add_transaction
Create a new transaction in Actual Budget by specifying date, account, and amount. Use negative amounts for expenses and positive for income; optionally include payee, category, cleared status, and notes.
Instructions
Create a new transaction in Actual Budget. date must be in YYYY-MM-DD format. amount is in dollars — use negative for expenses, positive for income. Use list_accounts for account names, list_payees for payee names, list_categories for category names. Returns the created transaction id and details.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| date | Yes | Transaction date in YYYY-MM-DD format | |
| notes | No | Optional notes for the transaction | |
| payee | No | Payee name. Use list_payees to get names | |
| amount | Yes | Amount in dollars. Negative for expenses, positive for income | |
| account | Yes | Account name or id. Use list_accounts to get names | |
| cleared | No | Whether the transaction is cleared | |
| category | No | Category name. Use list_categories to get names |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||