Returns authenticated user information

Returns plans list with summary information

Returns a single plan with all related entities. This resource is effectively a full plan export.

Returns settings for a plan

Returns all accounts

Creates a new account

Returns a single account

Returns all categories grouped by category group. Amounts (assigned, activity, available, etc.) are specific to the current plan month (UTC).

Creates a new category

Returns a single category. Amounts (assigned, activity, available, etc.) are specific to the current plan month (UTC).

Update a category

Returns a single category for a specific plan month. Amounts (assigned, activity, available, etc.) are specific to the current plan month (UTC).

Update a category for a specific month. Only budgeted (assigned) amount can be updated.

Creates a new category group

Update a category group

Returns all payees

Creates a new payee

Returns a single payee

Update a payee

Returns all payee locations

Returns a single payee location

Returns all payee locations for a specified payee

Returns all plan months

Returns a single plan month

Returns all money movements

Returns all money movements for a specific month

Returns all money movement groups

Returns all money movement groups for a specific month

Returns plan transactions, excluding any pending transactions

Creates a single transaction or multiple transactions. If you provide a body containing a transaction object, a single transaction will be created and if you provide a body containing a transactions array, multiple transactions will be created. Scheduled transactions (transactions with a future date) cannot be created on this endpoint.

Updates multiple transactions, by id or import_id.

Imports available transactions on all linked accounts for the given plan. Linked accounts allow transactions to be imported directly from a specified financial institution and this endpoint initiates that import. Sending a request to this endpoint is the equivalent of clicking "Import" on each account in the web application or tapping the "New Transactions" banner in the mobile applications. The response for this endpoint contains the transaction ids that have been imported.

Returns a single transaction

Updates a single transaction

Deletes a transaction

Returns all transactions for a specified account, excluding any pending transactions

Returns all transactions for a specified category, excluding any pending transactions

Returns all transactions for a specified payee, excluding any pending transactions

Returns all transactions for a specified month, excluding any pending transactions

Returns all scheduled transactions

Creates a single scheduled transaction (a transaction with a future date).

Returns a single scheduled transaction

Updates a single scheduled transaction

Deletes a scheduled transaction