Search transactions
list_transactionsFind and filter transactions by date, type, account, category, payee, amount or currency, and get income/expense totals for all matches in one call.
Instructions
Find transactions with filters (dates/period, type, accounts, categories incl. subcategories, payee, free text, amount, currency). Newest first by default, paginated. Also returns income/expense totals of all matches in the main currency (in-balance accounts only, like ZenMoney reports), so "how much did I spend on X" needs only this call (or summarize_transactions for breakdowns).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| ids | No | Fetch specific transactions by id | |
| sort | No | date_desc | |
| limit | No | ||
| payee | No | Substring of the payee / merchant name | |
| types | No | Transaction types to include: expense | income | transfer (between own accounts) | debt_out (money given to a person: lending, or repaying them) | debt_in (money received from a person: borrowing, or them repaying you) | |
| offset | No | ||
| period | No | Date range relative to today (weeks start on Monday). date_from/date_to override either end. | |
| search | No | Free text matched against payee, merchant, comment and category names | |
| date_to | No | Inclusive end date, YYYY-MM-DD | |
| accounts | No | Account names, ids or card last digits; matches money leaving or arriving | |
| currency | No | Only transactions in this currency (ISO code) | |
| date_from | No | Inclusive start date, YYYY-MM-DD | |
| categories | No | Category names, "Parent / Child" paths or ids; subcategories are included | |
| max_amount | No | Maximum amount in the account's currency | |
| min_amount | No | Minimum amount in the account's currency | |
| uncategorized | No | Only transactions without a category | |
| include_deleted | No | Include deleted transactions (they can be restored) |