List transactions
list_transactionsRetrieve bank and manual transactions between two dates, then filter by amount, type, status, property, text, or receipt to locate a specific payment or invoice match.
Instructions
Bank/manual transactions between two dates, with optional filters to find the one you want (e.g. the payment an invoice belongs to). A transaction's file is its attached receipt (see attach_transaction_receipt).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| type | No | ||
| amount | No | Exact amount in pounds, e.g. 27.74 | |
| search | No | Case-insensitive text to find in the description | |
| status | No | e.g. "mapped" (categorised); omit for all | |
| endDate | Yes | ||
| startDate | Yes | ||
| hasReceipt | No | true: only with a receipt; false: only without | |
| propertyId | No | Only transactions assigned to this property |