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Accounting
28
Admin
4
Administration
48
Attachments
2
Bank Feeds
30
Banking
102
Billing
4
Bookkeeping
5
Client Onboarding
32
Client Portal
4
Client Requests (Firm)
15
Community
13
Companies
1
Company brief
5
Contacts
10
CRM
30
CRM Proposals
31
Customer Portal
2
Families
41
post
/families/{id}/personal/transactions/post
Post (clear) settled personal rows with their household category
delete
/families/{id}/personal/transactions/{eventId}/post
Undo a post; the row returns to Ready with its category
post
/families/{id}/personal/transactions/{eventId}/exclude
Exclude a personal row from the family's feed work (audited, restorable, still listed under Excluded)
delete
/families/{id}/personal/transactions/{eventId}/exclude
Restore an excluded personal row
post
/families/{id}/personal/transactions/{eventId}/ask-client
Ask the family a question about a personal row; it shows in their portal until answered
delete
/families/{id}/personal/transactions/{eventId}/ask-client
Withdraw the question on a personal row
put
/families/{id}/auto-post
Turn Tally AI on or off for the family's bank feeds
get
/families/feed-summary
Bank-feed work for each accessible family, for Fast Coding
get
/families/{id}/personal/transactions
List 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/merchants
List the family's personal rows grouped by merchant, biggest dollars first, with categorizing progress
post
/families/{id}/personal/merchants
Set a merchant's category on every row from it that no person categorized
post
/families/{id}/personal/categorize
Run auto-categorize now for the family's personal rows
post
/families/{id}/personal/transactions/{eventId}/move
Move a settled personal row into a linked company's books
get
/families/{id}/personal/categories
List the family's household categories
post
/families/{id}/personal/categories
Create 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/rules
List the family's category rules, newest first
post
/families/{id}/personal/rules
Create 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-map
Where the family's money came from and went for a date range
get
/families
List accessible families
post
/families
Create a family without provisioning logins or books
get
/families/options
List 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}/members
Add 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}/accounts
List bank accounts connected by family members and where each one goes
post
/families/{id}/accounts/link-token
Start 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-complete
Finish 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}/families
List independently accessible active families linked to a company
Firm
2
Firm Staff
9
Import/Export
3
Imports
24
Integrations
8
Invoicing
20
Notifications
5
Onboarding
7
Organizations
5
Partner API
25
Payroll
21
Payroll Report Review
4
Period close
4
Posting
6
Product Ideas
4
Reconciliation
13
Reports
50
Tally
60
Tally Files
15
Tally Voice
8
Tally Workspace
8
Vendors
12
Webhooks
2
Families
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Changes to Ask the family a question about a personal row; it shows in their portal until answered
post
/families/{id}/personal/transactions/{eventId}/ask-client
Oct 20, 2026
9a8269f0a586
Revision changes
info
endpoint added