🚀 YNAB Integration for Home Assistant – v1.2.1 Release Notes

🚨 Breaking Changes – Read Before Updating!

This update completely restructures sensors, requiring users to update dashboards, automations, and entity references.
If you have YNAB entities in Lovelace dashboards or automations, they will need to be adjusted after updating.

🚧 Why is this a Beta Release?

• This update includes major structural changes to sensor handling.
• I want to ensure everything works smoothly before marking it as stable.
• Please test and report any issues before the final release!

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🎉 What’s New in v1.2.1?

This release brings significant improvements to API efficiency, sensor structure, and overall integration usability.

🔥 New Features & Enhancements
✅ 🚀 Optimized API Calls & Data Handling

• Reduced unnecessary polling, handling API rate limits more efficiently.

✅ 📊 Restructured Category, Account & Summary Sensors

• Category sensors now include their category group as an attribute for better organization.
• Added new attributes to both category and account sensors for richer data insights.
• Added a new Monthly Summary sensor for an overview of the current month's financials.
• Entity IDs have changed, requiring users to update dashboards & automations.

✅ 🔄 Improved Cleanup & Integration Handling

• All entities & devices now fully remove when the integration is deleted.
• Prevents stale sensors from lingering after uninstall.

✅ 📌 Improved Setup Process

• New user-friendly setup flow with YNAB terms & conditions acceptance.
• Selectable budgets, accounts, categories, currency, update_interval and instance_name during setup.

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🛠 Fixes & Optimizations

✅ 📌 Icon Enhancements:

• Accounts now have dynamic icons based on type (e.g., mdi:cash-multiple for checking, mdi:credit-card for credit).
• Categories use relevant icons (e.g., mdi:food for groceries, mdi:home for rent/mortgage).

✅ 🛠 Code & Stability Improvements

• Various bug fixes and optimizations to improve performance.

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⚡ How to Update
✅ Update via HACS

1. Navigate to: HACS → Integrations → YNAB Home Assistant Integration.
2. Click Update and restart Home Assistant.

✅ Manual Installation

1. Download the latest release from GitHub.
2. Replace the contents in custom_components/ynab_custom/.
3. Restart Home Assistant.

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🚨 Post-Update Steps (Due to Breaking Changes)

🔹 Check your Lovelace dashboards – Existing YNAB entities may need to be re-added.
🔹 Update automations & scripts – Entity IDs have changed, requiring updates.
🔹 Review new attributes – More data is now available for both category and account sensors.

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🚀 Future Plans

I'm actively improving the YNAB integration and plan to explore the following features in upcoming updates:

🔹 Scheduled Transactions – Support for upcoming transactions before they are processed.
🔹 Reintroducing Category Group & Budget-Wide Summaries in a new format.
🔹 Restoring the Manual Refresh Service (ynab_custom.refresh) for on-demand updates.
🔹 Reintroducing the Integration "Configure" option for easier post-setup adjustments.

🔗 Support the Project
If you enjoy this integration, consider supporting development to help improve and maintain it!

🚀 Happy budgeting with Home Assistant! 🎯