Lists all available plans from YNAB API

Former name of ynab_list_plans.

Gets every unapproved transaction in a plan, optionally limited to those on or after a given date.

Get a summary of the plan for a specific month highlighting overspent categories that need attention and categories with a positive balance that are doing well.

Former name of ynab_plan_summary.

Creates a new transaction in your YNAB plan. The account can be given as accountId or accountName, and the category as categoryId or categoryName - names are fuzzy-matched against the plan. Either payeeId or payeeName must also be provided.

Approves an existing transaction in your YNAB plan.

Updates the budgeted amount for a category in a specific month. Use this to allocate funds to categories or move money between categories.

Updates an existing transaction. All fields except transactionId are optional - only provide fields you want to change.

Approves multiple transactions at once. Provide an array of transaction IDs to approve them all in a single API call.

Lists all payees in a plan. Useful for finding payee IDs when creating transactions.

Gets transactions from a plan with optional filters. Can filter by date range, account, category, payee, or approval status.

Deletes a transaction from the plan. This action cannot be undone.

Lists all categories in a plan, grouped by category group. Useful for finding category IDs when creating transactions or updating budgeted amounts.

Lists all accounts in a plan. Useful for finding account IDs when creating transactions.

Lists all scheduled (recurring) transactions in a plan.

Imports available transactions on all linked accounts for the plan. This triggers an import from connected financial institutions (equivalent to clicking 'Import' in the YNAB app).

Lists all plan months. Each month contains summary information about budgeting status.

Moves budgeted money from one category to another in a given month, typically to cover overspending. YNAB has no single move endpoint, so this reads both categories and rewrites their budgeted amounts; if the second write fails the response says exactly which half was applied.

Distributes Ready to Assign across categories whose monthly goal is not yet fully funded, largest shortfall first, until the money runs out. Set dryRun to see the plan without changing anything.

Totals spending per category over a date range, biggest spend first. Splits are counted through their subtransactions, and transfers between your own accounts are excluded.

Totals spending per payee over a date range, biggest spend first - where the money actually goes by merchant. Splits are counted through their subtransactions, and transfers between your own accounts are excluded.

Income versus spending, month by month, so you can see whether you are running a surplus. Uses YNAB's own monthly totals rather than re-adding transactions.