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openapi: 3.1.1
info:
title: YNAB API Endpoints
description: Our API uses a REST based design, leverages the JSON data format,
and relies upon HTTPS for transport. We respond with meaningful HTTP
response codes and if an error occurs, we include error details in the
response body. API Documentation is at https://api.ynab.com
version: 1.78.0
servers:
- url: https://api.ynab.com/v1
security:
- bearer: []
tags:
- name: User
- name: Plans
- name: Accounts
description: The accounts for a plan
- name: Categories
description: The categories for a plan
- name: Payees
description: The payees for a plan
- name: Payee Locations
description: When you enter a transaction and specify a payee on the YNAB mobile
apps, the GPS coordinates for that location are stored, with your
permission, so that the next time you are in the same place (like the
Grocery store) we can pre-populate nearby payees for you! It’s handy and
saves you time. This resource makes these locations available. Locations
will not be available for all payees.
- name: Months
description: Each plan contains one or more months, which is where Ready to
Assign, Age of Money and category (assigned / activity / available)
amounts are available.
- name: Money Movements
description: The money movements for a plan
- name: Transactions
description: The transactions for a plan
- name: Scheduled Transactions
description: The scheduled transactions for a plan
paths:
/user:
get:
tags:
- User
summary: Get user
description: Returns authenticated user information
operationId: getUser
responses:
"200":
description: The user info
content:
application/json:
schema:
$ref: "#/components/schemas/UserResponse"
/budgets:
get:
tags:
- Plans
summary: Get all plans
description: Returns plans list with summary information
operationId: getPlans
parameters:
- name: include_accounts
in: query
description: Whether to include the list of plan accounts
schema:
type: boolean
responses:
"200":
description: The list of plans
content:
application/json:
schema:
$ref: "#/components/schemas/PlanSummaryResponse"
"404":
description: No plans were found
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResponse"
/budgets/{plan_id}:
get:
tags:
- Plans
summary: Get a plan
description: Returns a single plan with all related entities. This resource is
effectively a full plan export.
operationId: getPlanById
parameters:
- name: plan_id
in: path
description: 'The id of the plan. "last-used" can be used to specify the last
used plan and "default" can be used if default plan selection is
enabled (see: https://api.ynab.com/#oauth-default-plan).'
required: true
schema:
type: string
- name: last_knowledge_of_server
in: query
description: The starting server knowledge. If provided, only entities that
have changed since `last_knowledge_of_server` will be included.
schema:
type: integer
format: int64
responses:
"200":
description: The requested plan
content:
application/json:
schema:
$ref: "#/components/schemas/PlanDetailResponse"
"404":
description: The specified plan was not found
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResponse"
/budgets/{plan_id}/settings:
get:
tags:
- Plans
summary: Get plan settings
description: Returns settings for a plan
operationId: getPlanSettingsById
parameters:
- name: plan_id
in: path
description: 'The id of the plan. "last-used" can be used to specify the last
used plan and "default" can be used if default plan selection is
enabled (see: https://api.ynab.com/#oauth-default-plan).'
required: true
schema:
type: string
responses:
"200":
description: The requested plan settings
content:
application/json:
schema:
$ref: "#/components/schemas/PlanSettingsResponse"
"404":
description: The specified plan was not found
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResponse"
/budgets/{plan_id}/accounts:
get:
tags:
- Accounts
summary: Get all accounts
description: Returns all accounts
operationId: getAccounts
parameters:
- name: plan_id
in: path
description: 'The id of the plan. "last-used" can be used to specify the last
used plan and "default" can be used if default plan selection is
enabled (see: https://api.ynab.com/#oauth-default-plan).'
required: true
schema:
type: string
- name: last_knowledge_of_server
in: query
description: The starting server knowledge. If provided, only entities that
have changed since `last_knowledge_of_server` will be included.
schema:
type: integer
format: int64
responses:
"200":
description: The list of requested accounts
content:
application/json:
schema:
$ref: "#/components/schemas/AccountsResponse"
"404":
description: No accounts were found
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResponse"
post:
tags:
- Accounts
summary: Create an account
description: Creates a new account
operationId: createAccount
parameters:
- name: plan_id
in: path
description: 'The id of the plan ("last-used" can be used to specify the last
used plan and "default" can be used if default plan selection is
enabled (see: https://api.ynab.com/#oauth-default-plan)'
required: true
schema:
type: string
requestBody:
description: The account to create.
content:
application/json:
schema:
$ref: "#/components/schemas/PostAccountWrapper"
required: true
responses:
"201":
description: The account was successfully created
content:
application/json:
schema:
$ref: "#/components/schemas/AccountResponse"
"400":
description: The request could not be understood due to malformed syntax or
validation error(s).
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResponse"
x-codegen-request-body-name: data
/budgets/{plan_id}/accounts/{account_id}:
get:
tags:
- Accounts
summary: Get an account
description: Returns a single account
operationId: getAccountById
parameters:
- name: plan_id
in: path
description: 'The id of the plan. "last-used" can be used to specify the last
used plan and "default" can be used if default plan selection is
enabled (see: https://api.ynab.com/#oauth-default-plan).'
required: true
schema:
type: string
- name: account_id
in: path
description: The id of the account
required: true
schema:
type: string
format: uuid
responses:
"200":
description: The requested account
content:
application/json:
schema:
$ref: "#/components/schemas/AccountResponse"
"404":
description: The requested account was not found
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResponse"
/budgets/{plan_id}/categories:
get:
tags:
- Categories
summary: Get all categories
description: Returns all categories grouped by category group. Amounts
(assigned, activity, available, etc.) are specific to the current plan
month (UTC).
operationId: getCategories
parameters:
- name: plan_id
in: path
description: 'The id of the plan. "last-used" can be used to specify the last
used plan and "default" can be used if default plan selection is
enabled (see: https://api.ynab.com/#oauth-default-plan).'
required: true
schema:
type: string
- name: last_knowledge_of_server
in: query
description: The starting server knowledge. If provided, only entities that
have changed since `last_knowledge_of_server` will be included.
schema:
type: integer
format: int64
responses:
"200":
description: The categories grouped by category group
content:
application/json:
schema:
$ref: "#/components/schemas/CategoriesResponse"
"404":
description: No categories were found
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResponse"
post:
tags:
- Categories
summary: Create a category
description: Creates a new category
operationId: createCategory
parameters:
- name: plan_id
in: path
description: 'The id of the plan ("last-used" can be used to specify the last
used plan and "default" can be used if default plan selection is
enabled (see: https://api.ynab.com/#oauth-default-plan)'
required: true
schema:
type: string
requestBody:
description: The category to create.
content:
application/json:
schema:
$ref: "#/components/schemas/PostCategoryWrapper"
required: true
responses:
"201":
description: The category was successfully created
content:
application/json:
schema:
$ref: "#/components/schemas/SaveCategoryResponse"
"400":
description: The request could not be understood due to malformed syntax or
validation error(s).
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResponse"
x-codegen-request-body-name: data
/budgets/{plan_id}/categories/{category_id}:
get:
tags:
- Categories
summary: Get a category
description: Returns a single category. Amounts (assigned, activity, available,
etc.) are specific to the current plan month (UTC).
operationId: getCategoryById
parameters:
- name: plan_id
in: path
description: 'The id of the plan. "last-used" can be used to specify the last
used plan and "default" can be used if default plan selection is
enabled (see: https://api.ynab.com/#oauth-default-plan).'
required: true
schema:
type: string
- name: category_id
in: path
description: The id of the category
required: true
schema:
type: string
responses:
"200":
description: The requested category
content:
application/json:
schema:
$ref: "#/components/schemas/CategoryResponse"
"404":
description: The category was not found
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResponse"
patch:
tags:
- Categories
summary: Update a category
description: Update a category
operationId: updateCategory
parameters:
- name: plan_id
in: path
description: 'The id of the plan. "last-used" can be used to specify the last
used plan and "default" can be used if default plan selection is
enabled (see: https://api.ynab.com/#oauth-default-plan).'
required: true
schema:
type: string
- name: category_id
in: path
description: The id of the category
required: true
schema:
type: string
requestBody:
description: The category to update
content:
application/json:
schema:
$ref: "#/components/schemas/PatchCategoryWrapper"
required: true
responses:
"200":
description: The category was successfully updated
content:
application/json:
schema:
$ref: "#/components/schemas/SaveCategoryResponse"
"400":
description: The request could not be understood due to malformed syntax or
validation error(s)
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResponse"
x-codegen-request-body-name: data
/budgets/{plan_id}/months/{month}/categories/{category_id}:
get:
tags:
- Categories
summary: Get a category for a specific plan month
description: Returns a single category for a specific plan month. Amounts
(assigned, activity, available, etc.) are specific to the current plan
month (UTC).
operationId: getMonthCategoryById
parameters:
- name: plan_id
in: path
description: 'The id of the plan. "last-used" can be used to specify the last
used plan and "default" can be used if default plan selection is
enabled (see: https://api.ynab.com/#oauth-default-plan).'
required: true
schema:
type: string
- name: month
in: path
description: The plan month in ISO format (e.g. 2016-12-01) ("current" can also
be used to specify the current calendar month (UTC))
required: true
schema:
type: string
format: date
- name: category_id
in: path
description: The id of the category
required: true
schema:
type: string
responses:
"200":
description: The requested month category
content:
application/json:
schema:
$ref: "#/components/schemas/CategoryResponse"
"404":
description: The month category was not was found
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResponse"
patch:
tags:
- Categories
summary: Update a category for a specific month
description: Update a category for a specific month. Only `budgeted` (assigned)
amount can be updated.
operationId: updateMonthCategory
parameters:
- name: plan_id
in: path
description: 'The id of the plan. "last-used" can be used to specify the last
used plan and "default" can be used if default plan selection is
enabled (see: https://api.ynab.com/#oauth-default-plan).'
required: true
schema:
type: string
- name: month
in: path
description: The plan month in ISO format (e.g. 2016-12-01) ("current" can also
be used to specify the current calendar month (UTC))
required: true
schema:
type: string
format: date
- name: category_id
in: path
description: The id of the category
required: true
schema:
type: string
requestBody:
description: The category to update. Only `budgeted` (assigned) amount can be
updated and any other fields specified will be ignored.
content:
application/json:
schema:
$ref: "#/components/schemas/PatchMonthCategoryWrapper"
required: true
responses:
"200":
description: The month category was successfully updated
content:
application/json:
schema:
$ref: "#/components/schemas/SaveCategoryResponse"
"400":
description: The request could not be understood due to malformed syntax or
validation error(s)
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResponse"
x-codegen-request-body-name: data
/budgets/{plan_id}/category_groups:
post:
tags:
- Categories
summary: Create a category group
description: Creates a new category group
operationId: createCategoryGroup
parameters:
- name: plan_id
in: path
description: 'The id of the plan ("last-used" can be used to specify the last
used plan and "default" can be used if default plan selection is
enabled (see: https://api.ynab.com/#oauth-default-plan)'
required: true
schema:
type: string
requestBody:
description: The category group to create.
content:
application/json:
schema:
$ref: "#/components/schemas/PostCategoryGroupWrapper"
required: true
responses:
"201":
description: The category group was successfully created
content:
application/json:
schema:
$ref: "#/components/schemas/SaveCategoryGroupResponse"
"400":
description: The request could not be understood due to malformed syntax or
validation error(s).
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResponse"
x-codegen-request-body-name: data
/budgets/{plan_id}/category_groups/{category_group_id}:
patch:
tags:
- Categories
summary: Update a category group
description: Update a category group
operationId: updateCategoryGroup
parameters:
- name: plan_id
in: path
description: 'The id of the plan. "last-used" can be used to specify the last
used plan and "default" can be used if default plan selection is
enabled (see: https://api.ynab.com/#oauth-default-plan).'
required: true
schema:
type: string
- name: category_group_id
in: path
description: The id of the category group
required: true
schema:
type: string
requestBody:
description: The category group to update
content:
application/json:
schema:
$ref: "#/components/schemas/PatchCategoryGroupWrapper"
required: true
responses:
"200":
description: The category group was successfully updated
content:
application/json:
schema:
$ref: "#/components/schemas/SaveCategoryGroupResponse"
"400":
description: The request could not be understood due to malformed syntax or
validation error(s)
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResponse"
x-codegen-request-body-name: data
/budgets/{plan_id}/payees:
get:
tags:
- Payees
summary: Get all payees
description: Returns all payees
operationId: getPayees
parameters:
- name: plan_id
in: path
description: 'The id of the plan. "last-used" can be used to specify the last
used plan and "default" can be used if default plan selection is
enabled (see: https://api.ynab.com/#oauth-default-plan).'
required: true
schema:
type: string
- name: last_knowledge_of_server
in: query
description: The starting server knowledge. If provided, only entities that
have changed since `last_knowledge_of_server` will be included.
schema:
type: integer
format: int64
responses:
"200":
description: The requested list of payees
content:
application/json:
schema:
$ref: "#/components/schemas/PayeesResponse"
"404":
description: No payees were found
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResponse"
/budgets/{plan_id}/payees/{payee_id}:
get:
tags:
- Payees
summary: Get a payee
description: Returns a single payee
operationId: getPayeeById
parameters:
- name: plan_id
in: path
description: 'The id of the plan. "last-used" can be used to specify the last
used plan and "default" can be used if default plan selection is
enabled (see: https://api.ynab.com/#oauth-default-plan).'
required: true
schema:
type: string
- name: payee_id
in: path
description: The id of the payee
required: true
schema:
type: string
responses:
"200":
description: The requested payee
content:
application/json:
schema:
$ref: "#/components/schemas/PayeeResponse"
"404":
description: The payee was not found
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResponse"
patch:
tags:
- Payees
summary: Update a payee
description: Update a payee
operationId: updatePayee
parameters:
- name: plan_id
in: path
description: 'The id of the plan. "last-used" can be used to specify the last
used plan and "default" can be used if default plan selection is
enabled (see: https://api.ynab.com/#oauth-default-plan).'
required: true
schema:
type: string
- name: payee_id
in: path
description: The id of the payee
required: true
schema:
type: string
requestBody:
description: The payee to update
content:
application/json:
schema:
$ref: "#/components/schemas/PatchPayeeWrapper"
required: true
responses:
"200":
description: The payee was successfully updated
content:
application/json:
schema:
$ref: "#/components/schemas/SavePayeeResponse"
"400":
description: The request could not be understood due to malformed syntax or
validation error(s)
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResponse"
x-codegen-request-body-name: data
/budgets/{plan_id}/payee_locations:
get:
tags:
- Payee Locations
summary: Get all payee locations
description: Returns all payee locations
operationId: getPayeeLocations
parameters:
- name: plan_id
in: path
description: 'The id of the plan. "last-used" can be used to specify the last
used plan and "default" can be used if default plan selection is
enabled (see: https://api.ynab.com/#oauth-default-plan).'
required: true
schema:
type: string
responses:
"200":
description: The list of payee locations
content:
application/json:
schema:
$ref: "#/components/schemas/PayeeLocationsResponse"
"404":
description: No payees locations were found
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResponse"
/budgets/{plan_id}/payee_locations/{payee_location_id}:
get:
tags:
- Payee Locations
summary: Get a payee location
description: Returns a single payee location
operationId: getPayeeLocationById
parameters:
- name: plan_id
in: path
description: 'The id of the plan. "last-used" can be used to specify the last
used plan and "default" can be used if default plan selection is
enabled (see: https://api.ynab.com/#oauth-default-plan).'
required: true
schema:
type: string
- name: payee_location_id
in: path
description: id of payee location
required: true
schema:
type: string
responses:
"200":
description: The payee location
content:
application/json:
schema:
$ref: "#/components/schemas/PayeeLocationResponse"
"404":
description: The payee location was not found
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResponse"
/budgets/{plan_id}/payees/{payee_id}/payee_locations:
get:
tags:
- Payee Locations
summary: Get all locations for a payee
description: Returns all payee locations for a specified payee
operationId: getPayeeLocationsByPayee
parameters:
- name: plan_id
in: path
description: 'The id of the plan. "last-used" can be used to specify the last
used plan and "default" can be used if default plan selection is
enabled (see: https://api.ynab.com/#oauth-default-plan).'
required: true
schema:
type: string
- name: payee_id
in: path
description: id of payee
required: true
schema:
type: string
responses:
"200":
description: The list of requested payee locations
content:
application/json:
schema:
$ref: "#/components/schemas/PayeeLocationsResponse"
"404":
description: No payees locations were found
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResponse"
/budgets/{plan_id}/months:
get:
tags:
- Months
summary: Get all plan months
description: Returns all plan months
operationId: getPlanMonths
parameters:
- name: plan_id
in: path
description: 'The id of the plan. "last-used" can be used to specify the last
used plan and "default" can be used if default plan selection is
enabled (see: https://api.ynab.com/#oauth-default-plan).'
required: true
schema:
type: string
- name: last_knowledge_of_server
in: query
description: The starting server knowledge. If provided, only entities that
have changed since `last_knowledge_of_server` will be included.
schema:
type: integer
format: int64
responses:
"200":
description: The list of plan months
content:
application/json:
schema:
$ref: "#/components/schemas/MonthSummariesResponse"
"404":
description: No plan months were found
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResponse"
/budgets/{plan_id}/months/{month}:
get:
tags:
- Months
summary: Get a plan month
description: Returns a single plan month
operationId: getPlanMonth
parameters:
- name: plan_id
in: path
description: 'The id of the plan. "last-used" can be used to specify the last
used plan and "default" can be used if default plan selection is
enabled (see: https://api.ynab.com/#oauth-default-plan).'
required: true
schema:
type: string
- name: month
in: path
description: The plan month in ISO format (e.g. 2016-12-01) ("current" can also
be used to specify the current calendar month (UTC))
required: true
schema:
type: string
format: date
responses:
"200":
description: The plan month detail
content:
application/json:
schema:
$ref: "#/components/schemas/MonthDetailResponse"
"404":
description: The plan month was not found
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResponse"
/budgets/{plan_id}/money_movements:
get:
tags:
- Money Movements
summary: Get all money movements
description: Returns all money movements
operationId: getMoneyMovements
parameters:
- name: plan_id
in: path
description: 'The id of the plan. "last-used" can be used to specify the last
used plan and "default" can be used if default plan selection is
enabled (see: https://api.ynab.com/#oauth-default-plan).'
required: true
schema:
type: string
responses:
"200":
description: The list of requested money movements
content:
application/json:
schema:
$ref: "#/components/schemas/MoneyMovementsResponse"
"404":
description: No money movements were found
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResponse"
/budgets/{plan_id}/months/{month}/money_movements:
get:
tags:
- Money Movements
summary: Get money movements for a plan month
description: Returns all money movements for a specific month
operationId: getMoneyMovementsByMonth
parameters:
- name: plan_id
in: path
description: 'The id of the plan. "last-used" can be used to specify the last
used plan and "default" can be used if default plan selection is
enabled (see: https://api.ynab.com/#oauth-default-plan).'
required: true
schema:
type: string
- name: month
in: path
description: The plan month in ISO format (e.g. 2016-12-01) ("current" can also
be used to specify the current calendar month (UTC))
required: true
schema:
type: string
format: date
responses:
"200":
description: The list of requested money movements
content:
application/json:
schema:
$ref: "#/components/schemas/MoneyMovementsResponse"
"404":
description: No money movements were found
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResponse"
/budgets/{plan_id}/money_movement_groups:
get:
tags:
- Money Movements
summary: Get all money movement groups
description: Returns all money movement groups
operationId: getMoneyMovementGroups
parameters:
- name: plan_id
in: path
description: 'The id of the plan. "last-used" can be used to specify the last
used plan and "default" can be used if default plan selection is
enabled (see: https://api.ynab.com/#oauth-default-plan).'
required: true
schema:
type: string
responses:
"200":
description: The list of requested money movement groups
content:
application/json:
schema:
$ref: "#/components/schemas/MoneyMovementGroupsResponse"
"404":
description: No money movement groups were found
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResponse"
/budgets/{plan_id}/months/{month}/money_movement_groups:
get:
tags:
- Money Movements
summary: Get money movement groups for a plan month
description: Returns all money movement groups for a specific month
operationId: getMoneyMovementGroupsByMonth
parameters:
- name: plan_id
in: path
description: 'The id of the plan. "last-used" can be used to specify the last
used plan and "default" can be used if default plan selection is
enabled (see: https://api.ynab.com/#oauth-default-plan).'
required: true
schema:
type: string
- name: month
in: path
description: The plan month in ISO format (e.g. 2016-12-01) ("current" can also
be used to specify the current calendar month (UTC))
required: true
schema:
type: string
format: date
responses:
"200":
description: The list of requested money movement groups
content:
application/json:
schema:
$ref: "#/components/schemas/MoneyMovementGroupsResponse"