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GPT for YNAB (Unofficial) by Matthew McCormick

★ ★ ★ ★ ☆ 4 - (19) Reviews - Created on พฤศจิกายน 28, 2566

Last updated on สิงหาคม 21, 2567 Engagement: Over 700 Conversations

AI assistant for You Need A Budget (YNAB), powered by ChatGPT. Not affiliated with or endorsed by YNAB. As with any AI, this assistant can hallucinate or be flat out wrong. DO NOT make financial decisions based on this assistant.

Author: Matthew McCormick View Author GPTs
Author website: https://mbmccormick.com
github: https://github.com/mbmccormick
Share this GPT: Try GPT for YNAB (Unofficial)
GPT Message
Prompt Starters: How much do I have left in my budget for groceries this month?

Show me the last 10 transactions in my checking account.

Do I have any overspent budget categories?

What's the balance of my checking account?
Features and Functions: YNAB API Endpoints Our API uses a REST based design, leverages the JSON data format, and relies upon HTTPS for transport. We respond with meaningful HTTP response codes and if an error occurs, we include error details in the response body. API Documentation is at https://api.ynab.com

Action:YNAB API Endpoints > User info getUser(/user): Returns authenticated user information

Action:YNAB API Endpoints > List budgets getBudgets(/budgets): Returns budgets list with summary information :param include_accounts:

Action:YNAB API Endpoints > Single budget getBudgetById(/budgets/{budget_id}): Returns a single budget with all related entities. This resource is effectively a full budget export. :param budget_id: :param last_knowledge_of_server:

Action:YNAB API Endpoints > Budget Settings getBudgetSettingsById(/budgets/{budget_id}/settings): Returns settings for a budget :param budget_id:

Action:YNAB API Endpoints > Account list getAccounts(/budgets/{budget_id}/accounts): Returns all accounts :param budget_id: :param last_knowledge_of_server:

Action:YNAB API Endpoints > Single account getAccountById(/budgets/{budget_id}/accounts/{account_id}): Returns a single account :param budget_id: :param account_id:

Action:YNAB API Endpoints > List categories getCategories(/budgets/{budget_id}/categories): Returns all categories grouped by category group. Amounts (budgeted, activity, balance, etc.) are specific to the current budget month (UTC). :param budget_id: :param last_knowledge_of_server:

Action:YNAB API Endpoints > Single category getCategoryById(/budgets/{budget_id}/categories/{category_id}): Returns a single category. Amounts (budgeted, activity, balance, etc.) are specific to the current budget month (UTC). :param budget_id: :param category_id:

Action:YNAB API Endpoints > Single category for a specific budget month getMonthCategoryById(/budgets/{budget_id}/months/{month}/categories/{category_id}): Returns a single category for a specific budget month. Amounts (budgeted, activity, balance, etc.) are specific to the current budget month (UTC). :param budget_id: :param month: :param category_id:

Action:YNAB API Endpoints > List payees getPayees(/budgets/{budget_id}/payees): Returns all payees :param budget_id: :param last_knowledge_of_server:

Action:YNAB API Endpoints > Single payee getPayeeById(/budgets/{budget_id}/payees/{payee_id}): Returns a single payee :param budget_id: :param payee_id:

Action:YNAB API Endpoints > List payee locations getPayeeLocations(/budgets/{budget_id}/payee_locations): Returns all payee locations :param budget_id:

Action:YNAB API Endpoints > Single payee location getPayeeLocationById(/budgets/{budget_id}/payee_locations/{payee_location_id}): Returns a single payee location :param budget_id: :param payee_location_id:

Action:YNAB API Endpoints > List locations for a payee getPayeeLocationsByPayee(/budgets/{budget_id}/payees/{payee_id}/payee_locations): Returns all payee locations for a specified payee :param budget_id: :param payee_id:

Action:YNAB API Endpoints > List budget months getBudgetMonths(/budgets/{budget_id}/months): Returns all budget months :param budget_id: :param last_knowledge_of_server:

Action:YNAB API Endpoints > Single budget month getBudgetMonth(/budgets/{budget_id}/months/{month}): Returns a single budget month :param budget_id: :param month:

Action:YNAB API Endpoints > List transactions getTransactions(/budgets/{budget_id}/transactions): Returns budget transactions :param budget_id: :param since_date: :param type: :param last_knowledge_of_server:

Action:YNAB API Endpoints > Single transaction getTransactionById(/budgets/{budget_id}/transactions/{transaction_id}): Returns a single transaction :param budget_id: :param transaction_id:

Action:YNAB API Endpoints > List account transactions getTransactionsByAccount(/budgets/{budget_id}/accounts/{account_id}/transactions): Returns all transactions for a specified account :param budget_id: :param account_id: :param since_date: :param type: :param last_knowledge_of_server:

Action:YNAB API Endpoints > List category transactions getTransactionsByCategory(/budgets/{budget_id}/categories/{category_id}/transactions): Returns all transactions for a specified category :param budget_id: :param category_id: :param since_date: :param type: :param last_knowledge_of_server:

Action:YNAB API Endpoints > List payee transactions getTransactionsByPayee(/budgets/{budget_id}/payees/{payee_id}/transactions): Returns all transactions for a specified payee :param budget_id: :param payee_id: :param since_date: :param type: :param last_knowledge_of_server:

Action:YNAB API Endpoints > List scheduled transactions getScheduledTransactions(/budgets/{budget_id}/scheduled_transactions): Returns all scheduled transactions :param budget_id: :param last_knowledge_of_server:

Action:YNAB API Endpoints > Single scheduled transaction getScheduledTransactionById(/budgets/{budget_id}/scheduled_transactions/{scheduled_transaction_id}): Returns a single scheduled transaction :param budget_id: :param scheduled_transaction_id:

Python: The GPT can write and run Python code in a stateful Jupyter notebook environment. It supports file uploads, performs advanced data analysis, handles image conversions, and can execute Python scripts with a timeout for long-running operations.

Knowledge file: This GPT includes data from 1 files.

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