update_transaction
Modify existing YNAB transaction details including amount, date, payee, category, and status to correct errors or update financial records.
Instructions
Update an existing transaction.
Args:
budget_id: The ID of the budget (use 'last-used' for default budget)
transaction_id: The ID of the transaction to update
account_id: The account ID (optional - keeps existing if not provided)
date: Transaction date in YYYY-MM-DD format (optional)
amount: Transaction amount (optional)
payee_name: Name of the payee (optional)
category_id: Category ID (optional)
memo: Transaction memo (optional)
cleared: Cleared status - 'cleared', 'uncleared', or 'reconciled' (optional)
approved: Whether the transaction is approved (optional)
Returns:
JSON string with the updated transaction
Important Limitations:
- Cannot add or update subtransactions on existing transactions
- Cannot convert a regular transaction into a split transaction
- If the transaction is already a split, its category_id cannot be changed
- Split transaction dates and amounts cannot be modified
- To create a split transaction, use create_split_transaction instead
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| account_id | No | ||
| amount | No | ||
| approved | No | ||
| budget_id | Yes | ||
| category_id | No | ||
| cleared | No | ||
| date | No | ||
| memo | No | ||
| payee_name | No | ||
| transaction_id | Yes |
Input Schema (JSON Schema)
{
"properties": {
"account_id": {
"default": null,
"title": "Account Id",
"type": "string"
},
"amount": {
"default": null,
"title": "Amount",
"type": "number"
},
"approved": {
"default": null,
"title": "Approved",
"type": "boolean"
},
"budget_id": {
"title": "Budget Id",
"type": "string"
},
"category_id": {
"default": null,
"title": "Category Id",
"type": "string"
},
"cleared": {
"default": null,
"title": "Cleared",
"type": "string"
},
"date": {
"default": null,
"title": "Date",
"type": "string"
},
"memo": {
"default": null,
"title": "Memo",
"type": "string"
},
"payee_name": {
"default": null,
"title": "Payee Name",
"type": "string"
},
"transaction_id": {
"title": "Transaction Id",
"type": "string"
}
},
"required": [
"budget_id",
"transaction_id"
],
"type": "object"
}