update_category
Update a YNAB category by changing only the fields you specify, such as name, note, group, or goal target and date.
Instructions
Update a category. Only provide the fields you want to change.
Args: plan_id: The plan ID (use list_plans to find available IDs) category_id: The category ID to update name: New name for the category note: New note for the category category_group_id: Move category to a different category group goal_target: Goal target amount in dollars. If specified and no goal exists, a monthly 'Needed for Spending' goal will be created. goal_target_date: Goal target date in ISO format (e.g. '2026-12-01') exclude_fields: Optional list of field names to exclude from the response. If omitted, the model's default exclude list is used (see FIELDS.md). Pass [] to return all fields. Pass a custom list to override the default.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"plan_id": "<plan_id>",
"category_id": "<category_id>"
},
"name": "update_category"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | ||
| note | No | ||
| plan_id | Yes | ||
| category_id | Yes | ||
| goal_target | No | ||
| exclude_fields | No | ||
| goal_target_date | No | ||
| category_group_id | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |