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An Emacs major mode for interacting with your YNAB data

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ynab

ynab is a package that provides a major mode for interacting with your YNAB, also known as You Need a Budget, data from the comfort of emacs.

Please Note This package is in it's infancy and is a side project to make my financial life slightly easier. I have no intentions of recreating the YNAB interface, nor a large part of it's functionality.

Installation

You will need a personal access token in order to be able to interact with your data. ynab does not support authentication, nor does it ever store any of your financial data. Visit the developer section of the YNAB settings and generate a new personal access token. Set the token in code with.

(setq ynab-personal-token "your-token-string")

Usage

M-x ynab RET Will bring up the main transactions view. Currently, this defaults to showing you the last 30 days of transactions for your last used budget. For most folks, this will be your only budget and work ok.

Roadmap

  • Loading transactions within date range
  • Load alternate budget picker
    • Support ido
    • Support ivy
    • Support helm
  • Creating new transactions
  • Edit transactions
  • Toggle cleared status
  • Filter transactions
    • by date
    • by payee
    • by category
    • by status
  • Advanced sorting

Motivation

I used the fantastic ledger for years, however my wife wasn't fond of staring at emacs when talking about finances. After many fits and starts we settled on YNAB and have been using it successfully for the past year or so. My issue is that it's irritating to get an email receipt, have to dig out my phone or open a web browser to log it into YNAB. So, I am creating this little package to make my life easier. Hopefully, someone other than me finds it useful

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An Emacs major mode for interacting with your YNAB data

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