ynab_list_transactions
List YNAB budget transactions with filters for account, category, date, and status, plus pagination to handle large result sets. Get counts and offsets for easy navigation.
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 | |||