transactions

Create Installment Series

Changed on

Create a manual installment series: repeats the base transaction N times, each parcel carrying the shared installment fingerprint.

post/api/transactions/installments

Request

Headers

X-Workspace-Idstring nullable

Request body

installmentsinteger required

Number of parcels (>= 2)

first_installment_status'posted' | 'pending'
frequency'monthly' | 'quarterly' | 'semiannual' | 'weekly' | 'biweekly' | 'yearly'

Response

Successful Response

descriptionstring required
amountstring required
datestring date required
typestring required
external_idstring nullable
currencystring
fx_ratestring nullable
payee_rawstring nullable
idstring uuid required
user_idstring uuid required
account_idstring uuid nullable
category_idstring uuid nullable
sourcestring required
statusstring
payeestring nullable
original_descriptionstring nullable
payee_idstring uuid nullable
payee_namestring nullable
notesstring nullable
transfer_pair_idstring uuid nullable
amount_primarynumber nullable
fx_rate_usednumber nullable
fx_fallbackboolean
attachment_countinteger
installment_numberinteger nullable
total_installmentsinteger nullable
installment_total_amountnumber nullable
installment_purchase_datestring date nullable
installment_series_idstring uuid nullable
bill_idstring uuid nullable
effective_bill_datestring date nullable
recurring_transaction_idstring uuid nullable
is_sharedboolean
viewer_sharestring nullable
group_idstring uuid nullable
parent_owner_namestring nullable
is_ignoredboolean
exclude_from_pnlboolean
running_balancenumber nullable
running_balance_primarynumber nullable

Changes