add_flow
Upsert income and expense entries using predefined categories. Supports single entries or bulk imports, grouping results by period.
Instructions
Upsert one or more cash flow entries (also edits — same composite key overwrites). entries is an array: pass one entry to record a single flow item, many to import an income/expense spreadsheet (rows = months, columns = categories) in one call. Prefer add_monthly for full month-end settlement. VALID FLOW CATEGORIES — income (sub_type=employment): salary, business. Income (sub_type=investment): dividends, interest. Income (sub_type=other): income_other. Expense (sub_type=consumption): personal. Expense (sub_type=fixed): insurance, phone, utilities. Expense (sub_type=housing): rent, maintenance. Expense (sub_type=debt): loan_repayment. Expense (sub_type=other): expense_other. Use ONLY these category strings — do NOT invent your own.
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 flow entries to upsert |