PocketSmith

Create one category for a PocketSmith user with optional hierarchy and budgeting behavior.

Create one transaction in a specified transaction account and return the created financial record.

Return a PocketSmith user's current category-level actual and forecast budget analysis. During probing, this read coincided with forecast cache access/update timestamps changing to the call timestamp and the forecast start date also changing; PocketSmith may therefore refresh derived forecast-cache metadata while serving it, although the probe did not establish that every call does so.

Analyze the user's combined income and expense budget over a required date range and period interval.

Return the PocketSmith user authorized by the connected developer key, including the user ID needed by user-scoped tools.

Return one PocketSmith transaction by ID with its amount, date, payee, category, labels, and review state.

Return all financial accounts belonging to a PocketSmith user, including account, primary transaction-account, and scenario IDs.

Return all categories belonging to a PocketSmith user, including hierarchy and budgeting flags.

Return the transaction accounts belonging to a PocketSmith user, including IDs and balances needed to create and query transactions.

Return one page of a user's transactions with optional date, state, type, and keyword filters, plus a cursor for the next page.

Update selected metadata on one financial account without deleting it or changing transaction-account balances.

Update selected hierarchy, display, and budgeting fields on one category without deleting it.

Update selected fields on one existing transaction without deleting or splitting it.

Update 1-20 distinct transactions sequentially. The operation is not atomic: successful updates are not rolled back, each item has an explicit outcome, and processing stops after an authentication, permission, rate-limit, server, unexpected-response, or ambiguous transport failure.