pocketsmith_list_transactions
Retrieve and filter Pocketsmith transactions by date, category, search, type, and more. Excludes transfers by default to help analyze core spending and identify unreviewed or uncategorized items.
Instructions
List transactions from Pocketsmith with optional filters. Transfers excluded by default.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| start_date | No | Filter transactions on or after this date (YYYY-MM-DD) | |
| end_date | No | Filter transactions on or before this date (YYYY-MM-DD) | |
| needs_review | No | Filter to transactions that need review | |
| uncategorised | No | Filter to uncategorised transactions | |
| search | No | Search string to match against payee, category, notes, etc. | |
| transaction_type | No | Filter by transaction type | |
| limit | No | Maximum number of transactions to return (default 100) | |
| exclude_transfers | No | Exclude transfer transactions (default true) | |
| exclude_zero | No | Exclude zero-amount transactions (default true) | |
| exclude_category_ids | No | Category IDs to exclude from results |