create_transaction_category

Type: mutation

Creates a new transaction category

Signature

async def create_transaction_category(
    group_id: str,
    transaction_category_name: str,
    rollover_start_month: datetime = datetime.today().replace(day=1),
    icon: str = "\U00002753",
    rollover_enabled: bool = False,
    rollover_type: str = "monthly",
    rollover_frequency: str = "monthly",
    rollover_starting_balance: float = 0
) -> Dict[str, Any]

Parameters

Parameter	Type	Required	Description
group_id	str	Yes	The transaction category group id
transaction_category_name	str	Yes	The name of the transaction category being created
rollover_start_month	datetime	No	The datetime of the rollover start month
icon	str	No	The icon of the transaction category. This accepts the unicode string or emoji.
rollover_enabled	bool	No	A bool whether the transaction category should be rolled over or not
rollover_type	str	No	The budget roll over type
rollover_frequency	str	No	The rollover frequency, e.g. "monthly" (default: "monthly")
rollover_starting_balance	float	No	The starting balance for rollover (default: 0)

Example

from monarchmoney import MonarchMoney

mm = MonarchMoney()
await mm.login(email, password)

result = await mm.create_transaction_category("example_group_id", "example_transaction_category_name")
print(result)

GraphQL Operation

Operation Name: Web_CreateCategory

GraphQL Query

mutation Web_CreateCategory($input: CreateCategoryInput!) {
                createCategory(input: $input) {
                    errors {
                        ...PayloadErrorFields
                        __typename
                    }
                    category {
                        id
                        ...CategoryFormFields
                        __typename
                    }
                    __typename
                }
            }
            fragment PayloadErrorFields on PayloadError {
                fieldErrors {
                    field
                    messages
                    __typename
                }
                message
                code
                __typename
            }
            fragment CategoryFormFields on Category {
                id
                order
                name
                systemCategory
                systemCategoryDisplayName
                budgetVariability
                isSystemCategory
                isDisabled
                group {
                    id
                    type
                    groupLevelBudgetingEnabled
                    __typename
                }
                rolloverPeriod {
                    id
                    startMonth
                    startingBalance
                    __typename
                }
                __typename
            }

Try It Out

To test this API method locally:

1. Install the package: pip install monarchmoney
2. Create a Python script with the example code above
3. Replace email and password with your Monarch Money credentials
4. Run the script

See the Authentication Guide for details on logging in.