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🚀 YNAB Integration for Home Assistant – v1.2.3 Release Notes

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@DeLuca21 DeLuca21 released this 15 Mar 09:20
· 46 commits to main since this release
v1.2.3
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🎉 What's New in v1.2.3?

This version fixes a critical issue with currency symbols, ensuring YNAB sensors correctly display the selected currency instead of defaulting to USD ($).

Additionally, the integration now displays the YNAB logo and icons in Home Assistant after submission to the official Home Assistant Brands repository.

🔥 Fixes & Changes

✅ Currency Symbol Now Displays Correctly

  • Previously, all sensors defaulted to $ (USD) regardless of the currency selected during setup.
  • Fixed how the selected currency is stored and retrieved across config_flow.py, coordinator.py, and sensor.py.
  • Now applies the correct currency symbol (A$, €, £, etc.) for:
    • Account Sensors (YNAB Balances)
    • Category Sensors (Budget Categories)
    • Monthly Summary Sensors (Spending Activity)

✅ YNAB Logo & Icons Now Appear in Home Assistant

  • This integration was successfully submitted to the Home Assistant Brands repository, enabling:
    • The YNAB logo to appear on the integration page in Home Assistant.
    • The YNAB icon to display next to devices and services in Home Assistant.
  • This provides a more polished and recognisable look when managing YNAB in Home Assistant.

⚡ 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.

🚀 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!

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🚀 Happy budgeting with Home Assistant! 🎯

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