search_transactions

Search and filter transactions by payee, category, amount, date, or memo. Flexible search for finding specific transactions.

Parameters

  • payee (optional) - Filter by payee name (partial match)
  • category (optional) - Filter by category name (partial match)
  • min_amount (optional) - Minimum amount in dollars (use negative for outflows)
  • max_amount (optional) - Maximum amount in dollars
  • start_date (optional) - Start date in YYYY-MM-DD format
  • end_date (optional) - End date in YYYY-MM-DD format
  • memo_contains (optional) - Filter by memo text (partial match)
  • limit (optional) - Max transactions to return (default: 50)
  • format (optional) - Output format: text, markdown, or json (default: text)

Example usage

Show me all Amazon purchases over $100 this year

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