ynab_list_transactions
List and filter YNAB budget transactions by account, category, date, or status. Supports pagination for large result sets.
Instructions
List transactions for a budget with optional filtering and pagination.
Args:
budget_id (string, optional): Budget UUID. Omit to use the default budget.
account_id (string, optional): Filter by account.
category_id (string, optional): Filter by category.
since_date (string, optional): ISO date (YYYY-MM-DD) to filter transactions on or after.
type (string, optional): "uncategorized" or "unapproved".
cleared (string, optional): "cleared", "uncleared", or "reconciled".
limit (int, optional): Max results per page. Default: 50.
offset (int, optional): Zero-based offset for pagination. Default: 0.
response_format (string, optional): "json" or "markdown" (default: "markdown").
Returns: transactions[], total_count, returned_count, offset, has_more, next_offset, cached, cache_info
Examples:
All transactions: call with no args (uses default budget)
Filter by account: set account_id
Last 30 days: set since_date to 30 days ago
Page 2: set limit=50, offset=50
Errors:
"No default budget set" → run ynab_set_default_budget first
Large result → use ynab_export_transactions to save to file
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| type | No | ||
| limit | No | ||
| offset | No | ||
| cleared | No | ||
| budget_id | No | ||
| account_id | No | ||
| since_date | No | ||
| category_id | No | ||
| response_format | No | markdown |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||