v2.4

What's Changed

• chore: Bump @types/node from 20.14.2 to 20.14.3 by @dependabot in #186
• chore: Bump @types/node from 20.14.3 to 20.14.5 by @dependabot in #187
• chore: Bump @types/node from 20.14.5 to 20.14.6 by @dependabot in #188
• chore: Bump typescript from 5.4.5 to 5.5.2 by @dependabot in #189
• chore: Bump @types/node from 20.14.6 to 20.14.7 by @dependabot in #190
• chore: Bump @types/node from 20.14.7 to 20.14.8 by @dependabot in #191
• chore: Bump @types/mocha from 10.0.6 to 10.0.7 by @dependabot in #192
• chore: Bump @types/node from 20.14.8 to 20.14.9 by @dependabot in #193
• chore: Bump typescript from 5.5.2 to 5.5.3 by @dependabot in #195
• chore: Bump @types/node from 20.14.9 to 20.14.10 by @dependabot in #196

Full Changelog: v2.3...v2.4

Version 2.3

This release adds support for calculating Capital Gains Tax adjustments on your stock holdings, improving the accuracy of your net worth calculations if things are going well in your investment portfolio.

Setup

1. Create a new YNAB Personal API Token by following their guide.

2. Configure your repository's secrets to include the following:

   • YNAB_API_KEY: Your YNAB Personal API Token
   • YNAB_BUDGET_ID: The ID of your YNAB budget, this is the first GUID in the URL when you are viewing your budget in the YNAB web app.

3. Create your own repository, and place a .github/workflows/ynab.yaml file with the following contents.

   name: YNAB
   
   on:
     schedule:
        # Run the automation every 12 hours
       - cron: '0 */12 * * *'
   
   jobs:
     automate-ynab:
       runs-on: ubuntu-latest
       steps:
         - uses: SierraSoftworks/ynab-automation@v2.3
           with:
             budget-id: ${{ secrets.YNAB_BUDGET_ID }}
             api-key: ${{ secrets.YNAB_API_KEY }}
             cache: true

Automatic Updates

If you want to automatically update to the latest version of the YNAB automation, you can add a .github/dependabot.yml file
to your repository with the following contents. It will automatically create pull requests to update your repository when new
versions are released.

version: 2
updates:
  - directory: /
    package-ecosystem: github-actions
    schedule:
      interval: weekly

Version 2.2

This release fixes some issues with initial runs when cache: true is configured.

Setup

1. Create a new YNAB Personal API Token by following their guide.

2. Configure your repository's secrets to include the following:

   • YNAB_API_KEY: Your YNAB Personal API Token
   • YNAB_BUDGET_ID: The ID of your YNAB budget, this is the first GUID in the URL when you are viewing your budget in the YNAB web app.

3. Create your own repository, and place a .github/workflows/ynab.yaml file with the following contents.

   name: YNAB
   
   on:
     schedule:
        # Run the automation every 12 hours
       - cron: '0 */12 * * *'
   
   jobs:
     automate-ynab:
       runs-on: ubuntu-latest
       steps:
         - uses: SierraSoftworks/ynab-automation@v2.2
           with:
             budget-id: ${{ secrets.YNAB_BUDGET_ID }}
             api-key: ${{ secrets.YNAB_API_KEY }}
             cache: true

Automatic Updates

If you want to automatically update to the latest version of the YNAB automation, you can add a .github/dependabot.yml file
to your repository with the following contents. It will automatically create pull requests to update your repository when new
versions are released.

version: 2
updates:
  - directory: /
    package-ecosystem: github-actions
    schedule:
      interval: weekly

Version 2.1

This release adds support for automatically cleaning the datasource cache and better handling errors from the Yahoo Finance API.

Setup

1. Create a new YNAB Personal API Token by following their guide.

2. Configure your repository's secrets to include the following:

   • YNAB_API_KEY: Your YNAB Personal API Token
   • YNAB_BUDGET_ID: The ID of your YNAB budget, this is the first GUID in the URL when you are viewing your budget in the YNAB web app.

3. Create your own repository, and place a .github/workflows/ynab.yaml file with the following contents.

   name: YNAB
   
   on:
     schedule:
        # Run the automation every 12 hours
       - cron: '0 */12 * * *'
   
   jobs:
     automate-ynab:
       runs-on: ubuntu-latest
       steps:
         - uses: SierraSoftworks/ynab-automation@v2.1
           with:
             budget-id: ${{ secrets.YNAB_BUDGET_ID }}
             api-key: ${{ secrets.YNAB_API_KEY }}
             cache: true

Automatic Updates

If you want to automatically update to the latest version of the YNAB automation, you can add a .github/dependabot.yml file
to your repository with the following contents. It will automatically create pull requests to update your repository when new
versions are released.

version: 2
updates:
  - directory: /
    package-ecosystem: github-actions
    schedule:
      interval: weekly

Version 2.0

This release is the first to be offered as a pure GitHub Action which can be easily consumed from anyone's repository, greatly simplifying setup and maintenance, while making staying up to date easier.

Setup

1. Create a new YNAB Personal API Token by following their guide.

2. Configure your repository's secrets to include the following:

   • YNAB_API_KEY: Your YNAB Personal API Token
   • YNAB_BUDGET_ID: The ID of your YNAB budget, this is the first GUID in the URL when you are viewing your budget in the YNAB web app.

3. Create your own repository, and place a .github/workflows/ynab.yaml file with the following contents.

   name: YNAB
   
   on:
     schedule:
        # Run the automation every 12 hours
       - cron: '0 */12 * * *'
   
   jobs:
     automate-ynab:
       runs-on: ubuntu-latest
       steps:
         - uses: sierrasoftworks/ynab-automation@v2
           with:
             budget-id: ${{ secrets.YNAB_BUDGET_ID }}
             api-key: ${{ secrets.YNAB_API_KEY }}
             cache: true

Automatic Updates

If you want to automatically update to the latest version of the YNAB automation, you can add a .github/dependabot.yml file
to your repository with the following contents. It will automatically create pull requests to update your repository when new
versions are released.

version: 2
updates:
  - directory: /
    package-ecosystem: github-actions
    schedule:
      interval: weekly