Overview
The Budgets API allows you to create and manage budgets, set budget limits, and track spending against budgeted amounts. Budgets help you control expenses by allocating specific amounts for different categories.List All Budgets
GET /v1/budgets
Query Parameters
Page number for pagination
Start date for spent amounts (YYYY-MM-DD)
End date for spent amounts (YYYY-MM-DD)
Response Fields
Budget ID
ISO 8601 timestamp of creation
ISO 8601 timestamp of last update
Whether the budget is active
Budget name
Display order
Budget notes
Auto-budget type:
reset, rollover, adjusted, or nullAuto-budget period:
daily, weekly, monthly, quarterly, half_year, yearlyAmount for auto-budget
Auto-budget amount in primary currency
Whether budget has specific currency settings
Auto-budget currency ID
Currency code
Currency name
Currency symbol
Decimal places for currency
Array of spent amounts per currency
Array of spent amounts in primary currency
Create Budget
POST /v1/budgets
Request Body
Budget name (1-255 characters, must be unique)
Whether the budget is active
Display order for the budget
Budget notes (max 32,768 characters)
Auto-budget type:
reset, rollover, adjusted, or noneAmount for auto-budget (required if
auto_budget_type is reset, rollover, or adjusted)Period:
daily, weekly, monthly, quarterly, half_year, yearly (required if auto-budget type is set)Currency ID for auto-budget (must exist in transaction_currencies)
Currency code for auto-budget (must exist in transaction_currencies)
Trigger webhooks for this budget
Auto-Budget Types:
- reset: Budget resets to the specified amount each period
- rollover: Unused budget rolls over to the next period
- adjusted: Budget adjusts based on actual spending
- none: No automatic budget management
Get Budget by ID
GET /v1/budgets/{id}
Returns the same response fields as the List endpoint.
Update Budget
PUT /v1/budgets/{id}
Accepts the same parameters as Create Budget. All fields are optional.
Delete Budget
DELETE /v1/budgets/{id}
Deletes the budget and all associated budget limits.
Budget Limits
List Budget Limits
Endpoint:GET /v1/budgets/{budget}/limits
Returns all budget limits for a specific budget.
Create Budget Limit
POST /v1/budgets/{budget}/limits
Creates a budget limit for a specific time period.
Get Budget Limit
Endpoint:GET /v1/budgets/{budget}/limits/{budgetLimit}
Returns details of a specific budget limit.
Update Budget Limit
Endpoint:PUT /v1/budgets/{budget}/limits/{budgetLimit}
Updates an existing budget limit.
Delete Budget Limit
Endpoint:DELETE /v1/budgets/{budget}/limits/{budgetLimit}
Deletes a budget limit.
Get Budget Limit Transactions
Endpoint:GET /v1/budgets/{budget}/limits/{budgetLimit}/transactions
Returns all transactions within a budget limit period.
Related Endpoints
Get Budget Transactions
Endpoint:GET /v1/budgets/{id}/transactions
Returns all transactions associated with this budget.
Get Budget Attachments
Endpoint:GET /v1/budgets/{id}/attachments
Returns all attachments for this budget.
Get Transactions Without Budget
Endpoint:GET /v1/budgets/transactions-without-budget
Returns all transactions that don’t have a budget assigned.
List All Budget Limits
Endpoint:GET /v1/budget-limits
Returns all budget limits across all budgets.