update_category_group_settings

Type: mutation

Updates a category group's settings including rollover configuration.

Signature

async def update_category_group_settings(
    group_id: str,
    name: str = None,
    budget_variability: str = None,
    group_level_budgeting_enabled: bool = None,
    rollover_enabled: bool = None,
    rollover_start_month: str = None,
    rollover_starting_balance: float = None,
    rollover_type: str = None
) -> Dict[str, Any]

Parameters

Parameter	Type	Required	Description
group_id	str	Yes	The ID of the category group to update
name	str	No	Optional new name for the group
budget_variability	str	No	Optional budget type - "fixed" or "flexible"
group_level_budgeting_enabled	bool	No	Optional - whether budgets are set at group level
rollover_enabled	bool	No	Optional - whether to enable/disable rollover
rollover_start_month	str	No	Optional rollover start month (YYYY-MM-DD format)
rollover_starting_balance	float	No	Optional starting balance for rollover
rollover_type	str	No	Optional rollover type (e.g., "monthly")

Returns

Dict with the updateCategoryGroup result

Example

from monarchmoney import MonarchMoney

mm = MonarchMoney()
await mm.login(email, password)

result = await mm.update_category_group_settings("example_group_id")
print(result)

GraphQL Operation

Operation Name: Common_UpdateCategoryGroup

GraphQL Query

mutation Common_UpdateCategoryGroup($input: UpdateCategoryGroupInput!) {
                updateCategoryGroup(input: $input) {
                    categoryGroup {
                        id
                        name
                        order
                        type
                        color
                        groupLevelBudgetingEnabled
                        budgetVariability
                        rolloverPeriod {
                            id
                            startMonth
                            endMonth
                            startingBalance
                            __typename
                        }
                        __typename
                    }
                    __typename
                }
            }

Try It Out

To test this API method locally:

1. Install the package: pip install monarchmoney
2. Create a Python script with the example code above
3. Replace email and password with your Monarch Money credentials
4. Run the script

See the Authentication Guide for details on logging in.