ynab_create_transaction
Add a transaction to a YNAB budget with required account, amount, date, and optional payee, category, memo, flag, and split subtransactions. Preview changes with dry run.
Instructions
Create a single transaction in YNAB.
Args:
budget_id (string, optional): Budget UUID. Omit to use the default budget.
account_id (string, required): Account UUID.
amount (int, required): Amount in milliunits (dollars × 1000). Negative for expenses.
date (string, required): ISO date YYYY-MM-DD.
payee_name (string, optional): Payee name (creates new payee if not found).
payee_id (string, optional): Existing payee UUID (alternative to payee_name).
category_id (string, optional): Category UUID.
memo (string, optional): Memo text.
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 without saving. Default: false.
subtransactions (array, optional): Manual split lines. Each entry accepts "amount" (integer milliunits), plus optional "memo", "category_id", "payee_id", and "payee_name".
Use "subtransactions" for manual split transactions. Use "ynab_create_receipt_split_transaction" when you have itemized receipt data and want proportional tax allocation handled for you. Advanced: "import_id" is supported, but it is intentionally not part of normal guidance. Usually omit it if you want the transaction to remain eligible for later bank-import matching.
Returns: created transaction with account_balance.
Examples:
$50 expense: set amount=-50000 (milliunits)
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| date | Yes | ||
| memo | No | ||
| amount | Yes | ||
| cleared | No | ||
| dry_run | No | ||
| approved | No | ||
| payee_id | No | ||
| budget_id | No | ||
| import_id | No | ||
| account_id | Yes | ||
| flag_color | No | ||
| payee_name | No | ||
| category_id | No | ||
| subtransactions | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||