Transactions — List by month
transactions_list_by_monthLists transactions for a specific month in YNAB, with filters for cleared, approved, manual, amount, and selected fields. Use it to review monthly activity and find uncategorized items.
Instructions
[READ] List transactions for a specific month. month: ISO date string for the first day of the month (e.g. '2024-01-01'). Amounts in milliunits. 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 | ||
| month | Yes | ||
| 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 | |||