Add transaction split support#20
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…saction_reviewed tools
… and get_recurring_transactions tools
This adds two new tools for working with split transactions: - get_transaction_splits: View how a transaction has been divided - split_transaction: Split a single transaction into multiple parts with different categories or merchants Split transactions are useful when a single purchase contains items from multiple budget categories (e.g., a Costco trip with both groceries and household items).
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harshitbshah
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Apr 14, 2026
…obcerda#20) - Rename "Getting Started" → "Quick Start" - Remove the two-way install comparison table from Overview - Update easy-to-install bullet to list all four methods - Replace two install options with four numbered options: Option 1: .mcpb (Claude Desktop), Option 2: uvx (agents), Option 3: pip, Option 4: clone and install Co-authored-by: Istvan Varga-Haszonits <vargahis@Istvans-MacBook-Pro.local> Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
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This adds support for splitting transactions into multiple parts with different categories or merchants.
Changes
Added two new tools:
get_transaction_splits- View how a transaction has been divided into partssplit_transaction- Split a single transaction into multiple parts with different categories or merchantsUse Case
Split transactions are useful when a single purchase contains items from multiple budget categories. For example, splitting a Costco trip into groceries and household items, or separating a mixed Amazon order into different expense categories.
Implementation
Uses the existing
get_transaction_splitsandupdate_transaction_splitsmethods from the monarchmoney library. The split amounts must sum to the original transaction amount.