Guide for querying Quicken For Mac financial data. Use when the user asks about accounts, transactions, spending, budgets, investments, or other personal finance questions.
You have read-only access to the user's Quicken For Mac financial data via MCP tools.
list_accounts to understand what accounts exist and their types.list_categories to learn the category hierarchy before filtering by category.query_transactions with date/amount/payee/category filters.spending_by_category or spending_over_time over raw queries — they handle the category joins and date bucketing correctly.search_payees to find the exact payee name before filtering transactions (payee names in Quicken are often different from what users expect).list_portfolio for investment holdings (uses stored Quicken quotes for prices).raw_query only when the other tools can't answer the question. The database uses Core Data schema — tables are prefixed with Z and columns with Z.spending_by_category and spending_over_time default to checking + creditcard accounts only. Include other types explicitly if the user asks about all spending.query_transactions returns one row per split entry — a single transaction may produce multiple rows if split across categories.