Transactions

The Transactions API allows partner applications to create, manage, and retrieve financial transactions in COUNT. Transactions represent the movement of money in and out of accounts — they are the primary records that drive financial reporting, reconciliation, and bookkeeping.

This API supports fully automated financial workflows, including:

• Syncing bank transactions from external banking or fintech platforms
• Recording expenses and income from POS, e-commerce, or payment systems
• Categorizing transactions with accounts, vendors, customers, and tags
• Building real-time dashboards and financial analytics from transaction data

Transactions created through this API behave the same as transactions created in the COUNT UI.

Authentication All transaction endpoints require both authentication mechanisms: HMAC Authentication Headers: x-client-id, x-signature, x-timestamp OAuth Bearer Token Authorization: Bearer YOUR_ACCESS_TOKEN Requests missing either authentication method will be rejected. Transaction Types Transactions are categorized by the direction and nature of money movement: Type Description EXPENSE Money going out — purchases, bills, operational costs INCOME Money coming in — sales, payments received, revenue TRANSFER Money moving between accounts — internal transfers JOURNAL Accounting adjustments created via journal entries Transaction Structure Each transaction consists of: Core fields — amount, date, description, type, and currency Account reference — the bank or financial account the transaction belongs to (accountId) Category — a Chart of Accounts entry for categorization (categoryAccountId) Relationships — optional links to a vendor, customer, or tags Status flags — reviewed, excluded, pending, split All entity references use UUIDs. Categorization & Tagging Transactions support rich categorization: Category Account — maps the transaction to a Chart of Accounts entry for reporting Vendor — associates the transaction with a vendor (for expenses) Customer — associates the transaction with a customer (for income) Tags — flexible labels for grouping, filtering, and reporting (e.g. department, project, location) Uncategorized transactions will appear in COUNT’s review queue. Filtering & Pagination The List All Transactions endpoint supports filtering by: Filter Type Description page number Page number (default: 1) limit number Results per page (default: 25) startDate string Filter from date (YYYY-MM-DD) endDate string Filter to date (YYYY-MM-DD) type string Filter by transaction type accountId string Filter by bank account UUID visibility string Set to firm-team (required) Required Dependencies Before creating transactions, ensure the following exist in COUNT: Chart of Accounts — at least two accounts: one for the bank/financial account (accountId) and one for categorization (categoryAccountId) Vendors (optional) — for associating expenses with vendors Customers (optional) — for associating income with customers Tags (optional) — for categorization and reporting Available Endpoints Use the endpoints below to work with transactions: List All Transactions — retrieve transactions with pagination and filters Create Transaction — record a new financial transaction Update Transaction — modify an existing transaction Delete Transaction — remove a transaction