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https://github.com/ynab/ynab-sdk-ruby
YNAB API Client for Ruby
https://github.com/ynab/ynab-sdk-ruby
api budgeting finance rest-api ruby ynab ynab-api
Last synced: 5 days ago
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YNAB API Client for Ruby
- Host: GitHub
- URL: https://github.com/ynab/ynab-sdk-ruby
- Owner: ynab
- License: apache-2.0
- Created: 2017-11-16T14:26:39.000Z (almost 7 years ago)
- Default Branch: main
- Last Pushed: 2024-08-29T23:51:47.000Z (3 months ago)
- Last Synced: 2024-10-31T15:18:22.953Z (13 days ago)
- Topics: api, budgeting, finance, rest-api, ruby, ynab, ynab-api
- Language: Ruby
- Homepage: https://api.ynab.com
- Size: 1020 KB
- Stars: 66
- Watchers: 9
- Forks: 12
- Open Issues: 0
-
Metadata Files:
- Readme: README.md
- License: LICENSE.md
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README
# YNAB API Ruby Library
[](https://github.com/ynab/ynab-sdk-ruby/actions/workflows/ci.yml)
[](https://rubygems.org/gems/ynab)
This is the Ruby client for the YNAB API.
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
```
gem install ynab
```
Note: The current version of this gem requires Ruby version 3.3 or later. If you are using an older version of Ruby, you can install [version 2.1](https://rubygems.org/gems/ynab/versions/2.1.0) of this gem.
## Usage
To use this client you must
[obtain an access token](https://api.ynab.com/#authentication-overview) from
your [Account Settings](https://app.ynab.com/settings) page of the YNAB web
app.
```ruby
require 'ynab'
access_token = ENV['YNAB_ACCESS_TOKEN']
ynab_api = YNAB::API.new(access_token)
budget_response = ynab_api.budgets.get_budgets
budgets = budget_response.data.budgets
budgets.each do |budget|
puts "Budget Name: #{budget.name}"
end
```
## Examples
See the [examples folder](https://github.com/ynab/ynab-sdk-ruby/tree/master/examples) for example usage scenarios.
## Methods
The following methods are available in this library.
| | Method | Description |
|----------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------|
| **User** | [user.get_user()](https://github.com/ynab/ynab-sdk-ruby/blob/master/docs/UserApi.md#get_user) | Returns authenticated user information |
| **Budgets** | [budgets.get_budgets()](https://github.com/ynab/ynab-sdk-ruby/blob/master/docs/BudgetsApi.md#get_budgets) | Returns budgets list with summary information |
| | [budgets.get_budget_by_id(budget_id)](https://github.com/ynab/ynab-sdk-ruby/blob/master/docs/BudgetsApi.md#get_budget_by_id) | Returns a single budget with all related entities |
| | [budgets.get_budget_settings_by_id(budget_id)](https://github.com/ynab/ynab-sdk-ruby/blob/master/docs/BudgetsApi.md#get_budget_settings_by_id) | Returns settings for a budget |
| **Accounts** | [accounts.get_accounts(budget_id)](https://github.com/ynab/ynab-sdk-ruby/blob/master/docs/AccountsApi.md#get_accounts) | Returns all accounts |
| | [accounts.get_account_by_id(budget_id, account_id)](https://github.com/ynab/ynab-sdk-ruby/blob/master/docs/AccountsApi.md#get_account_by_id) | Returns a single account |
| **Categories** | [categories.get_categories(budget_id)](https://github.com/ynab/ynab-sdk-ruby/blob/master/docs/CategoriesApi.md#get_categories) | Returns all categories grouped by category group. |
| | [categories.get_category_by_id(budget_id, category_id)](https://github.com/ynab/ynab-sdk-ruby/blob/master/docs/CategoriesApi.md#get_category_by_id) | Returns a single category |
| | [categories.get_month_category_by_id(budget_id, month, category_id)](https://github.com/ynab/ynab-sdk-ruby/blob/master/docs/MonthsApi.md#get_month_category_by_id) | Returns a single category for a specific budget month
| **Payees** | [payees.get_payees(budget_id)](https://github.com/ynab/ynab-sdk-ruby/blob/master/docs/PayeesApi.md#get_payees) | Returns all payees |
| | [payees.get_payee_by_id(budget_id, payee_id)](https://github.com/ynab/ynab-sdk-ruby/blob/master/docs/PayeesApi.md#get_payee_by_id) | Returns single payee |
| **Payee Locations** | [payee_locations.get_payee_locations(budget_id)](https://github.com/ynab/ynab-sdk-ruby/blob/master/docs/PayeeLocationsApi.md#get_payee_locations) | Returns all payee locations |
| | [payee_locations.get_payee_location_by_id(budget_id, payee_location_id)](https://github.com/ynab/ynab-sdk-ruby/blob/master/docs/PayeeLocationsApi.md#get_payee_location_by_id) | Returns a single payee location |
| | [payee_locations.get_payee_locations_by_payee(budget_id, payee_id)](https://github.com/ynab/ynab-sdk-ruby/blob/master/docs/PayeeLocationsApi.md#get_payee_locations_by_payee) | Returns all payee locations for the specified payee |
| **Months** | [months.get_budget_months(budget_id)](https://github.com/ynab/ynab-sdk-ruby/blob/master/docs/MonthsApi.md#get_budget_months) | Returns all budget months |
| | [months.get_budget_month(budget_id, month)](https://github.com/ynab/ynab-sdk-ruby/blob/master/docs/MonthsApi.md#get_budget_month) | Returns a single budget month |
| | [months.update_month_category(budget_id, month, category_id, month_category)](https://github.com/ynab/ynab-sdk-ruby/blob/master/docs/MonthsApi.md#update_month_category) | Update an existing month category |
| **Transactions** | [transactions.get_transactions(budget_id)](https://github.com/ynab/ynab-sdk-ruby/blob/master/docs/TransactionsApi.md#get_transactions) | Returns budget transactions |
| | [transactions.get_transactions_by_account(budget_id, account_id)](https://github.com/ynab/ynab-sdk-ruby/blob/master/docs/TransactionsApi.md#get_transactions_by_account) | Returns all transactions for a specified account |
| | [transactions.get_transactions_by_category(budget_id, category_id)](https://github.com/ynab/ynab-sdk-ruby/blob/master/docs/TransactionsApi.md#get_transactions_by_category) | Returns all transactions for a specified category |
| | [transactions.get_transactions_by_month(budget_id, month)](https://github.com/ynab/ynab-sdk-ruby/blob/master/docs/TransactionsApi.md#get_transactions_by_month) | Returns all transactions for a specified month |
| | [transactions.get_transaction_by_id(budget_id, transaction_id)](https://github.com/ynab/ynab-sdk-ruby/blob/master/docs/TransactionsApi.md#get_transaction_by_id) | Returns a single transaction |
| | [transactions.create_transaction(budget_id, data)](https://github.com/ynab/ynab-sdk-ruby/blob/master/docs/TransactionsApi.md#create_transaction) | Creates a single transaction |
| | [transactions.create_transactions(budget_id, data)](https://github.com/ynab/ynab-sdk-ruby/blob/master/docs/TransactionsApi.md#create_transaction) | Creates multiple transactions |
| | [transactions.update_transaction(budget_id, id, data)](https://github.com/ynab/ynab-sdk-ruby/blob/master/docs/TransactionsApi.md#update_transaction) | Updates a single transaction |
| | [transactions.update_transactions(budget_id, data)](https://github.com/ynab/ynab-sdk-ruby/blob/master/docs/TransactionsApi.md#update_transactions) | Updates multiple transactions |
| | [transactions.delete_transaction(budget_id, transaction_id)](https://github.com/ynab/ynab-sdk-ruby/blob/master/docs/TransactionsApi.md#delete_transaction) | Deletes a single transaction |
| | [transactions.import_transactions(budget_id)](https://github.com/ynab/ynab-sdk-ruby/blob/master/docs/TransactionsApi.md#import_transactions) | Imports transactions |
| **Scheduled Transactions** | [scheduled_transactions.get_scheduled_transactions(budget_id)](https://github.com/ynab/ynab-sdk-ruby/blob/master/docs/ScheduledTransactionsApi.md#get_scheduled_transactions) | Returns all scheduled transactions |
| | [scheduled_transactions.get_scheduled_transaction_by_id(budget_id, scheduled_transaction_id)](https://github.com/ynab/ynab-sdk-ruby/blob/master/docs/ScheduledTransactionsApi.md#get_scheduled_transaction_by_id) | Returns a single scheduled transaction |
| | [scheduled_transactions.create_scheduled_transaction(budget_id, data)](https://github.com/ynab/ynab-sdk-ruby/blob/master/docs/ScheduledTransactionsApi.md#create_scheduled_transaction) | Creates a single scheduled transaction |
## License
Copyright (c) 2024 You Need A Budget, LLC
Licensed under the Apache-2.0 license