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YNAB MCP Server

by dgalarza

move_category_funds

Transfer budgeted money between categories within a specific month to adjust your spending plan as financial needs change.

Instructions

Move funds from one category to another in a specific month.

Args: budget_id: The ID of the budget (use 'last-used' for default budget) month: Month in YYYY-MM-DD format (e.g., 2025-01-01 for January 2025) from_category_id: Source category ID to move funds from to_category_id: Destination category ID to move funds to amount: Amount to move (positive value) Returns: JSON string with updated from and to categories

Input Schema

NameRequiredDescriptionDefault
amountYes
budget_idYes
from_category_idYes
monthYes
to_category_idYes

Input Schema (JSON Schema)

{ "properties": { "amount": { "title": "Amount", "type": "number" }, "budget_id": { "title": "Budget Id", "type": "string" }, "from_category_id": { "title": "From Category Id", "type": "string" }, "month": { "title": "Month", "type": "string" }, "to_category_id": { "title": "To Category Id", "type": "string" } }, "required": [ "budget_id", "month", "from_category_id", "to_category_id", "amount" ], "type": "object" }

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