Meu Assessor FinanceiroInstall

Summary

Creates a new transaction record with optional splits and attachments.

Inputs

• phone (required) — User phone number in E.164 format (e.g., +5511999999999).
• amountCents (required) — Transaction amount in cents (e.g., 1500 = R$15.00).
• description (required) — Description of the transaction.
• type (required) — Transaction type: 'despesa' (expense), 'receita' (income), or 'transferencia' (transfer).
• additionalFields — Optional collection including: financialAccountName, accountId, destinationAccountId, category, categoryId, date, notes, status, dueDate, paidAt, paymentMethod, amount, personType, splits (JSON), aiRawInput, aiConfidence.

Output shape

a list of items containing the created transaction data (or an error if the API fails).

Status is required; use 'confirmed' for paid transactions (PIX, debit, cash) or 'pending' for unpaid ones (credit card, boleto, future dates). The API validates that the sum of splits equals the total amount.

Examples

Example 1: Record a cash expense of R$25.00.

Type: Despesa, amountCents: 2500, description: 'Coffee', paymentMethod: cash, status: confirmed.

Example 2: Record a credit card purchase with splits.

Type: Despesa, amountCents: 15000, description: 'Restaurant', paymentMethod: credit_card, status: pending, splits: [{"categoryId": 1, "amountCents": 5000, "description": "Food"}]

Links

• n8n community nodes installation guide