Add Transaction
add_transactionRecord income or expense transactions to automatically update account balances. Provide a positive amount; the sign is applied based on the category type.
Instructions
Record an income or expense transaction. Automatically updates the account balance. Provide a positive amount — the sign is applied based on the category type.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| date | Yes | Transaction date in YYYY-MM-DD format. | |
| tags | No | Tags for categorization and cleanup, e.g. ['demo-financial']. | |
| amount | Yes | Transaction amount (positive number — sign is derived from category type). | |
| account_id | Yes | UUID of the capital account to debit/credit. | |
| category_id | Yes | UUID of the category (income or expense). | |
| customer_id | No | UUID of the customer this transaction is attributed to (e.g. a client payment). Optional. | |
| description | Yes | Description of the transaction. | |
| exclude_from_reports | No | Set true to exclude from P&L reports (e.g. owner draws). Default false. |