YNAB (You Need A Budget)
Let AI connect your sources for you
Skip the manual setup — run this in your project and the wizard auto-detects your databases and APIs and connects them to PostHog.
Connect YNAB (You Need A Budget) to PostHog to sync your data into the PostHog data warehouse for analysis and modeling.
Import data from all accessible YNAB plans using a personal access token from Developer Settings. Tables use full refresh to include edits to older records.
Configuration
| Option | Type | Required |
|---|---|---|
Personal access token | password | Yes |
Linking YNAB (You Need A Budget) to PostHog
- Go to the Data pipeline page in PostHog
- Click New source and select YNAB (You Need A Budget)
- Fill in the required configuration fields
- Click Next, select the tables you want to sync, and then press Import
Supported tables
| Table | Description | Sync method | Incremental field | Primary key |
|---|---|---|---|---|
plans | YNAB plans with their names, currency formats, and available month range. | Full refresh | — | — |
accounts | Accounts and their balances within each YNAB plan. | Full refresh | — | — |
categories | Individual categories with amounts for the current plan month in UTC. | Full refresh | — | — |
category_groups | Category groups with their nested categories for the current plan month in UTC. | Full refresh | — | — |
payees | Payees available within each YNAB plan. | Full refresh | — | — |
payee_locations | Saved geographic locations associated with payees. | Full refresh | — | — |
months | Monthly totals for income, assigned funds, and activity in each YNAB plan. | Full refresh | — | — |
transactions | Plan transactions with nested split transactions, excluding pending transactions. | Full refresh | — | — |
scheduled_transactions | Scheduled transactions with recurrence details and nested splits. | Full refresh | — | — |