ynab-budget-restructure

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• SKILL.md

SKILL.md (first lines)

# Budget category restructure

**Tools:** `get_budget`, `create_category_group`, `update_category_group`,
`create_category`, `update_category`

This is the highest-impact skill in the set — only run it on an explicit
request, never from a vague one.

## Steps

1. Resolve `plan_id` (see [setup](../README.md#setup)).
2. Call `get_budget` `view="category"` for the current `category_groups` tree.
3. Clarify the target state with the user.
4. Draft the full diff before touching anything: groups to create
   (`create_category_group`), groups to rename (`update_category_group`),
   categories to create (`create_category`), categories to rename
   (`update_category`).
5. Flag explicitly: the API has no "move category between groups" operation and
   no delete for categories/groups. A "move" really means create-new-plus-
   migrate, which is riskier — confirm that's really wanted before proceeding.
6. Show the complete diff and get explicit confirmation before any write.
7. Apply in order: `create_category_group` first, then `create_category` /
   `update_category` / `update_category_group`.
8. Re-fetch `get_budget` `view="category"` and diff against the confirmed plan.

## Done when

The final structure matches the confirmed plan exactly, with nothing orphaned or
duplicated.

From lukendatigh/ynab-mcp-server, MIT.

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