What is YNAB?
YNAB (You Need A Budget) is a powerful budgeting app that uses the envelope budgeting method to help you give every dollar a job. With YNAB, you can track your spending, plan for future expenses, and build better financial habits. Learn more about YNAB →How to Set Up
Prerequisites
- An active YNAB account
- At least one bank connected in Lunch Flow
Setup Steps
1
Add YNAB as a destination in Lunch Flow:
- Go to the Destinations page in Lunch Flow.
- Click Add Destination
- Select YNAB
- Click Connect to YNAB
2
Authorize Lunch Flow in YNAB:
- You’ll be redirected to YNAB to sign in
- Select which budget you’d like to connect
- Authorize Lunch Flow to access your budgets
- You’ll be redirected back to Lunch Flow automatically
3
Configure account sync:
- Select accounts: Choose which bank accounts to sync
- Match accounts: Map Lunch Flow accounts to existing YNAB accounts (or create new ones)
- Click Save
FAQ
How often does data sync?
Lunch Flow syncs data daily to your YNAB budget.How can I avoid duplicate transactions when connecting to an existing YNAB account?
When you first connect an account, Lunch Flow will only sync transactions from the configured sync start date forward. Existing transactions in YNAB will remain untouched.Can I connect multiple YNAB budgets?
Yes! You can create multiple YNAB destinations, each connected to a different budget.What happens if my YNAB access token expires?
Lunch Flow automatically refreshes your YNAB access token when it expires. You don’t need to do anything—the sync will continue working seamlessly.We are not affiliated, associated, or in any way officially connected with YNAB or any of its subsidiaries or affiliates. The official YNAB website can be found at https://www.ynab.com. The names YNAB and You Need A Budget, as well as related names, tradenames, marks, trademarks, emblems, and images are registered trademarks of YNAB.