Connect Codex to YNAB

Read the authenticated YNAB user ID.

List the connected account's plans.

Read a plan with its accounts, categories, transactions and server knowledge.

List plan accounts and balances in milliunits.

Read one plan account.

Create an account with an opening balance in milliunits.

List category groups with their categories.

Read one category for the current month.

Rename a category and optionally update its note or target.

Assign an amount to a category for a specific month.

List the plan's payees, including transfer payees.

Rename a payee.

List monthly summaries and server knowledge.

Read a month's income, spending and categories.

List transactions with date, review-state and delta filters.

List transactions for one account with the same filters as plan transactions.

Read one transaction, including subtransactions.

Create one transaction; an import ID can prevent duplicate imports.

Update a transaction's memo and optionally its amount, category or review state.

Delete the selected transaction.

List future and recurring transactions.

Read one scheduled transaction.

Create a future or recurring transaction.

Update a scheduled transaction with its account and next date.

Delete the selected scheduled transaction.