Transactions
25 tools
- Read
- View your accounts, transactions, categories, and monthly summaries
transactions:read - Change
- Add, edit, and categorize transactions, and manage your accounts, on your behalf
transactions:write
Reads reads onlyAdds adds a new recordChanges changes or deletes what you had
- Get a transaction's receiptReads
get_receipt - Get category totalsReads
get_category_totals - Get the monthly summaryReads
get_monthly_summary - Get transactions in a date rangeReads
get_transactions_in_range - List accountsReads
list_accounts - List categoriesReads
list_categories - Match a statement to an accountReads
match_statement_account - Resolve which account paidReads
resolve_payment_account - Attach a bank line to a transaction the user already loggedChanges
attach_statement_line - Create a categoryAdds
create_category - Create an accountAdds
create_account - Delete a categoryChanges
delete_category - Delete a transactionChanges
delete_transaction - Delete a transaction's receiptChanges
delete_receipt - Delete an accountChanges
delete_account - Forget a cardChanges
forget_card - Log a transactionAdds
log_transaction - Log transactions in bulkAdds
log_transactions_batch - Remember a card on an accountAdds
remember_card - Remove one receipt itemChanges
delete_receipt_item - Save a transaction's receiptChanges
set_receipt - Update a categoryChanges
update_category - Update a transactionChanges
update_transaction - Update an accountChanges
update_account - Update one receipt itemChanges
update_receipt_item