Configuration

This page explains how to configure and connect the YNAB data source to your YNAB account.

Step 1: Generate a Personal Access Token#

Grafana needs your permission to access your budget on your behalf.

  1. Sign in to YNAB, and open the Developer Settings.
  2. Under Personal Access Token, click New Token.
  3. Enter your current password, and click Generate.
  4. Copy the Personal Access Token at the top of the page.

Step 2: Add a new YNAB data source#

To connect to YNAB, you need to add a data source

  1. In Grafana, go to Configuration -> Data Sources, and click Add data source.
  2. In Personal access token, enter the token you copied from YNAB, and click Save & test.

Configuration

Step 3: Import a prebuilt dashboard#

While you can build your own dashboard from scratch, the YNAB data source comes with a set of dashboards built by the community specifically for YNAB.

  1. Click the Dashboards tab to list the prebuilt dashboards for the YNAB data source.
  2. Click Import to the right of the dashboard you want to import.
  3. In the side menu, hover the cursor over Dashboards (four squares icon), and click Browse to see all your configured dashboards.
  4. Click one of the dashboard you imported.

Configuration