Search categories
list_categoriesSearch personal finance categories to find category IDs for filtering transactions, using queries like 'eating out' or 'fuel'. Supports spending (DEBIT) or income (CREDIT) types.
Instructions
Find category ids to filter by. The taxonomy has around 180 entries, so pass query to search it rather than pulling the lot: "eating out", "fuel", "childcare", "rent". The search covers each category's label, description and its built-in search terms, so everyday words find the right one. Add type: "DEBIT" for spending or "CREDIT" for income.
Categories are hierarchical (Group > Subgroup > Leaf) and you filter on the leaf ids. A word like "food" spans several branches (eating out, groceries, takeaways), so check the labels and use every id that fits the question. isNetNeutral marks categories left out of spending analysis, such as transfers between the user's own accounts.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| type | No | DEBIT = spending categories, CREDIT = income categories. | |
| query | No | Case-insensitive search across label, description and search terms. Omit only when you genuinely need the whole taxonomy. | |
| includeInactive | No | Also return retired categories. Default false. |