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Filter operations

Accounting28

Admin4

Administration48

Attachments2

Bank Feeds30

Banking102

Billing4

Bookkeeping5

Client Onboarding32

Client Portal4

Client Requests (Firm)15

Community13

Companies1

Company brief5

Contacts10

CRM30

CRM Proposals31

Customer Portal2

Families41

post/families/{id}/personal/transactions/postPost (clear) settled personal rows with their household category
delete/families/{id}/personal/transactions/{eventId}/postUndo a post; the row returns to Ready with its category
post/families/{id}/personal/transactions/{eventId}/excludeExclude a personal row from the family's feed work (audited, restorable, still listed under Excluded)
delete/families/{id}/personal/transactions/{eventId}/excludeRestore an excluded personal row
post/families/{id}/personal/transactions/{eventId}/ask-clientAsk the family a question about a personal row; it shows in their portal until answered
delete/families/{id}/personal/transactions/{eventId}/ask-clientWithdraw the question on a personal row
put/families/{id}/auto-postTurn Tally AI on or off for the family's bank feeds
get/families/feed-summaryBank-feed work for each accessible family, for Fast Coding
get/families/{id}/personal/transactionsList the family's personal bank rows with categories, notes, transfer matches and moves
patch/families/{id}/personal/transactions/{eventId}Set a personal row's household category or note
get/families/{id}/personal/merchantsList the family's personal rows grouped by merchant, biggest dollars first, with categorizing progress
post/families/{id}/personal/merchantsSet a merchant's category on every row from it that no person categorized
post/families/{id}/personal/categorizeRun auto-categorize now for the family's personal rows
post/families/{id}/personal/transactions/{eventId}/moveMove a settled personal row into a linked company's books
get/families/{id}/personal/categoriesList the family's household categories
post/families/{id}/personal/categoriesCreate a household category
delete/families/{id}/personal/categories/{categoryId}Delete a household category; rows stay and lose that category, and its rules are removed
patch/families/{id}/personal/categories/{categoryId}Rename a household category or change its kind
get/families/{id}/personal/rulesList the family's category rules, newest first
post/families/{id}/personal/rulesCreate a rule that sets a category when the description contains text, on rows no person categorized
delete/families/{id}/personal/rules/{ruleId}Delete a category rule
get/families/{id}/personal/money-mapWhere the family's money came from and went for a date range
get/familiesList accessible families
post/familiesCreate a family without provisioning logins or books
get/families/optionsList accessible owner/company choices and, for managers, staff choices (the app assigns staff from firm settings, Staff)
get/families/{id}Get a family and its accessible relationships
patch/families/{id}Rename, archive or restore a family
post/families/{id}/membersAdd an existing owner or a family-only contact
delete/families/{id}/members/{memberId}Remove a family member, retaining at least one
patch/families/{id}/members/{memberId}Edit family-only contact details, leaving original owner records unchanged
put/families/{id}/companies/{companyId}Link a company without granting access; repeated links are harmless
delete/families/{id}/companies/{companyId}Unlink a company without changing books or access
put/families/{id}/staff/{memberId}Assign an active Staff Member (the app does this from firm settings, Staff); Firm Owner/Admin only; administrator roles already have family access
delete/families/{id}/staff/{memberId}Remove an explicit family staff assignment (the app does this from firm settings, Staff); Firm Owner/Admin only
get/families/{id}/accountsList bank accounts connected by family members and where each one goes
post/families/{id}/accounts/link-tokenStart Plaid Link to connect a new bank login for a family person, or to add accounts to or reconnect an existing one
post/families/{id}/accounts/link-completeFinish Plaid Link for a family
delete/families/{id}/logins/{itemId}Remove a bank login the family can see
put/families/{id}/accounts/{accountId}Send a connected account to a linked company, the family's personal side, or not used
patch/families/{id}/accounts/{accountId}Pause or resume a connected account
get/companies/{companyId}/familiesList independently accessible active families linked to a company

Firm2

Firm Staff9

Import/Export3

Imports24

Integrations8

Invoicing20

Notifications5

Onboarding7

Organizations5

Partner API25

Payroll21

Payroll Report Review4

Period close4

Posting6

Product Ideas4

Reconciliation13

Reports50

Tally60

Tally Files15

Tally Voice8

Tally Workspace8

Vendors12

Webhooks2

Families

Changes to Run auto-categorize now for the family's personal rows

post/families/{id}/personal/categorize

Oct 20, 202601c3e57d281f Revision changes
- info
  endpoint added