create_transaction
Create a financial transaction with date, amount, type (Expense, Income, etc.), category, and payment method. Accepts optional vendor, description, project, tags.
Instructions
Create a transaction in the Recite API.
Required fields: date: Transaction date (YYYY-MM-DD). amount: Monetary amount (use 'amount', not 'total'). transaction_type: One of Expense, Income, Asset, Liability, Equity. category: Category string. payment_method: Payment method string (e.g. "Credit Card").
Optional fields: vendor, description, project_id, metadata, tags.
Note: The local ledger uses 'total' for the same concept. When moving data from local ledger to API transactions, map 'total' -> 'amount'.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| transaction | Yes |