list-transactions

list-transactions

Fetch and analyze transactions for a specific account or month to review spending patterns. Provides detailed insights for budgeting and financial tracking in YNAB.

Instructions

List transactions for a specific account or an entire month. Use this to investigate spending patterns identified in the financial overview.

Input Schema

Name	Required	Description
`account_id`	No	The ID of the account to fetch transactions for.
`budget_id`	No	The ID of the budget. If not provided, the default budget will be used.
`limit`	No	The maximum number of transactions to return.
`month`	No	The month to fetch transactions for (YYYY-MM-DD format).
`since_date`	No	The starting date for transactions (YYYY-MM-DD). Only valid if 'account_id' is provided.

Input Schema (JSON Schema)

{
  "properties": {
    "account_id": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "description": "The ID of the account to fetch transactions for.",
      "title": "Account Id"
    },
    "budget_id": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "description": "The ID of the budget. If not provided, the default budget will be used.",
      "title": "Budget Id"
    },
    "limit": {
      "anyOf": [
        {
          "type": "number"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "description": "The maximum number of transactions to return.",
      "title": "Limit"
    },
    "month": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "description": "The month to fetch transactions for (YYYY-MM-DD format).",
      "title": "Month"
    },
    "since_date": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "description": "The starting date for transactions (YYYY-MM-DD). Only valid if 'account_id' is provided.",
      "title": "Since Date"
    }
  },
  "title": "ListTransactionsInput",
  "type": "object"
}

You Need A Budget (YNAB) MCP

Instructions

Input Schema

Input Schema (JSON Schema)

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