Get Transactions
get_transactionsRetrieve YNAB transactions by account, category, payee, month, or approval status. The raw merchant field helps disambiguate similar payee names.
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. |