Export Transactions
export_transactionsExport YNAB transactions as CSV for spreadsheet or offline analysis. Filter by date, account, category, and more, with safe handling of formula characters.
Instructions
Export transactions as CSV text (same filters as get_transactions, including type). Columns: date, amount (dollars, negative = outflow), payee, category, account, memo, cleared, approved, transfer, id. Free-text columns (payee, category, account, memo) get a leading apostrophe when the value starts with a formula character (= + - @ tab CR), so spreadsheet applications cannot execute a bank-imported merchant string as a formula. Use when the user wants data for a spreadsheet or offline analysis; for programmatic work prefer get_transactions (structured JSON). Read-only. Large date ranges produce large output — narrow with filters when possible.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| type | No | Filter by approval/categorization status (e.g. export the unapproved queue for offline review) | |
| month | No | Filter by month (YYYY-MM-DD, first of month) | |
| payeeId | No | Filter by payee ID | |
| budgetId | No | Budget ID (uses default if not provided) | |
| accountId | No | Filter by account ID | |
| sinceDate | No | Only export transactions on or after this date (YYYY-MM-DD). If omitted, YNAB defaults to one year ago. | |
| untilDate | No | Only export transactions on or before this date (YYYY-MM-DD) | |
| categoryId | No | Filter by category ID |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes | Structured result returned by Export Transactions. |