search_transactions
Find specific YNAB transactions by searching payee names or memo fields with optional date filters and result limits to track spending patterns.
Instructions
Search for transactions by text in payee name or memo.
Args:
budget_id: The ID of the budget (use 'last-used' for default budget)
search_term: Text to search for in payee name or memo (case-insensitive)
since_date: Only search transactions on or after this date (YYYY-MM-DD format)
until_date: Only search transactions on or before this date (YYYY-MM-DD format)
limit: Maximum number of transactions to return (default: 100, max: 500)
Returns:
JSON string with matching transactions and count
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| budget_id | Yes | ||
| limit | No | ||
| search_term | Yes | ||
| since_date | No | ||
| until_date | No |
Input Schema (JSON Schema)
{
"properties": {
"budget_id": {
"title": "Budget Id",
"type": "string"
},
"limit": {
"default": null,
"title": "Limit",
"type": "integer"
},
"search_term": {
"title": "Search Term",
"type": "string"
},
"since_date": {
"default": null,
"title": "Since Date",
"type": "string"
},
"until_date": {
"default": null,
"title": "Until Date",
"type": "string"
}
},
"required": [
"budget_id",
"search_term"
],
"type": "object"
}