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Schema
Generate
Filter operations
accounts
13
admin
14
asset-groups
4
assets
22
attachments
5
auth
20
budgets
10
categories
6
category-groups
4
collections
4
connections
13
currencies
1
dashboard
6
export
2
fiscal
3
fx-rates
2
goals
6
groups
16
get
/api/groups
List Groups
post
/api/groups
Create Group
get
/api/groups/{group_id}
Get Group
delete
/api/groups/{group_id}
Delete Group
patch
/api/groups/{group_id}
Update Group
get
/api/groups/{group_id}/members
List Members
post
/api/groups/{group_id}/members
Create Member
delete
/api/groups/{group_id}/members/{member_id}
Delete Member
patch
/api/groups/{group_id}/members/{member_id}
Update Member
get
/api/groups/{group_id}/transactions
List Group Transactions
get
/api/groups/{group_id}/summary
Get Summary
get
/api/groups/{group_id}/balances
Get Balances
get
/api/groups/{group_id}/settlements
List Settlements
post
/api/groups/{group_id}/settlements
Create Settlement
delete
/api/groups/{group_id}/settlements/{settlement_id}
Delete Settlement
patch
/api/groups/{group_id}/settlements/{settlement_id}
Update Settlement
import
2
import-logs
2
info
2
invoice-schedules
16
invoices
37
mortgage payments
3
payees
8
products
8
reconciliation
12
recurring-transactions
5
reports
4
rules
10
search
1
settings
1
setup
2
timezones
1
transactions
22
users
7
workspaces
10
get
/api/health
Health Check
groups
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Changes to Get Summary
get
/api/groups/{group_id}/summary
Nov 5, 2026
416a7752fec4
Revision changes
info
endpoint added