List Transactions
list_transactionsRead-only
Retrieve recent transactions from a YNAB budget with optional filters for date, categorization status, or approval status to track financial activity.
Instructions
[1 API call] List transactions for a budget with optional filters. Returns most recent transactions first.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| budget_id | No | Budget ID or 'last-used' | last-used |
| since_date | No | Only return transactions on or after this date (YYYY-MM-DD) | |
| type | No | Filter by 'uncategorized' or 'unapproved' | |
| last_knowledge_of_server | No | Delta request token |
Implementation Reference
- src/tools/transactions.ts:19-43 (handler)The "list_transactions" tool implementation, including its registration, schema definition, and handler logic.
server.registerTool("list_transactions", { title: "List Transactions", description: "[1 API call] List transactions for a budget with optional filters. Returns most recent transactions first.", inputSchema: { budget_id: z.string().default("last-used").describe("Budget ID or 'last-used'"), since_date: z.string().optional().describe("Only return transactions on or after this date (YYYY-MM-DD)"), type: z.enum(TRANSACTION_TYPES).optional().describe("Filter by 'uncategorized' or 'unapproved'"), last_knowledge_of_server: z.number().optional().describe("Delta request token"), }, annotations: { readOnlyHint: true }, }, async ({ budget_id, since_date, type, last_knowledge_of_server }) => { try { const response = await getClient().transactions.getTransactions( budget_id, since_date, type, last_knowledge_of_server ); const txns = response.data.transactions; if (txns.length === 0) return textResult("No transactions found."); const lines = txns.map(formatTransaction); return textResult( `Transactions (${txns.length}):\n${lines.join("\n")}\n\nServer Knowledge: ${response.data.server_knowledge}` ); } catch (e: any) { return errorResult(e.message); } });