YNAB - Get record action
The Get record action retrieves a record of a selected object type from a plan in YNAB. Supported objects include categories and budget months. For a month, the To be budgeted output field is the Ready to Assign amount.
Input
Input fields dynamically generate based on the object you select. The following fields are common to all objects. Refer to the YNAB API documentation for more information on available input fields.
| Input field | Description |
|---|---|
| Object | Select the YNAB object you plan to retrieve. |
| Plan | Optional. Select the plan (budget) to use. Defaults to your last-used plan. Select Default only if a default budget is enabled in your YNAB account. |
| Month | Enter the budget month you plan to retrieve. Enter current or an ISO date. For example, 2026-10-01. |
Output
Output fields dynamically generate based on the object you select. Refer to the YNAB API documentation for more information on available output fields.
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