search_transactions
Search financial transactions by account with filters for date, amount, payee, and category. Requires accountId, obtainable via get_accounts.
Instructions
Search transactions with filters. accountId is required — use get_accounts first to find it.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Max records to return (default: all) | |
| payee | No | Filter by merchant/payee name (client-side search) | |
| dateTo | No | End date (YYYY-MM-DD). Converted to recordDate=lt filter. | |
| dateFrom | No | Start date (YYYY-MM-DD). Converted to recordDate=gte filter. | |
| accountId | Yes | Account ID (required). Use get_accounts to find it. | |
| amountMax | No | Maximum amount (absolute value) | |
| amountMin | No | Minimum amount (absolute value) | |
| categoryId | No | Filter by category ID |