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
`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"
}

You Need A Budget (YNAB) MCP

manage-budgeted-amount

Instructions

Input Schema

Input Schema (JSON Schema)

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