You Need a Budget Automation

Version updated for SierraSoftworks/ynab-automation to version v2.1.

  • This action is used across all versions by ? repositories.

Go to the GitHub Marketplace to find the latest changes.

Release notes

This release adds support for automatically cleaning the datasource cache and better handling errors from the Yahoo Finance API.

Setup

  1. Create a new YNAB Personal API Token by following their guide.

  2. Configure your repository’s secrets to include the following:

    • YNAB_API_KEY: Your YNAB Personal API Token
    • YNAB_BUDGET_ID: The ID of your YNAB budget, this is the first GUID in the URL when you are viewing your budget in the YNAB web app.

  3. Create your own repository, and place a .github/workflows/ynab.yaml file with the following contents.

    name: YNAB

on:
  schedule:
     # Run the automation every 12 hours
    - cron: '0 */12 * * *'

jobs:
  automate-ynab:
    runs-on: ubuntu-latest
    steps:
      - uses: SierraSoftworks/ynab-automation@v2.1
        with:
          budget-id: ${{ secrets.YNAB_BUDGET_ID }}
          api-key: ${{ secrets.YNAB_API_KEY }}
          cache: true

Automatic Updates

If you want to automatically update to the latest version of the YNAB automation, you can add a .github/dependabot.yml file to your repository with the following contents. It will automatically create pull requests to update your repository when new versions are released.

version: 2
updates:
  - directory: /
    package-ecosystem: github-actions
    schedule:
      interval: weekly