ynab_export_transactions
Export YNAB transactions to a local JSON file, with optional filters by budget, account, or date.
Instructions
Export all transactions for a budget to a local JSON file.
Args:
budget_id (string, optional): Budget UUID. Omit to use the default budget.
account_id (string, optional): Filter by account.
since_date (string, optional): ISO date (YYYY-MM-DD) to filter transactions on or after.
Returns: file_path, transaction_count, file_size_kb
Examples:
Export all transactions: call with no args
Export account: set account_id
Errors:
"No default budget set" → run ynab_set_default_budget first
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| budget_id | No | ||
| account_id | No | ||
| category_id | No | ||
| since_date | No | ||
| type | No | ||
| filename | No | ||
| minimal | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| message | Yes | ||
| filename | Yes | ||
| full_path | Yes | ||
| export_directory | Yes | ||
| export_mode | Yes | ||
| minimal_fields | Yes | ||
| filename_explanation | Yes | ||
| preview_count | Yes | ||
| total_count | Yes | ||
| preview_transactions | Yes |