Create Firefly III Account
firefly_create_accountCreate accounts in Firefly III to organize personal finances. Set up assets, expenses, income sources, and liabilities with specific roles, opening balances, and currency settings.
Instructions
Create a new account in Firefly III.
Account types: asset (bank accounts, wallets), expense (stores, services), revenue (employers, income sources), liability (loans, mortgages), cash.
For asset accounts, specify a role: defaultAsset, sharedAsset, savingAsset, ccAsset (credit card), cashWalletAsset.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | Account name | |
| type | Yes | Account type | |
| currency_code | No | Currency code (e.g. 'USD'). Defaults to system default. | |
| account_role | No | Account role (only for asset accounts) | |
| opening_balance | No | Opening balance as string, e.g. '1000.00' | |
| opening_balance_date | No | Opening balance date (YYYY-MM-DD) | |
| notes | No | Notes | |
| iban | No | IBAN number | |
| account_number | No | Account number | |
| active | No | Whether the account is active | |
| include_net_worth | No | Include in net worth calculations |