pocketsmith_create_transaction
Create a new transaction by providing account ID, payee, amount, and date, with optional category, labels, notes, and transfer flag.
Instructions
Create a new transaction
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| transaction_account_id | Yes | The transaction account ID | |
| payee | Yes | The payee name | |
| amount | Yes | The transaction amount (negative for debit, positive for credit) | |
| date | Yes | The transaction date (YYYY-MM-DD) | |
| is_transfer | No | Whether this is a transfer between accounts | |
| labels | No | Labels to assign to the transaction | |
| category_id | No | Category ID to assign | |
| note | No | Note for the transaction | |
| memo | No | Memo for the transaction | |
| needs_review | No | Whether the transaction needs review |