# YNAB AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to YNAB in one click via OAuth and helps you track personal spending and stick to a budget, running 6 YNAB actions for you like Get Account, List Accounts, and Update Transaction. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in YNAB and reports back. Setup takes about two minutes. - Tool: YNAB - Category: Finance & Payments - Connection: One-click OAuth - Actions available: 6 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/ynab ## What can you ask Viktor to do in YNAB? - "Pull this month's spending by category from YNAB and tell me where I'm over budget." - "Watch YNAB for a transaction over $200 and notify me right away." - "Summarize how close I am to each of my YNAB budget goals this month." - "Find the recurring subscriptions in YNAB I might have forgotten about." ## What can Viktor do in YNAB? (6 actions) - **List Budget ID Options** - Retrieves available options for the Budget ID field. - **List Accounts** - List all accounts for a specific budget. - **Get Account** - Get an account specified by ID. - **Update Transaction** - Update an existing transaction. - **Update Category Budget** - Update a category budget for a specific month. - **Create Transaction** - Creates a single transaction. ## How does Viktor work with YNAB? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect YNAB with one-click OAuth - Viktor handles authentication. 3. Ask in plain English. Viktor runs the YNAB actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a YNAB AI agent? A YNAB AI agent is an AI that connects to your YNAB account and completes work in it - it doesn't just answer questions about YNAB, it takes the actions. Viktor is that agent: an AI employee that works in YNAB on your behalf and delivers the finished result in Slack or Microsoft Teams. Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right YNAB actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About YNAB YNAB (You Need A Budget) is a budgeting tool helping users track expenses, plan finances, and gain control over spending to reduce debt ## Security and permissions - One-click OAuth - Viktor never sees your password, and you can revoke access at any time. - Review-first approvals: sensitive YNAB actions wait for your sign-off before they run. - Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models. - SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ## FAQ ### Does Viktor integrate with YNAB? Yes. YNAB is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in YNAB from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect YNAB to Viktor? Ask Viktor in Slack or Microsoft Teams to connect YNAB, then approve the one-click OAuth prompt. Viktor never sees your password, handles authentication itself, and starts working right away. Setup takes about two minutes, and you can revoke access at any time. ### What can Viktor do in YNAB? Viktor can run 6 YNAB actions, including Get Account, List Accounts, and Update Transaction - and chain them with other tools in a single request. In practice that means Viktor helps you track personal spending and stick to a budget. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done. ### Do I need to build workflows to automate YNAB? No. Viktor isn't a workflow builder - there are no triggers to map and no workflows to maintain. You ask for the outcome in plain English in Slack or Microsoft Teams, and Viktor decides which YNAB actions to take, runs them, and reports back. ### Is my YNAB data secure with Viktor? Yes. Viktor connects to YNAB in one click via OAuth, runs in an isolated environment per team, and never trains models on your data. Sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ### How much does the YNAB integration cost? Nothing extra - every integration, including YNAB, is available on every plan. You can start free with up to $100 in credits, no credit card required; paid plans start at $50/month. ### Can Viktor use YNAB together with my other tools? Yes - that's the point. Viktor connects to 3,200+ tools and works across them in a single run: it can pull data from YNAB, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses YNAB together with - [Slack](https://viktor.com/integrations/slack) - [Gmail](https://viktor.com/integrations/gmail) - [Google Sheets](https://viktor.com/integrations/google-sheets) - [HubSpot](https://viktor.com/integrations/hubspot) - [Notion](https://viktor.com/integrations/notion) - [Salesforce](https://viktor.com/integrations/salesforce) ## More Finance & Payments integrations - [Customer.io](https://viktor.com/integrations/customer-io-2) - [QuickBooks Sandbox](https://viktor.com/integrations/quickbooks-sandbox) - [Bitget](https://viktor.com/integrations/bitget) - [Xero](https://viktor.com/integrations/xero) - [Xero Accounting](https://viktor.com/integrations/xero-accounting) - [Stripe](https://viktor.com/integrations/stripe) - [Baremetrics](https://viktor.com/integrations/baremetrics) - [QuickBooks](https://viktor.com/integrations/quickbooks) ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 3,200+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.