manage_transaction
Create, update, or delete a single Lunch Money transaction, specifying details like date, amount, payee, category, notes, tags, and account.
Instructions
Create, update, or delete a single Lunch Money transaction.
action="create": Provide date (YYYY-MM-DD), amount (positive=debit, negative=credit), and optionally payee, category_id, notes, account_id, tag_ids, currency. action="update": Provide id and any fields to change (payee, amount, date, category_id, notes, tag_ids, status). action="delete": Provide only the id of the transaction to delete.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | No | Transaction ID (required for update/delete) | |
| date | No | Transaction date YYYY-MM-DD (required for create) | |
| notes | No | Transaction notes | |
| payee | No | Payee name | |
| action | Yes | The operation to perform | |
| amount | No | Amount without currency symbol. Positive=debit, negative=credit | |
| status | No | Review status | |
| tag_ids | No | Tag IDs to set | |
| currency | No | Three-letter currency code (defaults to primary) | |
| category_id | No | Category ID (null to clear) | |
| manual_account_id | No | Manual account ID |