Payments and financeYNAB

YNAB with Uebfaqe: your budget, turned into a story

Writing about money or coaching others on budgets? Connect YNAB and the AI uses your categories and goals for progress updates with real numbers you choose.

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What you can do

Progress pages from your goals

The AI reads the goals and categories you pick in YNAB and writes a progress page, like a debt payoff or savings update.

Answers about your spending

Ask how much you spent on groceries this month or how close you are to a goal and the AI answers from YNAB, right in the chat.

Transactions after you confirm

Ask the AI to add a transaction to a budget. It shows the amount and category in a card and adds nothing until you click Confirm.

What you can ask the AI

Examples to type in the chat once the app is connected to your website.

Write a blog post about my debt payoff progress from my YNAB goal, with rounded numbers only.
How much did I spend on eating out in YNAB this month compared to last month?
Add a 24 EUR transaction for web hosting to the Business category in YNAB.

How to connect it

1
Step 1
Open Integrations
In Studio, open Integrations in the website where you want to use YNAB and find it in the Browse tab.
2
Step 2
Click Connect
Click Connect, sign in to your YNAB account in the window that opens and approve access. The connection applies to this website only.
3
Step 3
Ask the AI
In the chat, say what you need from YNAB. The AI reads what it needs and asks for your confirmation before any action in the app.

You stay in control

The AI reads your data directly when it needs it, but anything that sends, changes or deletes something in the app waits until you confirm it in the chat. Your data stays private and never shows up on your website unless you ask for it.