Transactions
Bank transactions — sync, categorize, review, and reconcile.
44 endpoints.
- GET
/api/v1/transactionsList transactions - POST
/api/v1/transactionsCreate transaction - PATCH
/api/v1/transactions/batchEdit many transactions, a different change per row - 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-filterMark machine-categorized transactions reviewed by filter - POST
/api/v1/transactions/batch/mark-reviewed-by-periodMark all unreviewed transactions in a period as reviewed - PATCH
/api/v1/transactions/batch/receipt-exemptMark transactions as not needing a receipt - POST
/api/v1/transactions/batch/receipt-requestsRequest receipts from the client - 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/diffCompare a bank/card export with a ledger - POST
/api/v1/transactions/bulk-upload/from-statementExtract transactions from a statement - 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 - GET
/api/v1/transactions/by-date-range/previewPreview a delete-by-date-range - GET
/api/v1/transactions/card-holdersCardholders - POST
/api/v1/transactions/categorize-allAI-categorize all uncategorized transactions - POST
/api/v1/transactions/enrich-from-exportEnrich transactions from a detailed bank export - POST
/api/v1/transactions/recategorize-by-counterpartyRecategorize all transactions for a counterparty - GET
/api/v1/transactions/receipt-coverageReceipt coverage - GET
/api/v1/transactions/receipt-policyGet receipt tracking policy - PATCH
/api/v1/transactions/receipt-policyUpdate receipt tracking policy - GET
/api/v1/transactions/sourcesTransaction sources in use - 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}/attachments/import-rampImport receipts from Ramp - DELETE
/api/v1/transactions/{transaction_id}/attachments/{attachment_id}Remove attachment from transaction - POST
/api/v1/transactions/{transaction_id}/attachments/{attachment_id}/extractRead receipt details from an attachment - 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