OpenEmail + YNAB

Connect YNAB once. Then ask the assistant in OpenEmail to look things up in it, or to do things there for you.

Open mailGet StartedAll connectorsFree to startAsks before it changes anything

Accounting

About YNAB

YNAB (You Need A Budget) is a budgeting tool helping users track expenses, plan finances, and gain control over spending to reduce debt

Actions: 27

What the assistant can do in YNAB

A few of the things it can do once YNAB is connected.

Look things up

These run as soon as you ask.

  • Get Account by ID

    Retrieve a single account resource

  • Get Budget By ID

    Retrieve a complete budget export by ID, including all accounts, categories, payees, and transactions

  • Get Budget Month

    Retrieve a specific budget month

  • Get Budget Settings

    Retrieve budget-level settings

  • Get Category by ID

    Retrieve a single YNAB budget category by its ID

Make changes

It shows you what it is about to do and waits for your OK.

  • Create a new account in a budget

    Create a new account in a budget

  • Create Scheduled Transaction

    Creates a scheduled (recurring) transaction in a YNAB budget

  • Delete Scheduled Transaction

    Permanently deletes a scheduled transaction from a YNAB budget

  • Update Payee

    Update a payee

  • Update Scheduled Transaction

    Update an existing scheduled transaction in YNAB

How it works

Three steps

Connect YNAB

Sign in to YNAB from the Connectors page. There is nothing to install.

Ask in plain words

Ask the assistant in OpenEmail. It finds the right action in YNAB and runs it.

Stay in control

Lookups run at once. Anything that changes YNAB waits for your OK.

Price

Free to start

The Free plan includes 2 connected apps and 10 AI actions a day. You can pause or disconnect YNAB whenever you like.

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Create an account, connect an app and ask the assistant about it.