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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