pocketsmith_list_transactions_by_category
Filter and view financial transactions by category to analyze spending patterns and track budget performance over specific date ranges.
Instructions
List transactions for one or more categories
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| category_ids | Yes | Category IDs 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 |