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https://github.com/ynab/ynab-sdk-js
YNAB API JavaScript Library
https://github.com/ynab/ynab-sdk-js
api budgeting finance nodejs rest-api typescript ynab ynab-api
Last synced: 1 day ago
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YNAB API JavaScript Library
- Host: GitHub
- URL: https://github.com/ynab/ynab-sdk-js
- Owner: ynab
- License: apache-2.0
- Created: 2017-11-16T13:55:16.000Z (almost 7 years ago)
- Default Branch: main
- Last Pushed: 2023-11-07T19:20:08.000Z (11 months ago)
- Last Synced: 2024-04-27T01:42:22.738Z (5 months ago)
- Topics: api, budgeting, finance, nodejs, rest-api, typescript, ynab, ynab-api
- Language: TypeScript
- Homepage: https://api.ynab.com
- Size: 1.86 MB
- Stars: 216
- Watchers: 5
- Forks: 21
- Open Issues: 1
-
Metadata Files:
- Readme: README.md
- License: LICENSE.md
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README
# YNAB API JavaScript Library
[](https://github.com/ynab/ynab-sdk-js/actions/workflows/ci.yml)
[](https://badge.fury.io/js/ynab)
Please read the [YNAB API documentation](https://api.ynab.com) for an overview of using the API and a complete list of available resources.
This client is generated using the [OpenAPI Generator](https://openapi-generator.tech/).
## Installation
First, install the module with npm:
```shell
npm install ynab
```
Then, depending upon your usage context, add a reference to it:
### CommonJS / Node
```
const ynab = require("ynab");
```
### ESM / TypeScript
```
import * as ynab from "ynab";
```
### Browser
The API supports [Cross Origin Resource Sharing (CORS)](https://developer.mozilla.org/en-US/docs/Web/HTTP/CORS) for asynchronous browser requests from any origin.
The `dist/browser/ynab.js` file (located in node_modules/ynab after installation) is specifically built to run in a browser / window context and exports `ynab` variable to global namespace. No other dependencies are needed.
```
...
// This assignment is not necessary but demonstrates that
// once the library is loaded, the global 'ynab' object will be available.
var ynab = window.ynab;
```
#### CDN
A simple way to load the library in a browser is by using the [unpkg](https://unpkg.com/) CDN, which is a
"fast, global content delivery network for everything on npm". To use it, include a script tag like this in your file:
```
```
Using the "latest" tag will result in a 302 redirect to the latest version tag so it is highly recommended to use a specific version tag such as https://unpkg.com/[email protected]/dist/browser/ynab.js to avoid this redirect.
## Usage
To use this client, you must
[obtain an access token](https://api.ynab.com/#authentication-overview) from
the [Account Settings](https://app.ynab.com/settings) area of the YNAB web
application.
```typescript
const ynab = require("ynab");
const accessToken = "b43439eaafe2_this_is_fake_b43439eaafe2";
const ynabAPI = new ynab.API(accessToken);
(async function() {
const budgetsResponse = await ynabAPI.budgets.getBudgets();
const budgets = budgetsResponse.data.budgets;
for (let budget of budgets) {
console.log(`Budget Name: ${budget.name}`);
}
})();
```
### Error Handling
If a response is returned with a code >= 300, instead of returning the response,
the response will be thrown as an error to be caught.
```typescript
const ynab = require("ynab");
const accessToken = "invalid_token";
const ynabAPI = new ynab.API(accessToken);
const budgetsResponse = ynabAPI.budgets
.getBudgets()
.then(budgetsResponse => {
// Won't get here because an error will be thrown
})
.catch(e => {
console.log(e);
// {
// error: {
// id: "401",
// name: "unauthorized",
// detail: "Unauthorized"
// }
// }
});
```
### Rate Limiting
The API enforces [Rate Limiting](https://api.ynab.com/#rate-limiting).
If the rate limit is exceeded, a `429` [Error Response](https://api.ynab.com/#errors) will be returned from the API which will result in an [error being thrown](https://github.com/ynab/ynab-sdk-js#error-handling) in this library.
## Examples
See the [examples](https://github.com/ynab/ynab-sdk-js/tree/main/examples)
folder for example usage scenarios.
## Methods
The following methods are available in this library.
| | Method | Description |
|----------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------|
| **User** | [user.getUser()](https://github.com/ynab/ynab-sdk-js/blob/main/dist/apis/UserApi.d.ts) | Returns authenticated user information |
| **Budgets** | [budgets.getBudgets()](https://github.com/ynab/ynab-sdk-js/blob/main/dist/apis/BudgetsApi.d.ts) | Returns budgets list with summary information |
| | [budgets.getBudgetById(budget_id)](https://github.com/ynab/ynab-sdk-js/blob/main/dist/apis/BudgetsApi.d.ts) | Returns a single budget with all related entities |
| | [budgets.getBudgetSettingsById(budget_id)](https://github.com/ynab/ynab-sdk-js/blob/main/dist/apis/BudgetsApi.d.ts) | Returns settings for a budget |
| **Accounts** | [accounts.getAccounts(budget_id)](https://github.com/ynab/ynab-sdk-js/blob/main/dist/apis/AccountsApi.d.ts) | Returns all accounts |
| | [accounts.getAccountById(budget_id, account_id)](https://github.com/ynab/ynab-sdk-js/blob/main/dist/apis/AccountsApi.d.ts) | Returns a single account |
| **Categories** | [categories.getCategories(budget_id)](https://github.com/ynab/ynab-sdk-js/blob/main/dist/apis/CategoriesApi.d.ts) | Returns all categories grouped by category group. |
| | [categories.getCategoryById(budget_id, category_id)](https://github.com/ynab/ynab-sdk-js/blob/main/dist/apis/CategoriesApi.d.ts) | Returns a single category |
| | [categories.getMonthCategoryById(budget_id, month, category_id)](https://github.com/ynab/ynab-sdk-js/blob/main/dist/apis/CategoriesApi.d.ts) | Returns a single category for a specific budget month |
| | [categories.updateMonthCategory(budget_id, month, category_id, month_category)](https://github.com/ynab/ynab-sdk-js/blob/main/dist/apis/CategoriesApi.d.ts) | Update an existing month category |
| **Payees** | [payees.getPayees(budget_id)](https://github.com/ynab/ynab-sdk-js/blob/main/dist/apis/PayeesApi.d.ts) | Returns all payees |
| | [payees.getPayeeById(budget_id, payee_id)](https://github.com/ynab/ynab-sdk-js/blob/main/dist/apis/PayeesApi.d.ts) | Returns single payee |
| **Payee Locations** | [payee_locations.getPayeeLocations(budget_id)](https://github.com/ynab/ynab-sdk-js/blob/main/dist/apis/PayeeLocationsApi.d.ts) | Returns all payee locations |
| | [payee_locations.getPayeeLocationById(budget_id, payee_location_id)](https://github.com/ynab/ynab-sdk-js/blob/main/dist/apis/PayeeLocationsApi.d.ts) | Returns a single payee location |
| | [payee_locations.getPayeeLocationsByPayee(budget_id, payee_id)](https://github.com/ynab/ynab-sdk-js/blob/main/dist/apis/PayeeLocationsApi.d.ts) | Returns all payee locations for the specified payee |
| **Months** | [months.getBudgetMonths(budget_id)](https://github.com/ynab/ynab-sdk-js/blob/main/dist/apis/MonthsApi.d.ts) | Returns all budget months |
| | [months.getBudgetMonth(budget_id, month)](https://github.com/ynab/ynab-sdk-js/blob/main/dist/apis/MonthsApi.d.ts) | Returns a single budget month |
| **Transactions** | [transactions.getTransactions(budget_id)](https://github.com/ynab/ynab-sdk-js/blob/main/dist/apis/TransactionsApi.d.ts) | Returns budget transactions |
| | [transactions.getTransactionsByAccount(budget_id, account_id)](https://github.com/ynab/ynab-sdk-js/blob/main/dist/apis/TransactionsApi.d.ts) | Returns all transactions for a specified account |
| | [transactions.getTransactionsByCategory(budget_id, category_id)](https://github.com/ynab/ynab-sdk-js/blob/main/dist/apis/TransactionsApi.d.ts) | Returns all transactions for a specified category |
| | [transactions.getTransactionsByMonth(budget_id, month)](https://github.com/ynab/ynab-sdk-js/blob/main/dist/apis/TransactionsApi.d.ts) | Returns all transactions for a specified month |
| | [transactions.getTransactionsByType(budget_id, type)](https://github.com/ynab/ynab-sdk-js/blob/main/dist/apis/TransactionsApi.d.ts) | Returns all transactions of a specified type ("unapproved" or "uncategorized") |
| | [transactions.getTransactionById(budget_id, transaction_id)](https://github.com/ynab/ynab-sdk-js/blob/main/dist/apis/TransactionsApi.d.ts) | Returns a single transaction |
| | [transactions.createTransaction(budget_id, data)](https://github.com/ynab/ynab-sdk-js/blob/main/dist/apis/TransactionsApi.d.ts) | Creates a single transaction |
| | [transactions.createTransactions(budget_id, data)](https://github.com/ynab/ynab-sdk-js/blob/main/dist/apis/TransactionsApi.d.ts) | Creates multiple transactions |
| | [transactions.updateTransaction(budget_id, transaction_id, data)](https://github.com/ynab/ynab-sdk-js/blob/main/dist/apis/TransactionsApi.d.ts) | Updates a single transaction |
| | [transactions.updateTransactions(budget_id, data)](https://github.com/ynab/ynab-sdk-js/blob/main/dist/apis/TransactionsApi.d.ts) | Updates multiple transactions |
| | [transactions.deleteTransaction(budget_id, transaction_id)](https://github.com/ynab/ynab-sdk-js/blob/main/dist/apis/TransactionsApi.d.ts) | Deletes a transaction |
| | [transactions.importTransactions(budget_id)](https://github.com/ynab/ynab-sdk-js/blob/main/dist/apis/TransactionsApi.d.ts) | Imports transactions |
| **Scheduled Transactions** | [scheduled_transactions.getScheduledTransactions(budget_id)](https://github.com/ynab/ynab-sdk-js/blob/main/dist/apis/ScheduledTransactionsApi.d.ts) | Returns all scheduled transactions |
| | [scheduled_transactions.getScheduledTransactionById(budget_id, scheduled_transaction_id)](https://github.com/ynab/ynab-sdk-js/blob/main/dist/apis/ScheduledTransactionsApi.d.ts) | Returns a single scheduled transaction |
| | [scheduled_transactions.createScheduledTransaction(budget_id, data)](https://github.com/ynab/ynab-sdk-js/blob/main/dist/apis/ScheduledTransactionsApi.d.ts) | Creates a single scheduled transaction |
### Utilities
There are several utilities available on the `utils` export to make working
with [ISO dates and milliunits](https://api.ynab.com/#formats) a bit
easier.
```typescript
// Returns the current month (system timezone) in ISO 8601 format (i.e. '2015-12-01')
utils.getCurrentMonthInISOFormat(): string;
// Returns the current date (system timezone) in ISO 8601 format (i.e. '2015-12-15')
utils.getCurrentDateInISOFormat(): string;
// Converts an ISO 8601 formatted string to a JS date object
utils.convertFromISODateString(isoDateString: string): Date;
// Converts a milliunits amount to a currency amount
utils.convertMilliUnitsToCurrencyAmount(milliunits: number, currencyDecimalDigits: number): number;
```
## License
Copyright (c) 2022 You Need A Budget, LLC
Licensed under the Apache-2.0 license