create_manual_account
Create a manually-managed account by providing type, name, and balance. Optionally set subtype, currency, institution, or closing date.
Instructions
Create a new manually-managed account. (Formerly create_asset.)
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| type | Yes | Primary type of the manual account. | |
| subtype | No | Optional subtype (e.g., retirement, checking, savings). | |
| name | Yes | Name of the account. 1-45 characters. | |
| display_name | No | Display name. If unset, derived from institution_name and name. | |
| balance | Yes | Current balance of the account. | |
| balance_as_of | No | Date or datetime the balance is as of (ISO 8601). | |
| currency | No | Three-letter lowercase currency code (defaults to primary currency). | |
| institution_name | No | Name of the institution holding the account. | |
| closed_on | No | Date the account was closed (YYYY-MM-DD). If set, status is forced to closed. | |
| exclude_from_transactions | No | If true, transactions cannot be assigned to this account. |