🎯 Auto-categorize YNAB transactions with GPT-5-Mini and Discord notifications
⚡ 647 views · 🎯 AI Summarization & Classification
Description
YNAB Super Budget
Ever wish that Y.N.A.B was just a little smarter when auto-categorizing your transactions?
Now you can supercharge your YNAB budget with ChatGPT! No more manual categorization.
Setup
- Get a YNAB Api Key
- Get YNAB Budget ID & Account ID (They are part of the URL)
https://app.ynab.com/BUDGETID/accounts/ACCOUNTID
Additional information
Every transaction that this workflow modifies will be tagged with n8n and color yellow. You can easily review all changes by selecting just that tag.
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Customization
By default it pulls transactions from the last 30 days. This workflow will post a message in a discord channel showing which transactions it modified and what categories it chose.
Discord notifications are optional.
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Considerations
YNAB allows for 200 api calls per hour. If you have more than 200 Uncategorized transactions, consider reducing the previous_days value.
🔗 Nodes Used
HTTP Request, Discord, Filter, AI Agent, OpenAI Chat Model, Structured Output Parser
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File