create_transaction_group
Group 2-500 existing transactions into one entry, hiding originals and exposing them as children. Consolidate related purchases with a new payee, date, and category.
Instructions
Create a transaction group from 2-500 existing transactions. Source transactions are hidden from get_transactions and accessible via the new group's children (set include_children=true on get_single_transaction). Cannot include split or recurring transactions.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| ids | Yes | IDs of existing transactions to group together. | |
| date | Yes | Date for the new grouped transaction (YYYY-MM-DD). | |
| notes | No | ||
| payee | Yes | Payee for the new grouped transaction. | |
| status | No | Status for the new grouped transaction. Defaults to reviewed. | |
| tag_ids | No | Tag IDs to apply to the new group. | |
| category_id | No | Category for the group. If unset and all children share a category, the group inherits it. |