Actions38
- Budgets Actions
- Categories Actions
- Manual Accounts Actions
- Me Actions
- Plaid Accounts Actions
- Recurring Items Actions
- Summary Actions
- Tags Actions
- Transactions Actions
- Transactions Bulk Actions
- Transactions Files Actions
- Transactions Group Actions
- Transactions Split Actions
Manual Accounts → Create Manual Account
AI-generatedSummary
Create a new manually managed account in Lunch Money by specifying its required properties including name, type, and current balance, with optional fields to provide additional account details.
Inputs
- Name (required) — Name of the account (1–45 characters)
- Type (required) — Type of the account, chosen from predefined options such as Cash, Credit, Cryptocurrency, Loan, Investment, etc.
- Balance (required) — Current balance of the account, e.g., "1234.56"
- Institution Name — Name of the financial institution (1–50 characters)
- Display Name — Display name for the account
- Subtype — Subtype of the account (e.g., checking, savings, retirement)
- Balance As Of — Date/time the balance was last updated in ISO 8601 format
- Currency — ISO 4217 currency code (e.g., 'usd'); defaults to account primary currency if omitted
- Status — Status of the account; options include Not Set, Active, or Closed (default is Active)
- Closed On — Date the account was closed (ISO 8601 format)
- External ID — User's own external reference ID (max 75 characters)
- Custom Metadata — Any JSON object with additional metadata
- Exclude From Transactions — Boolean indicating whether to exclude this account from transactions view
Output shape
a single object representing the newly created manual account
The response includes all created account details. Inputs are sent as a JSON body in a POST request to the '/manual_accounts' endpoint of the Lunch Money API.