pocketsmith_search_transactions
Search personal finance transactions by payee, category, or notes to find specific spending. Exclude transfers, zero-amount entries, or unwanted categories for targeted results.
Instructions
Search transactions by keyword (payee, category, notes). Transfers excluded by default.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| query | Yes | Search query to match against transaction fields | |
| limit | No | Maximum number of transactions to return (default 50) | |
| 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 |