ynab_create_receipt_split_transaction
Automatically allocate tax across categories when splitting a receipt into itemized transactions. Input receipt total, tax, and line items to create a YNAB split transaction.
Instructions
Create a split transaction from itemized receipt data with proportional tax allocation.
Args:
budget_id (string, optional): Budget UUID. Omit to use the default budget.
account_id (string, required): Account UUID.
payee_name (string, required): Store/payee name.
receipt_total (number, required): Total amount in dollars (positive).
receipt_tax (number, required): Tax amount in dollars (0 if none).
categories (array, required): Category groups with items. Each item needs name, amount.
date (string, optional): ISO date. Default: today.
memo (string, optional): Memo applied to the parent transaction.
receipt_subtotal (number, optional): Pre-tax subtotal for validation.
cleared (string, optional): "cleared", "uncleared", or "reconciled". Default: "uncleared".
approved (boolean, optional): Mark as approved. Default: false.
flag_color (string, optional): Transaction flag color ("red", "orange", "yellow", "green", "blue", "purple").
dry_run (boolean, optional): Preview subtransactions without saving. Default: false.
Use this helper when you have receipt line items and want tax allocated across categories automatically. For generic manual split transactions without receipt/tax logic, use "ynab_create_transaction" with "subtransactions".
Returns: transaction with subtransactions and receipt_summary.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| date | No | ||
| memo | No | ||
| cleared | No | ||
| dry_run | No | ||
| approved | No | ||
| budget_id | No | ||
| account_id | Yes | ||
| categories | Yes | ||
| flag_color | No | ||
| payee_name | Yes | ||
| receipt_tax | Yes | ||
| receipt_total | Yes | ||
| receipt_subtotal | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||