bulk-manage-transactions
Create, update, or delete multiple YNAB transactions in bulk to streamline your budgeting workflow. Save time by managing multiple transactions simultaneously with this tool.
Instructions
Create, update, or delete multiple transactions at once. More efficient than making single changes.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| action | Yes | The action to perform. | |
| budget_id | No | The ID of the budget. If not provided, the default budget will be used. | |
| create_transactions | No | A list of transactions to create. Required for 'create' action. | |
| delete_transaction_ids | No | A list of transaction IDs to delete. Required for 'delete' action. | |
| update_transactions | No | A list of transactions to update. Required for 'update' action. |
Input Schema (JSON Schema)
{
"$defs": {
"BulkManageTransactionsAction": {
"enum": [
"create",
"update",
"delete"
],
"title": "BulkManageTransactionsAction",
"type": "string"
},
"NewTransactionModel": {
"properties": {
"account_id": {
"description": "The ID of the account for the transaction.",
"title": "Account Id",
"type": "string"
},
"amount": {
"description": "The transaction amount in milliunits.",
"title": "Amount",
"type": "number"
},
"approved": {
"default": false,
"description": "Whether or not the transaction is approved.",
"title": "Approved",
"type": "boolean"
},
"category_id": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "The ID of the category for the transaction.",
"title": "Category Id"
},
"cleared": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "The cleared status of the transaction.",
"title": "Cleared"
},
"date": {
"description": "The transaction date in YYYY-MM-DD format.",
"title": "Date",
"type": "string"
},
"flag_color": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "The flag color of the transaction.",
"title": "Flag Color"
},
"import_id": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "A unique import ID for the transaction. Use for idempotency.",
"title": "Import Id"
},
"memo": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "A memo for the transaction.",
"title": "Memo"
},
"payee_id": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "The ID of the payee.",
"title": "Payee Id"
},
"payee_name": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "The name of the payee. If not provided, a new payee will be created.",
"title": "Payee Name"
}
},
"required": [
"account_id",
"date",
"amount"
],
"title": "NewTransactionModel",
"type": "object"
},
"TransactionUpdate": {
"properties": {
"account_id": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "The ID of the account.",
"title": "Account Id"
},
"amount": {
"anyOf": [
{
"type": "number"
},
{
"type": "null"
}
],
"default": null,
"description": "The transaction amount in milliunits.",
"title": "Amount"
},
"approved": {
"anyOf": [
{
"type": "boolean"
},
{
"type": "null"
}
],
"default": null,
"description": "Whether or not the transaction is approved.",
"title": "Approved"
},
"category_id": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "The ID of the category for the transaction.",
"title": "Category Id"
},
"cleared": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "The cleared status of the transaction.",
"title": "Cleared"
},
"date": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "The transaction date in YYYY-MM-DD format.",
"title": "Date"
},
"flag_color": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "The flag color of the transaction.",
"title": "Flag Color"
},
"id": {
"description": "The ID of the transaction to update.",
"title": "Id",
"type": "string"
},
"memo": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "A memo for the transaction.",
"title": "Memo"
},
"payee_id": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "The ID of the payee.",
"title": "Payee Id"
}
},
"required": [
"id"
],
"title": "TransactionUpdate",
"type": "object"
}
},
"properties": {
"action": {
"$ref": "#/$defs/BulkManageTransactionsAction",
"description": "The action to perform."
},
"budget_id": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "The ID of the budget. If not provided, the default budget will be used.",
"title": "Budget Id"
},
"create_transactions": {
"anyOf": [
{
"items": {
"$ref": "#/$defs/NewTransactionModel"
},
"type": "array"
},
{
"type": "null"
}
],
"default": null,
"description": "A list of transactions to create. Required for 'create' action.",
"title": "Create Transactions"
},
"delete_transaction_ids": {
"anyOf": [
{
"items": {
"type": "string"
},
"type": "array"
},
{
"type": "null"
}
],
"default": null,
"description": "A list of transaction IDs to delete. Required for 'delete' action.",
"title": "Delete Transaction Ids"
},
"update_transactions": {
"anyOf": [
{
"items": {
"$ref": "#/$defs/TransactionUpdate"
},
"type": "array"
},
{
"type": "null"
}
],
"default": null,
"description": "A list of transactions to update. Required for 'update' action.",
"title": "Update Transactions"
}
},
"required": [
"action"
],
"title": "BulkManageTransactionsInput",
"type": "object"
}