Retrieves initial application data including categories, payment types, asset groups, and multi-book configuration.

Lists transactions within a date range.

Creates a new income or expense transaction.

Updates an existing transaction.

Deletes one or more transactions.

Retrieves financial summary statistics for a date range.

Exports transaction data to Excel file. The server returns an HTML-based Excel format. Use .xls extension for best compatibility (if .xlsx is provided, it will be auto-corrected to .xls with a warning).

Retrieves all assets in a hierarchical structure.

Creates a new asset/account.

Modifies an existing asset.

Removes an asset.

Retrieves all credit cards in a hierarchical structure.

Creates a new credit card.

Modifies an existing credit card.

Transfers money between two assets.

Modifies an existing transfer. WARNING: The server creates a new transfer with a NEW ID instead of updating in-place. The old ID will no longer exist after update. Use transaction_list to get the new ID if needed.

Retrieves dashboard overview with asset trends and portfolio breakdown.

Retrieves historical chart data for a specific asset.