Transactions

Create account

Creates a manual bank or credit account that transactions can be uploaded to. Returns 201 with the new account, or 200 with an existing manual account of the same type whose vendor and account_name match (ignoring case and whitespace), so retrying is safe. Requires API access and Transactions: Manage.

Accounts that sync from an integration are never matched: posting vendor: "Mercury" creates a manual account even if Mercury is connected. Check GET /accounts first. Creating an account adds no category or transactions.

POST

accounts

Create account

curl --request POST \
  --url https://finta.lol/api/v1/accounts \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "account_name": "Chase Checking 4821",
  "vendor": "chase",
  "type": "bank"
}
'

import requests

url = "https://finta.lol/api/v1/accounts"

payload = {
    "account_name": "Chase Checking 4821",
    "vendor": "chase",
    "type": "bank"
}
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({account_name: 'Chase Checking 4821', vendor: 'chase', type: 'bank'})
};

fetch('https://finta.lol/api/v1/accounts', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://finta.lol/api/v1/accounts",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'account_name' => 'Chase Checking 4821',
    'vendor' => 'chase',
    'type' => 'bank'
  ]),
  CURLOPT_HTTPHEADER => [
    "Authorization: Bearer <token>",
    "Content-Type: application/json"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://finta.lol/api/v1/accounts"

	payload := strings.NewReader("{\n  \"account_name\": \"Chase Checking 4821\",\n  \"vendor\": \"chase\",\n  \"type\": \"bank\"\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("Authorization", "Bearer <token>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.post("https://finta.lol/api/v1/accounts")
  .header("Authorization", "Bearer <token>")
  .header("Content-Type", "application/json")
  .body("{\n  \"account_name\": \"Chase Checking 4821\",\n  \"vendor\": \"chase\",\n  \"type\": \"bank\"\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://finta.lol/api/v1/accounts")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"account_name\": \"Chase Checking 4821\",\n  \"vendor\": \"chase\",\n  \"type\": \"bank\"\n}"

response = http.request(request)
puts response.read_body

{
  "id": "<string>",
  "object": "account",
  "account_name": "<string>",
  "vendor": "<string>",
  "type": "<string>"
}

Authorizations

Authorization

string

header

required

API key prefixed with finta_

Body

application/json

account_name

string

required

Display name for the account, such as Chase Checking 4821. Surrounding and repeated whitespace is collapsed.

Minimum string length: 1

vendor

string

required

The bank or card issuer, such as chase. Returned lowercase and formatted for display (JPMorgan comes back as jp morgan); posting the returned form matches the same account.

Minimum string length: 1

type

enum<string>

required

bank for a checking or savings account, credit for a credit card.

Available options:

bank,

credit

Response

A matching manual account already existed and was returned unchanged.

string

required

Stable, opaque account identity. Retained when the backing provider record is deleted.

Pattern: ^acct_[A-Za-z0-9]+$

object

enum<string>

required

Available options:

account

account_name

string | null

required

Display label from synchronized metadata; null when unknown. Names may change or be duplicated and must not be used as identifiers.

vendor

string

required

Lowercase source vendor label. This is an open string, not a closed enum.

type

string | null

required

Stored source classification, such as bank, credit, reimbursement, or intercompany_expense; null when unknown. This is an open string, not a closed enum.

Create account

curl --request POST \
  --url https://finta.lol/api/v1/accounts \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "account_name": "Chase Checking 4821",
  "vendor": "chase",
  "type": "bank"
}
'

import requests

url = "https://finta.lol/api/v1/accounts"

payload = {
    "account_name": "Chase Checking 4821",
    "vendor": "chase",
    "type": "bank"
}
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({account_name: 'Chase Checking 4821', vendor: 'chase', type: 'bank'})
};

fetch('https://finta.lol/api/v1/accounts', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://finta.lol/api/v1/accounts",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'account_name' => 'Chase Checking 4821',
    'vendor' => 'chase',
    'type' => 'bank'
  ]),
  CURLOPT_HTTPHEADER => [
    "Authorization: Bearer <token>",
    "Content-Type: application/json"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://finta.lol/api/v1/accounts"

	payload := strings.NewReader("{\n  \"account_name\": \"Chase Checking 4821\",\n  \"vendor\": \"chase\",\n  \"type\": \"bank\"\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("Authorization", "Bearer <token>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.post("https://finta.lol/api/v1/accounts")
  .header("Authorization", "Bearer <token>")
  .header("Content-Type", "application/json")
  .body("{\n  \"account_name\": \"Chase Checking 4821\",\n  \"vendor\": \"chase\",\n  \"type\": \"bank\"\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://finta.lol/api/v1/accounts")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"account_name\": \"Chase Checking 4821\",\n  \"vendor\": \"chase\",\n  \"type\": \"bank\"\n}"

response = http.request(request)
puts response.read_body

{
  "id": "<string>",
  "object": "account",
  "account_name": "<string>",
  "vendor": "<string>",
  "type": "<string>"
}

API Reference

Company

Team

Categories

Rules

Departments

Integrations

Aggregations

Transactions

Journal Entries

Parties

Reports

Create account

Authorizations

Body

Response