Insert transactions

Use this endpoint to insert many transactions at once.

post
Insert transactions
https://dev.lunchmoney.app/v1/transactions
Bulk-insert transactions
Request
Response
Request
Query Parameters
transactions
required
array
List of transactions to insert (see below)
apply_rules
optional
boolean
If true, will apply account’s existing rules to the inserted transactions. Defaults to false.
check_for_recurring
optional
boolean
If true, will check new transactions for occurrences of new monthly expenses. Defaults to false.
debit_as_negative
optional
boolean
If true, will assume negative amount values denote expenses and positive amount values denote credits. Defaults to false.


Response
200: OK
Upon success, IDs of inserted transactions will be returned in an array.
{
    ids: [54, 55, 56, 57]
}
​
404: Not Found
An array of errors will be returned denoting reason why parameters were deemed invalid.
{ error:
   [ 'Transaction 0 is missing date.',
     'Transaction 0 is missing amount.',
     'Transaction 1 status must be either cleared or uncleared: null' ] }
Insert Transaction object
Insert Transaction object
Insert Transaction object
Key
​
Type
​
Description
date
​
string
​
Must be in ISO 8601 format (YYYY-MM-DD).
Required.
amount
​
number | string
​
Numeric value of amount. i.e. $4.25 should be denoted as 4.25.
Required.
category_id
​
number
​
Unique identifier for associated category_id. Category must be associated with the same account and must not be a category group.
payee
​
string
​
Max 140 characters
currency
​
string
​
Three-letter lowercase currency code must exist in our database. Defaults to user account's primary currency.
asset_id
​
number
​
Unique identifier for associated asset (manually-managed account). Asset must be associated with the same account.
recurring_id
​
number
​
Unique identifier for associated recurring expense. Recurring expense must be associated with the same account.
notes
​
string
​
Max 350 characters
status
​
string
​
Must be either cleared or uncleared. If recurring_id is provided, the status will automatically be set to recurring or recurring_suggested depending on the type of recurring_id.
Defaults to uncleared.
external_id
​
string
​
User-defined external ID for transaction. Max 75 characters. External IDs must be unique within the same asset_id.
tags
​
Array of numbers and/or strings
​
Passing in a number will attempt to match by ID. If no matching tag ID is found, an error will be thrown.
Passing in a string will attempt to match by string. If no matching tag name is found, a new tag will be created.
​

Transactions - Previous

Get single transaction

Next - Transactions

Update transaction

Last updated 4 months ago

Key	Type	Description
date	string	Must be in ISO 8601 format (YYYY-MM-DD). Required.
amount	number \| string	Numeric value of amount. i.e. $4.25 should be denoted as 4.25. Required.
category_id	number	Unique identifier for associated category_id. Category must be associated with the same account and must not be a category group.
payee	string	Max 140 characters
currency	string	Three-letter lowercase currency code must exist in our database. Defaults to user account's primary currency.
asset_id	number	Unique identifier for associated asset (manually-managed account). Asset must be associated with the same account.
recurring_id	number	Unique identifier for associated recurring expense. Recurring expense must be associated with the same account.
notes	string	Max 350 characters
status	string	Must be either `cleared` or `uncleared`. If recurring_id is provided, the status will automatically be set to `recurring` or `recurring_suggested` depending on the type of recurring_id. Defaults to `uncleared`.
external_id	string	User-defined external ID for transaction. Max 75 characters. External IDs must be unique within the same asset_id.
tags	Array of numbers and/or strings	Passing in a number will attempt to match by ID. If no matching tag ID is found, an error will be thrown. Passing in a string will attempt to match by string. If no matching tag name is found, a new tag will be created.

Insert transactions

postInsert transactions

Insert Transaction object

​

post
Insert transactions