YNAB
- What can I beemind with YNAB?
- There are other metrics I want to beemind; can they be added?
- YNAB sample goal setup
YNAB, or You Need A Budget, is a personal budgeting app built around a set of four rules for getting control of your spending.
Important: At the moment, people who haven't already set up YNAB authentication may not be able to create a YNAB goal. We're on a limited version of YNAB's API, and need them to approve us for more access. We contacted them on July 10th, and hope to receive a reply within a week. That said, we don't have control over the timeline here, and it may be a couple of weeks before things are up and running again. Sorry about that!
What can I beemind with YNAB?
You can beemind adding money to a specific account that you track in YNAB over time.
There are other metrics I want to beemind; can they be added?
Maybe! We've started the integration off with the simplest possible implementation, and now we want to hear what people are interested in!
Ideally these would be fairly monotonic goals that are unlikely to fluctuate a lot, since non-monotonic metrics (metrics that can go in both directions) tend to be more complicated to understand and lead to unexpected derailments. Still, if you have a really great argument for a non-monotonic metric, we want to hear about that too! Let the support team know.
YNAB sample goal setup
- Head to create a new goal.
- Click the YNAB icon to start a new goal using YNAB data:
- The first step is to give us permisison to access your YNAB data. Click on the "Connect with YNAB" button to go ahead. You will be directed to YNAB to read about our requested permissions. Scroll to the bottom and click the authorize button to proceed!
Once you click "Authorize", you'll be redirected back to Beeminder to create your goal. - First, you need to choose which budget you're asking Beeminder to track, and then which account (for example, you might want to track a particular savings account). Then, choose how much you want to add per day. Remember, if you want to add a certain amount per week or per month, you can divide that amount by 7 or by 30 in order to do that. So for example, if I want to add 10 per week, I will put in a rate of 10/7.
Finally, if you want to delay your goal's start a few days (maybe you're traveling this weekend), be sure to tick the Start this goal with extra leeway box. Enter the number of days you want to delay and press Continue.
- Give your goal a brief name. If you want, you can also write a short description with more information.
- Finally, choose your initial pledge. This is the amount you will pay the first time you derail on the goal. After derailing, the pledge will increase by default — use the dropdown below to control how high it goes by selecting the cap. In the example below, I have chosen to start at a $5 pledge, which will increase each time I derail, until it reaches $270 — the pledge cap. (To read more about pledges and payments, check out some FAQs!)
If you want to start out with a sort of trial period, you can choose to start the goal at $0. If you do that, the pledge will automatically increase to $5 after seven days. If you derail before that, it will also increase to $5.
- And that's it! I'll need to add £4 in the next 4 days to avoid paying Beeminder my first $5... Derailing would kinda undermine the whole savings plan, huh?
Keywords: autodata integrations, finance, saving money, budgeting