delete_transaction
ChatGPTSoft-delete an existing transaction by ID so it no longer appears in normal spending summaries.
Finance
Overview
PocketLedger is a personal finance app, expense tracker, spending tracker, and budget tracker inside ChatGPT. Log expenses by chatting, track spending, search your transaction history, spot possible duplicate charges, and get clear spending reports, category reports, financial reports, and monthly budget summaries. It helps with expense management, money management, budget management, and everyday personal finance without spreadsheets or a separate finance app.
Tools
delete_transaction
ChatGPTSoft-delete an existing transaction by ID so it no longer appears in normal spending summaries.
delete_transaction
ChatGPTSoft-delete an existing transaction by ID so it no longer appears in normal spending summaries.
get_connected_account
ChatGPTReturn the PocketLedger account linked to this chat session, including profile details and connected AI apps. Call when the user asks who they are logged in as, which account is connected, or which apps have access.
get_connected_account
ChatGPTReturn the PocketLedger account linked to this chat session, including profile details and connected AI apps. Call when the user asks who they are logged in as, which account is connected, or which apps have access.
get_connected_account
ChatGPTReturn the PocketLedger account linked to this chat session, including profile details and connected AI apps. Call when the user asks who they are logged in as, which account is connected, or which apps have access.
get_report
ChatGPTReturn a grouped expense spending report by category, merchant, day, week, month, or currency, with chart-ready structured data. Do not use the natural-language query as a keyword filter.
get_report
ChatGPTReturn a grouped expense spending report by category, merchant, day, week, month, or currency, with chart-ready structured data. Do not use the natural-language query as a keyword filter.
get_report
ChatGPTReturn a grouped expense spending report by category, merchant, day, week, month, or currency, with chart-ready structured data. Do not use the natural-language query as a keyword filter.
get_summary
ChatGPTReturn a spending summary for expenses in today, yesterday, this week, this month, this year, or a custom date range. Do not create income, transfers, or financial advice.
get_summary
ChatGPTReturn a spending summary for expenses in today, yesterday, this week, this month, this year, or a custom date range. Do not create income, transfers, or financial advice.
get_summary
ChatGPTReturn a spending summary for expenses in today, yesterday, this week, this month, this year, or a custom date range. Do not create income, transfers, or financial advice.
list_categories
ChatGPTList expense categories available for classifying transactions. This only lists categories and must not be used for investment advice, income creation, or bank credential storage.
list_categories
ChatGPTList expense categories available for classifying transactions. This only lists categories and must not be used for investment advice, income creation, or bank credential storage.
list_categories
ChatGPTList expense categories available for classifying transactions. This only lists categories and must not be used for investment advice, income creation, or bank credential storage.
log_transaction
ChatGPTCreate one personal expense transaction from explicit structured fields. Expense-only: do not use for income, salary deposits, account transfers, bank credential storage, budgets, investment advice, or calendar tasks.
log_transaction
ChatGPTCreate one personal expense transaction from explicit structured fields. Expense-only: do not use for income, salary deposits, account transfers, bank credential storage, budgets, investment advice, or calendar tasks.
log_transaction
ChatGPTCreate one personal expense transaction from explicit structured fields. Expense-only: do not use for income, salary deposits, account transfers, bank credential storage, budgets, investment advice, or calendar tasks.
parse_expense_text
ChatGPTParse natural-language expense text without saving it, returning candidate amount, currency, merchant, category, date, and missing fields.
parse_expense_text
ChatGPTParse natural-language expense text without saving it, returning candidate amount, currency, merchant, category, date, and missing fields.
parse_expense_text
ChatGPTParse natural-language expense text without saving it, returning candidate amount, currency, merchant, category, date, and missing fields.
record_expense
ChatGPTRecord one personal expense from natural-language text. Expense-only: do not use for income, salary deposits, account transfers, bank credential storage, budgets, investment advice, or calendar tasks.
record_expense
ChatGPTRecord one personal expense from natural-language text. Expense-only: do not use for income, salary deposits, account transfers, bank credential storage, budgets, investment advice, or calendar tasks.
record_expense
ChatGPTRecord one personal expense from natural-language text. Expense-only: do not use for income, salary deposits, account transfers, bank credential storage, budgets, investment advice, or calendar tasks.
restore_transaction
ChatGPTRestore a previously deleted transaction by ID so it appears in spending summaries again.
restore_transaction
ChatGPTRestore a previously deleted transaction by ID so it appears in spending summaries again.
restore_transaction
ChatGPTRestore a previously deleted transaction by ID so it appears in spending summaries again.
search_transactions
ChatGPTSearch a user's saved expense transactions by date range, category, merchant, keyword, currency, deleted status, and limit. Do not use for investment advice, income creation, bank credential storage, or calendar tasks.
search_transactions
ChatGPTSearch a user's saved expense transactions by date range, category, merchant, keyword, currency, deleted status, and limit. Do not use for investment advice, income creation, bank credential storage, or calendar tasks.
search_transactions
ChatGPTSearch a user's saved expense transactions by date range, category, merchant, keyword, currency, deleted status, and limit. Do not use for investment advice, income creation, bank credential storage, or calendar tasks.
undo_last_transaction
ChatGPTUndo the most recent supported transaction action, such as create, update, delete, or restore, within the undo window.
undo_last_transaction
ChatGPTUndo the most recent supported transaction action, such as create, update, delete, or restore, within the undo window.
undo_last_transaction
ChatGPTUndo the most recent supported transaction action, such as create, update, delete, or restore, within the undo window.
update_account_settings
ChatGPTUpdate the authenticated user's PocketLedger defaults for expense currency, reporting currency, timezone, and locale. Use this for account preferences only, not transaction edits, wallet balances, payments, or subscriptions.
update_account_settings
ChatGPTUpdate the authenticated user's PocketLedger defaults for expense currency, reporting currency, timezone, and locale. Use this for account preferences only, not transaction edits, wallet balances, payments, or subscriptions.
update_account_settings
ChatGPTUpdate the authenticated user's PocketLedger defaults for expense currency, reporting currency, timezone, and locale. Use this for account preferences only, not transaction edits, wallet balances, payments, or subscriptions.
update_transaction
ChatGPTUpdate an existing transaction by ID, changing fields such as amount, currency, merchant, category, date, timezone, or note.
update_transaction
ChatGPTUpdate an existing transaction by ID, changing fields such as amount, currency, merchant, category, date, timezone, or note.
update_transaction
ChatGPTUpdate an existing transaction by ID, changing fields such as amount, currency, merchant, category, date, timezone, or note.
Capabilities
WritesInteractive
Example Prompts
Click any prompt to copy it.
Links
App Stats
39
Tools
4
Prompts
ChatGPT
Platforms
Category
Money ManagementWorks with
ChatGPT
Data refreshed daily