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You Need a Budget icon

You Need a Budget ACTION

Update Transaction

Update an existing transaction. See the docs
  • Action
  • Writes data
  • Destructive
  • OAuth
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's You Need a Budget account once, then configure and run Update Transaction from your backend or agent.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "you_need_a_budget-update-transaction",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    you_need_a_budget: { authProvisionId: "apn_xxxxxxx" },
    budgetId: "Budget ID",
    accountId: "Account ID",
  },
})

console.log(result)

SCHEMA

Inputs

Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.

Update Transaction inputs
Property Type Description
budgetId Budget ID string
Budget ID
Required Dynamic
accountId Account ID string
Account
Required Dynamic
transactionId Transaction ID string
The ID of the transaction to update.
Required Dynamic
date Date string
The transaction date in ISO format YYYY-MM-DD (e.g. 2016-12-01). Future dates (scheduled transactions) are not permitted. Split transaction dates cannot be changed and if a different date is supplied it will be ignored.
Required
payeeId Payee ID string
The id of the payee.
Optional Dynamic
categoryId Category ID string
The category for a budget
Optional Dynamic
amount Amount string
E.g. -290.99
Required
memo Memo string
A short description.
Optional
cleared Cleared string[]
The cleared status of the transaction.
Optional
approved Approved boolean
Approve the transaction directly?
Optional

REFERENCE

Tool details

Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.

Registry key
you_need_a_budget-update-transaction
Version
0.0.4
App
You Need a Budget
Authentication
OAuth
Read-only
No
Destructive
Yes
Open world
Yes