YNABによる自動のな予算管理
上級
これはAI Summarization, Multimodal AI分野の自動化ワークフローで、29個のノードを含みます。主にIf, Set, Merge, Filter, Discordなどのノードを使用。 GPT-5-Miniを使ってYNABの取引を自動分類しDiscordへの通知を送信
前提条件
- •Discord Bot Token または Webhook
- •ターゲットAPIの認証情報が必要な場合あり
- •OpenAI API Key
使用ノード (29)
ワークフロープレビュー
ノード接続関係を可視化、ズームとパンをサポート
ワークフローをエクスポート
以下のJSON設定をn8nにインポートして、このワークフローを使用できます
{
"id": "gJVUOpQW1iQO8hDK",
"meta": {
"instanceId": "ae3a7d69e340d9eec0196c03fd00e81b6e376d3084103c5850dd2cee1ac033f6",
"templateCredsSetupCompleted": true
},
"name": "YNAB Auto Budget",
"tags": [],
"nodes": [
{
"id": "219be639-7a8b-4cf3-8b8d-54cfa084fedb",
"name": "ワークフロー実行時",
"type": "n8n-nodes-base.manualTrigger",
"position": [
-80,
608
],
"parameters": {},
"typeVersion": 1
},
{
"id": "e320e200-279d-4d7b-8f9a-dbc90ce127ff",
"name": "変数",
"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": "カテゴリ取得",
"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": "カテゴリグループ取得",
"type": "n8n-nodes-base.splitOut",
"position": [
592,
488
],
"parameters": {
"options": {},
"fieldToSplitOut": "data.category_groups"
},
"typeVersion": 1
},
{
"id": "1c082196-26a7-40fe-995c-43b2c17c45fa",
"name": "無効なカテゴリグループを削除",
"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": "内部カテゴリを非表示",
"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": "カテゴリグループをカテゴリに展開",
"type": "n8n-nodes-base.splitOut",
"position": [
1040,
488
],
"parameters": {
"options": {},
"fieldToSplitOut": "=categories"
},
"typeVersion": 1
},
{
"id": "dc74b4ed-a5e7-4a9e-b721-8f501261d716",
"name": "カテゴリのみ",
"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": "取引を取得",
"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": "取引を展開",
"type": "n8n-nodes-base.splitOut",
"position": [
1264,
680
],
"parameters": {
"options": {},
"fieldToSplitOut": "data.transactions"
},
"typeVersion": 1
},
{
"id": "20d062e0-3197-4935-8566-bfae13e5caf6",
"name": "振替と無効な取引をフィルタリング",
"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": "={{ $json.transfer_transaction_id?.toBoolean() }}",
"rightValue": ""
}
]
},
"looseTypeValidation": true
},
"typeVersion": 2.2
},
{
"id": "6c763ed4-e51e-4d29-93f5-4610478d0c30",
"name": "マージ",
"type": "n8n-nodes-base.merge",
"position": [
1936,
608
],
"parameters": {},
"typeVersion": 3.2
},
{
"id": "934c3ccd-94d6-4567-8a30-044d7e9dcd5c",
"name": "カテゴリをグループ化",
"type": "n8n-nodes-base.aggregate",
"position": [
1712,
488
],
"parameters": {
"options": {},
"aggregate": "aggregateAllItemData",
"destinationFieldName": "categories"
},
"typeVersion": 1
},
{
"id": "63ef450d-8c10-452f-aaf7-39dddeb52436",
"name": "取引をグループ化",
"type": "n8n-nodes-base.aggregate",
"position": [
1712,
680
],
"parameters": {
"options": {},
"aggregate": "aggregateAllItemData",
"destinationFieldName": "transactions"
},
"typeVersion": 1
},
{
"id": "13ad851d-e43f-46e8-a90b-b2e9eed9931d",
"name": "AI Agent1",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
2608,
608
],
"parameters": {
"text": "=Given the following list of budget categories\n\n{{ JSON.stringify($('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": "取引をループ",
"type": "n8n-nodes-base.splitOut",
"position": [
2384,
608
],
"parameters": {
"options": {},
"fieldToSplitOut": "transactions"
},
"typeVersion": 1
},
{
"id": "ccee6170-02b5-4e88-93c1-acbbf2b8bb91",
"name": "カテゴリをスキップし、取引をループ",
"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/{{ $('Variables').item.json.account_id }}",
"options": {
"username": "YNAB Budget Bot",
"avatar_url": "https://images.icon-icons.com/401/PNG/512/YNAB_40408.png"
},
"authentication": "webhook"
},
"credentials": {
"discordWebhookApi": {
"id": "jtusjd0AfNR35Ocl",
"name": "Discord Webhook Budget Items"
}
},
"typeVersion": 2
},
{
"id": "2230670b-f75d-44f7-80d1-25c88efa4472",
"name": "YNAB取引を更新",
"type": "n8n-nodes-base.httpRequest",
"position": [
3408,
680
],
"parameters": {
"url": "=https://api.ynab.com/v1/budgets/{{$('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": "Loop Over Items1",
"type": "n8n-nodes-base.splitInBatches",
"position": [
2960,
608
],
"parameters": {
"options": {},
"batchSize": 10
},
"typeVersion": 3
},
{
"id": "98cd53d7-5f74-410c-a84a-93e80da98b81",
"name": "集計",
"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": "Aggregate1",
"type": "n8n-nodes-base.aggregate",
"position": [
3184,
416
],
"parameters": {
"options": {},
"fieldsToAggregate": {
"fieldToAggregate": [
{
"fieldToAggregate": "data.transactions"
}
]
}
},
"typeVersion": 1
},
{
"id": "c2347fc5-7fca-48fd-a7dc-9b962e573f16",
"name": "付箋",
"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": "付箋1",
"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": "付箋2",
"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": "付箋3",
"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": "付箋4",
"type": "n8n-nodes-base.stickyNote",
"position": [
1920,
448
],
"parameters": {
"width": 384,
"height": 448,
"content": "## Wait\nWait for parallel API calls to complete before moving on. "
},
"typeVersion": 1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "a93d427b-07b3-4bce-a077-ee45dbd24d2f",
"connections": {
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},
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"e320e200-279d-4d7b-8f9a-dbc90ce127ff": {
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}よくある質問
このワークフローの使い方は？
上記のJSON設定コードをコピーし、n8nインスタンスで新しいワークフローを作成して「JSONからインポート」を選択、設定を貼り付けて認証情報を必要に応じて変更してください。
このワークフローはどんな場面に適していますか？
上級 - AI要約, マルチモーダルAI
有料ですか？
このワークフローは完全無料です。ただし、ワークフローで使用するサードパーティサービス（OpenAI APIなど）は別途料金が発生する場合があります。
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