Create a YNAB transaction
ynab_create_transactionCreates a single YNAB transaction using amount in milliunits, where negative values represent spending and positive values represent income.
Instructions
Create a single transaction. Amount is in milliunits: negative = outflow (spending), positive = inflow.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| date | Yes | ISO 8601 date, e.g. 2026-07-01 | |
| memo | No | Transaction memo | |
| amount | Yes | Amount in milliunits (1000 = 1.00 in the budget's currency). Positive = inflow, negative = outflow for transactions. | |
| cleared | No | Defaults to uncleared if omitted | |
| approved | No | Defaults to false (unapproved) if omitted | |
| payee_id | No | Existing YNAB payee id | |
| budget_id | Yes | YNAB budget id, or "last-used" for the most recently used budget | |
| account_id | Yes | YNAB account id the transaction belongs to | |
| payee_name | No | Payee name; YNAB creates a new payee if none matches. Ignored if payee_id is set. | |
| category_id | No | YNAB category id to assign |