Update a YNAB transaction
ynab_update_transactionIdempotent
Update a YNAB transaction's account, date, amount, payee, category, memo, cleared status, or approved status. Only specified fields are modified.
Instructions
Update a transaction's account, date, amount, payee, category, memo, cleared status, and/or approved status. Only the fields provided are changed — this single tool covers approving a transaction, categorizing it, editing its amount, etc.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| date | No | ISO 8601 date, e.g. 2026-07-01 | |
| memo | No | ||
| amount | No | Amount in milliunits (1000 = 1.00 in the budget's currency). Positive = inflow, negative = outflow for transactions. | |
| cleared | No | The cleared status of the transaction | |
| approved | No | ||
| payee_id | No | Existing YNAB payee id | |
| budget_id | Yes | YNAB budget id, or "last-used" for the most recently used budget | |
| account_id | No | Move the transaction to this account | |
| 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 | |
| transaction_id | Yes | YNAB transaction id |