PocketSmith
PocketSmith is a personal finance platform for tracking accounts and transactions, managing budgets, and forecasting financial outcomes.
14 actionsAPI key
What your bot can do in PocketSmith
Looks up
- Get BudgetReturn a PocketSmith user's current category-level actual and forecast budget analysis.
- Get Budget SummaryAnalyze the user's combined income and expense budget over a required date range and period interval.
- Get Current UserReturn the PocketSmith user authorized by the connected developer key, including the user ID needed by user-scoped tools.
- Get TransactionReturn one PocketSmith transaction by ID with its amount, date, payee, category, labels, and review state.
- List AccountsReturn all financial accounts belonging to a PocketSmith user, including account, primary transaction-account, and scenario IDs.
- List CategoriesReturn all categories belonging to a PocketSmith user, including hierarchy and budgeting flags.
- List Transaction AccountsReturn the transaction accounts belonging to a PocketSmith user, including IDs and balances needed to create and query transactions.
- List TransactionsReturn one page of a user's transactions with optional date, state, type, and keyword filters, plus a cursor for the next page.
Takes action
- Create CategoryCreate one category for a PocketSmith user with optional hierarchy and budgeting behavior.
- Create TransactionCreate one transaction in a specified transaction account and return the created financial record.
- Update AccountUpdate selected metadata on one financial account without deleting it or changing transaction-account balances.
- Update CategoryUpdate selected hierarchy, display, and budgeting fields on one category without deleting it.
- Update TransactionUpdate selected fields on one existing transaction without deleting or splitting it.
- Update TransactionsUpdate 1-20 distinct transactions sequentially.
