YNAB

Tool to create a new account in a budget. Use when you need to add a manual (non-linked) account to a specific budget.

Creates a scheduled (recurring) transaction in a YNAB budget. Use this to set up bills, recurring expenses, or income that repeats on a schedule. Requires an account_id (from YNAB_LIST_ACCOUNTS), a da

Permanently deletes a scheduled transaction from a YNAB budget. Use this when a recurring transaction is no longer needed. This action cannot be undone. Obtain the scheduled_transaction_id from list_s

Tool to retrieve a single account resource. Use when you need details of a specific account by its ID after determining the budget.

Retrieve a complete budget export by ID, including all accounts, categories, payees, and transactions. Use this tool when you need comprehensive budget data. The response includes: - Budget metadata (

Tool to retrieve a specific budget month. Use when you need detailed summary and category budgets for a given month after confirming the budget ID. Monetary amounts are returned in milliunits (divide

Tool to retrieve budget-level settings. Use when you need to fetch currency and date formatting preferences for a specific budget.

Retrieve a single YNAB budget category by its ID. Use this to get detailed category information including budgeted amounts, activity, balance, and goal settings. Amounts are returned for the current b

Tool to retrieve a single category for a specific budget month. Use after selecting the budget and month when you need month-specific category details.

Tool to retrieve a single payee by its ID. Use when you need full details of a payee after confirming the budget and payee selection.

Tool to retrieve a single scheduled transaction. Use when you need details of a specific scheduled transaction by its ID after confirming the budget.

Tool to retrieve a single transaction by its ID. Use when you need detailed information for a specific transaction after confirming the budget.

Tool to retrieve the authorized user's information. Use after authentication to get current user details.

Retrieves all accounts for a specified YNAB budget. Use this tool to: - Get a complete list of accounts (checking, savings, credit cards, loans, etc.) in a budget - Retrieve account IDs for use with o

Retrieves all budgets accessible to the authenticated YNAB user. Use this tool to: - Get a list of all budgets in the user's YNAB account - Retrieve budget IDs for use with other YNAB operations - Opt

Tool to list all category groups and their categories for a budget. Use when you need the full set of budget categories or only those changed since last sync. Category names may include emojis or near

Tool to list months for a budget with summary information. Use when you need an overview of all months or only changed months since a given knowledge value (delta requests).

Retrieves all GPS locations associated with payees in a budget. Payee locations are recorded when transactions are saved using the YNAB mobile apps, storing GPS coordinates to help pre-populate nearby

Retrieves all GPS locations associated with a specific payee in a budget. Payee locations are recorded when transactions are saved using the YNAB mobile apps, storing GPS coordinates to help pre-popul

Tool to list payees in a budget. Use when you need all payees or only those changed since a known server knowledge value.

List all scheduled (recurring) transactions for a YNAB budget. Returns future-dated transactions that repeat on a schedule (e.g., rent, subscriptions, paychecks). Supports delta sync to fetch only cha

Tool to list transactions in a budget. Use when you need all or delta-filtered transactions after confirming the budget. Omitting all filters returns the full transaction history, which may produce la

Tool to list transactions for a specific account. Use when you need all or delta-filtered transactions for a given account after confirming the budget and account ID.

Tool to list transactions for a specific category (excludes pending). Use when you need completed transactions for a given category after obtaining budget_id and category_id. Response includes deleted

Tool to list transactions for a specific payee in a budget. Use when you need to fetch all non-pending transactions for a payee after confirming budget and payee IDs.

Tool to update a payee. Use when you need to rename an existing payee.

Update an existing scheduled transaction in YNAB. Allows modifying the date, frequency, amount, payee, category, memo, or account of a scheduled transaction. Use YNAB_LIST_SCHEDULED_TRANSACTIONS first