Skip to content

FAQ

How do I revoke access?

Removing the connector in Claude and revoking access in YNAB are not the same thing:

  • In Claude, removing the Planner connector stops Claude from sending it any further requests — but it does not withdraw the access YNAB granted, and it does not affect any tokens Claude already holds.
  • In YNAB, go to Account Settings → Security → Authorized Applications and revoke Planner from there. This is the step that actually withdraws access, regardless of what Claude still shows.

If you want to be sure access is really gone, revoke it in YNAB — that's the one that matters. See Getting Started for more detail.

Why does write access need a separate tick, instead of just working?

Because giving an AI assistant the ability to change your budget is a bigger step than letting it look things up, Planner asks you to opt in deliberately rather than requesting write access by default. The checkbox on Planner's own consent screen is unchecked unless you check it, and even then, it only has any effect if whoever runs this deployment has enabled write access at all — see Getting Started for the full flow.

What does Planner store about me?

Nothing durable. Planner doesn't keep user accounts, and it doesn't write your YNAB tokens or your financial data to disk or a database. See the Privacy Policy for the full picture, including the one small technical record it does keep (which has nothing to do with your identity or your finances).

Which budget does Claude use, and how do I change it?

If you have just one YNAB budget ("plan," in YNAB's terms), Claude uses that one. If you have more than one, Claude defaults to whichever one YNAB itself considers your most-recently-used plan. To have Claude use a different one, just say so in your request — for example, "using my household budget, what's in my Groceries category?"

What happens if YNAB is down or I've made a lot of requests quickly?

If YNAB itself is briefly unavailable, Claude will get an error back and let you know the request didn't go through — try again in a bit. Planner also limits how many requests it will pass through in a given stretch of time, mainly to keep the service stable for everyone. Ordinary day-to-day use won't come close to that limit, but an unusually long or request-heavy session could occasionally brush up against it; if that happens, Claude will get a "too many requests" style error and you can simply try again shortly after.

Is Planner affiliated with YNAB?

No. Planner is an independent, unofficial tool that talks to YNAB's own API on your behalf, once you've authorized it to. It is not made, endorsed, or supported by YNAB. See the footer of every page on this site for YNAB's own trademark notice.