Sync data with ZenMoney. Run this first before using other tools. Use force_full=true to re-download everything.

List all user accounts (wallets, cards, cash). Sync must be done first.

List all expense/income categories (tags) with their hierarchy. Sync must be done first.

List known merchants/payees. Sync must be done first.

Create a ZenMoney category. Codex must request user approval before calling this tool.

Rename or configure an existing ZenMoney category. Codex must request user approval before calling this tool.

Delete an empty ZenMoney category. Refuses categories used by transactions or containing children. Codex must request user approval before calling.

Move transactions from one leaf category into another, then delete the source. Codex must request user approval before calling.

Add an expense transaction to ZenMoney. Requires account name/id, amount, and date. Optionally accepts category, payee, and comment. Codex must request user approval before calling this tool.

Add an income transaction to ZenMoney. Codex must request user approval before calling this tool.

Transfer money between two accounts in ZenMoney. For cross-currency transfers, specify both outcome_amount (source) and income_amount (destination). For same-currency transfers, just use outcome_amount (or amount as alias). Codex must request user approval before calling this tool.

List transactions. By default returns the last 30 days; pass start_date/end_date for an arbitrary period (e.g. Jan 1–31). Sync must be done first.

Review a period for likely duplicate, uncategorized, and unusually large transactions. Returns transaction IDs and never changes data.

Replace the category of one existing ZenMoney transaction. Codex must request user approval before calling this tool.

Permanently delete one ZenMoney transaction. Codex must request user approval before calling this tool.

Update the payee/payer and/or comment of one existing ZenMoney transaction. Omitted fields stay unchanged; null clears a field. Codex must request user approval before calling this tool.

Get ZenMoney's auto-suggestion for category and merchant based on a payee name. Useful for categorizing receipts.