create_transaction
Add a new transaction to a specified account in Monarch Money, including amount, description, date, and optional details like category and merchant name.
Instructions
Create a new transaction in Monarch Money.
Args:
account_id: The account ID to add the transaction to
amount: Transaction amount (positive for income, negative for expenses)
description: Transaction description
date: Transaction date in YYYY-MM-DD format
category_id: Optional category ID
merchant_name: Optional merchant name
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| account_id | Yes | ||
| amount | Yes | ||
| category_id | No | ||
| date | Yes | ||
| description | Yes | ||
| merchant_name | No |
Input Schema (JSON Schema)
{
"properties": {
"account_id": {
"title": "Account Id",
"type": "string"
},
"amount": {
"title": "Amount",
"type": "number"
},
"category_id": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Category Id"
},
"date": {
"title": "Date",
"type": "string"
},
"description": {
"title": "Description",
"type": "string"
},
"merchant_name": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Merchant Name"
}
},
"required": [
"account_id",
"amount",
"description",
"date"
],
"title": "create_transactionArguments",
"type": "object"
}