search_transactions
Locate specific YNAB transactions by searching payee, memo, or category text. Filter results by date, minimum or maximum amount, and choose which fields to return.
Instructions
Search transactions by text across payee, memo, and category fields.
Args: plan_id: The plan ID (use list_plans to find available IDs) query: Text to search for (case-insensitive, matches payee, memo, and category) since_date: Only search transactions on or after this date (YYYY-MM-DD) amount_min: Minimum amount in dollars (e.g. -100.00). Filters by absolute value if both min and max are positive, otherwise by raw value. amount_max: Maximum amount in dollars (e.g. -10.00) exclude_fields: Optional list of field names to exclude from each transaction. If omitted, the model's default exclude list is used (see FIELDS.md). Pass [] to return all fields. Pass a custom list to override the default.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| query | Yes | ||
| plan_id | Yes | ||
| amount_max | No | ||
| amount_min | No | ||
| since_date | No | ||
| exclude_fields | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |