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Tools › Transactions › Create a category

Create a category

create_categoryAdds
What it does
Adds a new record and leaves what you had alone.
Permission
Transactions, change transactions:write

What your assistant is told

Create a new custom category owned by the calling user — for the long tail the system defaults don't cover. name must be unique among the user's categories and the global defaults (a clash is rejected). icon is an optional emoji shown in the app; color is an optional hex string like "#3366FF". Pass a stable idempotency_key so a retry does not create a duplicate. Returns the created category including its id, which is then usable by log_transaction and set_budget. Confirm the name with the user first — categories persist.

Parameters

  • nametext, requiredCategory name as the user would say it, e.g. "Pet care". Must be unique.
  • idempotencyKeytext, requiredStable idempotency key so a retry does not create a duplicate.
  • icontext, optionalOptional emoji icon, e.g. "🐾".
  • colortext, optionalOptional hex color, e.g. "#3366FF".