Home Assistant

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The original was posted on /r/homeassistant by /u/Proud_Pumpkin_8370 on 2025-03-01 05:36:40+00:00.

Hey everyone! 👋

I've built YNAB Custom, a YNAB (You Need a Budget) integration for Home Assistant, now available as a custom HACS integration! 🎉

🔹 Features:

• Accounts & Balances – Track your YNAB account balances in Home Assistant.
• Budget Categories – Monitor assigned, activity, and available amounts for each category.
• Category Group Summaries – View total spending, assignments, and balances for grouped categories (e.g., "Bills," "Groceries").
• API Status Sensor – Keep an eye on YNAB’s API health to detect any sync issues.
• Configurable Update Intervals – Customize how often each budget updates.
• Manual Refresh Service (ynab_custom.refresh) – Update data on demand.
• ✨ UI-Based Setup & Configuration – No YAML required! Set up and manage your integration directly in Home Assistant’s UI.

📌 How It Works:

Each YNAB budget is treated as a device, with sensors for accounts, categories, category group summaries, and API status grouped under it. This keeps things neat and organized while allowing granular control over budget tracking.

🔧 Installation:

1. In HACS, go to Integrations → Click the three dots → Custom repositories.
2. Add the repository: https://github.com/DeLuca21/hacs-ynab
3. Set category to Integration and click Add.
4. Search for YNAB Custom in HACS, install it, and restart Home Assistant.
5. Go to Settings → Devices & Services → Add Integration, search for YNAB Custom, and enter your YNAB API key.
6. The integration will automatically create sensors for your YNAB accounts, budget categories, and summaries!

🎛 UI-Based Configuration:

• Once installed, you can manage YNAB Custom directly in the Home Assistant UI.
• Change update intervals, manage API keys, and configure settings without touching YAML.
• Use the "Configure" button in Home Assistant’s Integrations page to update settings anytime.

🔑 How to Get Your YNAB API Key:

1. Go to YNAB Developer Portal.
2. Click "New Access Token" and give it a name.
3. Copy the generated token (it won't be shown again).
4. Paste it into Home Assistant when setting up the integration.

Would love to hear feedback, ideas, or if anyone wants to help test! Let me know what you think. 🙌

👉 GitHub: hacs-ynab

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