create_category
Create a new category within a specific category group in your YNAB budget. Optionally set a monthly spending goal with a target date to track savings.
Instructions
Create a new category in a category group.
Args: plan_id: The plan ID (use list_plans to find available IDs) category_group_id: The category group ID to create the category in name: The name of the new category note: Optional note for the category goal_target: Optional goal target amount in dollars. If specified and no goal exists, a monthly 'Needed for Spending' goal will be created. goal_target_date: Optional goal target date in ISO format (e.g. '2026-12-01') exclude_fields: Optional list of field names to exclude from the response. If omitted, the model's default exclude list is used (see FIELDS.md). Pass [] to return all fields. Pass a custom list to override the default.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | ||
| note | No | ||
| plan_id | Yes | ||
| goal_target | No | ||
| exclude_fields | No | ||
| goal_target_date | No | ||
| category_group_id | Yes |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |