@lunch-money/v2-api-spec 2.10.0-preview.8 → 2.11.0-preview.10

package/lunch-money-api-v2.yaml

@@ -2,52 +2,46 @@ openapi: 3.0.2
 info:
   title: Lunch Money API - v2
   description: |-
-    Welcome to the Lunch Money v2 API.
+    Welcome to the Lunch Money v2 API reference. This is the **v2.11.0** spec.
 
-    A working version of this API is now available through these docs, or directly at:
+    ### Introduction
 
-    `https://api.lunchmoney.dev/v2`
+    The API is available at `https://lunchmoney.dev/v2`. Get your access token from the [Lunch Money developers page](https://my.lunchmoney.app/developers).
 
-    <span class="red-text"><strong>This is in alpha launch of a major API update. It is still subject to change during this alpha review 
-    period and bugs may still exist. We strongly encourage users to use the mock service or create a test budget with sample data as the first step to interacting with the v2 API.</strong></span>
-    See the [Getting Started Guide](https://alpha.lunchmoney.dev/v2/getting-started) for more information on using a test budget.<p>
+    API calls can <span class="red-text"><strong>change or delete</strong></span> your data. Any changes you make are <span class="red-text"><strong>permanent</strong></span>, just like they would be if you made changes using the web or mobile app.   Please refer to the [Getting Started Guide](https://lunchmoney.dev/v2/getting-started) before using the API.
 
-    If you are new to the v2 API, you may wish to review the [v2 API Overview of Changes](https://alpha.lunchmoney.dev/v2/changelog).
+    **Static Mock Server**
 
-    ### Static Mock Server
+    Explore the API without an access token or risk to real data. Select **"Static Mock v2 Lunch Money API Server"** from the Server dropdown, then set your Bearer token to any string with 11 or more characters.
 
-    You may also use these docs to explore the API using a static mock server endpoint.<p> 
-    This will allow you to become familiar with the API without having to create an access token, and eliminates the possibility of changing real data. <p>
-    To access this endpoint, select the second endpoint in the "Server" dropdown to the right. When selected, you should see "Static Mock v2 Lunch Money API Server".<br>
-    When using this server, set your Bearer token to any string with 11 or more characters.
+    **Client Libraries & SDKs**
 
-    ### Migrating from V1
+    An official TypeScript SDK is available on [NPM](https://www.npmjs.com/package/@lunch-money/v2-api-spec) and [GitHub](https://github.com/lunch-money/lunch-money-js-v2). For Python or other languages, see [lunchmoney-clients](https://github.com/juftin/lunchmoney-clients) or generate a client from [this OpenAPI spec](/v2/openapi).
 
-    The v2 API is NOT backwards compatible with the v1 API. We encourage developers to review the [Migration Guide](https://alpha.lunchmoney.dev/v2/migration-guide) to understand the changes and plan their migration.
+    **Migrating from v1**
 
-    ### Acknowledgments
+    The v2 API is not backwards compatible with v1. See the [Migration Guide](https://lunchmoney.dev/v2/migration-guide) for details.
 
-    If you have provided feedback on the API during our ongoing design process, **THANK YOU**. We are thrilled that you can finally interact with the working API we built based on your feedback.
-    
-    ### Useful links:
-    - [Getting Started](https://alpha.lunchmoney.dev/v2/getting-started)
-    - [v2 API Changelog](https://alpha.lunchmoney.dev/v2/changelog)
-    - [Migration Guide](https://alpha.lunchmoney.dev/v2/migration-guide)
-    - [Rate Limits](https://alpha.lunchmoney.dev/v2/rate-limits)
-    - [Current v1 Lunch Money API Documentation](https://lunchmoney.dev)
-    - [Awesome Lunch Money Projects](https://github.com/lunch-money/awesome-lunchmoney?tab=readme-ov-file)
+    **Useful links**
+    - [Developer Portal](https://lunchmoney.dev/v2/introduction)
+    - [Getting Started Guide](https://lunchmoney.dev/v2/getting-started)
+    - [v2 API Overview](https://lunchmoney.dev/v2/overview)
+    - [Version History](https://lunchmoney.dev/v2/version-history)
+    - [Migration Guide](https://lunchmoney.dev/v2/migration-guide)
+    - [Rate Limits](https://lunchmoney.dev/v2/rate-limits)
   termsOfService: https://lunchmoney.dev/#current-status
   contact:
     email: devsupport@lunchmoney.app
   license:
     name: Apache 2.0
     url: http://www.apache.org/licenses/LICENSE-2.0.html
-  version: 2.10.0
+  version: 2.11.0
 
 servers:
   - url: https://api.lunchmoney.dev/v2
     description: v2 Lunch Money API Server - changes will affect real data!
-  - url: https://mock.lunchmoney.dev/v2
+#  - url: https://lunchmoney.dev/v2
+  - url: https://lunchmoney.dev/v2
     description: Static mock version of the v2 Lunch Money API Server
 
 tags:
@@ -78,6 +72,8 @@ tags:
     externalDocs:
       description: Learn more about crypto assets
       url: https://support.lunchmoney.app/setup/crypto
+  - name: balance_history
+    description: View and update historical account balances. Balance history is what drives the [Net Worth](https://my.lunchmoney.app/net-worth) views in the Lunch Money app. Balance history is generated for each account's balance on the first day of each month and can be edited in the Lunch Money app or via the API.
   - name: recurring_items
     description: Work with recurring items
     externalDocs:
@@ -113,8 +109,10 @@ tags:
       description: Learn more about transactions
       url: https://support.lunchmoney.app/finances/transactions
   - name: budgets
-    description: View settings and modify budget amounts.<p> Use the
-      [/summary](#tag/summary) endpoint to view the budget details performance.
+    description: View settings and modify budget amounts.<p> Use
+      [/budgets/settings](#tag/budgets/GET/budgets/settings) to view budget
+      period settings.<p> Use the [/summary](#tag/summary) endpoint to view
+      the budget details performance.
     externalDocs:
       description: Learn more about budgets
       url: https://support.lunchmoney.app/finances/budgets
@@ -142,12 +140,12 @@ components:
         account_id:
           type: integer
           format: int64
-          description: Unique ID for the linked budgeting account
+          description: Unique ID for the current budgeting account
         budget_name:
           type: string
-          description: Name of the linked budgeting account
+          description: Name of the current budgeting account
         primary_currency:
-          description: Primary currency set in the user's settings
+          description: Primary currency for the current budgeting account
           allOf:
             - $ref: "#/components/schemas/currencyEnum"
         api_key_label:
@@ -760,7 +758,12 @@ components:
           type: string
           minLength: 1
           maxLength: 45
-          description: The name of the crypto asset
+          description: The asset name for this balance, typically the uppercased currency symbol (e.g. ETH).
+        display_name:
+          type: string
+          nullable: true
+          description: Optional display name for the synced crypto asset as set by the user. If `null`,
+            clients may derive a display name from syncedCryptoAccount's `provider` + `name`.
         balance:
           type: string
           pattern: ^-?\d+(\.\d{1,18})?$
@@ -800,6 +803,7 @@ components:
             extended format
       required:
         - name
+        - display_name
         - balance
         - symbol
         - coingecko_id
@@ -1364,10 +1368,13 @@ components:
             - $ref: "#/components/schemas/accountTypeEnum"
         subtype:
           type: string
-          description: If set, an optional account subtype. Examples include<br>
+          nullable: true
+          description: If set, an optional account subtype. Set to `null` to clear it. 
+            Examples include<br>
             - retirement - checking - savings - prepaid credit card
           minLength: 1
           maxLength: 100
+          example: prepaid credit card
           x-updatable: true
         balance:
           oneOf:
@@ -1621,6 +1628,364 @@ components:
         - last_fetch
         - plaid_last_successful_update
 
+    balanceHistorySourceManual:
+      type: object
+      description: Source information for a manual account balance history entry.
+      additionalProperties: false
+      x-internal: true
+      properties:
+        type:
+          type: string
+          enum: [manual]
+          description: Identifies this entry as belonging to a manually-managed account.
+        manual_account_id:
+          type: integer
+          format: int32
+          description: ID of the manual account associated with this entry.
+      required:
+        - type
+        - manual_account_id
+
+    balanceHistorySourcePlaid:
+      type: object
+      description: Source information for a Plaid-synced account balance history entry.
+      additionalProperties: false
+      x-internal: true
+      properties:
+        type:
+          type: string
+          enum: [plaid]
+          description: Identifies this entry as belonging to a Plaid-synced account.
+        plaid_account_id:
+          type: integer
+          format: int32
+          description: ID of the Plaid account associated with this entry.
+      required:
+        - type
+        - plaid_account_id
+
+    balanceHistorySourceCryptoManual:
+      type: object
+      description: Source information for a manually-tracked cryptocurrency balance history entry.
+      additionalProperties: false
+      x-internal: true
+      properties:
+        type:
+          type: string
+          enum: [crypto_manual]
+          description: Identifies this entry as belonging to a manually-tracked crypto account.
+        crypto_manual_id:
+          type: integer
+          format: int32
+          description: ID of the manual crypto account associated with this entry.
+        symbol:
+          type: string
+          nullable: true
+          minLength: 1
+          maxLength: 25
+          description: Crypto symbol associated with the manual crypto account, when available.
+      required:
+        - type
+        - crypto_manual_id
+
+    balanceHistorySourceCryptoSynced:
+      type: object
+      x-internal: true
+      description: Source information for a synced cryptocurrency balance history entry.
+      additionalProperties: false
+      properties:
+        type:
+          type: string
+          enum: [crypto_synced]
+          description: Identifies this entry as belonging to a synced crypto connection.
+        crypto_synced_id:
+          type: integer
+          format: int32
+          description: ID of the synced crypto connection associated with this entry.
+        symbol:
+          type: string
+          minLength: 1
+          maxLength: 25
+          description: Crypto symbol (e.g. `eth`, `btc`) identifying the specific currency within the synced account.
+      required:
+        - type
+        - crypto_synced_id
+        - symbol
+
+    balanceHistorySourceDeleted:
+      type: object
+      x-internal: true
+      description: >
+        Source information for a balance history entry whose account has since been deleted.
+        Historical balances are preserved when a user chooses to keep history on account deletion.
+        This object contains details that can be used to display the deleted account in the UI.
+        The `deleted_account_id` can be passed to `PUT /v2/balance_history/deleted/{account_id}/details`
+        to update the archived source metadata.
+      additionalProperties: false
+      properties:
+        type:
+          type: string
+          enum: [deleted]
+          description: Identifies this entry as belonging to an account that has since been deleted.
+        deleted_account_id:
+          type: integer
+          format: int32
+          description: Identifier for the deleted account history source
+        name:
+          type: string
+          nullable: true
+          description: Archived account `name` for the deleted account source
+        institution_name:
+          type: string
+          nullable: true
+          description: Archived `institution_name` for the deleted account source
+        display_name:
+          type: string
+          nullable: true
+          description: Archived `display_name` of the deleted account
+        account_type:
+          type: string
+          nullable: true
+          description: Archived `type` of the deleted account source
+        subtype:
+          type: string
+          nullable: true
+          description: Archived `subtype`` of the deleted account source
+        mask:
+          type: string
+          nullable: true
+          description: Archived account `mask` for a deleted plaid account source
+        symbol:
+          type: string
+          nullable: true
+          minLength: 1
+          maxLength: 25
+          description: Archived `symbol` for a deleted crypto account source
+      required:
+        - type
+        - deleted_account_id
+        - name
+        - institution_name
+        - display_name
+        - account_type
+        - subtype
+        - mask
+        - symbol
+
+    balanceHistoryAccountObject:
+      type: object
+      title: balance history for an account object
+      additionalProperties: false
+      description: Historical balance entries grouped under a single account source.
+      properties:
+        source:
+          description: >
+            Identifies the account this balance entry belongs to. The shape varies by
+            `source.type`. Use `source.type` to determine which account id field is present.
+          oneOf:
+            - $ref: "#/components/schemas/balanceHistorySourceManual"
+            - $ref: "#/components/schemas/balanceHistorySourcePlaid"
+            - $ref: "#/components/schemas/balanceHistorySourceCryptoManual"
+            - $ref: "#/components/schemas/balanceHistorySourceCryptoSynced"
+            - $ref: "#/components/schemas/balanceHistorySourceDeleted"
+          discriminator:
+            propertyName: type
+            mapping:
+              manual: "#/components/schemas/balanceHistorySourceManual"
+              plaid: "#/components/schemas/balanceHistorySourcePlaid"
+              crypto_manual: "#/components/schemas/balanceHistorySourceCryptoManual"
+              crypto_synced: "#/components/schemas/balanceHistorySourceCryptoSynced"
+              deleted: "#/components/schemas/balanceHistorySourceDeleted"
+        balances:
+          type: array
+          description: >
+            Monthly balance history entries for the source account. On GET responses,
+            this includes all entries in the requested range. On PUT upsert responses,
+            this includes only the entries modified by that request.
+          items:
+            $ref: "#/components/schemas/balanceHistoryObject"
+      required:
+        - source
+        - balances
+
+    balanceHistoryObject:
+      type: object
+      title: balance history entry object
+      additionalProperties: false
+      x-internal: true
+      description: A historical balance entry for a single account on a single date.
+      properties:
+        id:
+          type: integer
+          format: int32
+          description: Unique identifier of this historical balance entry.
+        date:
+          type: string
+          format: date
+          description: Date of this historical balance entry in YYYY-MM-DD format. This is always the first day of a month.
+        balance:
+          type: string
+          pattern: ^-?\d+(\.\d{1,4})?$
+          description: Historical balance stored for this entry, as a numeric string with up to four decimal places. Trailing zeros and decimal places are not guaranteed in responses. For manual and Plaid accounts this is in the account currency. For crypto accounts this is in the user's primary currency.
+        currency:
+          allOf:
+            - $ref: "#/components/schemas/currencyEnum"
+          description: Currency of the stored `balance`. For crypto entries this is the user's primary currency.
+        to_base:
+          type: number
+          format: double
+          description: Historical balance converted to the user's primary currency. When the entry currency is the user's primary currency, this is the numeric value of `balance`.
+        crypto_balance:
+          type: string
+          nullable: true
+          pattern: ^-?\d+(\.\d{1,18})?$
+          description: Crypto quantity stored for this balance entry, when available. This may be present for crypto or deleted-account entries and is `null` otherwise.
+      required:
+        - id
+        - date
+        - balance
+        - currency
+        - to_base
+        - crypto_balance
+
+    balanceHistoryListResponseObject:
+      type: object
+      additionalProperties: false
+      x-internal: true
+      properties:
+        balance_history:
+          type: array
+          items:
+            $ref: "#/components/schemas/balanceHistoryAccountObject"
+      required:
+        - balance_history
+
+    balanceHistoryUpdateItemObject:
+      type: object
+      x-internal: true
+      additionalProperties: false
+      properties:
+        id:
+          type: integer
+          format: int32
+          description: System-defined balance history entry id. Ignored if set.
+          x-updatable: false
+        date:
+          type: string
+          format: date
+          description: Month to update, in YYYY-MM-DD format. This must be the first day of a month and must be in a past month.
+        balance:
+          oneOf:
+            - type: number
+              format: double
+            - type: string
+              pattern: ^-?\d+(\.\d{1,4})?$
+          description: Numeric value of the historical balance, up to four decimal places, as a number or string. For manual and Plaid accounts this is typically in the account currency. For crypto and deleted accounts this is typically in the user's primary currency. Do not include any special characters aside from a decimal point.
+        symbol:
+          type: string
+          nullable: true
+          minLength: 1
+          maxLength: 25
+          description: Optional for crypto balances, but if set it must match the account's symbol.
+            Tolerated for deleted-account balances. Do not provide this for manual or Plaid balances.
+            If provided when using the synced crypto path-based endpoint, this must match the symbol in the path.
+          x-updatable: true
+        crypto_balance:
+          type: string
+          nullable: true
+          pattern: ^-?\d+(\.\d{1,18})?$
+          description: Optional crypto quantity for crypto_manual, crypto_synced, and deleted balances. Do not provide this for manual or Plaid balances.
+          x-updatable: true
+        currency:
+          allOf:
+            - $ref: "#/components/schemas/currencyEnum"
+          description: Optional currency for this balance entry. If omitted, it defaults to the account currency for manual/Plaid accounts, or the user's primary currency for crypto/deleted accounts.
+          x-updatable: true
+        to_base:
+          type: number
+          format: double
+          description: System-defined historical balance converted to the user's primary currency. Ignored if set. Use `balance` to update the stored historical balance.
+          x-updatable: false
+      required:
+        - date
+        - balance
+
+    upsertBalanceHistoryRequestObject:
+      type: object
+      x-internal: true
+      additionalProperties: false
+      properties:
+        balances:
+          type: array
+          minItems: 1
+          description: One or more monthly balance history entries to upsert
+          items:
+            $ref: "#/components/schemas/balanceHistoryUpdateItemObject"
+      required:
+        - balances
+
+    updateBalanceHistoryDetailsRequestObject:
+      type: object
+      x-internal: true
+      additionalProperties: false
+      minProperties: 1
+      properties:
+        name:
+          type: string
+          nullable: true
+          description: New archived account name for the deleted account source.
+        institution_name:
+          type: string
+          nullable: true
+          description: New archived institution name for the deleted account source.
+        display_name:
+          type: string
+          nullable: true
+          description: New display name for the deleted account source.
+        account_type:
+          type: string
+          nullable: true
+          description: New archived account type for the deleted account source.
+        subtype:
+          type: string
+          nullable: true
+          description: New archived subtype for the deleted account source.
+        mask:
+          type: string
+          nullable: true
+          description: New archived account mask for the deleted account source.
+
+    updateBalanceHistoryDetailsResponseObject:
+      type: object
+      x-internal: true
+      additionalProperties: false
+      properties:
+        name:
+          type: string
+          nullable: true
+        institution_name:
+          type: string
+          nullable: true
+        display_name:
+          type: string
+          nullable: true
+        account_type:
+          type: string
+          nullable: true
+        subtype:
+          type: string
+          nullable: true
+        mask:
+          type: string
+          nullable: true
+      required:
+        - name
+        - institution_name
+        - display_name
+        - account_type
+        - subtype
+        - mask
+
     # The object containing information about a recurring item
     recurringObject:
       type: object
@@ -2097,14 +2462,9 @@ components:
         external_id:
           type: string
           nullable: true
-          description: A user-defined external ID for any transaction that was
-            added via csv import, `POST /transactions` API call, or manually
-            added via the Lunch Money app. No external ID exists for
-            transactions associated with synced accounts, and they cannot be
-            added. For transactions associated with manual accounts, the
-            external ID must be unique as attempts to add a subsequent
-            transaction with the same external_id and manual_account_id will be
-            flagged as duplicates and fail.
+          description: A user-defined external ID associated with the transaction. 
+            For transactions belonging to manual accounts, the
+            external ID must be unique for each transaction associated with the account.
           minLength: 0
           maxLength: 75
         tag_ids:
@@ -2125,8 +2485,6 @@ components:
             Any transaction notes set by the user or by 
             a matched recurring item. This will match the value 
             displayed in notes field on the transactions page in the Lunch Money app.
-          minLength: 0
-          maxLength: 350
         status:
           type: string
           # description: >
@@ -2362,8 +2720,6 @@ components:
             Any transaction notes set by the user or by 
             a matched recurring item. This will match the value 
             displayed in notes field on the transactions page in the Lunch Money app.
-          minLength: 0
-          maxLength: 350
         status:
           type: string
           description: >
@@ -2505,14 +2861,9 @@ components:
         external_id:
           type: string
           nullable: true
-          description: A user-defined external ID for any transaction that was
-            added via csv import, `POST /transactions` API call, or manually
-            added via the Lunch Money app. No external ID exists for
-            transactions associated with synced accounts, and they cannot be
-            added. For transactions associated with manual accounts, the
-            external ID must be unique as attempts to add a subsequent
-            transaction with the same external_id and manual_account_id will be
-            flagged as duplicates and fail.
+          description: A user-defined external ID associated with the transaction. 
+            For transactions belonging to manual accounts, the
+            external ID must be unique for each transaction associated with the account.
           minLength: 0
           maxLength: 75
         plaid_metadata:
@@ -2582,7 +2933,7 @@ components:
         currency:
           description: Three-letter lowercase currency code of the transaction
             in ISO 4217 format. Must match one of the [supported
-            currencies](https://alpha.lunchmoney.dev/v2/currencies). If not set
+            currencies](https://lunchmoney.dev/v2/currencies). If not set
             defaults to the user account's primary currency.
           allOf:
             - $ref: "#/components/schemas/currencyEnum"
@@ -2608,8 +2959,6 @@ components:
             Any transaction notes set by the user or by 
             a matched recurring item. This will match the value 
             displayed in notes field on the transactions page in the Lunch Money app.
-          minLength: 0
-          maxLength: 350
         manual_account_id:
           type: integer
           format: int32
@@ -2728,7 +3077,7 @@ components:
           type: string
           description: |
             The new payee for the transaction.
-          x-updatable: true
+          minLength: 0
         original_name:
           type: string
           nullable: true
@@ -2747,8 +3096,6 @@ components:
           description: >
             New notes for the transaction. Set this to an empty string to clear
             the existing notes.
-          minLength: 0
-          maxLength: 350
           x-updatable: true
         manual_account_id:
           type: integer
@@ -2954,7 +3301,6 @@ components:
             format: int32
         notes:
           type: string
-          maxLength: 350
           description: Will inherit notes from parent if not defined.
       required:
         - amount
@@ -3264,10 +3610,11 @@ components:
 
     # Response body for GET /budgets/settings (200)
     budgetSettingsResponseObject:
-      x-internal: true
       type: object
+      title: budget settings object
       additionalProperties: false
-      description: Budget period and display settings
+      description: Budget period and display settings for the current budgeting
+        account.
       properties:
         budget_period_granularity:
           type: string
@@ -3279,8 +3626,8 @@ components:
           - twice a month
           description: Budget period granularity
         budget_period_quantity:
-          type: number
-          format: double
+          type: integer
+          format: int32
           description: The number of `granularity` units that make up a single
             budgeting period.
         budget_period_anchor_date:
@@ -3425,8 +3772,6 @@ components:
           type: array
           items:
             $ref: "#/components/schemas/summaryCategoryOccurrenceObject"
-        rollover_pool:
-          $ref: "#/components/schemas/summaryRolloverPoolObject"
       required:
         - category_id
         - totals
@@ -3638,7 +3983,9 @@ components:
             while processing the request.<br> If multiple errors were
             encountered, the list will contain multiple objects.<br> Each
             `error` object is guaranteed to have an `errMsg`, but it may also
-            contain other error specific properties.
+            contain other error-specific properties such as `code` (for example
+            `VALIDATION_ERROR`), or other properties that are useful to map
+             the error to the relevant part of the request.
           type: array
           items:
             type: object
@@ -3747,6 +4094,7 @@ components:
       #   - `cad`: Canadian Dollar
       #   - `cdf`: Congolese Franc
       #   - `chf`: Swiss Franc
+      #   - `clf`: Chilean Unit of Account (UF)
       #   - `clp`: Chilean Peso
       #   - `cny`: Chinese Yuan
       #   - `cop`: Colombian Peso
@@ -3762,6 +4110,7 @@ components:
       #   - `egp`: Egyptian Pound
       #   - `ern`: Eritrean Nakfa
       #   - `etb`: Ethiopian Birr
+      #   - `eth`: Ethereum
       #   - `eur`: Euro
       #   - `fjd`: Fijian Dollar
       #   - `fkp`: Falkland Islands Pound
@@ -3869,12 +4218,13 @@ components:
       #   - `uyu`: Uruguayan Peso
       #   - `uzs`: Uzbekistan Som
       #   - `vef`: Venezuelan Bolívar
+      #   - `ves`: Venezuelan Bolívar Sotiemas
       #   - `vnd`: Vietnamese Dong
       #   - `vuv`: Vanuatu Vatu
       #   - `wst`: Samoan Tala
       #   - `xaf`: CFA Franc BEAC
-      #   - `xag`: Silver
-      #   - `xau`: Gold
+      #   - `xag`: Silver (troy ounce)
+      #   - `xau`: Gold (troy ounce)
       #   - `xcd`: East Caribbean Dollar
       #   - `xof`: CFA Franc BCEAO
       #   - `xpf`: CFP Franc
@@ -3912,6 +4262,7 @@ components:
         - cad
         - cdf
         - chf
+        - clf
         - clp
         - cny
         - cop
@@ -3927,6 +4278,7 @@ components:
         - egp
         - ern
         - etb
+        - eth
         - eur
         - fjd
         - fkp
@@ -4034,6 +4386,7 @@ components:
         - uyu
         - uzs
         - vef
+        - ves
         - vnd
         - vuv
         - wst
@@ -4614,6 +4967,24 @@ paths:
                     pool data for categories with budgets"
                   value:
                     aligned: true
+                    rollover_pool:
+                      budgeted_to_base: 179.50
+                      all_adjustments:
+                        - in_range: false
+                          date: "2025-06-30"
+                          amount: "179.5000"
+                          currency: "usd"
+                          to_base: 179.50
+                        - in_range: false
+                          date: "2025-05-31"
+                          amount: "120.2500"
+                          currency: "usd"
+                          to_base: 120.25
+                        - in_range: false
+                          date: "2025-04-30"
+                          amount: "80.0000"
+                          currency: "usd"
+                          to_base: 80.00                            
                     categories:
                       - category_id: 315177
                         totals:
@@ -4633,24 +5004,6 @@ paths:
                             budgeted_amount: "500.0000"
                             budgeted_currency: "usd"
                             notes: "Monthly budget allocation"
-                        rollover_pool:
-                          budgeted_to_base: 179.50
-                          all_adjustments:
-                            - in_range: false
-                              date: "2025-06-30"
-                              amount: "179.5000"
-                              currency: "usd"
-                              to_base: 179.50
-                            - in_range: false
-                              date: "2025-05-31"
-                              amount: "120.2500"
-                              currency: "usd"
-                              to_base: 120.25
-                            - in_range: false
-                              date: "2025-04-30"
-                              amount: "80.0000"
-                              currency: "usd"
-                              to_base: 80.00                            
         "401":
           $ref: "#/components/responses/unauthorizedToken"
         "429":
@@ -5609,11 +5962,22 @@ paths:
               examples:
                 missing required properties:
                   value:
-                    message: Request Validation Failure
+                    message: Invalid Request Body
                     errors:
                       - errMsg: "Missing required property 'name' in request body."
                       - errMsg: "Missing required property 'balance' in request body."
                       - errMsg: "Missing required property 'symbol' in request body."
+                invalid balance:
+                  value:
+                    message: Invalid Request Body
+                    errors:
+                      - errMsg: "Invalid value for property 'balance'. 'abc' cannot be converted to a number"
+                      - errMsg: "Invalid value for property 'balance'. Invalid input"
+                invalid property:
+                  value:
+                    message: Invalid Request Body
+                    errors:
+                      - errMsg: "Invalid property 'coingecko_id' in request body."
                 unsupported symbol:
                   value:
                     message: Request Validation Failure
@@ -5950,46 +6314,903 @@ paths:
               value: 99999999
       responses:
         "200":
-          description: Synced crypto account object
+          description: Synced crypto account object
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/syncedCryptoAccount"
+              example:
+                id: 33004
+                provider: coinbase
+                status: active
+                created_by_name: User 1
+                created_at: "2025-10-02T11:02:09.000Z"
+                updated_at: "2026-02-25T14:25:01.000Z"
+                display_name: Coinbase Main
+                balances:
+                  - name: ETH
+                    balance: "12.004500000000000000"
+                    symbol: eth
+                    coingecko_id: ethereum
+                    to_base: 28998.44
+                    balance_as_of: "2026-02-25T14:25:00.000Z"
+                    exchange_rate_as_of: "2026-02-25T14:20:00.000Z"
+                    updated_at: "2026-02-25T14:25:01.000Z"
+                  - name: BTC
+                    balance: "0.100020003000400050"
+                    symbol: btc
+                    coingecko_id: bitcoin
+                    to_base: 6231.28
+                    balance_as_of: "2026-02-25T14:25:00.000Z"
+                    exchange_rate_as_of: "2026-02-25T14:20:00.000Z"
+                    updated_at: "2026-02-25T14:25:01.000Z"
+        "400":
+          description: Bad Request
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/errorResponseObject"
+              example:
+                message: Invalid Path Parameters
+                errors:
+                  - errMsg: "Invalid value type for path parameter: 'id'. Expected 'number', received 'string'."
+        "401":
+          $ref: "#/components/responses/unauthorizedToken"
+        "404":
+          description: Not Found
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/errorResponseObject"
+              example:
+                message: Not Found
+                errors:
+                  - errMsg: "There is no synced crypto account with the id: 99999999."
+        "429":
+          $ref: "#/components/responses/rateLimited"
+        "500":
+          $ref: "#/components/responses/serverError"
+  /crypto/synced/{id}/{symbol}:
+    get:
+      tags:
+        - crypto-synced
+      summary: Get a synced crypto balance by symbol
+      description: Retrieves a single balance from the specified synced crypto
+        account using the crypto symbol.
+      operationId: getCryptoSyncedBalanceBySymbol
+      parameters:
+        - name: id
+          in: path
+          description: Synced crypto account ID
+          required: true
+          schema:
+            type: integer
+            format: int32
+        - name: symbol
+          in: path
+          description: Crypto symbol within the synced account
+          required: true
+          schema:
+            type: string
+            minLength: 1
+            maxLength: 25
+      responses:
+        "200":
+          description: Synced crypto balance object
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/cryptoSyncedBalance"
+              example:
+                name: ETH
+                balance: "12.004500000000000000"
+                symbol: eth
+                coingecko_id: ethereum
+                to_base: 28998.44
+                balance_as_of: "2026-02-25T14:25:00.000Z"
+                exchange_rate_as_of: "2026-02-25T14:20:00.000Z"
+                updated_at: "2026-02-25T14:25:01.000Z"
+        "400":
+          description: Bad Request
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/errorResponseObject"
+              examples:
+                invalid id:
+                  value:
+                    message: Invalid Path Parameters
+                    errors:
+                      - errMsg: "Invalid value type for path parameter: 'id'. Expected 'number', received 'string'."
+                invalid symbol:
+                  value:
+                    message: Invalid Path Parameters
+                    errors:
+                      - errMsg: "Value for path parameter 'symbol' must not be empty."
+        "401":
+          $ref: "#/components/responses/unauthorizedToken"
+        "404":
+          description: Not Found
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/errorResponseObject"
+              examples:
+                account not found:
+                  value:
+                    message: Not Found
+                    errors:
+                      - errMsg: "There is no synced crypto account with the id: 99999999."
+                symbol not found:
+                  value:
+                    message: Not Found
+                    errors:
+                      - errMsg: "There is no synced crypto balance with symbol 'doge' for the crypto account with id: 33004."
+        "429":
+          $ref: "#/components/responses/rateLimited"
+        "500":
+          $ref: "#/components/responses/serverError"
+  /crypto/synced/{id}/refresh:
+    post:
+      tags:
+        - crypto-synced
+      summary: Refresh balances for a synced crypto account
+      description: Trigger a balance refresh for the specified synced crypto
+        account. Returns the refreshed synced crypto account.
+      operationId: refreshCryptoSynced
+      parameters:
+        - name: id
+          in: path
+          description: Synced crypto account ID
+          required: true
+          schema:
+            type: integer
+            format: int32
+          examples:
+            existing synced connection:
+              summary: Existing synced account ID
+              value: 33004
+            id not found:
+              summary: Example of an id that doesn't exist
+              value: 99999999
+      responses:
+        "200":
+          description: Refreshed synced crypto account
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/syncedCryptoAccount"
+              example:
+                id: 33004
+                provider: coinbase
+                status: active
+                created_by_name: User 1
+                created_at: "2025-10-02T11:02:09.000Z"
+                display_name: Coinbase Main
+                balances:
+                  - name: ETH
+                    balance: "12.004500000000000000"
+                    symbol: eth
+                    coingecko_id: ethereum
+                    to_base: 28998.44
+                    balance_as_of: "2026-02-25T14:25:00.000Z"
+                    exchange_rate_as_of: "2026-02-25T14:20:00.000Z"
+                    updated_at: "2026-02-25T14:25:01.000Z"
+                  - name: BTC
+                    balance: "0.100020003000400050"
+                    symbol: btc
+                    coingecko_id: bitcoin
+                    to_base: 6231.28
+                    balance_as_of: "2026-02-25T14:25:00.000Z"
+                    exchange_rate_as_of: "2026-02-25T14:20:00.000Z"
+                    updated_at: "2026-02-25T14:25:01.000Z"
+        "401":
+          $ref: "#/components/responses/unauthorizedToken"
+        "404":
+          description: Not Found
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/errorResponseObject"
+              example:
+                message: Not Found
+                errors:
+                  - errMsg: "There is no synced crypto account with the id: 99999999."
+        "429":
+          $ref: "#/components/responses/rateLimited"
+        "500":
+          $ref: "#/components/responses/serverError"
+  /balance_history:
+    get:
+      tags:
+        - balance_history
+      summary: Get balance history
+      description: >-
+        Retrieve historical balance entries.<br><br>
+
+        Balance history is monthly. When `start_date` and `end_date` are both provided,
+        they must be first-of-month dates. `start_date` must not be in the future,
+        while `end_date` may be in the future. If one of `start_date` or `end_date`
+        is provided, the other is required. If neither is provided, all available
+        balance history is returned.<br><br>
+
+        The response groups entries by source account. Each item in
+        `balance_history` contains a `source` object plus a `balances` array
+        containing one balance entry per month in the requested range, or all
+        stored entries when no range is provided.<br><br>
+
+        Historical entries for accounts that have been deleted may still
+        be returned. These entries use `source.type: deleted` and include
+        `deleted_account_id`, archived display fields, and account metadata on the
+        `source` object.
+      operationId: getBalanceHistory
+      parameters:
+        - name: start_date
+          in: query
+          description: Optional start date for the requested history range in YYYY-MM-DD format. If set, `end_date` is also required. This must be the first day of a month and must not be in the future.
+          required: false
+          schema:
+            type: string
+            format: date
+          examples:
+            range start:
+              summary: Start date
+              value: "2026-01-01"
+        - name: end_date
+          in: query
+          description: Optional end date for the requested history range in YYYY-MM-DD format. If set, `start_date` is also required. This must be the first day of a month. For a single month, set this to the same first-of-month date as `start_date`.
+          required: false
+          schema:
+            type: string
+            format: date
+          examples:
+            range end:
+              summary: End date
+              value: "2026-03-01"
+      responses:
+        "200":
+          description: Historical balance entries for the requested date range
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/balanceHistoryListResponseObject"
+              examples:
+                all account types:
+                  value:
+                    balance_history:
+                      - source:
+                          type: manual
+                          manual_account_id: 119807
+                        balances:
+                          - id: 101
+                            date: "2026-01-01"
+                            balance: "41000.0000"
+                            currency: usd
+                            to_base: 41000
+                            crypto_balance: null
+                          - id: 102
+                            date: "2026-02-01"
+                            balance: "41211.8000"
+                            currency: usd
+                            to_base: 41211.8
+                            crypto_balance: null
+                      - source:
+                          type: plaid
+                          plaid_account_id: 119808
+                        balances:
+                          - id: 103
+                            date: "2026-01-01"
+                            balance: "5498.2800"
+                            currency: usd
+                            to_base: 5498.28
+                            crypto_balance: null
+                      - source:
+                          type: crypto_manual
+                          crypto_manual_id: 22001
+                          symbol: btc
+                        balances:
+                          - id: 104
+                            date: "2026-01-01"
+                            balance: "53124.7200"
+                            currency: usd
+                            to_base: 53124.72
+                            crypto_balance: "0.852341920145782301"
+                      - source:
+                          type: crypto_synced
+                          crypto_synced_id: 33004
+                          symbol: btc
+                        balances:
+                          - id: 105
+                            date: "2026-01-01"
+                            balance: "6231.2800"
+                            currency: usd
+                            to_base: 6231.28
+                            crypto_balance: "0.100020003000400050"
+                      - source:
+                          type: deleted
+                          deleted_account_id: 91
+                          name: Savings
+                          institution_name: Old Bank
+                          display_name: Closed Savings
+                          account_type: savings
+                          subtype: savings
+                          mask: "1234"
+                          symbol: null
+                        balances:
+                          - id: 106
+                            date: "2026-01-01"
+                            balance: "1250.0000"
+                            currency: usd
+                            to_base: 1250
+                            crypto_balance: null
+                manual account history:
+                  value:
+                    balance_history:
+                      - source:
+                          type: manual
+                          manual_account_id: 119807
+                        balances:
+                          - id: 201
+                            date: "2026-01-01"
+                            balance: "41000.0000"
+                            currency: usd
+                            to_base: 41000
+                            crypto_balance: null
+                          - id: 202
+                            date: "2026-02-01"
+                            balance: "41211.8000"
+                            currency: usd
+                            to_base: 41211.8
+                            crypto_balance: null
+                plaid account history:
+                  value:
+                    balance_history:
+                      - source:
+                          type: plaid
+                          plaid_account_id: 119808
+                        balances:
+                          - id: 301
+                            date: "2026-02-01"
+                            balance: "5498.2800"
+                            currency: usd
+                            to_base: 5498.28
+                            crypto_balance: null
+                synced crypto history:
+                  value:
+                    balance_history:
+                      - source:
+                          type: crypto_synced
+                          crypto_synced_id: 33004
+                          symbol: btc
+                        balances:
+                          - id: 401
+                            date: "2026-02-01"
+                            balance: "6231.2800"
+                            currency: usd
+                            to_base: 6231.28
+                            crypto_balance: "0.100020003000400050"
+                deleted account history:
+                  value:
+                    balance_history:
+                      - source:
+                          type: deleted
+                          deleted_account_id: 91
+                          name: Savings
+                          institution_name: Old Bank
+                          display_name: Closed Savings
+                          account_type: savings
+                          subtype: savings
+                          mask: "1234"
+                          symbol: null
+                        balances:
+                          - id: 501
+                            date: "2026-01-01"
+                            balance: "1250.0000"
+                            currency: usd
+                            to_base: 1250
+                            crypto_balance: null
+        "400":
+          description: Bad Request
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/errorResponseObject"
+              examples:
+                missing paired date:
+                  value:
+                    message: Request Validation Failure
+                    errors:
+                      - errMsg: "`start_date` and `end_date` must either both be provided or both be omitted."
+                invalid range:
+                  value:
+                    message: Request Validation Failure
+                    errors:
+                      - errMsg: "`start_date` must be before or equal to `end_date`."
+                not first of month:
+                  value:
+                    message: Request Validation Failure
+                    errors:
+                      - errMsg: "`start_date` and `end_date` must both be the first day of a month."
+                future start date:
+                  value:
+                    message: Request Validation Failure
+                    errors:
+                      - errMsg: "`start_date` must not be in the future."
+        "401":
+          $ref: "#/components/responses/unauthorizedToken"
+        "429":
+          $ref: "#/components/responses/rateLimited"
+        "500":
+          $ref: "#/components/responses/serverError"
+  /balance_history/{account_type}/{account_id}:
+    get:
+      tags:
+        - balance_history
+      summary: Get balance history for an account
+      description: >-
+        Retrieve historical balance entries for one manual, Plaid, manual crypto,
+        or deleted account.  Crypto synced accounts require an additional `symbol` path parameter.<br><br>
+
+        The `account_type` path parameter identifies the type of account and the
+        `account_id` path parameter identifies the specific id for that account type.<br><br>
+
+        When `start_date` and `end_date` are both provided, they must be first-of-month
+        dates. `start_date` must not be in the future, while `end_date` may be in the future.
+        If one of `start_date` or `end_date` is provided, the other is required. If neither is
+        provided, all available history for the source is returned.
+      operationId: getBalanceHistoryForAccount
+      parameters:
+        - name: account_type
+          in: path
+          required: true
+          description: Source family to retrieve. Use `manual`, `plaid`, `crypto_manual`, or `deleted`.
+          schema:
+            type: string
+            enum: [manual, plaid, crypto_manual, deleted]
+        - name: account_id
+          in: path
+          required: true
+          description: Account or deleted-source identifier within the selected `account_type`.
+          schema:
+            type: integer
+            format: int32
+        - name: start_date
+          in: query
+          description: Optional start date for the requested history range in YYYY-MM-DD format. If set, `end_date` is also required. This must be the first day of a month and must not be in the future.
+          required: false
+          schema:
+            type: string
+            format: date
+        - name: end_date
+          in: query
+          description: Optional end date for the requested history range in YYYY-MM-DD format. If set, `start_date` is also required. This must be the first day of a month.
+          required: false
+          schema:
+            type: string
+            format: date
+      responses:
+        "200":
+          description: Historical balance entries for the requested source
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/balanceHistoryListResponseObject"
+              examples:
+                manual account history:
+                  value:
+                    balance_history:
+                      - source:
+                          type: manual
+                          manual_account_id: 119807
+                        balances:
+                          - id: 201
+                            date: "2026-01-01"
+                            balance: "41000.0000"
+                            currency: usd
+                            to_base: 41000
+                            crypto_balance: null
+                          - id: 202
+                            date: "2026-02-01"
+                            balance: "41211.8000"
+                            currency: usd
+                            to_base: 41211.8
+                            crypto_balance: null
+                deleted account history:
+                  value:
+                    balance_history:
+                      - source:
+                          type: deleted
+                          deleted_account_id: 91
+                          name: Savings
+                          institution_name: Old Bank
+                          display_name: Closed Savings
+                          account_type: savings
+                          subtype: savings
+                          mask: "1234"
+                          symbol: null
+                        balances:
+                          - id: 501
+                            date: "2026-01-01"
+                            balance: "1250.0000"
+                            currency: usd
+                            to_base: 1250
+                            crypto_balance: null
+        "400":
+          description: Bad Request
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/errorResponseObject"
+              examples:
+                missing paired date:
+                  value:
+                    message: Request Validation Failure
+                    errors:
+                      - errMsg: "`start_date` and `end_date` must either both be provided or both be omitted."
+                invalid range:
+                  value:
+                    message: Request Validation Failure
+                    errors:
+                      - errMsg: "`start_date` must be before or equal to `end_date`."
+        "401":
+          $ref: "#/components/responses/unauthorizedToken"
+        "404":
+          description: Not Found
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/errorResponseObject"
+              examples:
+                manual not found:
+                  value:
+                    message: Not Found
+                    errors:
+                      - errMsg: "There is no manual account with the id: 99999999."
+                deleted not found:
+                  value:
+                    message: Not Found
+                    errors:
+                      - errMsg: "Deleted balance history source 99999999 was not found."
+        "429":
+          $ref: "#/components/responses/rateLimited"
+        "500":
+          $ref: "#/components/responses/serverError"
+    put:
+      tags:
+        - balance_history
+      summary: Upsert balance history for an account
+      description: >-
+        Upsert one or more historical balance entries for a single manual, Plaid,
+        manual crypto, or deleted account. Crypto synced accounts require an additional `symbol` path parameter.<br><br>
+
+        The `account_type` path parameter identifies the type of account and the
+        `account_id` path parameter identifies the specific id for that account type.<br><br>
+
+        Submit one or more entries in the `balances` array. Each entry must specify
+        a `date` and `balance` value.<br><br>
+
+        Balance history is monthly. Each entry's `date` must be the first day of
+        a month and must be in a past month.<br><br>
+
+        `currency` may be provided for any balance entry. If omitted, it defaults
+        to the account currency for manual/Plaid accounts, or the user's primary
+        currency for crypto/deleted accounts.<br><br>
+
+        `symbol` may only be set when `account_type` is `crypto_manual` or
+        `crypto_synced`. It is optional for `crypto_manual` accounts and tolerated
+        for `deleted` accounts.<br><br>
+
+        `crypto_balance` may be provided for `crypto_manual`, `crypto_synced`, and
+        `deleted` accounts, and is invalid for `manual` or `plaid` accounts.<br><br>
+
+        The response contains only the balance entries that were submitted in this request. 
+      operationId: upsertBalanceHistoryForAccount
+      parameters:
+        - name: account_type
+          in: path
+          required: true
+          description: Source family to update. Use `manual`, `plaid`, `crypto_manual`, or `deleted`.
+          schema:
+            type: string
+            enum: [manual, plaid, crypto_manual, deleted]
+        - name: account_id
+          in: path
+          required: true
+          description: Account or deleted-source identifier within the selected `account_type`.
+          schema:
+            type: integer
+            format: int32
+      requestBody:
+        required: true
+        content:
+          application/json:
+            schema:
+              $ref: "#/components/schemas/upsertBalanceHistoryRequestObject"
+            examples:
+              manual account bulk upsert:
+                value:
+                  balances:
+                    - date: "2026-03-01"
+                      balance: "41500.0000"
+                    - date: "2026-04-01"
+                      balance: "41625.5000"
+              crypto manual balance with symbol:
+                value:
+                  balances:
+                    - date: "2026-03-01"
+                      balance: "56011.1200"
+                      symbol: btc
+                      crypto_balance: "0.852341920145782301"
+              deleted account bulk upsert:
+                value:
+                  balances:
+                    - date: "2026-03-01"
+                      symbol: btc
+                      crypto_balance: "0.020000000000000000"
+                      currency: usd
+                      balance: "1255"
+              get-shaped balance entry input:
+                value:
+                  balances:
+                    - id: 601
+                      date: "2026-03-01"
+                      balance: "41500.0000"
+                      currency: usd
+                      to_base: 41500
+                      crypto_balance: null
+      responses:
+        "200":
+          description: Returns the modified balance entries only. Other historical
+            entries for the account are omitted from `balances`.
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/balanceHistoryAccountObject"
+              examples:
+                manual account bulk upsert:
+                  summary: Two upserted rows returned (not full account history)
+                  value:
+                    source:
+                      type: manual
+                      manual_account_id: 119807
+                    balances:
+                      - id: 601
+                        date: "2026-03-01"
+                        balance: "41500.0000"
+                        currency: usd
+                        to_base: 41500
+                        crypto_balance: null
+                      - id: 602
+                        date: "2026-04-01"
+                        balance: "41625.5000"
+                        currency: usd
+                        to_base: 41625.5
+                        crypto_balance: null
+                crypto manual balance with symbol:
+                  summary: Single upserted row returned
+                  value:
+                    source:
+                      type: crypto_manual
+                      crypto_manual_id: 22001
+                      symbol: btc
+                    balances:
+                      - id: 603
+                        date: "2026-03-01"
+                        balance: "56011.1200"
+                        currency: usd
+                        to_base: 56011.12
+                        crypto_balance: "0.852341920145782301"
+                deleted account bulk upsert:
+                  summary: Single upserted row returned
+                  value:
+                    source:
+                      type: deleted
+                      deleted_account_id: 91
+                      name: Savings
+                      institution_name: Old Bank
+                      display_name: Closed Savings
+                      account_type: savings
+                      subtype: savings
+                      mask: "1234"
+                      symbol: btc
+                    balances:
+                      - id: 504
+                        date: "2026-03-01"
+                        balance: "1255"
+                        currency: usd
+                        to_base: 1255
+                        crypto_balance: "0.020000000000000000"
+        "400":
+          description: Bad Request. The entire request is rejected if any row in
+            `balances` fails validation; no rows are updated.
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/errorResponseObject"
+              examples:
+                missing balances:
+                  value:
+                    message: Invalid Request Body
+                    errors:
+                      - errMsg: "Missing required property 'balances' in request body."
+                empty balances array:
+                  value:
+                    message: Invalid Request Body
+                    errors:
+                      - errMsg: "Invalid value for property 'balances'. Array must contain at least 1 element(s)"
+                invalid property:
+                  value:
+                    message: Invalid Request Body
+                    errors:
+                      - errMsg: "Invalid property 'foo' in request body."
+                invalid date:
+                  value:
+                    message: Request Validation Failure
+                    errors:
+                      - errMsg: "`date` must be the first day of a month."
+                        request_balances_index: 0
+                        code: VALIDATION_ERROR
+                future date:
+                  value:
+                    message: Request Validation Failure
+                    errors:
+                      - errMsg: "`date` must be in a past month."
+                        request_balances_index: 1
+                crypto balance not allowed:
+                  value:
+                    message: Request Validation Failure
+                    errors:
+                      - errMsg: "`crypto_balance` may only be set when `account_type` is `crypto_manual`, `crypto_synced`, or `deleted`."
+                        request_balances_index: 0
+                invalid row in bulk request:
+                  value:
+                    message: Request Validation Failure
+                    errors:
+                      - errMsg: "`symbol` may only be set when `account_type` is `crypto_manual` or `crypto_synced`."
+                        request_balances_index: 1
+        "401":
+          $ref: "#/components/responses/unauthorizedToken"
+        "404":
+          description: Not Found
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/errorResponseObject"
+              example:
+                message: Not Found
+                errors:
+                  - errMsg: "There is no manual account with the id: 99999999."
+        "429":
+          $ref: "#/components/responses/rateLimited"
+        "500":
+          $ref: "#/components/responses/serverError"
+    delete:
+      tags:
+        - balance_history
+      summary: Delete all balance history for an account
+      description: >-
+        Delete all historical balance entries for a single manual, Plaid,
+        manual crypto, or deleted account. Crypto synced accounts require an additional `symbol` path parameter.
+      operationId: deleteBalanceHistoryForAccount
+      parameters:
+        - name: account_type
+          in: path
+          required: true
+          description: Source family to delete. Use `manual`, `plaid`, `crypto_manual`, or `deleted`.
+          schema:
+            type: string
+            enum: [manual, plaid, crypto_manual, deleted]
+        - name: account_id
+          in: path
+          required: true
+          description: Account or deleted-source identifier within the selected `account_type`.
+          schema:
+            type: integer
+            format: int32
+      responses:
+        "204":
+          description: All history for the account/source was deleted
+        "401":
+          $ref: "#/components/responses/unauthorizedToken"
+        "404":
+          description: Not Found
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/errorResponseObject"
+              examples:
+                source not found:
+                  value:
+                    message: Not Found
+                    errors:
+                      - errMsg: "There is no manual account with the id: 99999999."
+        "429":
+          $ref: "#/components/responses/rateLimited"
+        "500":
+          $ref: "#/components/responses/serverError"
+  /balance_history/crypto_synced/{account_id}/{symbol}:
+    get:
+      tags:
+        - balance_history
+      summary: Get balance history for a synced crypto symbol
+      description: >-
+        Retrieve historical balance entries for a single synced crypto symbol stream.<br><br>
+
+        Use the `crypto_synced` account id together with a `symbol` path parameter
+        to select one balance stream within that synced crypto account.<br><br>
+
+        When `start_date` and `end_date` are both provided, they must be first-of-month
+        dates. `start_date` must not be in the future, while `end_date` may be in the future.
+        If one of `start_date` or `end_date` is provided, the other is required. If neither is
+        provided, all available history for the symbol stream is returned.
+      operationId: getBalanceHistoryForCryptoSynced
+      parameters:
+        - name: account_id
+          in: path
+          required: true
+          description: Synced crypto account identifier.
+          schema:
+            type: integer
+            format: int32
+        - name: symbol
+          in: path
+          required: true
+          description: Crypto symbol identifying one balance stream within the synced crypto account.
+          schema:
+            type: string
+            minLength: 1
+            maxLength: 25
+        - name: start_date
+          in: query
+          description: Optional start date for the requested history range in YYYY-MM-DD format. If set, `end_date` is also required. This must be the first day of a month and must not be in the future.
+          required: false
+          schema:
+            type: string
+            format: date
+        - name: end_date
+          in: query
+          description: Optional end date for the requested history range in YYYY-MM-DD format. If set, `start_date` is also required. This must be the first day of a month.
+          required: false
+          schema:
+            type: string
+            format: date
+      responses:
+        "200":
+          description: Historical balance entries for the synced crypto symbol stream
           content:
             application/json:
               schema:
-                $ref: "#/components/schemas/syncedCryptoAccount"
+                $ref: "#/components/schemas/balanceHistoryListResponseObject"
               example:
-                id: 33004
-                provider: coinbase
-                status: active
-                created_by_name: User 1
-                created_at: "2025-10-02T11:02:09.000Z"
-                updated_at: "2026-02-25T14:25:01.000Z"
-                display_name: Coinbase Main
-                balances:
-                  - name: ETH
-                    balance: "12.004500000000000000"
-                    symbol: eth
-                    coingecko_id: ethereum
-                    to_base: 28998.44
-                    balance_as_of: "2026-02-25T14:25:00.000Z"
-                    exchange_rate_as_of: "2026-02-25T14:20:00.000Z"
-                    updated_at: "2026-02-25T14:25:01.000Z"
-                  - name: BTC
-                    balance: "0.100020003000400050"
-                    symbol: btc
-                    coingecko_id: bitcoin
-                    to_base: 6231.28
-                    balance_as_of: "2026-02-25T14:25:00.000Z"
-                    exchange_rate_as_of: "2026-02-25T14:20:00.000Z"
-                    updated_at: "2026-02-25T14:25:01.000Z"
+                balance_history:
+                  - source:
+                      type: crypto_synced
+                      crypto_synced_id: 33004
+                      symbol: btc
+                    balances:
+                      - id: 401
+                        date: "2026-02-01"
+                        balance: "6231.2800"
+                        currency: usd
+                        to_base: 6231.28
+                        crypto_balance: "0.100020003000400050"
         "400":
           description: Bad Request
           content:
             application/json:
               schema:
                 $ref: "#/components/schemas/errorResponseObject"
-              example:
-                message: Invalid Path Parameters
-                errors:
-                  - errMsg: "Invalid value type for path parameter: 'id'. Expected 'number', received 'string'."
+              examples:
+                missing paired date:
+                  value:
+                    message: Request Validation Failure
+                    errors:
+                      - errMsg: "`start_date` and `end_date` must either both be provided or both be omitted."
+                invalid range:
+                  value:
+                    message: Request Validation Failure
+                    errors:
+                      - errMsg: "`start_date` must be before or equal to `end_date`."
         "401":
           $ref: "#/components/responses/unauthorizedToken"
         "404":
@@ -5998,71 +7219,151 @@ paths:
             application/json:
               schema:
                 $ref: "#/components/schemas/errorResponseObject"
-              example:
-                message: Not Found
-                errors:
-                  - errMsg: "There is no synced crypto account with the id: 99999999."
+              examples:
+                source not found:
+                  value:
+                    message: Not Found
+                    errors:
+                      - errMsg: "There is no synced crypto account with the id: 99999999."
+                symbol not found:
+                  value:
+                    message: Not Found
+                    errors:
+                      - errMsg: "There is no balance history for symbol 'doge' on this account."
         "429":
           $ref: "#/components/responses/rateLimited"
         "500":
           $ref: "#/components/responses/serverError"
-  /crypto/synced/{id}/{symbol}:
-    get:
+    put:
       tags:
-        - crypto-synced
-      summary: Get a synced crypto balance by symbol
-      description: Retrieves a single balance from the specified synced crypto
-        account using the crypto symbol.
-      operationId: getCryptoSyncedBalanceBySymbol
+        - balance_history
+      summary: Upsert balance history for a synced crypto symbol
+      description: >-
+        Upsert one or more historical balance entries for a single synced crypto
+        symbol stream.<br><br>
+
+        The path identifies both the synced crypto account and the symbol being updated.<br><br>
+
+        Submit one or more entries in the `balances` array. Each entry must specify
+        a `date` and `balance` value.<br><br>
+
+        Balance history is monthly. Each entry's `date` must be the first day of
+        a month and must be in a past month.<br><br>
+
+        The request body may include an optional `symbol` on each balance entry. If
+        provided, it must match the `symbol` path parameter. Omit `symbol` to use
+        the path value.<br><br>
+
+        `currency` may be provided for any balance entry. If omitted, it defaults
+        to the user's primary currency for synced crypto balances.<br><br>
+
+        `crypto_balance` may be provided for synced crypto balances.<br><br>
+
+        The response contains only the balance entries that were submitted in this request. 
+      operationId: upsertBalanceHistoryForCryptoSynced
       parameters:
-        - name: id
+        - name: account_id
           in: path
-          description: Synced crypto account ID
           required: true
+          description: Synced crypto account identifier to update.
           schema:
             type: integer
             format: int32
         - name: symbol
           in: path
-          description: Crypto symbol within the synced account
           required: true
+          description: Crypto symbol identifying one balance stream within the synced crypto account.
           schema:
             type: string
             minLength: 1
             maxLength: 25
+      requestBody:
+        required: true
+        content:
+          application/json:
+            schema:
+              $ref: "#/components/schemas/upsertBalanceHistoryRequestObject"
+            examples:
+              synced crypto bulk upsert:
+                value:
+                  balances:
+                    - date: "2026-03-01"
+                      balance: "6400.0000"
+                      crypto_balance: "0.100020003000400050"
+                    - date: "2026-04-01"
+                      balance: "6500.0000"
+                      crypto_balance: "0.100020003000400050"
       responses:
         "200":
-          description: Synced crypto balance object
+          description: Returns the modified balance entries only. Other historical
+            entries for the symbol stream are omitted from `balances`.
           content:
             application/json:
               schema:
-                $ref: "#/components/schemas/cryptoSyncedBalance"
-              example:
-                name: ETH
-                balance: "12.004500000000000000"
-                symbol: eth
-                coingecko_id: ethereum
-                to_base: 28998.44
-                balance_as_of: "2026-02-25T14:25:00.000Z"
-                exchange_rate_as_of: "2026-02-25T14:20:00.000Z"
-                updated_at: "2026-02-25T14:25:01.000Z"
+                $ref: "#/components/schemas/balanceHistoryAccountObject"
+              examples:
+                synced crypto bulk upsert:
+                  summary: Two upserted rows returned (not full symbol history)
+                  value:
+                    source:
+                      type: crypto_synced
+                      crypto_synced_id: 33004
+                      symbol: btc
+                    balances:
+                      - id: 604
+                        date: "2026-03-01"
+                        balance: "6400.0000"
+                        currency: usd
+                        to_base: 6400
+                        crypto_balance: "0.100020003000400050"
+                      - id: 605
+                        date: "2026-04-01"
+                        balance: "6500.0000"
+                        currency: usd
+                        to_base: 6500
+                        crypto_balance: "0.100020003000400050"
         "400":
-          description: Bad Request
+          description: Bad Request. The entire request is rejected if any row in
+            `balances` fails validation; no rows are updated.
           content:
             application/json:
               schema:
                 $ref: "#/components/schemas/errorResponseObject"
               examples:
-                invalid id:
+                missing balances:
                   value:
-                    message: Invalid Path Parameters
+                    message: Invalid Request Body
                     errors:
-                      - errMsg: "Invalid value type for path parameter: 'id'. Expected 'number', received 'string'."
-                invalid symbol:
+                      - errMsg: "Missing required property 'balances' in request body."
+                empty balances array:
                   value:
-                    message: Invalid Path Parameters
+                    message: Invalid Request Body
                     errors:
-                      - errMsg: "Value for path parameter 'symbol' must not be empty."
+                      - errMsg: "Invalid value for property 'balances'. Array must contain at least 1 element(s)"
+                invalid date:
+                  value:
+                    message: Request Validation Failure
+                    errors:
+                      - errMsg: "`date` must be the first day of a month."
+                        request_balances_index: 0
+                future date:
+                  value:
+                    message: Request Validation Failure
+                    errors:
+                      - errMsg: "`date` must be in a past month."
+                        request_balances_index: 1
+                symbol mismatch:
+                  value:
+                    message: Request Validation Failure
+                    errors:
+                      - errMsg: "`symbol` in request body (doge) does not match the path symbol (eth)."
+                        request_balances_index: 0
+                invalid row in bulk request:
+                  value:
+                    message: Request Validation Failure
+                    errors:
+                      - errMsg: "`balance` must be a valid numeric string or number."
+                        request_balances_index: 1
         "401":
           $ref: "#/components/responses/unauthorizedToken"
         "404":
@@ -6072,7 +7373,7 @@ paths:
               schema:
                 $ref: "#/components/schemas/errorResponseObject"
               examples:
-                account not found:
+                source not found:
                   value:
                     message: Not Found
                     errors:
@@ -6081,65 +7382,160 @@ paths:
                   value:
                     message: Not Found
                     errors:
-                      - errMsg: "There is no synced crypto balance with symbol 'doge' for the crypto account with id: 33004."
+                      - errMsg: "There is no balance history for symbol 'doge' on this account."
         "429":
           $ref: "#/components/responses/rateLimited"
         "500":
           $ref: "#/components/responses/serverError"
-  /crypto/synced/{id}/refresh:
-    post:
+    delete:
       tags:
-        - crypto-synced
-      summary: Refresh balances for a synced crypto account
-      description: Trigger a balance refresh for the specified synced crypto
-        account. Returns the refreshed synced crypto account.
-      operationId: refreshCryptoSynced
+        - balance_history
+      summary: Delete all balance history for a synced crypto symbol
+      description: >-
+        Delete all historical balance entries for a single synced crypto symbol stream.<br><br>
+
+        The path identifies both the synced crypto account and the symbol whose
+        history should be deleted.
+      operationId: deleteBalanceHistoryForCryptoSynced
+      parameters:
+        - name: account_id
+          in: path
+          required: true
+          description: Synced crypto account identifier.
+          schema:
+            type: integer
+            format: int32
+        - name: symbol
+          in: path
+          required: true
+          description: Crypto symbol identifying one balance stream within the synced crypto account.
+          schema:
+            type: string
+            minLength: 1
+            maxLength: 25
+      responses:
+        "204":
+          description: All history for the synced crypto symbol stream was deleted
+        "401":
+          $ref: "#/components/responses/unauthorizedToken"
+        "404":
+          description: Not Found
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/errorResponseObject"
+              example:
+                message: Not Found
+                errors:
+                  - errMsg: "There is no balance history for symbol 'doge' on this account."
+        "429":
+          $ref: "#/components/responses/rateLimited"
+        "500":
+          $ref: "#/components/responses/serverError"
+  /balance_history/entries/{id}:
+    delete:
+      tags:
+        - balance_history
+      summary: Delete a balance history entry
+      description: >-
+        Delete a single monthly balance history entry by its id.
+      operationId: deleteBalanceHistoryEntry
       parameters:
         - name: id
           in: path
-          description: Synced crypto account ID
           required: true
+          description: Balance history row identifier to delete.
           schema:
             type: integer
             format: int32
-          examples:
-            existing synced connection:
-              summary: Existing synced account ID
-              value: 33004
-            id not found:
-              summary: Example of an id that doesn't exist
-              value: 99999999
+      responses:
+        "204":
+          description: The balance history entry was deleted
+        "400":
+          description: Bad Request
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/errorResponseObject"
+              example:
+                message: Request Validation Failure
+                errors:
+                  - errMsg: "Invalid value type for path parameter: 'id'. Expected 'number', received 'string'."
+        "401":
+          $ref: "#/components/responses/unauthorizedToken"
+        "404":
+          description: Not Found
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/errorResponseObject"
+              example:
+                message: Not Found
+                errors:
+                  - errMsg: "There is no balance history entry with the id: 99999999."
+        "429":
+          $ref: "#/components/responses/rateLimited"
+        "500":
+          $ref: "#/components/responses/serverError"
+  /balance_history/deleted/{account_id}/details:
+    put:
+      tags:
+        - balance_history
+      summary: Update details for a deleted account
+      description: >-
+        Update archived metadata for a deleted balance history source.<br><br>
+
+        Pass the `deleted` source id returned on `source.deleted_account_id`.
+        This endpoint updates the stored deleted-source metadata used for all
+        historical entries associated with that deleted source.
+      operationId: updateBalanceHistoryDetails
+      parameters:
+        - name: account_id
+          in: path
+          required: true
+          description: Deleted account history source identifier to update.
+          schema:
+            type: integer
+            format: int32
+      requestBody:
+        required: true
+        content:
+          application/json:
+            schema:
+              $ref: "#/components/schemas/updateBalanceHistoryDetailsRequestObject"
+            examples:
+              update deleted source details:
+                value:
+                  name: Savings
+                  institution_name: Old Bank
+                  display_name: Old Savings Account
+                  account_type: savings
+                  subtype: savings
+                  mask: "1234"
       responses:
         "200":
-          description: Refreshed synced crypto account
+          description: Updated deleted source details
           content:
             application/json:
               schema:
-                $ref: "#/components/schemas/syncedCryptoAccount"
+                $ref: "#/components/schemas/updateBalanceHistoryDetailsResponseObject"
               example:
-                id: 33004
-                provider: coinbase
-                status: active
-                created_by_name: User 1
-                created_at: "2025-10-02T11:02:09.000Z"
-                display_name: Coinbase Main
-                balances:
-                  - name: ETH
-                    balance: "12.004500000000000000"
-                    symbol: eth
-                    coingecko_id: ethereum
-                    to_base: 28998.44
-                    balance_as_of: "2026-02-25T14:25:00.000Z"
-                    exchange_rate_as_of: "2026-02-25T14:20:00.000Z"
-                    updated_at: "2026-02-25T14:25:01.000Z"
-                  - name: BTC
-                    balance: "0.100020003000400050"
-                    symbol: btc
-                    coingecko_id: bitcoin
-                    to_base: 6231.28
-                    balance_as_of: "2026-02-25T14:25:00.000Z"
-                    exchange_rate_as_of: "2026-02-25T14:20:00.000Z"
-                    updated_at: "2026-02-25T14:25:01.000Z"
+                name: Savings
+                institution_name: Old Bank
+                display_name: Old Savings Account
+                account_type: savings
+                subtype: savings
+                mask: "1234"
+        "400":
+          description: Bad Request
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/errorResponseObject"
+              example:
+                message: Invalid Request Body
+                errors:
+                  - errMsg: "At least one property must be provided: name, institution_name, display_name, account_type, subtype, mask."
         "401":
           $ref: "#/components/responses/unauthorizedToken"
         "404":
@@ -6151,7 +7547,7 @@ paths:
               example:
                 message: Not Found
                 errors:
-                  - errMsg: "There is no synced crypto account with the id: 99999999."
+                  - errMsg: "Deleted balance history source 99999999 was not found."
         "429":
           $ref: "#/components/responses/rateLimited"
         "500":
@@ -7165,19 +8561,19 @@ paths:
           description: Sets the maximum number of transactions to return. If
             more match the filter criteria, the response will include a
             `has_more` attribute set to `true`. See
-            [Pagination](https://alpha.lunchmoney.dev/v2/pagination)
+            [Pagination](https://lunchmoney.dev/v2/pagination)
         - name: offset
           in: query
           schema:
             type: integer
           description: Sets the offset for the records returned. This is
             typically set automatically in the header. See
-            [Pagination](https://alpha.lunchmoney.dev/v2/pagination)
+            [Pagination](https://lunchmoney.dev/v2/pagination)
       responses:
         "200":
           description: Returns an array of transactions. <br><br>The `has_more`
             property is set to `true` if more transactions are available. See
-            [Pagination](https://alpha.lunchmoney.dev/v2/pagination)
+            [Pagination](https://lunchmoney.dev/v2/pagination)
           content:
             application/json:
               schema:
@@ -8843,6 +10239,7 @@ paths:
                   description: |
                     The payee for the new grouped transaction.
                   minLength: 0
+
                 category_id:
                   type: integer
                   format: int64
@@ -8857,8 +10254,6 @@ paths:
                   nullable: true
                   description: |
                     Notes for the grouped transaction.
-                  minLength: 0
-                  maxLength: 350
                 status:
                   type: string
                   description: If set, must be either `reviewed` or
@@ -10221,12 +11616,15 @@ paths:
     get:
       tags:
         - budgets
-      summary: Get budget settings
-      description: Returns the budget-related settings for the user's account.
+      summary: Get budget period settings
+      description: |-
+        Returns budget period and display settings for the budget
+        associated with this API token.<p> These control how budget **periods** are calculated
+        (granularity, anchor date, rollover, and related options).
       operationId: getBudgetSettings
       responses:
         "200":
-          description: Budget settings for the account
+          description: Budget period settings for the current budget
           content:
             application/json:
               schema:
@@ -10249,7 +11647,7 @@ paths:
         Note that `start_date` **must** be a valid budget period start for the account (based on the account's
         budget period settings). If an invalid `start_date` is provided, the request will fail with an error that indicates what the previous and next valid start dates are.<p>
 
-        Use the [budgets/settings](#tag/budgets/GET/budgets/settings) endpoint to view the account's budget settings.<br>
+        Use the [/budgets/settings](#tag/budgets/GET/budgets/settings) endpoint to view the budget period settings for the account.<br>
         To view details for existing budgets, use the [summary](#tag/summary) endpoint.
       operationId: upsertBudget
       requestBody:
@@ -10320,7 +11718,7 @@ paths:
         period settings). If an invalid `start_date` is provided, the request
         will fail with an error that indicates what the previous and next valid
         start dates are.<p> Use the
-        [budgets/settings](#tag/budgets/GET/budgets/settings) endpoint to view
+        [/budgets/settings](#tag/budgets/GET/budgets/settings) endpoint to view
         the account's budget settings.<br> To view details for existing budgets,
         use the [summary](#tag/summary) endpoint.
       operationId: deleteBudget