create_asset
Add manually-managed assets like cash, investments, or loans to your LunchMoney financial tracking with current balances and categorization.
Instructions
Create a new manually-managed asset
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| input | Yes |
Input Schema (JSON Schema)
{
"properties": {
"input": {
"additionalProperties": false,
"properties": {
"balance": {
"description": "Current balance of the asset",
"type": "number"
},
"balance_as_of": {
"description": "Date/time the balance is as of in ISO 8601 format",
"type": "string"
},
"closed_on": {
"description": "Date the asset was closed in YYYY-MM-DD format",
"type": "string"
},
"currency": {
"description": "Three-letter currency code (defaults to primary currency)",
"type": "string"
},
"display_name": {
"description": "Display name of the asset (defaults to name)",
"type": "string"
},
"exclude_transactions": {
"description": "Whether to exclude this asset from transaction options",
"type": "boolean"
},
"institution_name": {
"description": "Name of the institution holding the asset",
"type": "string"
},
"name": {
"description": "Name of the asset",
"type": "string"
},
"subtype_name": {
"description": "Optional subtype (e.g., retirement, checking, savings)",
"type": "string"
},
"type_name": {
"description": "Primary type of the asset",
"enum": [
"cash",
"credit",
"investment",
"real estate",
"loan",
"vehicle",
"cryptocurrency",
"employee compensation",
"other liability",
"other asset"
],
"type": "string"
}
},
"required": [
"type_name",
"name",
"balance"
],
"type": "object"
}
},
"required": [
"input"
],
"type": "object"
}