list_accounts
What it does
Section titled “What it does”List the plan’s accounts with their current balances (in currency units).
Use it to reconcile YNAB with the bank.
Behaviour
Section titled “Behaviour”| Kind | read-only |
| Confirmation | no |
| Undo | no |
| Idempotent | yes |
| YNAB requests | 1 for the example below, on a cold cache |
Parameters
Section titled “Parameters”| Name | Type | Required | Default | Description |
|---|---|---|---|---|
plan_id |
string | yes | — | YNAB plan id or ‘last-used’. |
Returns
Section titled “Returns”array of object
| Field | Type | Description |
|---|---|---|
id |
string | YNAB id of the account. |
name |
string | Account name. |
type |
string | YNAB account type, e.g. checking, savings, creditCard, otherAsset. |
on_budget |
boolean | False for a tracking account, whose transactions take no category. |
closed |
boolean | True when the account is closed in YNAB. |
balance |
number | Balance of all transactions. |
cleared_balance |
number | Balance of the transactions the bank has shown. |
uncleared_balance |
number | Balance of the transactions the bank has not shown yet. |
Example
Section titled “Example”Arguments:
{ "plan_id": "demo-budget"}Answer on the demo budget:
[ { "id": "acc-checking", "name": "Checking", "type": "checking", "on_budget": true, "closed": false, "balance": 3512.66, "cleared_balance": 3512.66, "uncleared_balance": 0.0 }, { "id": "acc-savings", "name": "Savings", "type": "savings", "on_budget": true, "closed": false, "balance": 600.0, "cleared_balance": 600.0, "uncleared_balance": 0.0 }]Errors
Section titled “Errors”This tool raises no error of its own; YNAB’s errors come back as Error calling tool '<tool>': YNAB <status>: <detail>.
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