add_transaction
Log single or batch income and expense transactions to your budget. Import multiple entries at once, optionally without categories, then assign categories later for organized tracking.
Instructions
Add one or more income or expense transactions to the budget.
Supports single transaction parameters OR a batch list/dict of items in items.
Bulk Import Workflow:
You can bulk import transactions without categories (
category_idis optional).After bulk logging, use
get_uncategorized_transactionsto review uncategorized transactions sorted by description.Then use
update_transactionto systematically assign category IDs to matching descriptions in bulk.
Arguments:
items: Optional list of dicts (or single dict) for batch insertion. Each dict can contain: {"amount": float, "category_id": int (optional), "description": str, "type": "expense"|"income", "date": "YYYY-MM-DD"}.
amount: Transaction monetary value (used if items is omitted).
category_id: Optional integer category ID from list_categories (omitting logs as 'Uncategorized').
description: Details or description of transaction (used if items is omitted).
type: Must be either 'expense' or 'income' (defaults to 'expense').
date: Optional transaction date formatted as YYYY-MM-DD or ISO string.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| date | No | ||
| type | No | expense | |
| items | No | ||
| amount | No | ||
| category_id | No | ||
| description | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |