API Reference

Transactions

Transactions are the individual money movements on a workspace account. Amounts are signed: negative for money out (expense) and positive for money in (income). All references (account, category, vendor, customer, tags) use UUIDs.

Last updated 2026-07-28

The Transactions API lets your integration list, create, update, categorize, and delete money movements on workspace accounts. Transactions are signed amounts — negative for money out (expenses) and positive for money in (income).

Partner responses expose UUIDs as `id` for the transaction and for linked account, category, vendor, customer, and tag records. Use bulk create to import many transactions in one call (up to 100 per request). Bulk exclude and bulk change-category support up to 100 existing rows with per-row failure reporting.

Key concepts

Categorization

Use change-category to assign or reassign a transaction to a chart-of-accounts category. Category changes may return `_partnerWarnings` when the update is partially applied.

Payment assignment

Assign an expense transaction to bills or an income transaction to invoices with assign-to-bills-invoices. Use `matchingType` of `bill` or `invoice` and pass target UUIDs in `records`.

Bulk import

POST /partners/transactions/bulk accepts up to 100 transactions per call. Each object uses the same shape as create transaction.

Bill and invoice picker filters

To mirror the COUNT UI when listing transactions to assign to a bill, filter server-side: `transactionTypes=Expense`, `reviewed=false`, `pending=false`, `excluded=false`, `currency={billCurrency}`, and optionally `status=notAttachedBill` plus `status=notAttachedInvoice`. For vendor memos use `transactionTypes=Income`. Do not rely on client-side null checks alone — use these query params and the read-only `billId` / `invoiceId` fields on each row.

The transaction object

Core fields returned on transaction records.

Attributes

iduuid

Transaction identifier (UUID).

typeenum

Transaction type.

One of: EXPENSE, INCOME, TRANSFER

descriptionstring

Short description of the transaction.

amountnumber

Signed amount. Negative for money out, positive for money in.

currencystring

ISO 4217 currency code.

postedDatedate

Date the transaction posted (ISO).

authorizedDatedate

Authorization date when available.

accountIduuid

UUID of the account this transaction belongs to.

categoryAccountIduuid

UUID of the category account, when categorized.

vendorIduuid

UUID of the linked vendor, for expenses.

customerIduuid

UUID of the linked customer, when applicable.

billIduuid

UUID of the linked bill when this transaction is assigned as a bill payment; null when unassigned.

invoiceIduuid

UUID of the linked invoice when this transaction is assigned as an invoice payment; null when unassigned.

reviewedboolean

Whether the transaction has been reviewed.

tagsarray

Tags attached to the transaction.

createdAtdatetime

ISO 8601 creation timestamp.

updatedAtdatetime

ISO 8601 last update timestamp.

Example

{
  "id": "b7c8d9e0-f1a2-3456-bcde-678901234567",
  "type": "EXPENSE",
  "description": "Office supplies from Amazon",
  "amount": -150,
  "currency": "USD",
  "postedDate": "2026-03-01",
  "authorizedDate": "2026-03-01",
  "notes": "Q1 office supplies",
  "paymentChannel": "online",
  "reviewed": false,
  "excluded": false,
  "pending": false,
  "split": false,
  "accountId": "c8d9e0f1-a2b3-4567-cdef-789012345678",
  "categoryAccountId": "c3d4e5f6-a7b8-9012-cdef-123456789012",
  "vendorId": "d4e5f6a7-b8c9-0123-defa-234567890123",
  "customerId": null,
  "billId": null,
  "invoiceId": null,
  "tags": [
    {
      "id": "e5f6a7b8-c9d0-1234-efab-345678901234",
      "name": "Office"
    }
  ],
  "createdAt": "2026-03-13T08:30:00.000Z",
  "updatedAt": "2026-03-13T08:30:00.000Z"
}

Pay bills and invoices via transactions

Bill and invoice payment is transaction-centric — assign a bank transaction rather than calling a bill-specific pay route. See the Bills API for payment rules.

Recent changes

2026-07-28

Connections, reconciliations, opening balance, workspace cutover, and transaction bulk ops

Documented Partner API groups for bank Connections (including Plaid Hosted Link connect/complete/reconnect), Reconciliations (create draft + complete), Opening Balance (get/set conversion balance), and Workspace (PATCH cutoverDate). Added PATCH /partners/transactions/change-category-bulk and exclude-bulk. Removed non-existent POST /partners/bills/bulk and /partners/invoices/bulk from the reference. Extended the MCP tool catalog with the matching COUNT_* tools plus remote-only COUNT_get_bulk_task_status and COUNT_remember/recall/forget.

2026-06-30

Transaction split, COA balance, and bill-picker filters

Added PUT /partners/transactions/{uuid}/split for explicit transaction splits. Chart of accounts list now returns systemBalance when includeBalances=true. Documented bill-assignment list filters (reviewed, pending, excluded, currency, status) and exposed read-only billId/invoiceId UUIDs on transaction responses.

2026-06-21

Complete Partner API reference

Documented all remaining API reference groups: Chart of Accounts, Vendors, Products & Services, Recurring Invoice Templates, Credit Memos, Bills, Journal Entries, Tags, People, Projects, Tasks, Time Entries, Expense Receipts, Reports, and Workspace Stats. Added missing invoice endpoints (audit log, attachments, credit application, remove transaction) and group overviews for Invoices and Transactions.