/api/finance/summary endpoint aggregates all transactions in a given date range and returns a single object containing the total income, total expense, and the resulting net profit. It is the simplest of the finance endpoints and is best used when you need a single high-level snapshot of financial performance over a period — for example, to answer “how did the business perform in Q3 2025?” without needing a month-by-month breakdown. Both from and to dates are inclusive.
Request
string
required
Start of the date range in
YYYY-MM-DD format. The date is inclusive — transactions on this exact date are included in the totals.string
required
End of the date range in
YYYY-MM-DD format. The date is inclusive — transactions on this exact date are included in the totals.Response
string
The start date echoed back from the request, in
YYYY-MM-DD format.string
The end date echoed back from the request, in
YYYY-MM-DD format.number
Total income across all departments and revenue categories in the date range.
number
Total expense across all departments and expense categories in the date range.
number
Net profit for the period, calculated as
income - expense. A positive value indicates a profitable period; a negative value indicates a loss.Example
Request
Response
Error Response
If eitherfrom or to is missing, the endpoint returns a 400 Bad Request: