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ynabstockupdater's Introduction

YNABStockUpdater

auto-updates YNAB accounts that track stock and crypto portfolio

How To Use

Get a YNAB Personal Access Token

Get a YNAB personal access token (instructions here) and paste it where ADD_TOKEN_HERE is in index.gs

Get your Budget ID

Get the budget ID of your YNAB budget and paste it where BUDGET_ID is in index.gs

  • get this when you go to https://app.youneedabudget.com and it's the first UUID in the URL.
    • if the URL is https://app.youneedabudget.com/692f3061-c21d-4493-af50-13c71b3ce2e3/budget then paste in 692f3061-c21d-4493-af50-13c71b3ce2e3.

Get your Stocks Account ID

Get the account ID of your stocks account and paste it where INDEX_FUND_ACCOUNT_ID is in index.gs

  • get this by clicking into the account in YNAB and it's the UUID in the URL after /account/.
    • if the URL is https://app.youneedabudget.com/692f3061-c21d-4493-af50-13c71b3ce2e3/account/6bebabe2-c6d9-4d60-b570-c4e15c36ac53 then paste in 6bebabe2-c6d9-4d60-b570-c4e15c36ac53.

Get your Crypto Account ID

Get the account ID of your stocks account and paste it where COINBASE_ACCOUNT_ID is in index.gs

  • get this by clicking into the account in YNAB and it's the UUID in the URL after /account/.
    • if the URL is https://app.youneedabudget.com/692f3061-c21d-4493-af50-13c71b3ce2e3/account/89cd2147-9591-4a05-b954-aa43a82984cc then paste in 89cd2147-9591-4a05-b954-aa43a82984cc.

How to trigger

I trigger this script twice daily; once at market-open and once at market-close.

Here's a screenshot of how to trigger it in google apps: image

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