Get all linked bank, credit, investment, and manual accounts with current balances.

Get investment holdings (securities, stocks, ETFs) for a specific brokerage or investment account.

Get daily balance history for a specific account.

Get all available account types and subtypes (useful when creating manual accounts).

Get daily account balances for a date range. Defaults to last 31 days.

Get daily aggregate net worth across all accounts over time.

Get linked financial institutions and their connection status.

Get budgets with actual spending amounts. Defaults to previous month through next month.

Get Monarch Money subscription status (trial, premium, plan info).

Search and filter transactions with pagination. Returns up to limit transactions at a time.

Get aggregate transaction summary: totals, averages, counts, income, expenses.

Get full details for a single transaction.

Get all transaction categories configured in the account.

Get all category groups (e.g. Income, Food & Drink, Housing).

Get all tags configured in the account.

Get cashflow data grouped by category, category group, and merchant. Defaults to current month.

Get cashflow summary: total income, expenses, savings, and savings rate. Defaults to current month.

Get upcoming recurring transactions (subscriptions, bills). Defaults to current month.

Create a new transaction in a specific account.

Update fields on an existing transaction. Only provided fields are changed.

Delete a transaction by ID.

Create a new manual account (not linked to a bank).

Update an account's settings (name, balance, visibility, etc.).

Delete an account by ID. This is irreversible.

Trigger a refresh of account balances and transactions from linked institutions. Non-blocking.

Check whether a previously started account refresh has completed.

Set or clear a budget amount for a category or category group.

Create a new tag for categorizing transactions.

Set (replace) all tags on a transaction.

Create a new transaction category within a category group.