Families

List the family's personal bank rows with categories, notes, transfer matches and moves

Changed on

Firm-side family relationships only. Select the firm with x-organization-id. Owners, Admins and Staff Admins access all firm families; Staff Members need independent family assignment. Company access does not grant family access. OAuth requires the broad mcp grant, not a narrow banking scope; API keys retain ordinary agent permission scopes. No accounting organizations, portal grants, bank changes, invitations or charges are created. Writes require ordinary firm write entitlement. Cross-firm and inaccessible IDs return 404. Personal accounts never post journals; these operations read delivered bank rows and save household categories, notes and rules. Rows nobody categorized by hand are categorized automatically (rule, then the firm's earlier choice for the merchant, then Plaid, then AI); a person's choice always wins. Rules never hide rows.

get/families/{id}/personal/transactions

Request

  • Base URL: https://ledgerhq.pro/api/v1
  • URL: https://ledgerhq.pro/api/v1/families/{id}/personal/transactions
  • Auth: one of:
    • HTTP bearer and API key in header x-organization-id
    • HTTP bearer and API key in header x-organization-id

Path parameters

idstring uuid required

Query parameters

fromstring date

First date; defaults to 89 days before the end date

tostring date

Last date; defaults to today. At most one year

categoryIdstring uuid
uncategorizedboolean
tab'pending' | 'ready' | 'ask_client' | 'posted' | 'excluded' | 'all'

Response

Success

fromstring date
tostring date
totalinteger
truncatedboolean

Only the newest 1000 rows are returned

personalAccountCountinteger
autoPostEnabledboolean

Tally AI posts settled rule matches

Changes

  • 9a8269f0a586Revision changes
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      added the new optional query request parameter tab

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      added the optional property to the response with the status

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      added the optional property // to the response with the status

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      added the optional property // to the response with the status

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      added the optional property // to the response with the status

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      added the optional property // to the response with the status

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      added the optional property // to the response with the status

  • 01c3e57d281fRevision changes
    • info

      added the optional property // to the response with the status

    • info

      added the optional property // to the response with the status

    • info

      added the optional property // to the response with the status