transactions
Bank transactions — sync, categorize, review, and reconcile.
28 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/deleteDelete selected transactions - POST
/api/v1/transactions/batch/mark-reviewed-by-periodMark all unreviewed transactions in a period as reviewed - 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 - DELETE
/api/v1/transactions/by-date-rangeDelete transactions by date range - 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 - POST
/api/v1/transactions/suggested-matches/batchSuggested matches for a batch of transactions - POST
/api/v1/transactions/suggested-matches/dismissDismiss a suggested match - DELETE
/api/v1/transactions/{transaction_id}Delete or hide 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 - POST
/api/v1/transactions/{transaction_id}/restoreRestore a hidden transaction - PATCH
/api/v1/transactions/{transaction_id}/splitSplit a transaction across categories - GET
/api/v1/transactions/{transaction_id}/suggested-matchesSuggested matches for a transaction