Lunch Money V2 icon

Lunch Money V2

Interact with the Lunch Money v2 API — transactions, budgets, categories, accounts and more

Categories → Create Category

AI-generated

Summary

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.

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