get_transactions
Retrieve YNAB transactions with filtering options by date, account, or category. Use pagination to manage large datasets and analyze spending patterns effectively.
Instructions
Get transactions with optional filtering and pagination.
Args:
budget_id: The ID of the budget (use 'last-used' for default budget)
since_date: Only return transactions on or after this date (YYYY-MM-DD format)
until_date: Only return transactions on or before this date (YYYY-MM-DD format)
account_id: Filter by account ID (optional)
category_id: Filter by category ID (optional)
limit: Number of transactions per page (default: 100, max: 500)
page: Page number for pagination (1-indexed, default: 1)
Returns:
JSON string with transactions array and pagination metadata
Note:
For large date ranges (>1 year), use get_category_spending_summary or
compare_spending_by_year instead to avoid timeouts and reduce context usage.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| account_id | No | ||
| budget_id | Yes | ||
| category_id | No | ||
| limit | No | ||
| page | No | ||
| since_date | No | ||
| until_date | No |
Input Schema (JSON Schema)
{
"properties": {
"account_id": {
"default": null,
"title": "Account Id",
"type": "string"
},
"budget_id": {
"title": "Budget Id",
"type": "string"
},
"category_id": {
"default": null,
"title": "Category Id",
"type": "string"
},
"limit": {
"default": null,
"title": "Limit",
"type": "integer"
},
"page": {
"default": null,
"title": "Page",
"type": "integer"
},
"since_date": {
"default": null,
"title": "Since Date",
"type": "string"
},
"until_date": {
"default": null,
"title": "Until Date",
"type": "string"
}
},
"required": [
"budget_id"
],
"type": "object"
}