Get Transactions
get_transactionsRetrieve YNAB transactions with optional filters by account, category, payee, month, or date range, and access raw merchant import names for payee disambiguation.
Instructions
Get transactions with optional filters. Use type='unapproved' or type='uncategorized' to filter. Optionally filter by account, category, payee, or month. You may combine one of accountId/categoryId/payeeId with month to fetch that resource's transactions for a specific month. Each returned transaction includes 'import_payee_name_original' — the raw merchant string from the bank import (e.g. 'AplPay LS ONION RIVEMONTPELIER VT') — which encodes processor flag, merchant name (often longer than the cleaned payee_name), and city+state. This is the primary disambiguation field when payee_name is truncated or ambiguous. YNAB now defaults omitted sinceDate to one year ago; pass an explicit older sinceDate to retrieve older history. Note: large date ranges (6+ months on a busy budget) can return 50KB+ of data; narrow with categoryId/payeeId/month/sinceDate/untilDate filters when possible.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| type | No | Filter by approval/categorization status | |
| 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 return transactions on or after this date (YYYY-MM-DD). If omitted, YNAB defaults to one year ago. | |
| untilDate | No | Only return transactions on or before this date (YYYY-MM-DD) | |
| categoryId | No | Filter by category ID | |
| lastKnowledgeOfServer | No | Delta request server knowledge. When provided, returns { transactions, server_knowledge }. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes | Structured result returned by Get Transactions. |