💰 YNAB for Home Assistant – v1.5.2 (Currency Support & Validation Fix)

💰 What's New in v1.5.2

New currency support and hassfest validation fix

This patch release adds support for two additional currencies and fixes a validation issue that was preventing GitHub Actions from passing.

💰 New Currency Support

• Czech Crown (CZK) – full support with proper symbol (Kč)
• New Israeli Shekel (NIS) – full support with proper symbol (₪)
• Complete integration – both currencies work across all sensors and displays

🔧 Technical Improvements

• Hassfest validation fix – removed hardcoded URLs from translation strings
• Description placeholders – URLs now properly passed via description_placeholders in config flow
• GitHub Actions – integration now passes all hassfest validation checks

🙏 Credits

• CZK currency support – contributed via PR #15
• NIS currency support – contributed via PR #14

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⚡ How to Update

HACS

1. Go to HACS → Integrations → YNAB Integration for Home Assistant
2. Click Update and restart Home Assistant after install

Manual

1. Download v1.5.2 from GitHub
2. Replace the contents of custom_components/ynab_custom/
3. Restart Home Assistant

No re-setup required — existing configurations work automatically.

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🚀 Looking Ahead

• Scheduled Transactions – expose upcoming bills and recurring transactions
• Manual Refresh Service (ynab_custom.refresh) – on‑demand syncs
• Category Group Summaries – budget-wide category group totals
• Enhanced Goal Tracking – more detailed progress monitoring

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🔗 Support the Project

If the new currency support helps you use YNAB in your native currency, consider supporting future development:

Happy (and now more internationally accessible) budgeting! 💰

📊 YNAB for Home Assistant – v1.5.1 (Statistics API Support)

📊 What's New in v1.5.1

Statistics API support for programmatic data access

This minor release enables Home Assistant's Statistics API for all YNAB sensors, allowing users to access their financial data programmatically for automations, custom dashboards, and advanced integrations.

📊 Statistics API Support

• Home Assistant Statistics API now fully supported for all YNAB sensors
• Programmatic data access - use YNAB data in automations, scripts, and custom dashboards
• Rich statistical data - access state, change, and sum values for account and category balances

🔧 Technical Improvements

• Entity class metadata - added proper device_class and state_class properties to all sensors
• Statistics calculation - Home Assistant now properly tracks and calculates statistical data
• API compatibility - recorder.get_statistics service now returns meaningful data instead of empty results

🎯 What This Enables

• Automations based on spending patterns and account balance changes
• Custom dashboards with historical YNAB data visualization
• Data analysis through Home Assistant's statistics API
• Integration with other Home Assistant features that require statistical data

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⚡ How to Update

HACS

1. Go to HACS → Integrations → YNAB Integration for Home Assistant
2. Click Update and restart Home Assistant after install

Manual

1. Download v1.5.1 from GitHub
2. Replace the contents of custom_components/ynab_custom/
3. Restart Home Assistant

No re-setup required — existing configurations work automatically.

---

🚀 Looking Ahead

• Scheduled Transactions – expose upcoming bills and recurring transactions
• Manual Refresh Service (ynab_custom.refresh) – on‑demand syncs
• Category Group Summaries – budget-wide category group totals
• Enhanced Goal Tracking – more detailed progress monitoring

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🔗 Support the Project

If the new Statistics API support helps you build better automations and dashboards, consider supporting future development:

Happy (and now statistically accessible) budgeting! 📊

🔧 YNAB for Home Assistant – v1.5.0 (Post-Setup Configuration & Enhanced Diagnostics)

🔧 What's New in v1.5.0

Post-setup configuration, enhanced diagnostics, and persistent data storage

This major release introduces the long-requested "Configure" button for post-setup changes, comprehensive API status monitoring, and robust data persistence that survives rate limits and Home Assistant restarts.

🎛️ Post-Setup Configuration (Configure Button)

• "Configure" button now available in integration settings - no more re-installing to change settings!
• Instance name changes - update your budget's display name anytime
• Currency format updates - change currency display without reinstalling
• Update interval changes - adjust refresh frequency without reinstalling
• Dynamic account/category selection - add/remove accounts and categories after setup
• Filter toggles - include/exclude closed accounts and hidden categories anytime
• Smart reload system - integration automatically reloads when account/category selections change

🔧 Enhanced API Status & Diagnostics

• Comprehensive API status sensor with detailed rate limit tracking
• Persistent data storage - sensors retain data during rate limits and HA restarts
• Intelligent status detection - accurately shows "Rate Limited" vs "Connected" status
• Request tracking - monitor API usage across all YNAB integrations
• Rolling window rate limit - proper calculation of when rate limits reset

🛡️ Improved Reliability & Error Handling

• Robust error handling - sensors stay available even during API failures
• Better error messages - specific rate limit notifications instead of generic errors

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⚡ How to Update

HACS

1. Go to HACS → Integrations → YNAB Integration for Home Assistant
2. Click Update and restart Home Assistant after install

Manual

1. Download v1.5.0 from GitHub
2. Replace the contents of custom_components/ynab_custom/
3. Restart Home Assistant

No re-setup required — migration handles existing configurations automatically.

---

🚀 Looking Ahead

• Scheduled Transactions – expose upcoming bills and recurring transactions
• Manual Refresh Service (ynab_custom.refresh) – on‑demand syncs
• Category Group Summaries – budget-wide category group totals
• Enhanced Goal Tracking – more detailed progress monitoring

---

🔗 Support the Project

If the new Configure button and persistent data features make your YNAB integration more reliable, consider supporting future development:

Happy (and now configurable) budgeting! 🎛️

🔧 YNAB for Home Assistant – v1.4.2 (Migration & Stability Fix)

🔧 What’s New in v1.4.2

Critical fixes for migration issues and sensor crashes

This release resolves the "Migration Error" that prevented users from upgrading from v1.4.0, plus fixes sensor stability issues that caused integration crashes.

🛠️ Critical Fixes

• Fixed "Migration Error" when upgrading from v1.4.0 to newer versions
• Robust config entry migration with proper schema handling and fallback support
• Fixed TypeError crashes when YNAB returns null values for category goals
• Improved sensor stability for categories with savings goals, debt payments, and target balances
• Enhanced logging for better troubleshooting and migration tracking

🎛️ Filter Improvements

• Closed accounts and hidden categories are now excluded by default for cleaner dashboards
• Available during initial setup - delete and re-add integration to access new filter options
• Full configuration options coming in v1.5.0 with post-setup "Configure" button

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⚡ How to Update

HACS

1. Go to HACS → Integrations → YNAB Integration for Home Assistant
2. Click Update and restart Home Assistant after install

Manual

1. Download v1.4.2 from GitHub
2. Replace the contents of custom_components/ynab_custom/
3. Restart Home Assistant

No re-setup required — migration handles existing configurations automatically.

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🚀 Looking Ahead

• Options Flow (v1.5.0) – Post-setup "Configure" button to change settings without re-installing
• Scheduled Transactions – expose upcoming bills
• Manual Refresh Service (ynab_custom.refresh) – on‑demand syncs

---

🔗 Support the Project

If this stability fix keeps your YNAB integration running smoothly, consider supporting future development:

Happy (and now stable) budgeting! 🛡️

🚀 YNAB for Home Assistant – v1.4.1 (Stability & Config Improvements)

🔧 What’s New in v1.4.1

Bug Fixes & Enhanced Setup Experience

This release focuses on stability improvements and a cleaner setup process, addressing critical crashes and making it easier to configure exactly what you want to track.

🐛 Critical Bug Fixes

• Fixed TypeError crashes when YNAB returns null values for category goals
• Resolved "Task exception was never retrieved" errors that affected update reliability
• Improved sensor stability for categories with savings goals, debt payments, and target balances
• Enhanced coordinator reliability during scheduled data updates

🎛️ Enhanced Configuration Options

• Checkbox filters during initial setup to include/exclude closed accounts and hidden categories
• Cleaner default experience — closed accounts and hidden categories are now excluded by default
• Optional toggles to include them if needed for your specific use case
• Streamlined sensor lists for better dashboard organization

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⚡ How to Update

HACS

1. Go to HACS → Integrations → YNAB Integration for Home Assistant
2. Click Update and restart Home Assistant after install

Manual

1. Download v1.4.1 from GitHub
2. Replace the contents of custom_components/ynab_custom/
3. Restart Home Assistant

No re-setup required — existing integrations will benefit from the stability fixes automatically. New setups will see the improved configuration options.

---

🚀 Looking Ahead

• Scheduled Transactions – expose upcoming bills.
• Budget & Category‑Group Summaries – revamped layout.
• Manual Refresh Service (ynab_custom.refresh) – on‑demand syncs.
• Post‑setup "Configure" Flow – change currency & polling interval without re‑installing.

---

🔗 Support the Project

If these stability improvements make your YNAB integration more reliable, consider supporting future development:

Happy (and now more stable) budgeting! 🛡️

🚀 YNAB for Home Assistant – v1.4.0 (Budget Attention Attributes)

🧠 What’s New in v1.4.0

A smart new addition to help you monitor your budget’s health at a glance.

This release adds four helpful summary attributes to the Monthly Summary sensor (under the Extras device), making it easy to track issues like uncleared transactions or overspent categories — all without extra templates, filters, or helpers.

🛟 Budget Attention Attributes

• unapproved_transactions - Count of transactions still waiting for manual approval
• uncleared_transactions - “Uncleared” transactions from selected active accounts
• overspent_categories - Number of categories currently in the red (negative balance)
• needs_attention_count - Combined score (0–3) if any of the above exist

Use these to build alert cards or dashboard warnings when something in your budget needs action.

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⚡ How to Update

HACS

1. Go to HACS → Integrations → YNAB Integration for Home Assistant
2. Click Update and restart Home Assistant after install

Manual

1. Download v1.4.0 from GitHub
2. Replace the contents of custom_components/ynab_custom/
3. Restart Home Assistant

No re-setup required — new attributes will appear automatically

---

🚀 Looking Ahead

• Scheduled Transactions – expose upcoming bills.
• Budget & Category‑Group Summaries – revamped layout.
• Manual Refresh Service (ynab_custom.refresh) – on‑demand syncs.
• Post‑setup “Configure” Flow – change currency & polling interval without re‑installing.
• Optional Hidden Category Filter – possible toggle in config flow to skip hidden categories entirely.

---

🔗 Support the Project

If this update saves you some template work, consider fueling future features:

Happy (and now even tidier) budgeting! 🪙

🧼 YNAB for Home Assistant – v1.3.1 (Hidden Category Cleanup)

🧼 What’s New in v1.3.1

A small but powerful clarity update focused on hidden categories.

This release improves dashboards by automatically flagging hidden categories with a new attribute and label, making it easier to ignore old or unused items when building dashboards or filtering with templates.

🕵️ Hidden Category Support

• New hidden: true attribute added to any category marked hidden in YNAB.
• Sensor names are auto-renamed to include (Hidden) for quick visual identification.
• Useful for excluding unused categories in dashboards and auto-entities.

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⚡ How to Update

HACS

1. HACS → Integrations → YNAB Home Assistant Integration
2. Click Update and restart Home Assistant.

Manual

1. Download v1.3.0 from GitHub.
2. Replace the contents of custom_components/ynab_custom/.
3. Restart Home Assistant.

Note: The new attributes appear automatically—no need to remove or re‑add the Budget entry.

---

🚀 Looking Ahead

• Scheduled Transactions – expose upcoming bills.
• Budget & Category‑Group Summaries – revamped layout.
• Manual Refresh Service (ynab_custom.refresh) – on‑demand syncs.
• Post‑setup “Configure” Flow – change currency & polling interval without re‑installing.
  -Optional Hidden Category Filter – possible toggle in config flow to skip hidden categories entirely.

---

🔗 Support the Project

If this update saves you some template work, consider fueling future features:

Happy (and now even tidier) budgeting! 🪙

🚀 YNAB for Home Assistant – v1.3.0 (Category QoL Boost)

🎉 What’s New in v1.3.0

A quality‑of‑life sensor‑polish release!
This update adds four handy attributes to every Category sensor so you can build cleaner dashboards without extra templates.

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✨ New Attributes

Attribute	Purpose	Example
percentage_spent	% of this month’s budget already spent (defaults to 0 % if nothing was budgeted).	62.5
needs_attention	Boolean → true if the category is overspent or its goal still needs funding.	true
attention_reason	Why it needs attention: "Overspent", "Underfunded", or "Ok".	"Overspent"
goal_overall_left	Cash still required to meet the goal target (converted to your currency).	45.00

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⚡ How to Update

HACS

1. HACS → Integrations → YNAB Home Assistant Integration
2. Click Update and restart Home Assistant.

Manual

1. Download v1.3.0 from GitHub.
2. Replace the contents of custom_components/ynab_custom/.
3. Restart Home Assistant.

Note: The new attributes appear automatically—no need to remove or re‑add the Budget entry.

---

🚀 Looking Ahead

• Scheduled Transactions – expose upcoming bills.
• Budget & Category‑Group Summaries – revamped layout.
• Manual Refresh Service (ynab_custom.refresh) – on‑demand syncs.
• Post‑setup “Configure” Flow – change currency & polling interval without re‑installing.

---

🔗 Support the Project

If this update saves you some template work, consider fueling future features:

Happy (and now even tidier) budgeting! 🪙

🚀 YNAB Integration for Home Assistant – v1.2.5 Release Notes

🎉 What's New in v1.2.5?

Version bump, v1.2.4 was rushed and didn't actually include the below correctly.

This release includes an important visibility fix for HACS users outside Australia, as well as a new diagnostic sensor to help monitor integration health.

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🔥 Fixes & Changes

✅ Integration Now Visible Globally in HACS

• Previously, the integration’s hacs.json included "country": "AU", which limited its visibility to Australian users only.
• This line has been removed, making the integration available to all users worldwide in the HACS store.
• If you couldn’t see the integration before — you should now!

✅ New Diagnostic Sensor: Last Successful API Poll

• Added a helpful new sensor: sensor.ynab_last_successful_poll
• This sensor tracks the timestamp of the last successful API update.
• Useful for troubleshooting connectivity issues or monitoring sync reliability.
• The sensor is included under the "Extras" device in Home Assistant.

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⚡ How to Update

✅ Update via HACS

1. Navigate to HACS → Integrations → YNAB Home Assistant Integration.
2. Click Update and restart Home Assistant.

✅ Manual Installation

1. Download the latest release from GitHub.
2. Replace the contents in custom_components/ynab_custom/.
3. Restart Home Assistant.

---

🚀 Future Plans

I'm actively improving the YNAB integration and plan to explore the following features in upcoming updates:

🔹 Scheduled Transactions – Support for upcoming transactions before they are processed.
🔹 Reintroducing Category Group & Budget-Wide Summaries in a new format.
🔹 Restoring the Manual Refresh Service (ynab_custom.refresh) for on-demand updates.
🔹 Reintroducing the Integration "Configure" option for easier post-setup adjustments.

🔗 Support the Project
If you enjoy this integration, consider supporting development to help improve and maintain it!

🚀 Happy budgeting with Home Assistant! 🎯

🚀 YNAB Integration for Home Assistant – v1.2.4 Release Notes

🎉 What's New in v1.2.4?

This release includes an important visibility fix for HACS users outside Australia, as well as a new diagnostic sensor to help monitor integration health.

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🔥 Fixes & Changes

✅ Integration Now Visible Globally in HACS

• Previously, the integration’s hacs.json included "country": "AU", which limited its visibility to Australian users only.
• This line has been removed, making the integration available to all users worldwide in the HACS store.
• If you couldn’t see the integration before — you should now!

✅ New Diagnostic Sensor: Last Successful API Poll

• Added a helpful new sensor: sensor.ynab_last_successful_poll
• This sensor tracks the timestamp of the last successful API update.
• Useful for troubleshooting connectivity issues or monitoring sync reliability.
• The sensor is included under the "Extras" device in Home Assistant.

---

⚡ How to Update

✅ Update via HACS

1. Navigate to HACS → Integrations → YNAB Home Assistant Integration.
2. Click Update and restart Home Assistant.

✅ Manual Installation

1. Download the latest release from GitHub.
2. Replace the contents in custom_components/ynab_custom/.
3. Restart Home Assistant.

---

🚀 Future Plans

I'm actively improving the YNAB integration and plan to explore the following features in upcoming updates:

🔹 Scheduled Transactions – Support for upcoming transactions before they are processed.
🔹 Reintroducing Category Group & Budget-Wide Summaries in a new format.
🔹 Restoring the Manual Refresh Service (ynab_custom.refresh) for on-demand updates.
🔹 Reintroducing the Integration "Configure" option for easier post-setup adjustments.

🔗 Support the Project
If you enjoy this integration, consider supporting development to help improve and maintain it!

🚀 Happy budgeting with Home Assistant! 🎯