Accounts API

The Accounts API allows you to manage bank accounts and credit cards.

Endpoints

MethodEndpointDescription
GET/api/v1/accountsList all accounts
GET/api/v1/accounts/:idGet a single account
GET/api/v1/accounts/:id/balanceGet computed balance as of a date
POST/api/v1/accountsCreate a new account
PUT/api/v1/accounts/:idUpdate an account
DELETE/api/v1/accounts/:idPermanently delete an account (guarded on linked transactions)
POST/api/v1/accounts/:id/mergeMerge another account into this one (destructive)
POST/api/v1/accounts/:id/identifiersAdd a statement-matching identifier
DELETE/api/v1/accounts/:id/identifiers/:valueRemove a statement-matching identifier
POST/api/v1/accounts/:id/recalculate-opening-balanceRecompute opening balance from the earliest statement

Account Categories

CategoryDescription
bankSavings or current bank account
credit_cardCredit card account