Quick overview
Quick overview This manual workflow pulls the last two full months of transactions from the YNAB API, identifies payees that appear in both months as potential recurring charges, and renders an HTML report you can review directly in n8n. How it works Runs when you manually execute the workflow. Calculates the two most recent full calendar months and reads the target YNAB budget ID. Requests all YNAB transactions since the start of the older month using the YNAB API. Groups transactions by payee and keeps only payees that have at least one transaction in both months. Generates an HTML table showing each repeating payee with one transaction date and amount from each month. Displays the HTML report in n8n for review. Setup Create a YNAB Personal Access Token and add it as an HTTP Bearer Auth credential for the YNAB API request. Set your YNAB budget ID (or use YNAB’s last-used shortcut) in the workflow’s budget ID field. Optionally adjust the month calculations if you want to use a different date range. Requirements YNAB Personal API Token Additional info You will need a YNAB API token - check out the YNAB API documentation (https://api.ynab.com/) for how to get yours. An n8n automation workflow template by Thomas Sloan.
Thomas Sloan
web
free
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