@lunch-money/developer-docs 2.11.2 → 2.11.3-preview.2
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
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@@ -1,9 +1,8 @@
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**Beta Preview Portal** — This developer portal previews planned changes
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- Beta versions of new [v2 API](/v2/docs) endpoints:
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- [GET /me/account/settings](v2/docs#tag/me/GET/me/account/settings)
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- [PUT /me/account/settings](v2/docs#tag/me/PUT/me/account/settings)
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- [GET /me/user/settings](v2/docs#tag/me/GET/me/user/settings)
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- [PUT /me/user/settings](v2/docs#tag/me/PUT/me/user/settings)
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**Beta Preview Portal** — This developer portal previews planned changes to [`GET /summary`](/v2/docs#tag/summary/GET/summary):
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- Category objects now describe their rollover behavior with `rollover_option` and `rollover_start_date`.
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- Totals for categories using same-category rollover now include `rollover_balance`.
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These changes are available in the mock API for feedback, but are not yet available in the live API.
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Feedback is welcome. [Email dev-support@lunchmoney.app](mailto:dev-support@lunchmoney.app) or join us in the [developers channel](https://discord.com/channels/842337014556262411/1134594318414389258) on the [Lunch Money Discord](https://lunchmoney.app/discord).
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package/package.json
CHANGED
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@@ -5,6 +5,11 @@ The Lunch Money API spec uses a modified version of SEMVER for its versioning me
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- The minor version represents the number of main endpoints the current version of the spec supports. For example, a version of the API that supports the /me, /categories, and /transactions endpoints would have a minor version of 3.
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- The revision number represents the number of updates since the last endpoint was added. For example, each time changes are made to one of the existing three APIs as described above, the revision number will be bumped.
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## v2.11.3 - TBD
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- Add `rollover_option` and `rollover_start_date` to category objects in `GET /summary` responses.
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- Add `rollover_balance` to category totals in aligned `GET /summary` responses for budgets that roll over within the same category.
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- Rename the public rollover option value `available funds` to `general pool`.
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## v2.11.2 - Nov 7, 2026
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- Allow `balance_as_of` to be `null` in manual account responses
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@@ -27,7 +32,7 @@ The Lunch Money API spec uses a modified version of SEMVER for its versioning me
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- `DELETE /balance_history/{account_type}/{account_id}`
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- `DELETE /balance_history/crypto_synced/{account_id}/{symbol}`
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- `PUT /balance_history/deleted/{account_id}/details`
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-
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- Correct the `GET /summary` schema by removing `rollover_pool` from category objects. The server returned `rollover_pool` only at the top level.
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- Allow setting `external_id` on Plaid-account transactions
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- Allow `null` for `category_id` and `notes` on split children to clear those values instead of inheriting from the parent
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@@ -4,7 +4,7 @@ info:
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description: |-
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### Introduction
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Welcome to the Lunch Money v2 API reference. This is the **v2.11.
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Welcome to the Lunch Money v2 API reference. This is the **v2.11.3** spec.
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The API is available at `https://api.lunchmoney.dev/v2`. Get your access token from the [Lunch Money developers page](https://my.lunchmoney.app/developers).
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@@ -42,7 +42,7 @@ info:
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license:
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name: Apache 2.0
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url: http://www.apache.org/licenses/LICENSE-2.0.html
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version: 2.11.
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version: 2.11.3
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servers:
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- url: https://api.lunchmoney.dev/v2
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@@ -3612,11 +3612,11 @@ components:
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readOnly: true
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enum:
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- same category
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-
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- general pool
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description: "The rollover setting for this category. `same category`
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means unspent funds roll over to the next period for this category.
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`
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-
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`general pool` means unspent funds are added to the general rollover
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pool. `null` means rollover is disabled."
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granularity:
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type: string
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readOnly: true
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category_id:
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description: "ID of the category associated with the totals."
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type: integer
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rollover_option:
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type: string
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nullable: true
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enum:
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- same category
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- general pool
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description: >-
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The rollover setting that applies to this category's budget. `same category` means unspent funds roll over to the next period for this category. `general pool` means unspent funds are added to the general rollover pool instead, which is reported in the `rollover_pool` property of the response when `include_rollover_pool` is `true`. `null` means rollover is turned off for this budget.<p> This property is omitted for income categories, whose rollover is controlled by the account-level `budget_rollover_left_to_budget` setting from [GET /budgets/settings](#tag/budgets/GET/budgets/settings), and for category groups that are budgeted through their subcategories, where each subcategory has its own rollover setting. When a category group has its own budget, the rollover setting belongs to the group, and the group's value is also returned on its subcategories.<p> Rollover only counts budget periods on or after `rollover_start_date`, so `available` for earlier periods does not include rolled over funds.
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rollover_start_date:
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type: string
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format: date
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nullable: true
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description: The date from which rollover applies to this category in the given date range, in YYYY-MM-DD format. For a `same category` rollover this is the date of the most recent rollover reset on or before the start of the range; for a `general pool` rollover it is the date of the category's earliest rollover reset. Only budget periods on or after this date count towards `rollover_balance`. `null` if no rollover reset applies to the range, for example when the range starts before the first reset. This property is omitted when `rollover_option` is omitted or `null`. For a subcategory of a group with its own budget, this is the group's date.
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totals:
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$ref: "#/components/schemas/summaryCategoryTotalsObject"
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occurrences:
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property will not be present in a non-aligned response."
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type: number
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nullable: true
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rollover_balance:
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type: number
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description: >-
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The rollover balance, in the user's default currency, that this category carries into the given date range. Only budget periods on or after `rollover_start_date` are counted. This is the funds carried forward from earlier budget periods, so `available` equals this value plus `budgeted` minus the category's activity in the range.<p> This property is present only when the category's `rollover_option` is `same category`, and it is not present in a non-aligned response. It is also not present for a subcategory of a group that has its own budget, because the group carries the rollover; use the group's value instead. For categories with a `general pool` rollover, see `rollover_pool` for the amount of funds in the pool (requires `include_rollover_pool=true`).
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recurring_remaining:
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description: "Total expected recurring activity, in the user's default
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currency, that has not yet occurred for the category within the
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"aligned monthly":
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summary: "End date for monthly budget period"
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description: "Last day of month for aligned budget periods"
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value: "2025-
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value: "2025-07-31"
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"not aligned":
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summary: "End date for non-aligned period"
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description: "Date that doesn't align with budget periods"
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examples:
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"aligned monthly":
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summary: "Monthly budget summary aligned with budget periods"
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description: "
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with monthly budget periods (1st to last day of month) with
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occurrences included"
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description: "Single-period aligned response showing category 315177 with same-category rollover, 315628 with general-pool rollover, 86 with rollover off, income category 88, group-budget category 400001, and its subcategory 400002."
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value:
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aligned: true
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categories:
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- category_id: 315177
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rollover_option: same category
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rollover_start_date: "2025-01-01"
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totals:
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other_activity: 156.64
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recurring_activity: 0
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budgeted: 500
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available:
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available: 418.36
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rollover_balance: 75
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recurring_remaining: 0
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recurring_expected: 0
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occurrences:
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budgeted_amount: "500.0000"
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budgeted_currency: "usd"
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notes: "Monthly budget allocation"
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- in_range: true
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start_date: "2025-08-01"
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end_date: "2025-08-31"
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other_activity: 0
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recurring_activity: 0
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budgeted: 500
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budgeted_amount: "500.0000"
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budgeted_currency: "usd"
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notes: "Adjusted for seasonal spending"
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- category_id: 315628
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rollover_option: general pool
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rollover_start_date: "2025-01-01"
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totals:
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other_activity: 424.8
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recurring_activity: 0
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budgeted_amount: "200.0000"
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budgeted_currency: "usd"
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notes: "Based on previous month's activity"
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- in_range: true
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start_date: "2025-08-01"
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end_date: "2025-08-31"
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other_activity: 0
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recurring_activity: 0
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budgeted: 200
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budgeted_amount: "200.0000"
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budgeted_currency: "usd"
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notes: "Emergency fund contribution"
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- category_id: 86
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rollover_option: null
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totals:
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other_activity: 25.69
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recurring_activity: 0
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budgeted_amount: "200.0000"
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budgeted_currency: "usd"
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notes: "Holiday spending budget"
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- category_id: 88
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totals:
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other_activity: -2501.68
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recurring_activity: 0
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budgeted: null
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available: null
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recurring_remaining: 0
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recurring_expected: -2501.68
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- category_id: 400001
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rollover_option: same category
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rollover_start_date: "2025-04-01"
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totals:
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other_activity: 300
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recurring_activity: 0
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budgeted: 600
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available: 350
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rollover_balance: 50
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recurring_remaining: 0
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recurring_expected: 0
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- category_id: 400002
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rollover_option: same category
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rollover_start_date: "2025-04-01"
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totals:
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other_activity: 120
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recurring_activity: 0
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budgeted: null
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recurring_remaining: 0
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recurring_expected: 0
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"not aligned":
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summary: "Budget summary for non-aligned date range"
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description: "Example response for a date range that does not
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aligned: false
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categories:
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- category_id: 315177
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rollover_option: same category
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rollover_start_date: "2025-01-01"
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totals:
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other_activity: 156.64
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recurring_activity: 0
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budgeted: 400
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available: 243.36
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recurring_remaining: 0
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recurring_expected: 0
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- category_id: 315628
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rollover_option: general pool
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rollover_start_date: "2025-01-01"
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totals:
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other_activity: 424.8
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recurring_activity: 0
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budgeted: null
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available: null
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recurring_remaining: 0
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recurring_expected: 0
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- category_id: 78
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rollover_option: null
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totals:
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other_activity: 0
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recurring_activity: 0
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budgeted: null
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available: null
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recurring_remaining: 0
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recurring_expected: 0
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- category_id: 83
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rollover_option: same category
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rollover_start_date: null
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totals:
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other_activity: 0
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recurring_activity: 0
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budgeted: null
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available: null
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recurring_remaining: 1700
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recurring_expected: 1700
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- category_id: 88
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totals:
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other_activity: 0
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recurring_activity: 2501.68
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budgeted: null
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available: null
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recurring_remaining: 0
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recurring_expected: 2501.68
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- category_id: 86
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rollover_option: null
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totals:
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other_activity: 25.69
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recurring_activity: 0
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budgeted: 200
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available: 174.31
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recurring_remaining: 0
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recurring_expected: 0
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- category_id: 84
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rollover_option: same category
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rollover_start_date: "2025-01-01"
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totals:
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other_activity: 401.12
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recurring_activity: 4.13
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budgeted: 150
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available: -255.25
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recurring_remaining: -4.13
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recurring_expected: 0
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|
5638
5657
|
"summarized totals":
|
|
@@ -5644,11 +5663,14 @@ paths:
|
|
|
5644
5663
|
aligned: true
|
|
5645
5664
|
categories:
|
|
5646
5665
|
- category_id: 315177
|
|
5666
|
+
rollover_option: same category
|
|
5667
|
+
rollover_start_date: "2025-01-01"
|
|
5647
5668
|
totals:
|
|
5648
5669
|
other_activity: 156.64
|
|
5649
5670
|
recurring_activity: 0
|
|
5650
5671
|
budgeted: 400
|
|
5651
|
-
available:
|
|
5672
|
+
available: 283.36
|
|
5673
|
+
rollover_balance: 40
|
|
5652
5674
|
recurring_remaining: 0
|
|
5653
5675
|
recurring_expected: 0
|
|
5654
5676
|
occurrences:
|
|
@@ -5662,6 +5684,8 @@ paths:
|
|
|
5662
5684
|
budgeted_currency: "usd"
|
|
5663
5685
|
notes: "Monthly budget allocation"
|
|
5664
5686
|
- category_id: 315628
|
|
5687
|
+
rollover_option: general pool
|
|
5688
|
+
rollover_start_date: "2025-01-01"
|
|
5665
5689
|
totals:
|
|
5666
5690
|
other_activity: 424.8
|
|
5667
5691
|
recurring_activity: 0
|
|
@@ -5680,6 +5704,7 @@ paths:
|
|
|
5680
5704
|
budgeted_currency: "usd"
|
|
5681
5705
|
notes: "Based on previous month's activity"
|
|
5682
5706
|
- category_id: 315629
|
|
5707
|
+
rollover_option: null
|
|
5683
5708
|
totals:
|
|
5684
5709
|
other_activity: 0
|
|
5685
5710
|
recurring_activity: 0
|
|
@@ -5712,18 +5737,19 @@ paths:
|
|
|
5712
5737
|
uncategorized_recurring: 0
|
|
5713
5738
|
"with occurrences":
|
|
5714
5739
|
summary: "Monthly budget summary with occurrences included"
|
|
5715
|
-
description: "Example response for aligned monthly budget
|
|
5716
|
-
periods with occurrences showing individual budget period
|
|
5717
|
-
details for each category"
|
|
5740
|
+
description: "Example response for one aligned monthly budget period with occurrences showing individual budget period details for each category"
|
|
5718
5741
|
value:
|
|
5719
5742
|
aligned: true
|
|
5720
5743
|
categories:
|
|
5721
5744
|
- category_id: 315177
|
|
5745
|
+
rollover_option: same category
|
|
5746
|
+
rollover_start_date: "2025-01-01"
|
|
5722
5747
|
totals:
|
|
5723
5748
|
other_activity: 156.64
|
|
5724
5749
|
recurring_activity: 0
|
|
5725
5750
|
budgeted: 500
|
|
5726
|
-
available:
|
|
5751
|
+
available: 418.36
|
|
5752
|
+
rollover_balance: 75
|
|
5727
5753
|
recurring_remaining: 0
|
|
5728
5754
|
recurring_expected: 0
|
|
5729
5755
|
occurrences:
|
|
@@ -5736,16 +5762,9 @@ paths:
|
|
|
5736
5762
|
budgeted_amount: "500.0000"
|
|
5737
5763
|
budgeted_currency: "usd"
|
|
5738
5764
|
notes: "Monthly budget allocation"
|
|
5739
|
-
- in_range: true
|
|
5740
|
-
start_date: "2025-08-01"
|
|
5741
|
-
end_date: "2025-08-31"
|
|
5742
|
-
other_activity: 0
|
|
5743
|
-
recurring_activity: 0
|
|
5744
|
-
budgeted: 500
|
|
5745
|
-
budgeted_amount: "500.0000"
|
|
5746
|
-
budgeted_currency: "usd"
|
|
5747
|
-
notes: "Adjusted for seasonal spending"
|
|
5748
5765
|
- category_id: 315628
|
|
5766
|
+
rollover_option: general pool
|
|
5767
|
+
rollover_start_date: "2025-01-01"
|
|
5749
5768
|
totals:
|
|
5750
5769
|
other_activity: 424.8
|
|
5751
5770
|
recurring_activity: 0
|
|
@@ -5763,16 +5782,8 @@ paths:
|
|
|
5763
5782
|
budgeted_amount: "200.0000"
|
|
5764
5783
|
budgeted_currency: "usd"
|
|
5765
5784
|
notes: "Based on previous month's activity"
|
|
5766
|
-
- in_range: true
|
|
5767
|
-
start_date: "2025-08-01"
|
|
5768
|
-
end_date: "2025-08-31"
|
|
5769
|
-
other_activity: 0
|
|
5770
|
-
recurring_activity: 0
|
|
5771
|
-
budgeted: 200
|
|
5772
|
-
budgeted_amount: "200.0000"
|
|
5773
|
-
budgeted_currency: "usd"
|
|
5774
|
-
notes: "Emergency fund contribution"
|
|
5775
5785
|
- category_id: 86
|
|
5786
|
+
rollover_option: null
|
|
5776
5787
|
totals:
|
|
5777
5788
|
other_activity: 25.69
|
|
5778
5789
|
recurring_activity: 0
|
|
@@ -5790,15 +5801,6 @@ paths:
|
|
|
5790
5801
|
budgeted_amount: "200.0000"
|
|
5791
5802
|
budgeted_currency: "usd"
|
|
5792
5803
|
notes: "Holiday spending budget"
|
|
5793
|
-
- in_range: true
|
|
5794
|
-
start_date: "2025-08-01"
|
|
5795
|
-
end_date: "2025-08-31"
|
|
5796
|
-
other_activity: 0
|
|
5797
|
-
recurring_activity: 0
|
|
5798
|
-
budgeted: 200
|
|
5799
|
-
budgeted_amount: "200.0000"
|
|
5800
|
-
budgeted_currency: "usd"
|
|
5801
|
-
notes: "Summer vacation savings"
|
|
5802
5804
|
"with past occurrences":
|
|
5803
5805
|
summary: "Monthly budget summary with past occurrences included"
|
|
5804
5806
|
description: "Example response for aligned monthly budget
|
|
@@ -5808,11 +5810,14 @@ paths:
|
|
|
5808
5810
|
aligned: true
|
|
5809
5811
|
categories:
|
|
5810
5812
|
- category_id: 315177
|
|
5813
|
+
rollover_option: same category
|
|
5814
|
+
rollover_start_date: "2025-01-01"
|
|
5811
5815
|
totals:
|
|
5812
5816
|
other_activity: 156.64
|
|
5813
5817
|
recurring_activity: 0
|
|
5814
5818
|
budgeted: 500
|
|
5815
|
-
available:
|
|
5819
|
+
available: 418.36
|
|
5820
|
+
rollover_balance: 75
|
|
5816
5821
|
recurring_remaining: 0
|
|
5817
5822
|
recurring_expected: 0
|
|
5818
5823
|
occurrences:
|
|
@@ -5879,6 +5884,8 @@ paths:
|
|
|
5879
5884
|
to_base: 80.00
|
|
5880
5885
|
categories:
|
|
5881
5886
|
- category_id: 315177
|
|
5887
|
+
rollover_option: general pool
|
|
5888
|
+
rollover_start_date: "2025-01-01"
|
|
5882
5889
|
totals:
|
|
5883
5890
|
other_activity: 156.64
|
|
5884
5891
|
recurring_activity: 0
|