Evidence Connector YNAB

Easy to use connector for Evidence to vizualize and explore your YNAB budgets.

Usage

To use this project, install it into your Evidence project

  npm i evidence-connector-ynab

Then add it to your evidence.plugins.yaml as a datasource:

datasources:
    # ...
    evidence-connector-ynab: {}

Run your Evidence project, and navigate to the settings page, and add a new YNAB source.

Add a YNAB Personal Access Token (get one from the Developer Settings) to your source.

Open the schema explorer to see the new tables imported from your budget!

Examples

See transactions by category by week

SELECT  c.name,
        date_trunc('week', t.date) as weekof,
        COUNT(DISTINCT t.id) as transactions,
        SUM(t.amount) as total,
        AVG(t.amount) as avg 
FROM ynab.transactions t
    INNER JOIN ynab.categories c on t.category_id = c.id
GROUP BY ALL

See number of transactions by payee

SELECT
        p.name,
        count(distinct t.id) as transactions
FROM ynab.transactions t
    INNER JOIN ynab.payees p on t.payee_id = p.id
GROUP BY ALL