Record a Transaction
record_transactionRecord business income or expenses with transaction details. Automatically categorizes entries, calculates GST, and prepares them for correct tax filing.
Instructions
Record a business expense or income. Tell me what you bought/earned, from whom, how much, and when. I'll categorize it, calculate GST, and file it properly. This is how you feed me your receipts and invoices.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| date | Yes | Transaction date (YYYY-MM-DD) | |
| notes | No | Any additional notes | |
| amount | Yes | Amount ($) — positive number. I'll figure out if it's income or expense from the description. | |
| vendor | No | Who did you pay / who paid you? | |
| is_revenue | No | Is this revenue/income (true) or an expense (false)? | |
| description | Yes | What was this for? (e.g., 'Office supplies from Staples', 'Client payment - ABC Corp', 'Monthly rent') | |
| has_receipt | No | Do you have a receipt for this? | |
| gst_included | No | Is GST included in the amount? (Usually yes for Canadian purchases) | |
| receipt_path | No | File path to the receipt image/PDF | |
| category_override | No | Override my auto-categorization (e.g., 'rent', 'advertising', 'professional_fees') |