Create Transaction
create_transactionAdd a new manual transaction to your financial records. Input amount, merchant, account, date, category, and optional notes; choose whether to update account balance.
Instructions
Create a new manual transaction.
Args: amount: Transaction amount (positive for income, negative for expense) merchant_name: Name of the merchant/payee (e.g., "Starbucks", "Monthly Rent") account_id: ID of the account for this transaction date: Transaction date in YYYY-MM-DD format category_id: ID of the category to assign (required for new transactions) notes: Optional notes/memo for this transaction update_balance: Whether to update account balance when creating this transaction (default: False) - False: Transaction is recorded but doesn't affect account balance (typical for synced accounts) - True: Adjusts account balance by transaction amount (useful for manual accounts)
Returns: JSON string with created transaction details
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| amount | Yes | ||
| merchant_name | Yes | ||
| account_id | Yes | ||
| date | Yes | ||
| category_id | Yes | ||
| notes | No | ||
| update_balance | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| transaction | Yes |