create_category
Create a new category or category group to organize transactions. Optionally configure income, budget exclusion, and archive settings.
Instructions
Create a new category or a category group. Set is_group=true to create a category group; supply children as an array of existing category IDs and/or strings (names of new sub-categories to create).
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | Name of the category. 1-100 characters. | |
| description | No | Optional description. Up to 200 characters. | |
| is_income | No | Whether transactions in this category should be treated as income. | |
| exclude_from_budget | No | Whether transactions in this category should be excluded from budgets. | |
| exclude_from_totals | No | Whether transactions in this category should be excluded from calculated totals. | |
| archived | No | Whether the category should be archived. | |
| is_group | No | If true, creates a category group instead of a category. When true, group_id may not be set; use children to assign existing categories. | |
| group_id | No | If set, assigns the new category to an existing category group. Cannot be set if is_group is true. | |
| children | No | Only valid when is_group is true. Array of existing category IDs (numbers) and/or names of new sub-categories to create (strings). |