---
title: "PocketSmith integration | Growf"
description: "PocketSmith is a personal finance platform for tracking accounts and transactions, managing budgets, and forecasting… Connect PocketSmith to Growf."
url: "https://www.growf.io/integrations/pocketsmith/"
language: "en"
---

Integration / Analytics & Data

![PocketSmith logo](https://logos.composio.dev/api/pocketsmith)

# PocketSmith integration

PocketSmith is a personal finance platform for tracking accounts and transactions, managing budgets, and forecasting financial outcomes.

[Get a demo](https://www.growf.io/demo/)

About PocketSmith

## PocketSmith is a personal finance platform for accounts, transactions, budgets, and cash-flow forecasts. Use it to understand spending, plan ahead, and make better money decisions.

[All integrations](https://www.growf.io/integrations/)

Category

Analytics & Data, Finance & Accounting

Connection

API key

Type

Tool

Actions

1097

Tags

library

Example prompts

## What you can ask Growf to do with PocketSmith

- “Summarize spending by category this month”

- “List recent transactions over two hundred”

- “Compare budget forecast against actual spending”

Available actions

## 1097 actions your agents can run in PocketSmith

- Create Category  
Create one category for a PocketSmith user with optional hierarchy and budgeting behavior.
- Create Transaction  
Create one transaction in a specified transaction account and return the created financial record.
- Get Budget  
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…
- Get Budget Summary  
Analyze the user's combined income and expense budget over a required date range and period interval.
- Get Current User  
Return the PocketSmith user authorized by the connected developer key, including the user ID needed by user-scoped tools.
- Get Transaction  
Return one PocketSmith transaction by ID with its amount, date, payee, category, labels, and review state.
- List Accounts  
Return all financial accounts belonging to a PocketSmith user, including account, primary transaction-account, and scenario IDs.
- List Categories  
Return all categories belonging to a PocketSmith user, including hierarchy and budgeting flags.
- List Transaction Accounts  
Return the transaction accounts belonging to a PocketSmith user, including IDs and balances needed to create and query transactions.
- List 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 Account  
Update selected metadata on one financial account without deleting it or changing transaction-account balances.
- Update Category  
Update selected hierarchy, display, and budgeting fields on one category without deleting it.

Show all 14 actions

## Put PocketSmith to work inside Growf.

Connect it once and every workspace, agent and workflow can use it — securely, with your team in the loop.

[Get a demo](https://www.growf.io/demo/)