Budget automatisé YNAB

Avancé

Ceci est unAI Summarization, Multimodal AIworkflow d'automatisation du domainecontenant 29 nœuds.Utilise principalement des nœuds comme If, Set, Merge, Filter, Discord. Utiliser GPT-5-Mini pour classer automatiquement les transactions YNAB et envoyer des notifications Discord

Prérequis
  • Token Bot Discord ou Webhook
  • Peut nécessiter les informations d'identification d'authentification de l'API cible
  • Clé API OpenAI
Aperçu du workflow
Visualisation des connexions entre les nœuds, avec support du zoom et du déplacement
Exporter le workflow
Copiez la configuration JSON suivante dans n8n pour importer et utiliser ce workflow
{
  "id": "gJVUOpQW1iQO8hDK",
  "meta": {
    "instanceId": "ae3a7d69e340d9eec0196c03fd00e81b6e376d3084103c5850dd2cee1ac033f6",
    "templateCredsSetupCompleted": true
  },
  "name": "YNAB Auto Budget",
  "tags": [],
  "nodes": [
    {
      "id": "219be639-7a8b-4cf3-8b8d-54cfa084fedb",
      "name": "Lors du clic sur 'Exécuter le workflow'",
      "type": "n8n-nodes-base.manualTrigger",
      "position": [
        -80,
        608
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "e320e200-279d-4d7b-8f9a-dbc90ce127ff",
      "name": "Variables",
      "type": "n8n-nodes-base.set",
      "position": [
        144,
        608
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "5a1da0c7-e664-4662-b3b6-3a19cf54da36",
              "name": "budget_id",
              "type": "string",
              "value": "CHANGEME"
            },
            {
              "id": "7f849d4b-72ba-4d4a-82e0-485e5fdde1ba",
              "name": "account_id",
              "type": "string",
              "value": "CHANGEME"
            },
            {
              "id": "ae5133fe-f370-4d13-8be7-8c9cfe607574",
              "name": "api_key",
              "type": "string",
              "value": "CHANGEME"
            },
            {
              "id": "b5476fcc-763e-4a8d-97ca-2447cc8984d1",
              "name": "previous_days",
              "type": "string",
              "value": "30"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "fded027b-70ed-44e4-88fc-2b9ae9a73d21",
      "name": "Obtenir les catégories",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        368,
        488
      ],
      "parameters": {
        "url": "=https://api.ynab.com/v1/budgets/{{ $json.budget_id }}/categories",
        "options": {},
        "sendHeaders": true,
        "headerParameters": {
          "parameters": [
            {
              "name": "accept",
              "value": "application/json"
            },
            {
              "name": "Authorization",
              "value": "=Bearer {{ $json.api_key }}"
            }
          ]
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "71e6736f-f3ff-438a-86d1-9cf9120e4ed4",
      "name": "Obtenir les groupes de catégories",
      "type": "n8n-nodes-base.splitOut",
      "position": [
        592,
        488
      ],
      "parameters": {
        "options": {},
        "fieldToSplitOut": "data.category_groups"
      },
      "typeVersion": 1
    },
    {
      "id": "1c082196-26a7-40fe-995c-43b2c17c45fa",
      "name": "Supprimer les groupes de catégories invalides",
      "type": "n8n-nodes-base.filter",
      "position": [
        816,
        488
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "9dcb56d5-a68f-4fa1-9957-414c4b31673a",
              "operator": {
                "type": "boolean",
                "operation": "false",
                "singleValue": true
              },
              "leftValue": "={{ $json.hidden }}",
              "rightValue": "true"
            },
            {
              "id": "0fdf4d82-5ab2-4e93-85dc-9941fb13f3b2",
              "operator": {
                "type": "boolean",
                "operation": "false",
                "singleValue": true
              },
              "leftValue": "={{ $json.deleted }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "5d3bce98-2d5f-4bd4-8d1e-7f6686e1e73b",
      "name": "Masquer les catégories internes",
      "type": "n8n-nodes-base.filter",
      "position": [
        1264,
        488
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "5ac0ef28-11d5-4a89-9a03-a807540a9c19",
              "operator": {
                "type": "boolean",
                "operation": "false",
                "singleValue": true
              },
              "leftValue": "={{ $json.hidden }}",
              "rightValue": ""
            },
            {
              "id": "96a8c890-a08b-4841-a14e-aa7d8f9a6d9e",
              "operator": {
                "type": "boolean",
                "operation": "false",
                "singleValue": true
              },
              "leftValue": "={{ $json.deleted }}",
              "rightValue": ""
            },
            {
              "id": "4984c1bb-a80b-4c30-8818-d614f2c3bf55",
              "operator": {
                "type": "string",
                "operation": "notEquals"
              },
              "leftValue": "={{ $json.category_group_name }}",
              "rightValue": "=\"Internal Master Category\""
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "19132f05-a6d1-4e16-a8b9-eaaf93ad25f9",
      "name": "Aplatir les groupes de catégories en catégories",
      "type": "n8n-nodes-base.splitOut",
      "position": [
        1040,
        488
      ],
      "parameters": {
        "options": {},
        "fieldToSplitOut": "=categories"
      },
      "typeVersion": 1
    },
    {
      "id": "dc74b4ed-a5e7-4a9e-b721-8f501261d716",
      "name": "Catégories uniquement",
      "type": "n8n-nodes-base.set",
      "position": [
        1488,
        488
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "4a6fb057-55ab-4b67-bad6-77c505bea0f7",
              "name": "id",
              "type": "string",
              "value": "={{ $json.id }}"
            },
            {
              "id": "f132fcc8-a3cd-4f78-b9f0-c0f6965f1e97",
              "name": "name",
              "type": "string",
              "value": "={{ $json.name }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "b98fa812-d775-46c2-ab4c-631de78b8069",
      "name": "Obtenir les transactions",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        1040,
        680
      ],
      "parameters": {
        "url": "=https://api.ynab.com/v1/budgets/{{ $json.budget_id }}/accounts/{{ $json.account_id }}/transactions",
        "options": {},
        "sendQuery": true,
        "sendHeaders": true,
        "queryParameters": {
          "parameters": [
            {
              "name": "since_date",
              "value": "={{ $today.minus({ days: $json.previous_days }).format('yyyy-MM-dd') }}"
            },
            {
              "name": "type",
              "value": "uncategorized"
            }
          ]
        },
        "headerParameters": {
          "parameters": [
            {
              "name": "accept",
              "value": "application/json"
            },
            {
              "name": "Authorization",
              "value": "=Bearer {{ $json.api_key }}"
            }
          ]
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "427d33a0-f867-49ec-9ed9-57a64e9f1969",
      "name": "Séparer les transactions",
      "type": "n8n-nodes-base.splitOut",
      "position": [
        1264,
        680
      ],
      "parameters": {
        "options": {},
        "fieldToSplitOut": "data.transactions"
      },
      "typeVersion": 1
    },
    {
      "id": "20d062e0-3197-4935-8566-bfae13e5caf6",
      "name": "Filtrer les transferts et transactions invalides",
      "type": "n8n-nodes-base.filter",
      "position": [
        1488,
        680
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "loose"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "abf0b4b4-ac98-4a9c-bd5d-2d09a7bd7942",
              "operator": {
                "type": "boolean",
                "operation": "notExists",
                "singleValue": true
              },
              "leftValue": "={{ $json.category_id }}",
              "rightValue": ""
            },
            {
              "id": "f1549604-56eb-48eb-892e-7896c65c206d",
              "operator": {
                "type": "boolean",
                "operation": "false",
                "singleValue": true
              },
              "leftValue": "={{ $json.deleted }}",
              "rightValue": ""
            },
            {
              "id": "abd3c4bf-7f6c-41a9-8142-47ccf3086244",
              "operator": {
                "name": "filter.operator.equals",
                "type": "string",
                "operation": "equals"
              },
              "leftValue": "={{ $json.category_name }}",
              "rightValue": "Uncategorized"
            },
            {
              "id": "8e2bf6e6-3f70-4d19-9c4b-efa5ab246a70",
              "operator": {
                "type": "boolean",
                "operation": "empty",
                "singleValue": true
              },
              "leftValue": "={{ $json.transfer_account_id?.toBoolean() }}",
              "rightValue": ""
            },
            {
              "id": "f51eff3f-68ea-4695-816d-f1a346385be0",
              "operator": {
                "type": "boolean",
                "operation": "empty",
                "singleValue": true
              },
              "leftValue": "={{ $json.transfer_transaction_id?.toBoolean() }}",
              "rightValue": ""
            }
          ]
        },
        "looseTypeValidation": true
      },
      "typeVersion": 2.2
    },
    {
      "id": "6c763ed4-e51e-4d29-93f5-4610478d0c30",
      "name": "Fusionner",
      "type": "n8n-nodes-base.merge",
      "position": [
        1936,
        608
      ],
      "parameters": {},
      "typeVersion": 3.2
    },
    {
      "id": "934c3ccd-94d6-4567-8a30-044d7e9dcd5c",
      "name": "Grouper les catégories",
      "type": "n8n-nodes-base.aggregate",
      "position": [
        1712,
        488
      ],
      "parameters": {
        "options": {},
        "aggregate": "aggregateAllItemData",
        "destinationFieldName": "categories"
      },
      "typeVersion": 1
    },
    {
      "id": "63ef450d-8c10-452f-aaf7-39dddeb52436",
      "name": "Grouper les transactions",
      "type": "n8n-nodes-base.aggregate",
      "position": [
        1712,
        680
      ],
      "parameters": {
        "options": {},
        "aggregate": "aggregateAllItemData",
        "destinationFieldName": "transactions"
      },
      "typeVersion": 1
    },
    {
      "id": "13ad851d-e43f-46e8-a90b-b2e9eed9931d",
      "name": "Agent IA1",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        2608,
        608
      ],
      "parameters": {
        "text": "=Given the following list of budget categories\n\n{{ JSON.stringify($('Categories Only').all(),null,2) }}\n\nAnalyze this json and come up with the most likely best fit for budget category, if you do not know or there is no good match then ignore it. \n\nIf you come up with a good match then change the output fields\noutput.category_id = budget.id\noutput.category_name = budget.name\noutput.flag_color = 'yellow'\noutput.flag_name = 'n8n'\n\nLeave all other fields alone and return them exactly as they were provided for the input. \n\nHere is the input data: \n{{  JSON.stringify($json,null,2) }}\n\n\n\n",
        "options": {
          "systemMessage": "You are a helpful assistant who is tasked with categorizing budget items. "
        },
        "promptType": "define",
        "hasOutputParser": true
      },
      "typeVersion": 2.2
    },
    {
      "id": "a7e6d5de-86f6-4341-a033-86fcdeada5e0",
      "name": "OpenAI Chat Model2",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        2616,
        832
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-5-mini",
          "cachedResultName": "gpt-5-mini"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "hgh87ytGnFXvL4mw",
          "name": "OpenAi account"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "5c7d87fe-7ee3-4a8b-bb1c-90cd39966f99",
      "name": "Structured Output Parser1",
      "type": "@n8n/n8n-nodes-langchain.outputParserStructured",
      "position": [
        2744,
        832
      ],
      "parameters": {
        "schemaType": "manual",
        "inputSchema": "{\n  \"id\": { \"type\": \"string\" },\n  \"date\": { \"type\": \"string\" },\n  \"amount\": { \"type\": \"number\" },\n  \"memo\": { \"type\": [\"string\", \"null\"] },\n  \"cleared\": { \"type\": \"string\" },\n  \"approved\": { \"type\": \"boolean\" },\n  \"flag_color\": { \"type\": [\"string\", \"null\"] },\n  \"flag_name\": { \"type\": [\"string\", \"null\"] },\n  \"account_id\": { \"type\": \"string\" },\n  \"account_name\": { \"type\": \"string\" },\n  \"payee_id\": { \"type\": [\"string\", \"null\"] },\n  \"payee_name\": { \"type\": [\"string\", \"null\"] },\n  \"category_id\": { \"type\": [\"string\", \"null\"] },\n  \"category_name\": { \"type\": [\"string\", \"null\"] },\n  \"transfer_account_id\": { \"type\": [\"string\", \"null\"] },\n  \"transfer_transaction_id\": { \"type\": [\"string\", \"null\"] },\n  \"matched_transaction_id\": { \"type\": [\"string\", \"null\"] },\n  \"import_id\": { \"type\": [\"string\", \"null\"] },\n  \"import_payee_name\": { \"type\": [\"string\", \"null\"] },\n  \"import_payee_name_original\": { \"type\": [\"string\", \"null\"] },\n  \"debt_transaction_type\": { \"type\": [\"string\", \"null\"] },\n  \"deleted\": { \"type\": \"boolean\" },\n  \"subtransactions\": {\n    \"type\": \"array\",\n    \"items\": {\n      \"type\": \"object\",\n      \"properties\": {\n        \"id\": { \"type\": \"string\" },\n        \"transaction_id\": { \"type\": [\"string\", \"null\"] },\n        \"amount\": { \"type\": \"number\" },\n        \"memo\": { \"type\": [\"string\", \"null\"] },\n        \"payee_id\": { \"type\": [\"string\", \"null\"] },\n        \"payee_name\": { \"type\": [\"string\", \"null\"] },\n        \"category_id\": { \"type\": [\"string\", \"null\"] },\n        \"category_name\": { \"type\": [\"string\", \"null\"] },\n        \"transfer_account_id\": { \"type\": [\"string\", \"null\"] },\n        \"transfer_transaction_id\": { \"type\": [\"string\", \"null\"] },\n        \"deleted\": { \"type\": [\"boolean\", \"null\"] }\n      },\n      \"required\": [\"id\", \"amount\"]\n    },\n    \"minItems\": 0\n  }\n}"
      },
      "typeVersion": 1.3
    },
    {
      "id": "fa5c461b-40a1-413a-82cd-8be3098d18ea",
      "name": "Boucle sur les transactions",
      "type": "n8n-nodes-base.splitOut",
      "position": [
        2384,
        608
      ],
      "parameters": {
        "options": {},
        "fieldToSplitOut": "transactions"
      },
      "typeVersion": 1
    },
    {
      "id": "ccee6170-02b5-4e88-93c1-acbbf2b8bb91",
      "name": "Ignorer les catégories, boucle sur les transactions",
      "type": "n8n-nodes-base.if",
      "position": [
        2160,
        608
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "02774f04-b665-4fe5-9e64-ba067c8bc5f9",
              "operator": {
                "type": "array",
                "operation": "exists",
                "singleValue": true
              },
              "leftValue": "={{ $json.transactions }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "f8798e8d-0219-437a-8397-c5328f892127",
      "name": "Discord",
      "type": "n8n-nodes-base.discord",
      "position": [
        3408,
        416
      ],
      "webhookId": "ff2f3f9e-8d88-49c4-bf61-cc3b507764ba",
      "parameters": {
        "content": "=Auto budgeted  {{ $json.transactions[0].length }} transactions.\n\n{{ $json.transactions[0].map(transaction => '- ' + transaction.payee_name + ' | ' + transaction.category_name + ' | $' + (transaction.amount / 1000)).join('\\n') }}\n\nhttps://app.ynab.com/{{$('Variables').item.json.budget_id}}/accounts/{{ $('Variables').item.json.account_id }}",
        "options": {
          "username": "YNAB Budget Bot",
          "avatar_url": "https://images.icon-icons.com/401/PNG/512/YNAB_40408.png"
        },
        "authentication": "webhook"
      },
      "credentials": {
        "discordWebhookApi": {
          "id": "jtusjd0AfNR35Ocl",
          "name": "Discord Webhook Budget Items"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "2230670b-f75d-44f7-80d1-25c88efa4472",
      "name": "YNAB modifier les transactions",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        3408,
        680
      ],
      "parameters": {
        "url": "=https://api.ynab.com/v1/budgets/{{$('Variables').item.json.budget_id}}/transactions",
        "method": "PATCH",
        "options": {},
        "jsonBody": "={\n    \"transactions\": {{ JSON.stringify($json.transactions, null, 2) }}\n}",
        "sendBody": true,
        "sendHeaders": true,
        "specifyBody": "json",
        "headerParameters": {
          "parameters": [
            {
              "name": "accept",
              "value": "application/json"
            },
            {
              "name": "Authorization",
              "value": "=Bearer {{ $('Variables').item.json.api_key }}"
            }
          ]
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "960d9537-f042-4e55-b9f4-49aecff6dfab",
      "name": "Boucle sur les éléments1",
      "type": "n8n-nodes-base.splitInBatches",
      "position": [
        2960,
        608
      ],
      "parameters": {
        "options": {},
        "batchSize": 10
      },
      "typeVersion": 3
    },
    {
      "id": "98cd53d7-5f74-410c-a84a-93e80da98b81",
      "name": "Agréger",
      "type": "n8n-nodes-base.aggregate",
      "position": [
        3184,
        608
      ],
      "parameters": {
        "options": {},
        "fieldsToAggregate": {
          "fieldToAggregate": [
            {
              "renameField": true,
              "outputFieldName": "transactions",
              "fieldToAggregate": "output"
            }
          ]
        }
      },
      "typeVersion": 1
    },
    {
      "id": "2925d200-77ee-4ac9-bf62-5eebc1e6ae47",
      "name": "Agréger1",
      "type": "n8n-nodes-base.aggregate",
      "position": [
        3184,
        416
      ],
      "parameters": {
        "options": {},
        "fieldsToAggregate": {
          "fieldToAggregate": [
            {
              "fieldToAggregate": "data.transactions"
            }
          ]
        }
      },
      "typeVersion": 1
    },
    {
      "id": "c2347fc5-7fca-48fd-a7dc-9b962e573f16",
      "name": "Note adhésive",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        336,
        368
      ],
      "parameters": {
        "width": 1520,
        "height": 272,
        "content": "## YNAB Get Categories"
      },
      "typeVersion": 1
    },
    {
      "id": "59ddf065-cafc-492a-a498-80a12c7a5413",
      "name": "Note adhésive1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        336,
        656
      ],
      "parameters": {
        "width": 1520,
        "height": 272,
        "content": "## YNAB Get Uncategorized Transactions\n"
      },
      "typeVersion": 1
    },
    {
      "id": "e778a2e5-8301-464a-b226-83c27321576b",
      "name": "Note adhésive2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        2528,
        416
      ],
      "parameters": {
        "width": 384,
        "height": 560,
        "content": "## Category Matching\nLeverage Chat GPT to intelligently categorize uncategorized transactions.\nWith 4o-mini each transaction takes about 10 seconds. \nThere likely is room to speed this up. "
      },
      "typeVersion": 1
    },
    {
      "id": "8a15011b-7673-42a9-94e1-da27464ef4da",
      "name": "Note adhésive3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        3344,
        576
      ],
      "parameters": {
        "width": 512,
        "height": 304,
        "content": "## Batch Upload\nBatch upload transactions.\nEach transaction will have the color changed to 'yellow' and tagged 'n8n. "
      },
      "typeVersion": 1
    },
    {
      "id": "5c84c01f-7d83-41ce-8792-a104e4014f84",
      "name": "Note adhésive4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1920,
        448
      ],
      "parameters": {
        "width": 384,
        "height": 448,
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Foire aux questions

Comment utiliser ce workflow ?

Copiez le code de configuration JSON ci-dessus, créez un nouveau workflow dans votre instance n8n et sélectionnez "Importer depuis le JSON", collez la configuration et modifiez les paramètres d'authentification selon vos besoins.

Dans quelles scénarios ce workflow est-il adapté ?

Avancé - Résumé IA, IA Multimodale

Est-ce payant ?

Ce workflow est entièrement gratuit et peut être utilisé directement. Veuillez noter que les services tiers utilisés dans le workflow (comme l'API OpenAI) peuvent nécessiter un paiement de votre part.

Informations sur le workflow
Niveau de difficulté
Avancé
Nombre de nœuds29
Catégorie2
Types de nœuds14
Description de la difficulté

Adapté aux utilisateurs avancés, avec des workflows complexes contenant 16+ nœuds

Liens externes
Voir sur n8n.io

Partager ce workflow

Catégories

Catégories: 34