independently and does not align with the the version of YNAB API itself (which is defined in the OpenAPI spec). To determine which spec version of the YNAB API was used when generating this client you can refer to the "description" field in the package.json file.

License

Copyright (c) 2022 YNAB

Licensed under the Apache-2.0 license