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Manage plans, accounts, categories, payees and transactions
Read the authenticated YNAB user ID.
List the connected account's plans.
1 field
Read a plan with its accounts, categories, transactions and server knowledge.
2 fields
List plan accounts and balances in milliunits.
Read one plan account.
Create an account with an opening balance in milliunits.
4 fields
List category groups with their categories.
Read one category for the current month.
Rename a category and optionally update its note or target.
6 fields
Assign an amount to a category for a specific month.
List the plan's payees, including transfer payees.
Rename a payee.
3 fields
List monthly summaries and server knowledge.
Read a month's income, spending and categories.
List transactions with date, review-state and delta filters.
5 fields
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.
12 fields
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.
10 fields
Update a scheduled transaction with its account and next date.
11 fields
Delete the selected scheduled transaction.
