A transaction was created

The trigger fires when a new transaction is created.

Developer info

API endpoint slug: latwy.transaction_new

Trigger fields

Tag Dropdown list

Label: Tag?
Helper text: Only trigger on transactions with the specified tag.
Slug: tag
Required: true
Can have default value: false

Category Dropdown list

Label: Category?
Helper text: Only trigger on transactions with the specified category.
Slug: category
Required: true
Can have default value: false

Subcategory Dropdown list

Label: Subcategory?
Helper text: Only trigger on transactions with the specified subcategory.
Slug: subcategory
Required: true
Can have default value: false

Ingredients

MerchantThe merchant, location, or description of the transaction.

Slug: merchant
Filter code: Latwy.transactionNew.Merchant
Type: String
Example: Amazon.com

Amount dollarsThe amount in dollars.

Slug: amount_dollars
Filter code: Latwy.transactionNew.AmountDollars
Type: String
Example: 45.67

Account institutionThe name of the institution for the account associated with the transaction.

Slug: account_institution
Filter code: Latwy.transactionNew.AccountInstitution
Type: String
Example: Bank of America

Account IDThe account id associated with the transaction.

Slug: account_id
Filter code: Latwy.transactionNew.AccountId
Type: String
Example: 8765

Account nameThe name of the account associated with the transaction.

Slug: account_name
Filter code: Latwy.transactionNew.AccountName
Type: String
Example: My Credit Card

SubcategoryThe subcategory of the transaction.

Slug: subcategory
Filter code: Latwy.transactionNew.Subcategory
Type: String
Example: RESTAURANT

TagsA comma-separated list of tags for the transaction.

Slug: tags
Filter code: Latwy.transactionNew.Tags
Type: String
Example: tag1,tag2

CategoryThe category of the transaction.

Slug: category
Filter code: Latwy.transactionNew.Category
Type: String
Example: FOOD_AND_DRINK

DateThe date the transaction took place

Slug: date
Filter code: Latwy.transactionNew.Date
Type: Date (ISO8601)
Example: 2020-07-07

IDThe transaction ID.

Slug: id
Filter code: Latwy.transactionNew.Id
Type: String
Example: trans_dfo8u5984uihgrt

AmountThe amount of the transaction in cents.

Slug: amount
Filter code: Latwy.transactionNew.Amount
Type: String
Example: 15675

Account groupThe account group of the account associated with this transaction.

Slug: account_group
Filter code: Latwy.transactionNew.AccountGroup
Type: String
Example: Personal accounts