Integrations / Accounting
Connect YNAB to WhatsApp: transactions and accounts by chat
Flann turns YNAB into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in YNAB for you. Cash questions rarely wait for a convenient moment. A supplier calls, a customer queries a bill, a payment looks wrong. With YNAB connected, you message Flann and get the figure from the real record, not from memory.
27 actions in YNAB. 22 only look things up, and 5 create, update, send or delete. You connect with a one-click sign-in.
What you can ask Flann to do in YNAB
You do not need the exact wording. These are the kinds of messages Flann turns into YNAB actions.
“Show me my accounts in YNAB.”
“Show me my categories in YNAB.”
“Show me my transactions in YNAB.”
“Create an account in YNAB.”
“Create a scheduled transaction in YNAB.”
“Update the payee in YNAB.”
What Flann can work with in YNAB
YNAB gives Flann 27 actions across 10 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Scheduled transactions | createdeletelook upupdate | 5 |
| Transactions | look up | 5 |
| Accounts | createlook up | 3 |
| Categories | look up | 2 |
| Payee locations | look up | 2 |
| Payees | look upupdate | 3 |
| Budgets | look up | 2 |
| Budget months | look up | 2 |
Here is what changes when YNAB goes through Flann instead of its own screens.
| Compare | Opening YNABLog in, find it, do it | YNAB through FlannAsk and get it done |
|---|---|---|
| Getting started on a job | Open the app and find the right page | A WhatsApp message, typed or spoken |
| Finding answers about transactions | Filters and searches you run yourself | 22 look-ups, answered straight away |
| Making changes | Typed in by hand | 5 changes, made from a message |
| YNAB records | All of them, one screen at a time | 10 kinds, from one chat |
| Getting connected | Nothing new to set up | One sign-in to YNAB |
YesPartlyNo
Step by step: YNAB jobs you can hand to Flann
How a request turns into real YNAB actions, one step at a time.
Get answers about your transactions
- You message Flann on WhatsApp: “What is the latest on our transactions in YNAB?”
- Flann runs
List TransactionsandGet Transaction by IDin YNAB and shows you what it found. - Nothing in YNAB is changed: these are look-ups, so they run straight away.
Create a scheduled transaction from a voice note
- You message Flann on WhatsApp: “Create a scheduled transaction in YNAB with these details.”
- Flann runs
List Scheduled Transactionsin YNAB and shows you what it found. - Flann runs
Create Scheduled Transactionin YNAB. - Flann creates it in YNAB and confirms in the chat.
Add an account while you are on the move
- You message Flann on WhatsApp: “Add an account to YNAB: here are the details.”
- Flann runs
List Accountsin YNAB and shows you what it found. - Flann runs
Create a new account in a budgetin YNAB. - Flann creates it in YNAB and confirms in the chat.
Where Flann saves you time in YNAB
Small jobs, repeated often, are where the time goes. Here is how they change once YNAB is connected.
Receipts without the shoebox
Today
Paper receipts collect in the car, the wallet and the till drawer. At quarter end you key each one into YNAB from a crumpled pile.
With Flann
“Here is the fuel receipt from this morning, put it against the Ahmed job.”
Send a photo and Flann reads the supplier, date, amount and tax straight off it. It then prepares the expense in YNAB, coded to the job you named, with the image attached so your accountant can see the original.
What you stop doing: Quarter end no longer starts with a pile of faded paper.
Rescuing failed card payments
Today
You only notice when the money is missing from the account.
With Flann
“Which payments failed in YNAB this week, and who needs a nudge to update their card?”
Pulling the failed and declined charges from YNAB, Flann groups them by customer and shows the reason for each. It drafts a short, friendly note asking each customer to update their details.
What you stop doing: Failed payments stop slipping by unnoticed.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to YNAB
- Search for YNAB in Flann’s Connectors.
- Sign in to your YNAB account on the secure page that opens and allow access. There is no developer account or API key to set up.
- Go back to WhatsApp and ask for what you need. Flann chooses the YNAB action and fills in the details.
Of the 27 YNAB actions, 22 only read. The other 5 create, update, send or delete. Disconnect YNAB in Connectors whenever you like.
Ways to use YNAB with Flann
Your month in one message
Ask “how did we do this month?” and Flann answers from YNAB in plain words, on your phone, between customers.
Check before you promise
A customer asks for credit or a discount. Ask Flann what they have spent with you, straight from YNAB, before you answer.
Chase what is owed
Ask Flann who still owes you. It checks YNAB, lists the open items and drafts a reminder for each customer.
Everything Flann can do in YNAB
Every YNAB action Flann can run, split into what it reads and what it changes.
Looks up 22
- Get Account by ID
- Get Authorized User
- Get Budget By ID
- Get Budget Month
- Get Budget Settings
- Get Category by ID
- Get Payee by ID
- Get Scheduled Transaction by ID
- Get Transaction by ID
- List Accounts
- List Budgets
- List Categories
- List payees in a budget
- List Scheduled Transactions
- List Transactions
- List Transactions by Account
- Get Month Category By ID
- List Budget Months
- List Payee Locations
- List Payee Locations by Payee
- List Transactions by Category
- List Transactions by Payee
Changes 5
- Create a new account in a budget
- Create Scheduled Transaction
- Delete Scheduled Transaction
- Update Payee
- Update Scheduled Transaction
More Accounting apps Flann works with
Stripe
BrexCommon questions
What can Flann do with scheduled transactions in YNAB?
Flann can create, delete, look up and update scheduled transactions in YNAB, using 5 actions (Create Scheduled Transaction, Delete Scheduled Transaction, Get Scheduled Transaction by ID, List Scheduled Transactions and more). Looking up runs straight away and changes nothing. The other actions create or change scheduled transactions in YNAB.
What can Flann do with transactions in YNAB?
Flann can look up transactions in YNAB, using 5 actions (Get Transaction by ID, List Transactions, List Transactions by Account, List Transactions by Category and more). All of them only look things up, so they run straight away.
How does Flann connect to YNAB?
Open Connectors in Flann, choose YNAB and sign in to your YNAB account on a secure page. There is no developer account or API key to set up. Once it is connected, Flann can use 27 actions in YNAB.
Do I need to open YNAB to use it with Flann?
No. Once YNAB is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in YNAB.
Is YNAB included in my Flann plan?
Yes. Every Flann plan includes every app, YNAB included.