update_category_rollover

Type: mutation

Updates a category's rollover settings. Use this to modify the starting balance, start month, or other rollover configuration for a category that already has rollover enabled.

Signature

async def update_category_rollover(
    category_id: str,
    starting_balance: float | None = None,
    start_month: str | None = None,
    rollover_type: str | None = None,
    frequency: str | None = None
) -> Dict[str, Any]

Parameters

Parameter	Type	Required	Description
category_id	str	Yes	The ID of the category to update
starting_balance	`float	None`	No
start_month	`str	None`	No
rollover_type	`str	None`	No
frequency	`str	None`	No

Returns

Dict with updateCategory containing the updated category

Example

from monarchmoney import MonarchMoney

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

result = await mm.update_category_rollover("example_category_id")
print(result)

GraphQL Operation

Operation Name: UpdateCategoryRollover

GraphQL Query

mutation UpdateCategoryRollover($input: UpdateCategoryInput!) {
                updateCategory(input: $input) {
                    category {
                        id
                        name
                        rolloverPeriod {
                            id
                            startMonth
                            startingBalance
                            type
                            frequency
                            targetAmount
                        }
                    }
                    errors {
                        message
                        fieldErrors {
                            field
                            messages
                        }
                    }
                }
            }

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.