Get the currently authenticated PocketSmith user

Get a PocketSmith user by ID

Update a PocketSmith user profile

Get a PocketSmith institution by ID

Update a PocketSmith institution

Delete a PocketSmith institution. Optionally merge accounts into another institution.

List all institutions for the authenticated user

Create a new institution

Get a PocketSmith account by ID, including transaction accounts and scenarios

Update a PocketSmith account

Delete a PocketSmith account

List all accounts for the authenticated user

Update the display order of accounts

Create a new account

List all accounts for a specific institution

Get a PocketSmith transaction account by ID

Update a PocketSmith transaction account (e.g. change its institution or starting balance)

List all transaction accounts for the authenticated user

Get a single PocketSmith transaction by ID

Update a PocketSmith transaction

Delete a PocketSmith transaction

List transactions for the authenticated user with optional filters

List transactions for a specific account

List transactions for a specific category

List transactions for a specific transaction account

Create a new transaction in a transaction account

Get a PocketSmith category by ID, including children

Update a PocketSmith category

Delete a PocketSmith category

List all categories for the authenticated user (returns tree structure)

Create a new category

List all category rules for the authenticated user

Create a category rule that auto-categorises transactions by payee match

List budget analysis for all categories for the authenticated user

Get a budget summary for the authenticated user

Get trend analysis for specific categories and scenarios over a date range

Clear the forecast cache to force recalculation

Get a PocketSmith event by ID

Update a PocketSmith event

Delete a PocketSmith event

List events for the authenticated user within a date range

List events for a specific scenario within a date range

Create a new event in a scenario

Get a PocketSmith attachment by ID

Update a PocketSmith attachment title

Delete a PocketSmith attachment

List attachments for the authenticated user

Create a new attachment (upload)

List attachments for a specific transaction

Assign an existing attachment to a transaction

Unassign an attachment from a transaction

List all labels used across the authenticated user's transactions

List all saved searches for the authenticated user

List all currencies supported by PocketSmith

Get details for a specific currency by code

List all time zones supported by PocketSmith