Transactions and reconciliation

The realised side: each account's transactions, transfers between accounts, reconciling titles against transactions, and payment receipts.

Families on this page

Family	Tools	read	write	destructive
`financial_transactions` — Transactions	7	4	2	1
`transfers` — Transfers	2	1	0	1
`reconciliations` — Reconciliations	3	1	0	2
`receipts` — Receipts	2	2	0	0

Tool	Kind	Permission	Endpoint	What it does
`finance_financial_transactions_list`	read	`transactions.list`	`GET /v1/financial-transactions`	List financial transactions (lançamentos — what actually moved in an account), cursor-paginated.
`finance_financial_transactions_get`	read	`transactions.show`	`GET /v1/financial-transactions/{id}`	Fetch one financial transaction.
`finance_financial_transactions_aggregates`	read	`transactions.list`	`GET /v1/financial-transactions/aggregates`	Credit, debit and net totals of realised transactions (forecasts excluded) for a period (`month`+`year` or `start_date`+`end_date`) and optionally one company.
`finance_financial_transactions_ids`	read	`transactions.list`	`GET /v1/financial-transactions/ids`	The id of every live financial transaction, for reconciling a mirror.
`finance_financial_transactions_create`	write	`transactions.create`	`POST /v1/financial-transactions`	Record a financial transaction (credit or debit) on an account.
`finance_financial_transactions_update`	write	`transactions.update`	`PATCH /v1/financial-transactions/{id}`	Partially update a financial transaction.
`finance_financial_transactions_delete`	destructive	`transactions.delete`	`DELETE /v1/financial-transactions/{id}`	Delete a financial transaction.

Tool	Kind	Permission	Endpoint	What it does
`finance_transfers_create`	destructive	`transfers.create`	`POST /v1/transfers`	Transfer between two accounts: creates the linked debit/credit pair under one `transfer_id`.
`finance_transfers_get`	read	`transactions.show`	`GET /v1/transfers/{transfer_id}`	Fetch a transfer: the linked debit and credit transactions.

Tool	Kind	Permission	Endpoint	What it does
`finance_reconciliations_create`	destructive	`reconciliations.create`	`POST /v1/reconciliations`	Reconcile payables/receivables against bank transactions (n:m).
`finance_reconciliations_get`	read	`reconciliations.show`	`GET /v1/reconciliations/{id}`	Fetch a reconciliation: the ids of the titles and transactions it groups.
`finance_reconciliations_delete`	destructive	`reconciliations.delete`	`DELETE /v1/reconciliations/{id}`	Dissolve a manual reconciliation, reverting every title in it to pending.

Tool	Kind	Permission	Endpoint	What it does
`finance_receipts_list`	read	`receipts.list`	`GET /v1/receipts`	List payment receipts (comprovantes), cursor-paginated.
`finance_receipts_get`	read	`receipts.show`	`GET /v1/receipts/{id}`	Fetch one payment receipt.

The fields of each resource are in the API reference and in finance_schemas_get.

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