Actions38
- Budgets Actions
- Categories Actions
- Manual Accounts Actions
- Me Actions
- Plaid Accounts Actions
- Recurring Items Actions
- Summary Actions
- Tags Actions
- Transactions Actions
- Transactions Bulk Actions
- Transactions Files Actions
- Transactions Group Actions
- Transactions Split Actions
Budgets → Upsert Budget
AI-generatedSummary
Create or update a budget amount for a specific category within a defined budget period.
Inputs
- Start Date (required) — Start date of the budget period in YYYY-MM-DD format.
- Category ID (required) — ID of the category to assign the budget amount to.
- Amount (required) — The budget amount as a string, e.g., "500.00".
- Currency — ISO 4217 currency code to specify currency, defaults to account primary currency if not set.
- Notes — Optional notes for the budget entry, up to 350 characters.
Output shape
the updated or newly created budget record as returned by the Lunch Money API after upserting the budget.
The operation sends a PUT request to '/budgets' endpoint with the provided inputs in the request body. Optional fields 'Currency' and 'Notes' are included if provided; otherwise, they are omitted. The response contains details of the created or updated budget entry.