Manage PocketSmith transactions, categories, budgets and financial data

Manage PocketSmith transactions, categories, and financial data via the API

PocketSmith Skill

Manage PocketSmith transactions and categories. Supports listing, searching, creating, updating, and deleting financial data.

Prerequisites

Set these environment variables:

• POCKETSMITH_DEVELOPER_KEY - Your PocketSmith developer key (from Settings > Security > Manage Developer Keys)
• POCKETSMITH_ALLOW_WRITES - Set to true to enable create, update, and delete operations (disabled by default for safety)

Commands

All commands should be run from the skill directory using uv run pocketsmith.

Authentication

bash

# Check authentication status and get user info
pocketsmith auth status

# Get current user details
pocketsmith me

Transactions

bash

# Get a single transaction
pocketsmith transactions get <transaction_id>

# List transactions for a user
pocketsmith transactions list-by-user <user_id>
pocketsmith transactions list-by-user <user_id> --start-date 2024-01-01 --end-date 2024-12-31
pocketsmith transactions list-by-user <user_id> --search "coffee"
pocketsmith transactions list-by-user <user_id> --uncategorised
pocketsmith transactions list-by-user <user_id> --needs-review
pocketsmith transactions list-by-user <user_id> --type debit

# List transactions by account
pocketsmith transactions list-by-account <account_id>

# List transactions by category
pocketsmith transactions list-by-category <category_ids>  # comma-separated

# List transactions by transaction account
pocketsmith transactions list-by-transaction-account <transaction_account_id>

# Create a transaction (requires POCKETSMITH_ALLOW_WRITES=true)
pocketsmith transactions create <transaction_account_id> --payee "Store Name" --amount -50.00 --date 2024-01-15
pocketsmith transactions create <transaction_account_id> --payee "Salary" --amount 5000.00 --date 2024-01-01 --category-id 123

# Update a transaction (requires POCKETSMITH_ALLOW_WRITES=true)
pocketsmith transactions update <transaction_id> --category-id 456
pocketsmith transactions update <transaction_id> --payee "New Payee" --note "Updated note"
pocketsmith transactions update <transaction_id> --labels "groceries,essential"

# Delete a transaction (requires POCKETSMITH_ALLOW_WRITES=true)
pocketsmith transactions delete <transaction_id>

Categories

bash

# Get a single category
pocketsmith categories get <category_id>

# List all categories for a user
pocketsmith categories list <user_id>

# Create a category (requires POCKETSMITH_ALLOW_WRITES=true)
pocketsmith categories create <user_id> --title "New Category"
pocketsmith categories create <user_id> --title "Subcategory" --parent-id 123
pocketsmith categories create <user_id> --title "Bills" --colour "#ff0000" --is-bill true

# Update a category (requires POCKETSMITH_ALLOW_WRITES=true)
pocketsmith categories update <category_id> --title "Renamed Category"
pocketsmith categories update <category_id> --parent-id 456
pocketsmith categories update <category_id> --no-parent  # Make top-level
pocketsmith categories update <category_id> --colour "#00ff00"

# Delete a category (requires POCKETSMITH_ALLOW_WRITES=true)
pocketsmith categories delete <category_id>

Labels

bash

# List all labels for a user
pocketsmith labels list <user_id>

Budget

bash

# List budget for a user (per-category budget analysis)
pocketsmith budget list <user_id>
pocketsmith budget list <user_id> --roll-up true

# Get budget summary for a user
pocketsmith budget summary <user_id> --period months --interval 1 --start-date 2024-01-01 --end-date 2024-12-31

# Get trend analysis (requires category and scenario IDs)
pocketsmith budget trend <user_id> --period months --interval 1 --start-date 2024-01-01 --end-date 2024-12-31 --categories "123,456" --scenarios "1,2"

# Refresh forecast cache (requires POCKETSMITH_ALLOW_WRITES=true)
pocketsmith budget refresh <user_id>

Transaction Filter Options

When listing transactions, these filters are available:

• --start-date - Filter from date (YYYY-MM-DD)
• --end-date - Filter to date (YYYY-MM-DD)
• --updated-since - Only transactions updated after this datetime
• --uncategorised - Only uncategorised transactions
• --type - Filter by type: debit or credit
• --needs-review - Only transactions needing review
• --search - Search term for payee/memo
• --page - Page number for pagination

Category Options

When creating/updating categories:

• --title - Category name
• --colour - CSS hex colour (e.g., #ff0000)
• --parent-id - Parent category ID for subcategories
• --no-parent - Make category top-level (update only)
• --is-transfer - Mark as transfer category (true/false)
• --is-bill - Mark as bill category (true/false)
• --roll-up - Roll up to parent category (true/false)
• --refund-behaviour - debit_only or credit_only

Output Format

All commands output JSON. Example transaction:

json

{
  "id": 1234567,
  "payee": "Coffee Shop",
  "amount": -5.50,
  "date": "2024-01-15",
  "category": {
    "id": 123,
    "title": "Eating Out"
  },
  "transaction_account": {
    "id": 456,
    "name": "Checking Account"
  }
}

Date Format

All dates use YYYY-MM-DD format (e.g., 2024-01-15).

Write Protection

Write operations (create, update, delete) are disabled by default for safety. To enable them:

bash

export POCKETSMITH_ALLOW_WRITES=true

Without this, write commands will fail with:

json

{"error": "Write operations are disabled by default. Set POCKETSMITH_ALLOW_WRITES=true to enable create, update, and delete operations.", "hint": "export POCKETSMITH_ALLOW_WRITES=true"}

Common Workflows

Search and Categorize Transactions

bash

# Find uncategorised transactions
pocketsmith transactions list-by-user 123456 --uncategorised

# Search for specific transactions
pocketsmith transactions list-by-user 123456 --search "Netflix"

# Categorize a transaction
pocketsmith transactions update 789012 --category-id 456

Organize Categories

bash

# List existing categories
pocketsmith categories list 123456

# Create a new subcategory
pocketsmith categories create 123456 --title "Streaming" --parent-id 789

# Move a category under a different parent
pocketsmith categories update 101112 --parent-id 789

Review Transactions

bash

# Find transactions needing review
pocketsmith transactions list-by-user 123456 --needs-review

# Mark as reviewed by updating
pocketsmith transactions update 789012 --needs-review false