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Connect YNAB integrations

Allocate your monthly income and track spending goals by integrating YNAB with Make. Connecting your budgeting plan to our workflow automation tool lets you instantly import new banking transactions, update category limits, and flag overspending issues. Sign up today to start building your custom budget workspace.

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Build your YNAB integrations.

Supercharge your budget workflows by using Make to automate YNAB with your essential business tools. Easily sync financial data and build custom integrations. Try Make now to integrate YNAB.

YNAB
Budget to a Category

Updates the budget of a category for a specific month.

Action
YNAB
Create Transactions

Creates multiple transactions. Scheduled transactions cannot be created with this module.

Action
YNAB
List Transactions

Lists budget's transactions.

Search
YNAB
Make an API Call

Performs an arbitrary authorized API call.

Action

Connect any app with YNAB

Popular YNAB workflows.

Connect YNAB with Make to automate your budget. Sync transactions, track goals, and build custom workflows with your favorite apps.

Connect YNAB and Make to Automate Your Budget and Eliminate Manual Entry

Use Make to connect YNAB with Shopify and Xero. Automatically track income, sync sales data in real time, and eliminate manual entry to keep your personal and business budgets perfectly accurate.

Automated Income Tracking

Automatically sync your sales and invoice data from apps like Shopify and Xero directly into YNAB without any manual entry.

Real-Time Budget Updates

Keep your budget perfectly accurate by instantly recording new transactions the moment an order is placed or an invoice is generated.

Zero Manual Data Entry

Eliminate typing errors and save valuable time by letting Make copy transaction details from your billing platforms into YNAB for you.

Connected Business and Personal Finances

Bridge the gap between your business earnings and personal budget by automatically funneling your revenue straight into your YNAB categories.

FAQ

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.

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