Actions38
- Budgets Actions
- Categories Actions
- Manual Accounts Actions
- Me Actions
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Categories → Create Category
AI-generatedSummary
Create a new category or category group in the Lunch Money finance app, specifying details such as name, description, and financial flags.
Inputs
- Name (required) — Name of the category (1–100 characters)
- Description — Description of the category (max 200 characters)
- Is Income — Set to true if transactions in this category are income
- Exclude From Budget — Set to true to exclude transactions in this category from budgets
- Exclude From Totals — Set to true to exclude transactions in this category from totals
- Is Group — Set to true to create this as a category group rather than a regular category
- Group ID — ID of the category group this category belongs to, if any
- Archived — Set to true to mark the category as archived
- Order — Numeric display order of the category; null or zero sorts alphabetically
- Collapsed — Set to true to have the category appear collapsed in the GUI
- Children — JSON array of child category IDs if the category is a group
Output shape
a single record representing the newly created category or category group
The API response includes all category fields. Optional inputs default to false/null if omitted. Errors returned by the Lunch Money API will be passed through by the node.
Examples
Example 1: Create a simple expense category named 'Groceries'
Provide 'Groceries' as the Name and leave other fields as default.
Example 2: Create a category group named 'Income Sources'
Set 'Name' to 'Income Sources' and 'Is Group' to true.