Youneedabudget - YNAB API Endpoints
The API provides access to budgeting-related functionalities such as managing budgets, accounts, transactions, categories, payees, and scheduled transactions. It supports operations for retrieving, creating, updating, and deleting various resources. Error details are included in responses, and HTTPS is used for secure data transport.
Accounting
Personal Finance
Investment Management
Financial Planning
Risk Management

Personas

Financial Analyst
Financial Analyst
Empower your financial analysis process with our AI assistant that provides in-depth insights into financial data, forecasts future trends, and aids in strategic planning. Seamlessly analyze complex financial information to make informed decisions and drive business growth.
Use cases
Chat examples

Accountant
Accountant
Streamline compliance monitoring for financial records with our AI assistant. Ensure adherence to regulations and standards effortlessly, reducing the risk of errors and non-compliance. Stay updated on regulatory changes and maintain accurate financial records.
Use cases
Chat examples

Credit Analyst
Credit Analyst
Elevate your risk assessment process with our AI assistant tailored for credit analysts. Analyze credit data and financial statements efficiently to determine risk levels accurately. Make informed decisions on extending credit or lending money with confidence.
Use cases
Chat examples
Transforming user intents to actions with a genie touch