Budgets/Create budget

Create budget

POST/partners/budgets

Creates a budget and its initial version.

HMAC signature + Bearer access token

Try this request

Chart of Accounts API Reports API

Request body

namestringrequired

Unique budget name (among non-archived budgets).

startPerioddaterequired

First period start date (ISO).

cadenceenumrequired

Period cadence.

One of: monthly, yearly

actualPeriodsintegerrequired

Historical actual periods (0 or greater).

budgetPeriodsintegerrequired

Forward budget periods (minimum 1).

currencyCodestring

ISO 4217 currency. Defaults to USD.

isOverallboolean

Create as the workspace Overall Budget.

Responses

201Budget and initial version created.

400Validation failed or duplicate budget name.

401Missing or invalid HMAC signature, expired timestamp, or invalid Bearer token. Troubleshoot

403The credential does not have access to this workspace or resource. Troubleshoot

429Rate limit exceeded (100 requests per minute per clientId). Retry after the Retry-After header. Troubleshoot

POSThttps://api.getcount.com/partners/budgets

Request

import crypto from 'node:crypto';

const BASE_URL = 'https://api.getcount.com';
const CLIENT_ID = process.env.COUNT_CLIENT_ID;
const CLIENT_SECRET = process.env.COUNT_CLIENT_SECRET;
const ACCESS_TOKEN = process.env.COUNT_ACCESS_TOKEN;

const method = 'POST';
const signingPath = '/budgets';
const timestamp = Math.floor(Date.now() / 1000).toString();
const body = {
  "name": "FY 2026 Operating Budget",
  "startPeriod": "2026-01-01",
  "cadence": "monthly",
  "actualPeriods": 3,
  "budgetPeriods": 12,
  "currencyCode": "USD"
};
const bodyString = JSON.stringify(body);

const bodyHash = crypto.createHash('sha256').update(bodyString).digest('hex');
const baseString = `${method}:${signingPath}:${timestamp}:${bodyHash}`;
const signature = crypto.createHmac('sha256', CLIENT_SECRET).update(baseString).digest('hex');

const response = await fetch(`${BASE_URL}/partners/budgets`, {
  method,
  headers: {
    'x-client-id': CLIENT_ID,
    'x-timestamp': timestamp,
    'x-signature': signature,
    'Content-Type': 'application/json',
    Authorization: `Bearer ${ACCESS_TOKEN}`,
  },
  body: bodyString,
});

console.log(await response.json());

Response · 201

{
  "status": "success",
  "message": "Success on creating budget",
  "data": {
    "budget": {
      "id": "55667788-99aa-bbcc-ddee-ff0011223344",
      "name": "FY 2026 Operating Budget",
      "startPeriod": "2026-01-01",
      "cadence": "monthly",
      "actualPeriods": 3,
      "budgetPeriods": 12,
      "currencyCode": "USD",
      "status": "draft",
      "lockedAt": null,
      "isOverall": false,
      "versions": [
        {
          "versionNumber": 1,
          "label": "Initial",
          "isPublished": false,
          "createdAt": "2026-01-15T10:30:00.000Z"
        }
      ],
      "createdAt": "2026-01-15T10:30:00.000Z",
      "updatedAt": "2026-01-28T14:22:30.000Z"
    },
    "version": {
      "versionNumber": 1,
      "label": "Initial",
      "isPublished": false,
      "createdAt": "2026-01-15T10:30:00.000Z"
    }
  }
}