get_transactions
Search and list YNAB transactions with filters for date ranges, categories, accounts, or status to track spending and manage budgets.
Instructions
Search and list transactions with optional filters.
Args: budget_id: Budget ID (uses default if omitted). since_date: Only return transactions on or after this date (YYYY-MM-DD). before_date: Only return transactions before this date (YYYY-MM-DD). Server-side filter. Use with since_date for a date range, e.g. since_date="2024-02-01", before_date="2024-03-01" for all February 2024 transactions. type: Filter by "uncategorized" or "unapproved". account_id: Filter to a specific account. category_id: Filter to a specific category. payee_id: Filter to a specific payee. max_results: Maximum transactions to return (default 200).
Returns: List of transactions with date, amount, payee, category, memo, cleared status. Includes truncated flag and total_available count when results are capped.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| budget_id | No | ||
| since_date | No | ||
| before_date | No | ||
| type | No | ||
| account_id | No | ||
| category_id | No | ||
| payee_id | No | ||
| max_results | No |