使用GPT-5-Mini自动分类YNAB交易并发送Discord通知
高级
这是一个AI Summarization, Multimodal AI领域的自动化工作流，包含 29 个节点。主要使用 If, Set, Merge, Filter, Discord 等节点。 使用GPT-5-Mini自动分类YNAB交易并发送Discord通知
前置要求
- •Discord Bot Token 或 Webhook
- •可能需要目标 API 的认证凭证
- •OpenAI API Key
使用的节点 (29)
工作流预览
可视化展示节点连接关系，支持缩放和平移
导出工作流
复制以下 JSON 配置到 n8n 导入，即可使用此工作流
{
"id": "gJVUOpQW1iQO8hDK",
"meta": {
"instanceId": "ae3a7d69e340d9eec0196c03fd00e81b6e376d3084103c5850dd2cee1ac033f6",
"templateCredsSetupCompleted": true
},
"name": "YNAB 自动预算",
"tags": [],
"nodes": [
{
"id": "219be639-7a8b-4cf3-8b8d-54cfa084fedb",
"name": "当点击“执行工作流”时",
"type": "n8n-nodes-base.manualTrigger",
"position": [
-80,
608
],
"parameters": {},
"typeVersion": 1
},
{
"id": "e320e200-279d-4d7b-8f9a-dbc90ce127ff",
"name": "变量",
"type": "n8n-nodes-base.set",
"position": [
144,
608
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "5a1da0c7-e664-4662-b3b6-3a19cf54da36",
"name": "budget_id",
"type": "string",
"value": "CHANGEME"
},
{
"id": "7f849d4b-72ba-4d4a-82e0-485e5fdde1ba",
"name": "account_id",
"type": "string",
"value": "CHANGEME"
},
{
"id": "ae5133fe-f370-4d13-8be7-8c9cfe607574",
"name": "api_key",
"type": "string",
"value": "CHANGEME"
},
{
"id": "b5476fcc-763e-4a8d-97ca-2447cc8984d1",
"name": "previous_days",
"type": "string",
"value": "30"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "fded027b-70ed-44e4-88fc-2b9ae9a73d21",
"name": "获取分类",
"type": "n8n-nodes-base.httpRequest",
"position": [
368,
488
],
"parameters": {
"url": "=https://api.ynab.com/v1/budgets/{{ $json.budget_id }}/categories",
"options": {},
"sendHeaders": true,
"headerParameters": {
"parameters": [
{
"name": "accept",
"value": "application/json"
},
{
"name": "Authorization",
"value": "=Bearer {{ $json.api_key }}"
}
]
}
},
"typeVersion": 4.2
},
{
"id": "71e6736f-f3ff-438a-86d1-9cf9120e4ed4",
"name": "获取分类组",
"type": "n8n-nodes-base.splitOut",
"position": [
592,
488
],
"parameters": {
"options": {},
"fieldToSplitOut": "data.category_groups"
},
"typeVersion": 1
},
{
"id": "1c082196-26a7-40fe-995c-43b2c17c45fa",
"name": "移除无效分类组",
"type": "n8n-nodes-base.filter",
"position": [
816,
488
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "9dcb56d5-a68f-4fa1-9957-414c4b31673a",
"operator": {
"type": "boolean",
"operation": "false",
"singleValue": true
},
"leftValue": "={{ $json.hidden }}",
"rightValue": "true"
},
{
"id": "0fdf4d82-5ab2-4e93-85dc-9941fb13f3b2",
"operator": {
"type": "boolean",
"operation": "false",
"singleValue": true
},
"leftValue": "={{ $json.deleted }}",
"rightValue": ""
}
]
}
},
"typeVersion": 2.2
},
{
"id": "5d3bce98-2d5f-4bd4-8d1e-7f6686e1e73b",
"name": "隐藏内部分类",
"type": "n8n-nodes-base.filter",
"position": [
1264,
488
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "5ac0ef28-11d5-4a89-9a03-a807540a9c19",
"operator": {
"type": "boolean",
"operation": "false",
"singleValue": true
},
"leftValue": "={{ $json.hidden }}",
"rightValue": ""
},
{
"id": "96a8c890-a08b-4841-a14e-aa7d8f9a6d9e",
"operator": {
"type": "boolean",
"operation": "false",
"singleValue": true
},
"leftValue": "={{ $json.deleted }}",
"rightValue": ""
},
{
"id": "4984c1bb-a80b-4c30-8818-d614f2c3bf55",
"operator": {
"type": "string",
"operation": "notEquals"
},
"leftValue": "={{ $json.category_group_name }}",
"rightValue": "=\"Internal Master Category\""
}
]
}
},
"typeVersion": 2.2
},
{
"id": "19132f05-a6d1-4e16-a8b9-eaaf93ad25f9",
"name": "将分类组扁平化为分类",
"type": "n8n-nodes-base.splitOut",
"position": [
1040,
488
],
"parameters": {
"options": {},
"fieldToSplitOut": "=categories"
},
"typeVersion": 1
},
{
"id": "dc74b4ed-a5e7-4a9e-b721-8f501261d716",
"name": "仅分类",
"type": "n8n-nodes-base.set",
"position": [
1488,
488
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "4a6fb057-55ab-4b67-bad6-77c505bea0f7",
"name": "id",
"type": "string",
"value": "={{ $json.id }}"
},
{
"id": "f132fcc8-a3cd-4f78-b9f0-c0f6965f1e97",
"name": "name",
"type": "string",
"value": "={{ $json.name }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "b98fa812-d775-46c2-ab4c-631de78b8069",
"name": "获取交易记录",
"type": "n8n-nodes-base.httpRequest",
"position": [
1040,
680
],
"parameters": {
"url": "=https://api.ynab.com/v1/budgets/{{ $json.budget_id }}/accounts/{{ $json.account_id }}/transactions",
"options": {},
"sendQuery": true,
"sendHeaders": true,
"queryParameters": {
"parameters": [
{
"name": "since_date",
"value": "={{ $today.minus({ days: $json.previous_days }).format('yyyy-MM-dd') }}"
},
{
"name": "type",
"value": "uncategorized"
}
]
},
"headerParameters": {
"parameters": [
{
"name": "accept",
"value": "application/json"
},
{
"name": "Authorization",
"value": "=Bearer {{ $json.api_key }}"
}
]
}
},
"typeVersion": 4.2
},
{
"id": "427d33a0-f867-49ec-9ed9-57a64e9f1969",
"name": "拆分交易记录",
"type": "n8n-nodes-base.splitOut",
"position": [
1264,
680
],
"parameters": {
"options": {},
"fieldToSplitOut": "data.transactions"
},
"typeVersion": 1
},
{
"id": "20d062e0-3197-4935-8566-bfae13e5caf6",
"name": "筛选出转账和无效交易",
"type": "n8n-nodes-base.filter",
"position": [
1488,
680
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "loose"
},
"combinator": "and",
"conditions": [
{
"id": "abf0b4b4-ac98-4a9c-bd5d-2d09a7bd7942",
"operator": {
"type": "boolean",
"operation": "notExists",
"singleValue": true
},
"leftValue": "={{ $json.category_id }}",
"rightValue": ""
},
{
"id": "f1549604-56eb-48eb-892e-7896c65c206d",
"operator": {
"type": "boolean",
"operation": "false",
"singleValue": true
},
"leftValue": "={{ $json.deleted }}",
"rightValue": ""
},
{
"id": "abd3c4bf-7f6c-41a9-8142-47ccf3086244",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.category_name }}",
"rightValue": "Uncategorized"
},
{
"id": "8e2bf6e6-3f70-4d19-9c4b-efa5ab246a70",
"operator": {
"type": "boolean",
"operation": "empty",
"singleValue": true
},
"leftValue": "={{ $json.transfer_account_id?.toBoolean() }}",
"rightValue": ""
},
{
"id": "f51eff3f-68ea-4695-816d-f1a346385be0",
"operator": {
"type": "boolean",
"operation": "empty",
"singleValue": true
},
"leftValue": "={{ $json.transfer_transaction_id?.toBoolean() }}",
"rightValue": ""
}
]
},
"looseTypeValidation": true
},
"typeVersion": 2.2
},
{
"id": "6c763ed4-e51e-4d29-93f5-4610478d0c30",
"name": "合并",
"type": "n8n-nodes-base.merge",
"position": [
1936,
608
],
"parameters": {},
"typeVersion": 3.2
},
{
"id": "934c3ccd-94d6-4567-8a30-044d7e9dcd5c",
"name": "分类分组",
"type": "n8n-nodes-base.aggregate",
"position": [
1712,
488
],
"parameters": {
"options": {},
"aggregate": "aggregateAllItemData",
"destinationFieldName": "categories"
},
"typeVersion": 1
},
{
"id": "63ef450d-8c10-452f-aaf7-39dddeb52436",
"name": "交易分组",
"type": "n8n-nodes-base.aggregate",
"position": [
1712,
680
],
"parameters": {
"options": {},
"aggregate": "aggregateAllItemData",
"destinationFieldName": "transactions"
},
"typeVersion": 1
},
{
"id": "13ad851d-e43f-46e8-a90b-b2e9eed9931d",
"name": "AI 代理1",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
2608,
608
],
"parameters": {
"text": "=Given the following list of budget categories\n\n{{ JSON.stringify($('Categories Only').all(),null,2) }}\n\nAnalyze this json and come up with the most likely best fit for budget category, if you do not know or there is no good match then ignore it. \n\nIf you come up with a good match then change the output fields\noutput.category_id = budget.id\noutput.category_name = budget.name\noutput.flag_color = 'yellow'\noutput.flag_name = 'n8n'\n\nLeave all other fields alone and return them exactly as they were provided for the input. \n\nHere is the input data: \n{{ JSON.stringify($json,null,2) }}\n\n\n\n",
"options": {
"systemMessage": "You are a helpful assistant who is tasked with categorizing budget items. "
},
"promptType": "define",
"hasOutputParser": true
},
"typeVersion": 2.2
},
{
"id": "a7e6d5de-86f6-4341-a033-86fcdeada5e0",
"name": "OpenAI 聊天模型2",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
2616,
832
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-5-mini",
"cachedResultName": "gpt-5-mini"
},
"options": {}
},
"credentials": {
"openAiApi": {
"id": "hgh87ytGnFXvL4mw",
"name": "OpenAi account"
}
},
"typeVersion": 1.2
},
{
"id": "5c7d87fe-7ee3-4a8b-bb1c-90cd39966f99",
"name": "结构化输出解析器 1",
"type": "@n8n/n8n-nodes-langchain.outputParserStructured",
"position": [
2744,
832
],
"parameters": {
"schemaType": "manual",
"inputSchema": "{\n \"id\": { \"type\": \"string\" },\n \"date\": { \"type\": \"string\" },\n \"amount\": { \"type\": \"number\" },\n \"memo\": { \"type\": [\"string\", \"null\"] },\n \"cleared\": { \"type\": \"string\" },\n \"approved\": { \"type\": \"boolean\" },\n \"flag_color\": { \"type\": [\"string\", \"null\"] },\n \"flag_name\": { \"type\": [\"string\", \"null\"] },\n \"account_id\": { \"type\": \"string\" },\n \"account_name\": { \"type\": \"string\" },\n \"payee_id\": { \"type\": [\"string\", \"null\"] },\n \"payee_name\": { \"type\": [\"string\", \"null\"] },\n \"category_id\": { \"type\": [\"string\", \"null\"] },\n \"category_name\": { \"type\": [\"string\", \"null\"] },\n \"transfer_account_id\": { \"type\": [\"string\", \"null\"] },\n \"transfer_transaction_id\": { \"type\": [\"string\", \"null\"] },\n \"matched_transaction_id\": { \"type\": [\"string\", \"null\"] },\n \"import_id\": { \"type\": [\"string\", \"null\"] },\n \"import_payee_name\": { \"type\": [\"string\", \"null\"] },\n \"import_payee_name_original\": { \"type\": [\"string\", \"null\"] },\n \"debt_transaction_type\": { \"type\": [\"string\", \"null\"] },\n \"deleted\": { \"type\": \"boolean\" },\n \"subtransactions\": {\n \"type\": \"array\",\n \"items\": {\n \"type\": \"object\",\n \"properties\": {\n \"id\": { \"type\": \"string\" },\n \"transaction_id\": { \"type\": [\"string\", \"null\"] },\n \"amount\": { \"type\": \"number\" },\n \"memo\": { \"type\": [\"string\", \"null\"] },\n \"payee_id\": { \"type\": [\"string\", \"null\"] },\n \"payee_name\": { \"type\": [\"string\", \"null\"] },\n \"category_id\": { \"type\": [\"string\", \"null\"] },\n \"category_name\": { \"type\": [\"string\", \"null\"] },\n \"transfer_account_id\": { \"type\": [\"string\", \"null\"] },\n \"transfer_transaction_id\": { \"type\": [\"string\", \"null\"] },\n \"deleted\": { \"type\": [\"boolean\", \"null\"] }\n },\n \"required\": [\"id\", \"amount\"]\n },\n \"minItems\": 0\n }\n}"
},
"typeVersion": 1.3
},
{
"id": "fa5c461b-40a1-413a-82cd-8be3098d18ea",
"name": "循环交易",
"type": "n8n-nodes-base.splitOut",
"position": [
2384,
608
],
"parameters": {
"options": {},
"fieldToSplitOut": "transactions"
},
"typeVersion": 1
},
{
"id": "ccee6170-02b5-4e88-93c1-acbbf2b8bb91",
"name": "跳过分类，循环交易",
"type": "n8n-nodes-base.if",
"position": [
2160,
608
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "02774f04-b665-4fe5-9e64-ba067c8bc5f9",
"operator": {
"type": "array",
"operation": "exists",
"singleValue": true
},
"leftValue": "={{ $json.transactions }}",
"rightValue": ""
}
]
}
},
"typeVersion": 2.2
},
{
"id": "f8798e8d-0219-437a-8397-c5328f892127",
"name": "Discord",
"type": "n8n-nodes-base.discord",
"position": [
3408,
416
],
"webhookId": "ff2f3f9e-8d88-49c4-bf61-cc3b507764ba",
"parameters": {
"content": "=Auto budgeted {{ $json.transactions[0].length }} transactions.\n\n{{ $json.transactions[0].map(transaction => '- ' + transaction.payee_name + ' | ' + transaction.category_name + ' | $' + (transaction.amount / 1000)).join('\\n') }}\n\nhttps://app.ynab.com/{{$('Variables').item.json.budget_id}}/accounts/{{ $('Variables').item.json.account_id }}",
"options": {
"username": "YNAB Budget Bot",
"avatar_url": "https://images.icon-icons.com/401/PNG/512/YNAB_40408.png"
},
"authentication": "webhook"
},
"credentials": {
"discordWebhookApi": {
"id": "jtusjd0AfNR35Ocl",
"name": "Discord Webhook Budget Items"
}
},
"typeVersion": 2
},
{
"id": "2230670b-f75d-44f7-80d1-25c88efa4472",
"name": "YNAB 修改交易",
"type": "n8n-nodes-base.httpRequest",
"position": [
3408,
680
],
"parameters": {
"url": "=https://api.ynab.com/v1/budgets/{{$('Variables').item.json.budget_id}}/transactions",
"method": "PATCH",
"options": {},
"jsonBody": "={\n \"transactions\": {{ JSON.stringify($json.transactions, null, 2) }}\n}",
"sendBody": true,
"sendHeaders": true,
"specifyBody": "json",
"headerParameters": {
"parameters": [
{
"name": "accept",
"value": "application/json"
},
{
"name": "Authorization",
"value": "=Bearer {{ $('Variables').item.json.api_key }}"
}
]
}
},
"typeVersion": 4.2
},
{
"id": "960d9537-f042-4e55-b9f4-49aecff6dfab",
"name": "Loop Over Items1",
"type": "n8n-nodes-base.splitInBatches",
"position": [
2960,
608
],
"parameters": {
"options": {},
"batchSize": 10
},
"typeVersion": 3
},
{
"id": "98cd53d7-5f74-410c-a84a-93e80da98b81",
"name": "Aggregate",
"type": "n8n-nodes-base.aggregate",
"position": [
3184,
608
],
"parameters": {
"options": {},
"fieldsToAggregate": {
"fieldToAggregate": [
{
"renameField": true,
"outputFieldName": "transactions",
"fieldToAggregate": "output"
}
]
}
},
"typeVersion": 1
},
{
"id": "2925d200-77ee-4ac9-bf62-5eebc1e6ae47",
"name": "聚合1",
"type": "n8n-nodes-base.aggregate",
"position": [
3184,
416
],
"parameters": {
"options": {},
"fieldsToAggregate": {
"fieldToAggregate": [
{
"fieldToAggregate": "data.transactions"
}
]
}
},
"typeVersion": 1
},
{
"id": "c2347fc5-7fca-48fd-a7dc-9b962e573f16",
"name": "便签",
"type": "n8n-nodes-base.stickyNote",
"position": [
336,
368
],
"parameters": {
"width": 1520,
"height": 272,
"content": "## YNAB 获取分类"
},
"typeVersion": 1
},
{
"id": "59ddf065-cafc-492a-a498-80a12c7a5413",
"name": "便签1",
"type": "n8n-nodes-base.stickyNote",
"position": [
336,
656
],
"parameters": {
"width": 1520,
"height": 272,
"content": "## YNAB 获取未分类交易"
},
"typeVersion": 1
},
{
"id": "e778a2e5-8301-464a-b226-83c27321576b",
"name": "便签2",
"type": "n8n-nodes-base.stickyNote",
"position": [
2528,
416
],
"parameters": {
"width": 384,
"height": 560,
"content": "## 分类匹配"
},
"typeVersion": 1
},
{
"id": "8a15011b-7673-42a9-94e1-da27464ef4da",
"name": "便签3",
"type": "n8n-nodes-base.stickyNote",
"position": [
3344,
576
],
"parameters": {
"width": 512,
"height": 304,
"content": "## 批量上传"
},
"typeVersion": 1
},
{
"id": "5c84c01f-7d83-41ce-8792-a104e4014f84",
"name": "便签4",
"type": "n8n-nodes-base.stickyNote",
"position": [
1920,
448
],
"parameters": {
"width": 384,
"height": 448,
"content": "## 等待"
},
"typeVersion": 1
}
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}常见问题
如何使用这个工作流？
复制上方的 JSON 配置代码，在您的 n8n 实例中创建新工作流并选择「从 JSON 导入」，粘贴配置后根据需要修改凭证设置即可。
这个工作流适合什么场景？
高级 - AI 摘要总结, 多模态 AI
需要付费吗？
本工作流完全免费，您可以直接导入使用。但请注意，工作流中使用的第三方服务（如 OpenAI API）可能需要您自行付费。
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