Transactions — List
transactions_listRetrieve transactions from a YNAB plan with filters for date, type, cleared status, approval, and amount. Use delta sync and pagination to keep data current without full re-reads.
Instructions
[READ] List transactions for a plan. since_date: ISO date string (e.g. '2024-01-01') — only transactions on or after this date. type: 'uncategorized' or 'unapproved' for filtered lists. Amounts are in milliunits (1000 = $1.00). Includes subtransactions for split transactions. Supports delta sync: pass last_knowledge_of_server — the server_knowledge value any earlier response returned — and YNAB sends only what changed since, which is how a long session stays current without re-reading everything. changes_since does the same across categories, months and transactions in one call.Returns a paginated envelope with items, count, has_more, and next_offset. limit defaults to 100 and cannot exceed 500. Filters applied before paging: cleared ('cleared', 'uncleared', 'reconciled'), approved (true/false), manual_only=true for transactions with no import_id (entered by hand), min_amount to keep only transactions whose absolute amount is at least that many milliunits. fields: name the columns you need and each item is projected down to them, which is where the size of a long list actually goes — fields=['id,date,amount,cleared,import_id,payee_name,memo'] is a fraction of the full row. id is always included, and an unknown name is refused with the list of valid ones. Fields that are null or empty are omitted from each item. A missing category_id therefore means the transaction is uncategorized, and a missing subtransactions list means it is not a split.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| type | No | ||
| limit | No | ||
| fields | No | ||
| offset | No | ||
| cleared | No | ||
| plan_id | No | ||
| approved | No | ||
| min_amount | No | ||
| since_date | No | ||
| manual_only | No | ||
| last_knowledge_of_server | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||