Create New Budget
Create a new budget in YNAB with specified name and currency.
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_NEW_BUDGET])
Add Transaction
Add a new transaction to a specified account in YNAB.
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.ADD_TRANSACTION])
Create New Account
Create a new account in YNAB with specified name and type.
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_NEW_ACCOUNT])
Update Budget Category
Update the budgeted amount for a specific category in YNAB.
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.UPDATE_BUDGET_CATEGORY])
Transfer Funds Between Accounts
Transfer funds between two accounts within YNAB.
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.TRANSFER_FUNDS])
Delete Transaction
Delete a specific transaction from YNAB by its ID.
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.DELETE_TRANSACTION])
Update Transaction
Update details of an existing transaction in YNAB.
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.UPDATE_TRANSACTION])
Create New Payee
Add a new payee to the YNAB system.
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_NEW_PAYEE])
Close Account
Close an existing account in YNAB.
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CLOSE_ACCOUNT])
Reconcile Account
Reconcile an account in YNAB to match the real-world balance.
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.RECONCILE_ACCOUNT])
Import Bank Transactions
Import transactions from a connected bank account into YNAB.
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.IMPORT_BANK_TRANSACTIONS])
Generate Budget Report
Generate a comprehensive budget report for a specified time period.
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.GENERATE_BUDGET_REPORT])
Set Up Recurring Transaction
Create a new recurring transaction in YNAB with specified frequency.
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.SET_UP_RECURRING_TRANSACTION])
Adjust Currency Exchange Rate
Update the exchange rate for a foreign currency account in YNAB.
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.ADJUST_CURRENCY_EXCHANGE_RATE])
Create Savings Goal
Set up a new savings goal with target amount and date in YNAB.
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_SAVINGS_GOAL])
Categorize Uncategorized Transactions
Automatically categorize transactions that haven't been assigned a category.
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CATEGORIZE_UNCATEGORIZED_TRANSACTIONS])
Split Transaction
Split a single transaction into multiple categories in YNAB.
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.SPLIT_TRANSACTION])
Adjust Budget For Inflation
Automatically adjust budget categories based on inflation rates.
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.ADJUST_BUDGET_FOR_INFLATION])
Export Budget Data
Export YNAB budget data to a specified file format (e.g., CSV, Excel).
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.EXPORT_BUDGET_DATA])
Calculate Net Worth
Calculate and display the user's current net worth based on YNAB data.
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CALCULATE_NET_WORTH])
New Transaction Added
Triggered when a new transaction is added to any account in YNAB.
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.NEW_TRANSACTION_ADDED])
Budget Category Overspent
Triggered when a budget category becomes overspent in YNAB.
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.BUDGET_CATEGORY_OVERSPENT])
Account Balance Low
Triggered when an account balance falls below a specified threshold.
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.ACCOUNT_BALANCE_LOW])
Monthly Budget Reset
Triggered when the monthly budget is reset in YNAB.
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.MONTHLY_BUDGET_RESET])
New Payee Created
Triggered when a new payee is added to the YNAB system.
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.NEW_PAYEE_CREATED])
Goal Reached
Triggered when a savings goal is reached in YNAB.
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.GOAL_REACHED])
Account Reconciled
Triggered when an account is successfully reconciled in YNAB.
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.ACCOUNT_RECONCILED])
Large Transaction Detected
Triggered when a transaction exceeding a specified amount is added.
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.LARGE_TRANSACTION_DETECTED])
Budget Category Changed
Triggered when the budgeted amount for a category is modified.
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.BUDGET_CATEGORY_CHANGED])
New Account Created
Triggered when a new account is created in YNAB.
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.NEW_ACCOUNT_CREATED])