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a1athrop

YNAB MCP Server

by a1athrop

update_transaction

Modify existing YNAB transaction details including amount, date, payee, category, status, or convert to split transactions for accurate budget tracking.

Instructions

Update an existing transaction.

Args: transaction_id: The transaction UUID to update. account_id: Move to a different account. date: New date (YYYY-MM-DD). amount: New amount in milliunits. payee_name: New payee name. payee_id: New payee UUID. category_id: New category UUID. memo: New memo. cleared: New cleared status: "cleared", "uncleared", or "reconciled". approved: New approved status. flag_color: New flag color: red, orange, yellow, green, blue, purple. subtransactions: Array of subtransaction objects to convert this into a split transaction. Each item: {"amount": int, "category_id": "uuid", "memo": "text", "payee_id": "uuid", "payee_name": "text"}. Only amount and category_id are required per sub. The sub amounts must sum to the parent amount. When adding subtransactions, also provide the new parent amount if changing it. budget_id: Budget ID (uses default if omitted).

Returns: Updated transaction details.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
transaction_idYes
account_idNo
dateNo
amountNo
payee_nameNo
payee_idNo
category_idNo
memoNo
clearedNo
approvedNo
flag_colorNo
subtransactionsNo
budget_idNo

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