Manager for YNAB

Manager for YNAB is a Home Assistant custom integration for running manager-for-ynab and sqlite-export-for-ynab from Home Assistant automations.

Features

• Config flow for a YNAB personal access token
• Optional SQLite DB path configuration
• auto_approve action with for_real, sync, and quiet
• pending_income action with for_real, sync, and quiet
• sqlite_export action with full_refresh and quiet
• sqlite_query action with arbitrary SQL and optional sync
• add_transaction action with values resolved from the SQLite export
• Sensors for the latest pending_income updated count and auto_approve approved and cleared counts

If the configured DB path is empty, the integration uses sqlite-export-for-ynab's default database path.

Install with HACS

1. Open HACS in Home Assistant.
2. Add this repository as a custom repository.
3. Category: Integration.
4. Install Manager for YNAB.
5. Restart Home Assistant.

Configuration

Add the integration from Settings -> Devices & Services -> Add Integration -> Manager for YNAB.

You need:

• A YNAB personal access token
• An optional SQLite DB path

Leave the DB path empty to use the default path from sqlite-export-for-ynab.

Actions

auto_approve

• for_real: default false
• sync: default true
• quiet: default false

This runs manager-for-ynab.auto_approve.auto_approve(...) and updates the sensors to the returned updated_count and cleared counts.

pending_income

• for_real: default false
• sync: default true
• quiet: default false

This runs manager-for-ynab.pending_income.pending_income(...) and updates the sensor to the returned updated_count.

sqlite_export

• full_refresh: default false
• quiet: default false

This runs sqlite-export-for-ynab against the configured token and DB path.

sqlite_query

• sql: required SQL statement
• sync: default true

This executes the SQL against the configured SQLite DB path and returns rows as service response data.

add_transaction

• plan_name: optional when the SQLite export has exactly one plan
• account_name: required
• payee_name: required
• category_name: shown by default, formatted as Category Group - Category Name; ignored when the payee is another account, which makes the transaction a transfer
• use_current_date: default true; when enabled, the transaction uses the current date in Home Assistant's local timezone and ignores date
• date: required, default today; picker value used only when use_current_date is false
• cleared: default uncleared
• amount: required, positive values are expenses
• sync: default true
• quiet: default false

This creates a transaction with manager-for-ynab's add-transaction fund-moving helper. Dropdown values still come from the configured SQLite export and refresh automatically after sync-capable actions.