manage-budgeted-amount
Allocate funds to specific categories or transfer money between them for a designated month. Use this tool to manage budgeted amounts effectively within your YNAB budget.
Instructions
Assign a budgeted amount to a category or move money between categories for a specific month. This is the primary tool for allocating funds.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| action | Yes | The action to perform. | |
| amount | Yes | The amount in milliunits. | |
| budget_id | No | The ID of the budget. If not provided, the default budget will be used. | |
| from_category_id | No | The ID of the category to move money from. Required for 'move' action. | |
| month | Yes | The month to apply the action to (YYYY-MM-DD). | |
| to_category_id | No | The ID of the category to move money to, or the category to assign to. |
Input Schema (JSON Schema)
{
"$defs": {
"ManageBudgetedAmountAction": {
"enum": [
"assign",
"move"
],
"title": "ManageBudgetedAmountAction",
"type": "string"
}
},
"properties": {
"action": {
"$ref": "#/$defs/ManageBudgetedAmountAction",
"description": "The action to perform."
},
"amount": {
"description": "The amount in milliunits.",
"title": "Amount",
"type": "number"
},
"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"
},
"from_category_id": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "The ID of the category to move money from. Required for 'move' action.",
"title": "From Category Id"
},
"month": {
"description": "The month to apply the action to (YYYY-MM-DD).",
"title": "Month",
"type": "string"
},
"to_category_id": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "The ID of the category to move money to, or the category to assign to.",
"title": "To Category Id"
}
},
"required": [
"action",
"amount",
"month"
],
"title": "ManageBudgetedAmountInput",
"type": "object"
}