Create Firefly III Transaction
firefly_create_transactionCreate transactions in Firefly III to record expenses, income, and transfers. Logs withdrawals, deposits, and account transfers with automatic account creation and support for split transactions, categories, and budgets.
Instructions
Create a new transaction in Firefly III.
Supports withdrawals (expenses), deposits (income), and transfers between accounts.
For a withdrawal: provide source_name (your asset account, e.g. "Checking Account") and destination_name (the expense account, e.g. "Supermarket"). For a deposit: provide source_name (revenue account, e.g. "Employer") and destination_name (your asset account). For a transfer: both source and destination should be your own asset accounts.
If an expense/revenue account doesn't exist yet, Firefly III will auto-create it.
Returns: The created transaction with its ID.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| type | Yes | Transaction type | |
| description | Yes | Main transaction description | |
| date | Yes | Transaction date in YYYY-MM-DD format | |
| amount | Yes | Transaction amount as a string, e.g. '25.50' | |
| source_name | No | Source account name (required for withdrawals/transfers) | |
| source_id | No | Source account ID (alternative to source_name) | |
| destination_name | No | Destination account name (required for deposits/transfers). For withdrawals this is the expense account (e.g. 'Grocery Store'). | |
| destination_id | No | Destination account ID (alternative to destination_name) | |
| category_name | No | Category name (e.g. 'Groceries') | |
| budget_name | No | Budget name | |
| tags | No | Tags to attach | |
| notes | No | Additional notes | |
| currency_code | No | Currency code, e.g. 'USD', 'EUR'. Defaults to account default. | |
| splits | No | For split transactions, provide multiple splits instead of top-level amount/source/destination |