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 | Default |
|---|---|---|---|
| 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"
}