List all budget accounts with their current balances, type (on-budget/off-budget), and status.

Get the budget for a specific month showing all category groups, their categories with budgeted amounts, actual spending, and remaining balance. Also shows the to-be-budgeted amount.

List transactions with optional filters. Returns date, payee, category, amount, notes, account, and cleared status.

Get the balance and spending history for a specific category across one or more months.

Executive summary of the budget showing totals by category group, total income, total expenses, savings rate, and to-be-budgeted for a given month.

List all category groups with their categories and IDs. Useful for seeing the full budget structure.

List all payees in the budget. Useful for seeing available payees and their IDs.

Compare budgeted amounts versus actual spending for each category in a given month. Highlights over-budget and under-budget categories.

Project end-of-month spending for each category based on the current daily spending rate. Warns about categories likely to exceed budget.

Show spending trends for a category across multiple months. Identifies increasing/decreasing patterns.

Break down spending by category for a date range. Shows each category's total spending and percentage of total.

Monthly financial summary showing income, expenses, savings, and savings rate across multiple months. Great for seeing trends in your overall financial health.

Track an account's balance changes over time by showing the running balance at key transaction dates.

Add a new transaction to an account. Use negative amounts for expenses, positive for income.

Add a split transaction: one bank-facing total spread across multiple categories. The split amounts must sum to the total.

Book an adjustment transaction to bring a multi-currency account to the balance the bank reports, clearing accumulated FX-rate residual.

Set the budgeted amount for a category in a specific month.

Change the category of an existing transaction.

Create a transfer between two accounts.

Update fields of an existing transaction. Only the fields you provide will be changed.

Delete a transaction by its ID. This action cannot be undone.

Sync bank transactions from linked accounts (GoCardless/SimpleFIN). Syncs a specific account or all linked accounts if none specified.

Create a new budget category within a category group.

Rename or hide/unhide a budget category.

Delete a budget category. Optionally transfer its transactions to another category.

Create a new category group for organizing budget categories.

Rename or hide/unhide a category group.

Delete a category group. You must specify a category to transfer orphaned categories' transactions to.

Create a new payee.

Rename a payee.

Delete a payee.

List all transaction rules showing their conditions and actions.

Create a transaction rule. When a transaction matches the condition, the action is applied automatically.

Delete a transaction rule by its ID.