Auto Assign
ynab_auto_assignAutomatically distribute Ready to Assign funds to categories with unmet monthly goals, prioritizing largest shortfalls. Use dryRun to preview assignments before applying.
Instructions
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.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| month | No | The plan month in ISO format (e.g. 2024-01-01, must be the first of the month), or 'current'. Defaults to 'current'. | |
| dryRun | No | Return the proposed assignments without writing them (default: false) | |
| planId | No | The plan ID (optional, defaults to YNAB_PLAN_ID; budgetId is a deprecated alias) | |
| budgetId | No | Deprecated alias of planId (still accepted) | |
| maxTotal | No | Only assign up to this many dollars, even if more is available in Ready to Assign |