create_transaction
Record a transaction in YNAB by providing account, dollar amount, and date, and optionally set payee, category, memo, cleared status, or approval.
Instructions
Create a transaction in YNAB.
Args: account_id: Account UUID. amount: Dollar amount ("-42.50" for outflow, "100.00" for inflow). date: Transaction date (YYYY-MM-DD). payee_name: Payee name (YNAB auto-creates new payees). category_id: Category UUID. memo: Transaction memo. cleared: "cleared", "uncleared", or "reconciled". approved: Whether the transaction is approved. budget_id: Budget ID. Defaults to last-used budget. dry_run: Validate and preview without creating.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| date | Yes | ||
| memo | No | ||
| amount | Yes | ||
| cleared | No | ||
| dry_run | No | ||
| approved | No | ||
| budget_id | No | ||
| account_id | Yes | ||
| payee_name | No | ||
| category_id | No |
Output Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |