pocketsmith_list_transactions
Retrieve financial transactions from Pocketsmith with filters for date range, review status, categorization, and search criteria to analyze spending patterns.
Instructions
List transactions from Pocketsmith with optional filters. Returns transactions as JSON.
Input Schema
TableJSON 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) |