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YNAB API Ruby Library

Build Gem Version

This is the Ruby client for the YNAB API.

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

gem install ynab

Note: The current version of this gem requires Ruby version 3.3 or later. If you are using an older version of Ruby, you can install version 2.1 of this gem.

Usage

To use this client you must obtain an access token from your Account Settings page of the YNAB web app.

require 'ynab'

access_token = ENV['YNAB_ACCESS_TOKEN']
ynab_api = YNAB::API.new(access_token)

budget_response = ynab_api.budgets.get_budgets
budgets = budget_response.data.budgets

budgets.each do |budget|
  puts "Budget Name: #{budget.name}"
end

Examples

See the examples folder for example usage scenarios.

Methods

The following methods are available in this library.

Method Description
User user.get_user() Returns authenticated user information
Budgets budgets.get_budgets() Returns budgets list with summary information
budgets.get_budget_by_id(budget_id) Returns a single budget with all related entities
budgets.get_budget_settings_by_id(budget_id) Returns settings for a budget
Accounts accounts.get_accounts(budget_id) Returns all accounts
accounts.get_account_by_id(budget_id, account_id) Returns a single account
Categories categories.get_categories(budget_id) Returns all categories grouped by category group.
categories.get_category_by_id(budget_id, category_id) Returns a single category
categories.get_month_category_by_id(budget_id, month, category_id) Returns a single category for a specific budget month
Payees payees.get_payees(budget_id) Returns all payees
payees.get_payee_by_id(budget_id, payee_id) Returns single payee
Payee Locations payee_locations.get_payee_locations(budget_id) Returns all payee locations
payee_locations.get_payee_location_by_id(budget_id, payee_location_id) Returns a single payee location
payee_locations.get_payee_locations_by_payee(budget_id, payee_id) Returns all payee locations for the specified payee
Months months.get_budget_months(budget_id) Returns all budget months
months.get_budget_month(budget_id, month) Returns a single budget month
months.update_month_category(budget_id, month, category_id, month_category) Update an existing month category
Transactions transactions.get_transactions(budget_id) Returns budget transactions
transactions.get_transactions_by_account(budget_id, account_id) Returns all transactions for a specified account
transactions.get_transactions_by_category(budget_id, category_id) Returns all transactions for a specified category
transactions.get_transactions_by_month(budget_id, month) Returns all transactions for a specified month
transactions.get_transaction_by_id(budget_id, transaction_id) Returns a single transaction
transactions.create_transaction(budget_id, data) Creates a single transaction
transactions.create_transactions(budget_id, data) Creates multiple transactions
transactions.update_transaction(budget_id, id, data) Updates a single transaction
transactions.update_transactions(budget_id, data) Updates multiple transactions
transactions.delete_transaction(budget_id, transaction_id) Deletes a single transaction
transactions.import_transactions(budget_id) Imports transactions
Scheduled Transactions scheduled_transactions.get_scheduled_transactions(budget_id) Returns all scheduled transactions
scheduled_transactions.get_scheduled_transaction_by_id(budget_id, scheduled_transaction_id) Returns a single scheduled transaction
scheduled_transactions.create_scheduled_transaction(budget_id, data) Creates a single scheduled transaction

Versioning

The version of this client is defined in the ynab.gemspec 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" in the field in the ynab.gemspec file.

License

Copyright (c) 2024 You Need A Budget, LLC

Licensed under the Apache-2.0 license