This template loads uncategorized YNAB transactions, asks ChatGPT for the best budget category, writes that category back to YNAB, and posts a short summary to Discord.
JavaScript calls the YNAB API. Put the YNAB API key in that JavaScript node. Connect Discord. ChatGPT is a Latenode AI step, so you do not paste an OpenAI key.
Latenode bills workflow runtime in CPU seconds. The first 10,000 CPU seconds are free each month, then usage follows pay-as-you-go CPU-second pricing. Plug-and-Play (PnP) AI nodes are billed separately—each PnP token is $1 USD, charged pay-as-you-go at vendor cost plus a small processing fee, with no API keys required.
Full pricing — how CPU seconds work →Workflow preview
The scenario starts on the cadence you set, such as daily.
JavaScript fetches your budget categories and uncategorized transactions, then drops transfers. Put the YNAB API key in that JavaScript node.
ChatGPT matches each payee and memo to a category from your YNAB list.
JavaScript writes the chosen category onto each transaction. Discord posts a summary in the channel you choose.
Add a JavaScript node and put your YNAB API key there. Set the budget id. Return uncategorized transactions and the category list, and skip transfers.
Send payee, memo, amount, and the category list to ChatGPT. You do not paste an OpenAI API key into this Latenode AI node.
Add a Discord connection and pick the channel for the summary message.
In JavaScript, update each YNAB transaction with the chosen category id. Then send a Discord message with payee, amount, and category. Add a daily schedule. Run once by hand and confirm YNAB shows the new categories.
FAQ
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