get_transactions
Retrieve and filter financial transactions from Monarch Money by date, account, category, tags, or other attributes to analyze spending patterns.
Instructions
Get transactions from Monarch Money.
Args: limit: Number of transactions to retrieve (default: 100) offset: Number of transactions to skip (default: 0) start_date: Start date in YYYY-MM-DD format (requires end_date) end_date: End date in YYYY-MM-DD format (requires start_date) account_id: Specific account ID to filter by (shorthand for account_ids with one ID) search: Free text search query category_ids: List of category IDs to filter by account_ids: List of account IDs to filter by (cannot use with account_id) tag_ids: List of tag IDs to filter by has_attachments: Filter transactions with/without attachments has_notes: Filter transactions with/without notes hidden_from_reports: Filter transactions hidden/visible in reports is_split: Filter split/unsplit transactions is_recurring: Filter recurring/non-recurring transactions synced_from_institution: Filter synced/manual transactions
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | ||
| offset | No | ||
| start_date | No | ||
| end_date | No | ||
| account_id | No | ||
| search | No | ||
| category_ids | No | ||
| account_ids | No | ||
| tag_ids | No | ||
| has_attachments | No | ||
| has_notes | No | ||
| hidden_from_reports | No | ||
| is_split | No | ||
| is_recurring | No | ||
| synced_from_institution | No |