create_scheduled_transaction
Set up automated recurring transactions for future payments in your YNAB budget by specifying frequency, amount, and start date to maintain consistent financial planning.
Instructions
Create a scheduled transaction (for future/recurring transactions).
Args:
budget_id: The ID of the budget (use 'last-used' for default budget)
account_id: The account ID for this scheduled transaction
date_first: The first date the transaction should occur (YYYY-MM-DD format)
frequency: Frequency (never, daily, weekly, everyOtherWeek, twiceAMonth, every4Weeks, monthly, everyOtherMonth, every3Months, every4Months, twiceAYear, yearly, everyOtherYear)
amount: Transaction amount (positive for inflow, negative for outflow)
payee_name: Name of the payee (optional)
category_id: Category ID (optional)
memo: Transaction memo (optional)
flag_color: Flag color - red, orange, yellow, green, blue, purple (optional)
Returns:
JSON string with the created scheduled transaction
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| account_id | Yes | ||
| amount | Yes | ||
| budget_id | Yes | ||
| category_id | No | ||
| date_first | Yes | ||
| flag_color | No | ||
| frequency | Yes | ||
| memo | No | ||
| payee_name | No |
Input Schema (JSON Schema)
{
"properties": {
"account_id": {
"title": "Account Id",
"type": "string"
},
"amount": {
"title": "Amount",
"type": "number"
},
"budget_id": {
"title": "Budget Id",
"type": "string"
},
"category_id": {
"default": null,
"title": "Category Id",
"type": "string"
},
"date_first": {
"title": "Date First",
"type": "string"
},
"flag_color": {
"default": null,
"title": "Flag Color",
"type": "string"
},
"frequency": {
"title": "Frequency",
"type": "string"
},
"memo": {
"default": null,
"title": "Memo",
"type": "string"
},
"payee_name": {
"default": null,
"title": "Payee Name",
"type": "string"
}
},
"required": [
"budget_id",
"account_id",
"date_first",
"frequency",
"amount"
],
"type": "object"
}