Create Scheduled Transaction
create_scheduled_transactionCreate recurring transactions in YNAB for future dates, automating regular income or expense entries with customizable frequency and details.
Instructions
[1 API call] Create a new scheduled (recurring) transaction. Date must be in the future (up to 5 years).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| budget_id | No | Budget ID or 'last-used' | last-used |
| account_id | Yes | Account ID | |
| date | Yes | First occurrence date (YYYY-MM-DD), must be future | |
| amount | Yes | Amount in dollars (negative for outflows) | |
| frequency | Yes | How often the transaction repeats | |
| payee_id | No | Payee ID | |
| payee_name | No | Payee name | |
| category_id | No | Category ID (cannot be credit card payment) | |
| memo | No | Memo | |
| flag_color | No | Flag color |