bcrooker/ynab-updater repository overview

First requirements for using this integration are signing up for both the YNAB Developer Program (free) and the SimpleFin API account ($1.50/month or $15/yr). See those sites for information on initial API call walkthroughs.

Once you get your access URL for the SimpleFin API, pull your username and password from the URL:

https://username:[email protected]/simplefin/accounts

These will go into the following environment variables for your Docker container:

SimpleFin_UserName
SimpleFin_Password

Put your YNAB PAT into the following environment variable:

YNAB_PAT

The last environment variable is the interval in which the docker container will poll the API's to check for updates, measured in minutes:

ScanInterval

Map a folder to your container for /config, and place a file in that folder called config.json. Format is:

{
  "ynabBudgetId": "",
  "ynabPayeeId": "",
  "ynabReconiliationMemo": "Entered automatically by YNABUpdater",
  "accounts": [
    {
      "name": "My IRA",
      "ynabAccountId": "",
      "simpleFinAccountId": ""
    }
  ]
}

To find your ynabBudgetId and the ynabAccountId(s) for your accounts, go to the YNAB Web Interface, select each of your accounts and look at the URL:

https://app.ynab.com/<ynabBudgetId>/accounts/<ynabAccountId>

You can obtain the simpleFinAccountId values from the response to the /accounts SimpleFin API call.

Path is: accounts[]/id

Finally, to get the ynabPayeeId, do a manual reconciliation adjustment and then run a GET HTTP request to:

https://api.ynab.com/v1/budgets/<ynabBudgetId>/transactions?since_date=2024-MM-DD

Updating MM-DD for today's date. Look in the response and find your reconciliation transaction. Grab the value from the transactions[] collection, the payee_id field.