create_transactions
Insert one or more financial transactions into LunchMoney with details like date, payee, amount, currency, category, and status for expense tracking.
Instructions
Insert one or more transactions
Input Schema
Name | Required | Description | Default |
---|---|---|---|
input | Yes |
Input Schema (JSON Schema)
{
"properties": {
"input": {
"additionalProperties": false,
"properties": {
"apply_rules": {
"description": "Apply account's rules to transactions",
"type": "boolean"
},
"check_for_recurring": {
"description": "Check if transactions are part of recurring expenses",
"type": "boolean"
},
"debit_as_negative": {
"description": "Pass true if debits are provided as negative amounts",
"type": "boolean"
},
"skip_balance_update": {
"description": "Skip updating balance for assets/accounts",
"type": "boolean"
},
"skip_duplicates": {
"description": "Skip transactions that are potential duplicates",
"type": "boolean"
},
"transactions": {
"description": "Array of transactions to create",
"items": {
"additionalProperties": false,
"properties": {
"amount": {
"description": "Amount as string with up to 4 decimal places",
"type": "string"
},
"asset_id": {
"description": "Asset ID for manual accounts",
"type": "number"
},
"category_id": {
"description": "Category ID",
"type": "number"
},
"currency": {
"description": "Three-letter lowercase currency code",
"type": "string"
},
"date": {
"description": "Date in YYYY-MM-DD format",
"type": "string"
},
"external_id": {
"description": "External ID (max 75 characters)",
"type": "string"
},
"notes": {
"description": "Transaction notes",
"type": "string"
},
"payee": {
"description": "Payee name",
"type": "string"
},
"recurring_id": {
"description": "Recurring expense ID",
"type": "number"
},
"status": {
"description": "Transaction status",
"enum": [
"cleared",
"uncleared",
"pending"
],
"type": "string"
},
"tags": {
"description": "Array of tag IDs",
"items": {
"type": "number"
},
"type": "array"
}
},
"required": [
"date",
"payee",
"amount"
],
"type": "object"
},
"type": "array"
}
},
"required": [
"transactions"
],
"type": "object"
}
},
"required": [
"input"
],
"type": "object"
}