up_list_transactions
Retrieve and filter banking transactions by account, date range, status, category, or tags to analyze spending patterns and financial activity.
Instructions
List transactions across all accounts or for a specific account. Supports filtering by status, date range, category, and tags. Returns paginated results ordered newest first.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| accountId | No | Optional: Filter to transactions for a specific account | |
| status | No | Filter by transaction status (pending or settled) | |
| since | No | Start date-time in RFC 3339 format (e.g., 2024-01-01T00:00:00+10:00) | |
| until | No | End date-time in RFC 3339 format (e.g., 2024-12-31T23:59:59+10:00) | |
| category | No | Filter by category ID (e.g., 'restaurants-and-cafes', 'good-life') | |
| tag | No | Filter by transaction tag | |
| pageSize | No | Number of records to return (default: 30, max: 100) |
Input Schema (JSON Schema)
{
"properties": {
"accountId": {
"description": "Optional: Filter to transactions for a specific account",
"type": "string"
},
"category": {
"description": "Filter by category ID (e.g., 'restaurants-and-cafes', 'good-life')",
"type": "string"
},
"pageSize": {
"description": "Number of records to return (default: 30, max: 100)",
"type": "number"
},
"since": {
"description": "Start date-time in RFC 3339 format (e.g., 2024-01-01T00:00:00+10:00)",
"type": "string"
},
"status": {
"description": "Filter by transaction status (pending or settled)",
"enum": [
"HELD",
"SETTLED"
],
"type": "string"
},
"tag": {
"description": "Filter by transaction tag",
"type": "string"
},
"until": {
"description": "End date-time in RFC 3339 format (e.g., 2024-12-31T23:59:59+10:00)",
"type": "string"
}
},
"type": "object"
}