add_balance
Record or update balance sheet entries for assets and liabilities. Accepts single or multiple entries with predefined categories, currency conversion to USD, and historical exchange rates.
Instructions
Upsert one or more balance sheet entries (also edits — same composite key overwrites). entries is an array: pass one entry to record a single balance item, many to import a net-worth spreadsheet (rows = months, columns = categories) in one call. Prefer add_monthly for full month-end settlement. sub_type: cash|investment|other (assets) or short_term|long_term (liabilities). VALID BALANCE CATEGORIES — assets: cash, savings, housing_sub, usd_cash, cash_other, domestic_stock, overseas_stock, real_estate, pension, vehicle, deposit, asset_other. Liabilities: credit_card, short_term_other, loan, long_term_other. Use ONLY these category strings — do NOT invent your own. For non-USD users: pass currency as the native currency (e.g. "KRW") and amount in that currency — converted to USD via historical FX at date. Use category="usd_cash" (currency="USD") for USD-denominated assets held alongside home-currency ones.
A single-entry call returns the upserted entry; a multi-entry call returns counts grouped by period.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| entries | Yes | One or more balance entries to upsert |