create
Create a new transaction.Parameters
string
required
Transaction amount as a string numeric literal (e.g., “100.00”)
string
ID of the bank account for this transaction
string
ID of the category for this transaction
CurrencyCode
required
Currency code (e.g., “USD”, “EUR”, “GBP”)
Date
required
Date of the transaction
string
required
Description of the transaction
enum
required
Transaction type:
INCOME, EXPENSE, or TRANSFERstring
Optional notes about the transaction
string[]
Optional array of tags for categorization
string
Optional external ID for tracking imported transactions
string
Optional group ID for organizing transactions
string
Source bank account ID (only for TRANSFER transactions)
string
Destination bank account ID (only for TRANSFER transactions)
Response
string
Unique identifier for the transaction
string
Transaction amount
string
Currency code
Date
Transaction date
string
Transaction description
string
Transaction type
Date
Timestamp when the transaction was created
Date
Timestamp when the transaction was last updated
createMany
Create multiple transactions in a single request.Parameters
array
required
Array of transaction objects (minimum 1 item). Each transaction object has the same structure as the
create endpoint parameters.Response
Returns an array of created transaction objects.update
Update an existing transaction.Parameters
string
required
ID of the transaction to update
create endpoint are optional and can be updated.
Response
Returns the updated transaction object.delete
Delete a transaction.Parameters
string
required
ID of the transaction to delete
Response
Returns the deleted transaction object.deleteMany
Delete multiple transactions.Parameters
array
required
Array of objects with
id field (minimum 1 item)Response
Returns information about the deleted transactions.getByDateRange
Retrieve transactions within a date range.Parameters
Date
required
Start date of the range
Date
required
End date of the range
Response
Returns an array of transactions within the specified date range.getByCategory
Retrieve transactions for a specific category within a date range.Parameters
string
required
ID of the category to filter by
Date
required
Start date of the range
Date
required
End date of the range
Response
Returns an array of transactions for the specified category and date range.parseOFX
Parse and import transactions from OFX/QFX files.Parameters
string
required
ID of the bank account to associate imported transactions with
File[]
required
Array of OFX or QFX files to parse (minimum 1 file). Files must have
.ofx or .qfx extension.boolean
required
Whether to automatically categorize imported transactions
string
Optional group ID to organize imported transactions
Response
array
Array of imported transactions, sorted by date (newest first)
string
Base currency code used for the import
string[]
Array of currency codes that were converted during import
object
Attribution information for currency exchange rates used