get_uncategorized_transactions
Retrieve uncategorized transactions sorted by description to categorize them after bulk import. Group similar merchants for consistent bulk updates.
Instructions
Get all uncategorized transactions sorted alphabetically by description.
Designed for systematic categorization after bulk import: Use this tool to retrieve transactions imported without categories.
Because results are sorted by description, similar merchant/expense descriptions are grouped together, enabling fast and consistent bulk updates via update_transaction.
Arguments:
type: Optional filter by transaction type ('income' or 'expense').
search: Optional keyword search filter for description.
limit: Maximum number of records to return (default 100).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| type | No | ||
| limit | No | ||
| search | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |