Search Transactions
search_transactionsSearch your Monarch Money transactions by text query. Filter by date, account, category, tags, and more to find specific transactions.
Instructions
Search transactions by text using Monarch Money's built-in search.
Searches merchant names, descriptions, notes, and other fields. Accepts all the same filters as get_transactions plus a search query. Returns compact results by default (use verbose=True for full details).
Args: query: Search term to find in transactions limit: Maximum transactions to return (default: 500, max: 1000) offset: Number of transactions to skip for pagination start_date: Filter from this date (supports natural language like 'last month') end_date: Filter to this date (supports natural language) account_id: Filter by specific account ID category_id: Filter by specific category ID tag_ids: Comma-separated tag IDs to filter by has_attachments: Filter by attachment presence has_notes: Filter by notes presence hidden_from_reports: Filter by report visibility is_split: Filter split transactions is_recurring: Filter recurring transactions verbose: False=compact fields, True=all fields
Returns: JSON with search_metadata and matching transactions
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| query | Yes | ||
| limit | No | ||
| offset | No | ||
| start_date | No | ||
| end_date | No | ||
| account_id | No | ||
| category_id | No | ||
| tag_ids | No | ||
| has_attachments | No | ||
| has_notes | No | ||
| hidden_from_reports | No | ||
| is_split | No | ||
| is_recurring | No | ||
| verbose | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| search_metadata | Yes | ||
| transactions | Yes |