Automate YNAB Transaction Categorization with AI and Discord Alerts
Enhance your YNAB budgeting by automatically categorizing transactions using AI and receive notifications via Discord. This workflow eliminates manual categorization, saving you time and effort.
This workflow leverages the power of AI to intelligently categorize uncategorized transactions in YNAB. It retrieves transactions from the last 30 days and uses OpenAI's GPT-5-Mini model to determine the most appropriate categories. Once categorized, transactions are updated in YNAB and notifications are sent to a specified Discord channel. The workflow is designed to handle up to 200 API calls per hour, ensuring efficient processing of transactions.
- Platform
- n8n
- Category
- Finance & Accounting
- Price
- $14.99
- Creator
- Eva Kowalski
- if
- set
- merge
- filter
- discord
- splitOut
- aggregate
- stickyNote
- httpRequest
- manualTrigger
How to import this workflow into n8n
- 1Purchase or download the workflow to get the n8n workflow JSON file.
- 2In your n8n instance, open Workflows and choose "Import from File" (or paste the JSON with Ctrl+V on the canvas).
- 3Open each node marked with a credential warning and connect your own accounts and API keys.
- 4Run the workflow once manually to verify the data flow, then toggle it to Active.
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