Budgets
5 operations. All areas
POST/v1/budgets
Create a monthly P&L budget for a fiscal year (whole company, one class or one project): by hand (12 months or an annual amount spread evenly per account) or from last fiscal year's actuals with a percentage change. Audited; dry_run previews.
- Operation
createBudget - Scope: propose
- Write: needs Idempotency-Key (or dry_run)
- Request body
namestring, requiredfiscal_yearinteger, required Named by the calendar year it ends inclassstring Budget one classprojectstring Budget one projectmethod"manual" | "actuals"percent_changenumber | string From actuals: the change applied to last year's amounts, in percent (two decimals at most)linesarray of objectdry_runboolean
- Responses
200Dry run (object)201Created (object)- Errors
400,401,403,409,422,429,500(Error:error.type,message)
GET/v1/budgets
Budgets with their totals
- Operation
listBudgets - Scope: read
- Read
- Parameters
fiscal_yearquery, integerstatusquery, "active" | "archived"
- Responses
200Budgets (object)- Errors
400,401,403,429,500(Error:error.type,message)
GET/v1/budgets/{id}
A budget with its monthly amounts per account
- Operation
getBudget - Scope: read
- Read
- Parameters
idpath, string, required
- Responses
200Budget (object)- Errors
400,401,403,404,429,500(Error:error.type,message)
POST/v1/budgets/{id}
Rename a budget, or archive it (an archived budget does not change) or make it active again
- Operation
updateBudget - Scope: propose
- Write: needs Idempotency-Key (or dry_run)
- Parameters
idpath, string, required
- Request body
namestringstatus"active" | "archived"dry_runboolean
- Responses
200Updated (object)- Errors
400,401,403,404,409,422,429,500(Error:error.type,message)
POST/v1/budgets/{id}/lines
Set the monthly amounts of some accounts (others keep theirs; zeros clear one). Audited with what changed; dry_run previews.
- Operation
setBudgetLines - Scope: propose
- Write: needs Idempotency-Key (or dry_run)
- Parameters
idpath, string, required
- Request body
linesarray of object, requireddry_runboolean
- Responses
200Updated (object)- Errors
400,401,403,404,409,422,429,500(Error:error.type,message)