export_hmrc_csv
Exports bank transactions as an HMRC-ready CSV file with categorization and summary for tax reporting. Specify account and date range to generate the file.
Instructions
Export transactions as HMRC-ready CSV with categorization and summary.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| end_date | Yes | End date in YYYY-MM-DD format | |
| filename | No | Optional filename for the CSV export (defaults to hmrc_export_<account>_<from>_<to>.csv) | |
| account_id | Yes | The account ID to export transactions for | |
| start_date | Yes | Start date in YYYY-MM-DD format |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| content | Yes |