transactions
Bank transactions — sync, categorize, review, and reconcile.
21 endpoints.
-
GET
/api/v1/transactionsList transactions -
POST
/api/v1/transactionsCreate transaction -
PATCH
/api/v1/transactions/batch/categoryBatch update category -
PATCH
/api/v1/transactions/batch/counterpartyBatch update counterparty -
POST
/api/v1/transactions/batch/invert-amountsBatch invert transaction amounts -
PATCH
/api/v1/transactions/batch/reconciliation-statusBatch update reconciliation status -
PATCH
/api/v1/transactions/batch/review-statusBatch update review status -
POST
/api/v1/transactions/bulkBulk create transactions -
POST
/api/v1/transactions/bulk-uploadBulk upload transactions to new source account -
POST
/api/v1/transactions/bulk-upload/headersGet CSV/Excel column headers for mapping -
POST
/api/v1/transactions/bulk-upload/pasteUpload pasted transaction text -
POST
/api/v1/transactions/bulk-upload/previewPreview bulk transaction upload -
GET
/api/v1/transactions/bulk-upload/templateDownload bulk transaction upload CSV template -
POST
/api/v1/transactions/categorize-allAI-categorize all uncategorized transactions -
POST
/api/v1/transactions/recategorize-by-counterpartyRecategorize all transactions for a counterparty -
POST
/api/v1/transactions/suggest-categoriesCategory suggestions -
DELETE
/api/v1/transactions/{transaction_id}Delete transaction -
GET
/api/v1/transactions/{transaction_id}Get transaction -
PUT
/api/v1/transactions/{transaction_id}Update transaction -
GET
/api/v1/transactions/{transaction_id}/allocationsGet transaction allocations -
PATCH
/api/v1/transactions/{transaction_id}/attachmentAttach file to transaction