pocketsmith_categorize_transaction
Assign categories to financial transactions for better spending analysis and budget management in Pocketsmith.
Instructions
Categorize a transaction by setting its category. This is a convenience wrapper around update_transaction.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| transaction_id | Yes | The transaction ID to categorize | |
| category_id | Yes | The category ID to assign | |
| note | No | Optional note explaining the categorization | |
| mark_reviewed | No | Whether to mark the transaction as reviewed (default true) |