Merge Category
merge_categoryMerge two categories in YNAB by transferring all transactions and historical budgeted amounts from a source category to a target category. Preview changes with dry run before executing the merge.
Instructions
[Variable API calls] [Workflow] Merges a source category into a target category: re-categorizes all transactions and moves all historical budgeted amounts. Dry run costs 4 + N calls (N = number of budget months). Execution costs additional 1 + 2*M calls (M = months with non-zero budgets). Defaults to dry_run=true to preview changes before executing. After merging, the source category will have zero transactions and zero budgeted amounts across all months - you can then manually hide/delete it in the YNAB app.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| budget_id | No | Budget ID or 'last-used' | last-used |
| source_category_id | Yes | Category ID to merge FROM (will be emptied) | |
| target_category_id | Yes | Category ID to merge INTO (will receive transactions and budgeted amounts) | |
| dry_run | No | Preview changes without executing (default: true) |