Appearance
bank
33 endpoints at a glance
| Method | Path | Summary |
|---|---|---|
GET | /bank/accounts | List Bank Accounts |
POST | /bank/accounts | Create Bank Account |
DELETE | /bank/accounts/{account_id} | Delete Bank Account |
PATCH | /bank/accounts/{account_id} | Update Bank Account |
POST | /bank/accounts/{account_id}/set-default | Set Default Bank Account |
POST | /bank/accounts/{account_id}/sync | Sync Account Now |
GET | /bank/budget-summary | Budget Summary |
GET | /bank/categories | List Categories |
POST | /bank/categories | Create Category |
DELETE | /bank/categories/{category_id} | Delete Category |
PATCH | /bank/categories/{category_id} | Update Category |
GET | /bank/connections | List Connections |
POST | /bank/connections | Create Connection |
DELETE | /bank/connections/{connection_id} | Delete Connection |
POST | /bank/connections/{connection_id}/finalize | Finalize Connection |
POST | /bank/import | Import Bank Statement |
GET | /bank/institutions | List Institutions |
GET | /bank/rules | List Rules |
POST | /bank/rules | Create Rule |
DELETE | /bank/rules/{rule_id} | Delete Rule |
PATCH | /bank/rules/{rule_id} | Update Rule |
POST | /bank/rules/apply | Apply Rules |
POST | /bank/rules/from-transaction | Rule From Transaction |
POST | /bank/rules/preview | Preview Rule |
POST | /bank/rules/reorder | Reorder Rules |
GET | /bank/targets | List Targets |
POST | /bank/targets | Set Target |
DELETE | /bank/targets/{target_id} | Delete Target |
PATCH | /bank/targets/{target_id} | Update Target |
GET | /bank/transactions | List Transactions |
PATCH | /bank/transactions/{txn_id} | Patch Transaction |
POST | /bank/transactions/{txn_id}/match | Match Transaction |
POST | /bank/transactions/{txn_id}/unmatch | Unmatch Transaction |
bank
Import Bank Statement
POST
/bank/import
Upload a CAMT.053 (XML) or bank CSV statement → deduped bank transactions on
the matching account (created by IBAN on first sight).
Parameters
Header Parameters
authorization
Request Body
multipart/form-data
Responses
Successful Response
application/json
JSON "additionalProperties": "string"
{
}
List Bank Accounts
Create Bank Account
Delete Bank Account
Update Bank Account
PATCH
/bank/accounts/{account_id}
Parameters
Header Parameters
authorization
Path Parameters
account_id*
Type
Requiredstring
Request Body
application/json
JSON "kind": "string", "ledger_account_id": "string", "account_name": "string", "bank_name": "string"
{
}
Responses
Successful Response
application/json
JSON "additionalProperties": "string"
{
}
Set Default Bank Account
List Transactions
Match Transaction
POST
/bank/transactions/{txn_id}/match
Parameters
Header Parameters
authorization
Path Parameters
txn_id*
Type
Requiredstring
Request Body
application/json
JSON "kind": "string", "target_id": "string", "ledger_account_id": "string", "amount_cents": 0, "date": "string"
{
}
Responses
Successful Response
application/json
JSON "additionalProperties": "string"
{
}
Unmatch Transaction
Budget Summary
GET
/bank/budget-summary
Income/expense rollup for the Budget view. from is inclusive, to
exclusive. kind (business|personal) scopes to every account of that kind;
account scopes to one. Excluded rows (incl. detected transfers) are omitted.
Parameters
Header Parameters
authorization
Query Parameters
from
to
account
kind
Responses
Successful Response
application/json
JSON "additionalProperties": "string"
{
}
Patch Transaction
PATCH
/bank/transactions/{txn_id}
Set the budgeting dimension on a transaction (category / exclude / note).
Independent of reconciliation — never touches match/status.
Parameters
Header Parameters
authorization
Path Parameters
txn_id*
Type
Requiredstring
Request Body
application/json
JSON "category_id": "string", "excluded": true, "note": "string"
{
}
Responses
Successful Response
application/json
JSON "additionalProperties": "string"
{
}
List Categories
Create Category
Delete Category
Update Category
PATCH
/bank/categories/{category_id}
Parameters
Header Parameters
authorization
Path Parameters
category_id*
Type
Requiredstring
Request Body
application/json
JSON "name": "string", "kind": "string", "color": "string", "parent_id": "string", "archived": true, "order": 0
{
}
Responses
Successful Response
application/json
JSON "additionalProperties": "string"
{
}
Preview Rule
POST
/bank/rules/preview
Count how many existing transactions a rule with these conditions would
match — powers the live "past op N transacties" hint before saving.
Parameters
Header Parameters
authorization
Request Body
application/json
JSON "counterparty_contains": "string", "counterparty_iban": "string", "description_contains": "string"
{
}
Responses
Successful Response
application/json
JSON "additionalProperties": "string"
{
}
List Rules
Create Rule
POST
/bank/rules
Parameters
Header Parameters
authorization
Request Body
application/json
JSON "counterparty_contains": "string", "counterparty_iban": "string", "description_contains": "string", "category_id": "string", "set_excluded": false
{
}
Responses
Successful Response
application/json
JSON "additionalProperties": "string"
{
}
Delete Rule
Update Rule
PATCH
/bank/rules/{rule_id}
Parameters
Header Parameters
authorization
Path Parameters
rule_id*
Type
Requiredstring
Request Body
application/json
JSON "counterparty_contains": "string", "counterparty_iban": "string", "description_contains": "string", "category_id": "string", "set_excluded": true, "enabled": true
{
}
Responses
Successful Response
application/json
JSON "additionalProperties": "string"
{
}
Reorder Rules
Apply Rules
Rule From Transaction
POST
/bank/rules/from-transaction
'Categorize like this…' — build a rule from a transaction's counterparty /
IBAN / description, then apply it across all accounts.
Parameters
Header Parameters
authorization
Request Body
application/json
JSON "txn_id": "string", "category_id": "string", "set_excluded": false, "field": "counterparty"
{
}
Responses
Successful Response
application/json
JSON "additionalProperties": "string"
{
}
List Targets
Set Target
Delete Target
Update Target
List Institutions
List Connections
Create Connection
Finalize Connection
POST
/bank/connections/{connection_id}/finalize
Called after the user returns from bank consent: read the granted accounts
and create a bank_account (business by default) for each.
Parameters
Header Parameters
authorization
Path Parameters
connection_id*
Type
Requiredstring
Responses
Successful Response
application/json
JSON "additionalProperties": "string"
{
}