pocketsmith_create_category_rule
Set up automatic transaction categorization in Pocketsmith by creating rules that match payee patterns and assign categories to future or existing transactions.
Instructions
Create a rule to automatically categorize future transactions matching a payee pattern
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| category_id | Yes | The category ID to assign when rule matches | |
| payee_matches | Yes | Keyword pattern to match in payee field | |
| apply_to_uncategorised | No | Apply this rule to existing uncategorised transactions | |
| apply_to_all | No | Apply this rule to ALL existing transactions (re-categorizes) |