pocketsmith_create_category
Create a new category to organize your finances. Set a title, choose a color, and optionally assign a parent category, mark as transfer or bill, enable roll-up, and define refund behavior.
Instructions
Create a new category
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| title | Yes | The category title | |
| colour | No | The category color in hex format (e.g., #FF0000) | |
| parent_id | No | Parent category ID for creating a subcategory | |
| is_transfer | No | Whether this category represents a transfer | |
| is_bill | No | Whether this category represents a bill | |
| roll_up | No | Whether to roll up child categories | |
| refund_behaviour | No | How refunds should be handled |