pocketsmith_list_transactions_by_account
Retrieve and filter financial transactions for a specific account to analyze spending, track expenses, and manage personal finances.
Instructions
List transactions for a specific account with optional filters
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| account_id | Yes | The account ID to filter by | |
| 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 transaction fields | |
| transaction_type | No | Filter by transaction type |