list_transactions
Retrieve YNAB transactions since a given date, optionally filtered by account, category, payee, or approval status.
Instructions
List transactions from YNAB with optional filters.
Returns transactions since the given date. Optionally filter by one of: account, category, or payee (mutually exclusive).
Args: since_date: Start date (YYYY-MM-DD). Required. account_id: Filter by account UUID. category_id: Filter by category UUID. payee_id: Filter by payee UUID. type: Filter by "uncategorized" or "unapproved". budget_id: Budget ID. Defaults to last-used budget.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"since_date": "<since_date>"
},
"name": "list_transactions"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| type | No | ||
| payee_id | No | ||
| budget_id | No | ||
| account_id | No | ||
| since_date | Yes | ||
| category_id | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |