RoappInstall

Summary

Creates an income or expense transaction for a specified finance account, with optional category, client, tags, related document, description, and backdated creation time.

Inputs

• Account ID (Id) (required) — Finance account ID to create the transaction for.
• Amount (amount) (required) — Transaction amount.
• Direction (direction) (required) — Choose Income or Expense; defaults to Income.
• Description (description) — Transaction description.
• Cashflow Category Name or ID (category_id) — Cashflow category, selected from the available list or supplied as an ID.
• Client ID (client_id) — People or organization ID associated with the transaction.
• Tags (tags) — One or more tag strings.
• Related Document (related_document) — Optional document type (Order or Sale) and document ID.
• Custom Created At (custom_created_at) — Optional transaction backdate in ISO 8601 format.

Output shape

A single transaction result.

The supplied source pack omits the implementation bodies for this operation, so the exact response fields and whether the API response is returned directly are not visible.

Examples

Example 1: Create an income transaction in a finance account and optionally associate it with a cashflow category, client, tags, related order or sale, and custom creation date.

Provide the required account ID, amount, and direction; fill optional fields as needed.

Links

• n8n community nodes installation guide