MoveMoney
Ynab_MoveMoneyMove funds between YNAB categories or to/from Ready to Assign by adjusting monthly assigned amounts. Requires enough available in the source category.
Instructions
Move money between two categories, or between a category and Ready to Assign, by adjusting their assigned amounts for the month. Running it twice moves the money twice.
The source must have at least the amount available. YNAB has no single "move" call, so this updates the source first and then the destination. If the second step fails, the money is left in Ready to Assign and the error says so.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| month | No | The plan month: 'current', or a date in the month such as '2026-03' or '2026-03-01'. | |
| amount | Yes | Amount to move, in currency units (positive). | |
| plan_id | No | The YNAB plan (budget) ID. Defaults to 'last-used', the plan the user opened most recently. Use ListPlans to find other plan IDs. | |
| to_category_id | No | Category to give money to. Omit to return it to Ready to Assign. | |
| from_category_id | No | Category to take money from. Omit to take it from Ready to Assign. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||