Ynab for your voice agent

YNAB (You Need A Budget) is a personal finance and budgeting platform that helps users track spending, plan budgets, and reach savings goals. It's designed to give you more control over your money and reduce financial stress.

Get startedAll integrations

Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.

The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
One click. You sign in to Ynab from Connected apps and approve access. There's no API key to paste.
What it reads
22 actions, such as get Account by ID, get Budget By ID and get Budget Month.
What it changes
12 actions, such as create a new account in a budget, create Category and create Scheduled Transaction.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 34. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Ynab actions

Reads 22

  • Get Account by ID
  • Get Budget By ID
  • Get Budget Month
  • Get Budget Settings
  • Get Category by ID
  • Get Month Category By ID
  • Get Payee by ID
  • Get Scheduled Transaction by ID
  • Get Transaction by ID
  • Get Authorized User
  • List Accounts
  • List Budgets
  • List Categories
  • List Budget Months
  • List Payee Locations
  • List Payee Locations by Payee
  • List payees in a budget
  • List Scheduled Transactions
  • List Transactions
  • List Transactions by Account
  • List Transactions by Category
  • List Transactions by Payee

Changes 10

  • Create a new account in a budget
  • Create Category
  • Create Scheduled Transaction
  • Create Transaction
  • Update Category
  • Update Month Category
  • Update Payee
  • Update Scheduled Transaction
  • Update Transaction
  • Update Transactions

Deletes 2

  • Delete Scheduled Transaction
  • Delete Transaction

Ynab setup

  1. Signing in to Ynab

    Choose Ynab in Connected apps and approve its consent screen. Your tokens stay with our connection broker and never reach the agent.

  2. Choosing the actions

    Choose which of the 34 actions the agent may use. Start with lookups and add the ones that change Ynab when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

Get started

Tell us what your callers ring about, and we build and test the agent for you.

Get startedSee it answer a call