What to Ask Leina to Do with YNAB
Copy a prompt, add your details, and send it to Leina in your connected team chat.
Identify an accessible budget plan from its returned name and plan ID.
List my YNAB plans and summarize their returned names and IDs.
Read transactions for a selected plan and explain categories and monetary units in the response.
List transactions for plan [plan_id] and summarize returned spending categories with the amount units explained.
Get Started with YNAB
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Connect Your Account
Connect with your YNAB Personal Access Token.
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Try a Task
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
Set Up Leina in Your Chat → -
Check the Result
Review the result and any changes in the connected app.
Supported YNAB Capabilities
Identify an accessible budget plan from its returned name and plan ID. Read transactions for a selected plan and explain categories and monetary units in the response.
- Find Budget Plans
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List YNAB plans with summary information.
- List Plans
- Review Plan Transactions
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List YNAB plan transactions.
- List Transactions
View All 15 Actions
- Get User
- List Plans
- Get Plan
- Get Plan Settings
- List Accounts
- Get Account
- List Categories
- Get Category
- Get Month Category
- List Months
- Get Month
- List Payees
- Get Payee
- List Transactions
- Get Transaction
Frequently Asked Questions
What can AI help me do with YNAB?
Find your YNAB budget plans and use their transaction records to review spending categories.
What should I know before using YNAB results?
Prefer returned *_currency decimal values or *_formatted text when explaining money. Raw amount fields use milliunits: divide by 1,000 to obtain currency units, and do not convert fields already expressed as currency again.
What do I need to connect YNAB?
Connect a YNAB personal access token with access to the plan. Retrieve its plan_id before requesting transactions.
Your AI employee for YNAB
Tell Leina what you need in your team chat. Include the source, destination, and expected result.