latestOpenAPI 3.1.02026-07-261450274.9 KB

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Create Transaction

Create finance account transaction.

post/finance/accounts/{account_id}/transactions

account_idnumber required

Finance Account ID

amountstring required

Transaction amount

direction'income' | 'expense' required

Transaction direction

descriptionstring

Transaction description

category_idnumber

Cashflow Category ID

client_idnumber

People/Organization ID

tagsstring[]

Array of tags

custom_created_atstring date-time

Transaction backdate (ISO 8601)