create_transaction
Add a new transaction to a designated account by specifying date, amount, merchant, and category. Optionally include notes and update the account balance.
Instructions
Create a new transaction in a specific account.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| date | Yes | Transaction date in YYYY-MM-DD format | |
| account_id | Yes | The account ID to create the transaction in | |
| amount | Yes | Transaction amount (positive = income, negative = expense) | |
| merchant_name | Yes | Merchant or payee name | |
| category_id | Yes | Category ID for the transaction | |
| notes | No | Optional notes | |
| update_balance | No | Whether to update the account balance |