manage-payees
Merge and standardize multiple payee names into a single name to streamline and organize budgeting data in YNAB. Simplify payee management by consolidating duplicates or variants.
Instructions
Merge multiple payee names into a single name. Use this to clean up payee data, for example, by renaming 'STARBUCKS #123' and 'Starbucks Coffee' to just 'Starbucks'.
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. | |
| name | No | The new name for the payees. Required for 'rename' action. | |
| payee_ids | Yes | The IDs of the payees to affect. |
Input Schema (JSON Schema)
{
"$defs": {
"ManagePayeesAction": {
"enum": [
"rename"
],
"title": "ManagePayeesAction",
"type": "string"
}
},
"properties": {
"action": {
"$ref": "#/$defs/ManagePayeesAction",
"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"
},
"name": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "The new name for the payees. Required for 'rename' action.",
"title": "Name"
},
"payee_ids": {
"description": "The IDs of the payees to affect.",
"items": {
"type": "string"
},
"title": "Payee Ids",
"type": "array"
}
},
"required": [
"action",
"payee_ids"
],
"title": "ManagePayeesInput",
"type": "object"
}