upsert_budget
Create or update a budget for a category and period. Set amount, currency, and notes to manage spending targets.
Instructions
Create or update a budget for a category and budget period. The start_date must be a valid budget period start for the account (see get_budget_settings).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| start_date | Yes | Budget period start date in YYYY-MM-DD format. Must be a valid budget period start; if not, the API returns the previous and next valid start dates. | |
| category_id | Yes | Category ID for the budget. | |
| amount | Yes | Budget amount. | |
| currency | No | Three-letter lowercase currency code (defaults to primary currency). | |
| notes | No | Optional notes for the budget period. |