@lunch-money/v2-api-spec 2.8.3 → 2.8.4

package/lunch-money-api-v2.yaml

@@ -2,23 +2,17 @@ openapi: 3.0.2
 info:
   title: Lunch Money API - v2
   description: |-
-    ## Overview
-    Welcome to the documentation for the "next version" of the Lunch Money v2 API. This documentation includes proposed updates to the API design that have not yet been released. <br><br>
-    This documentation is for the **v2.8.3** release of the API. <br> 
-    The latest implementation of the spec is for the **v2.8.1** release and can be found [here](https://lm-v2-api-next-a7fabcab8e9a.herokuapp.com/v2/). <br><br>
-    Feedback on any of the API design is welcome, but we are particularly interested in getting feedback on most recent changes in the [version history](https://lm-v2-api-next-a7fabcab8e9a.herokuapp.com/v2/version-history).
-
-    ------------------------------------------------------------------------------------------------
-    Welcome the Lunch Money v2 API.
+    Welcome to the Lunch Money v2 API.
 
     A working version of this API is now available through these docs, or directly at:
 
     `https://api.lunchmoney.dev/v2`
 
-    **This service has only had limited external testing so users are strongly encouraged to create a test budget with example data as the first step to interacting with the v2 API.**
-    See the [Getting Started Guide](https://lm-v2-api-next-a7fabcab8e9a.herokuapp.com/v2/getting-started) for more information.
+    <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. Users are strongly encouraged to use the mock service or to create a test budget with example 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.<br<br>
 
-    If you are new to the v2 API, you may wish to review the [v2 API Overview of Changes](https://lm-v2-api-next-a7fabcab8e9a.herokuapp.com/v2/changelog).
+    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
 
@@ -29,17 +23,17 @@ info:
 
     ### Migrating from V1
 
-    The v2 API is NOT backwards compatible with the v1 API. Developers are encouraged to review the [Migration Guide](https://lm-v2-api-next-a7fabcab8e9a.herokuapp.com/v2/migration-guide) to understand the changes and plan their migration.
+    The v2 API is NOT backwards compatible with the v1 API. Developers are encouraged to review the [Migration Guide](https://alpha.lunchmoney.dev/v2/migration-guide) to understand the changes and plan their migration.
 
     ### Acknowledgments
 
     If you have been providing feedback on the API during our iterative design process, **THANK YOU**. We are happy to provide the opportunity to finally interact with the working API that was built based on your feedback.
     
     ### Useful links:
-    - [Getting Started](https://lm-v2-api-next-a7fabcab8e9a.herokuapp.com/v2/getting-started)
-    - [v2 API Changelog](https://lm-v2-api-next-a7fabcab8e9a.herokuapp.com/v2/changelog)
-    - [Migration Guide](https://lm-v2-api-next-a7fabcab8e9a.herokuapp.com/v2/migration-guide)
-    - [Rate Limits](https://lm-v2-api-next-a7fabcab8e9a.herokuapp.com/v2/rate-limits)
+    - [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)
   termsOfService: https://lunchmoney.dev/#current-status
@@ -48,12 +42,12 @@ info:
   license:
     name: Apache 2.0
     url: http://www.apache.org/licenses/LICENSE-2.0.html
-  version: 2.8.3
+  version: 2.8.4
 
 servers:
   - url: https://api.lunchmoney.dev/v2
     description: v2 Lunch Money API Server - modifies real data!
-  - url: https://lm-v2-api-next-a7fabcab8e9a.herokuapp.com/v2
+  - url: https://mock.lunchmoney.dev/v2
     description: Static Mock v2 Lunch Money API Server
 
 tags:
@@ -472,6 +466,7 @@ components:
             characters.
           minLength: 1
           maxLength: 100
+          x-updatable: true
         description:
           type: string
           nullable: true
@@ -479,21 +474,26 @@ components:
             characters.
           minLength: 0 # Allow empty strings
           maxLength: 200
+          x-updatable: true
         is_income:
           type: boolean
           nullable: false
           description: If set, will indicate if this category will be treated as income. (See <a href="https://support.lunchmoney.app/setup/categories/category-properties">Category Properties</a> for more details)
+          x-updatable: true
         exclude_from_budget:
           type: boolean
           nullable: false
           description: If set, will indicate if this category will be excluded from budgets. (See <a href="https://support.lunchmoney.app/setup/categories/category-properties">Category Properties</a> for more details)
+          x-updatable: true
         exclude_from_totals:
           type: boolean
           nullable: false
           description: If set, will indicate if this category will be excluded from totals. (See <a href="https://support.lunchmoney.app/setup/categories/category-properties">Category Properties</a> for more details)
+          x-updatable: true
         archived:
           type: boolean
           description: If set, will indicate if this category is archived.
+          x-updatable: true
         group_id:
           type: integer
           format: int64
@@ -501,6 +501,7 @@ components:
           description: If set to the ID of an existing category group, and this category
             is not itself a category group, this category will be a child of the
             specified group.
+          x-updatable: true
         is_group:
           type: boolean
           nullable: true
@@ -523,6 +524,7 @@ components:
             any names are the same as the name of an existing category.<br> It
             is permissible to provide both full category objects and IDs as well
             as strings for names in the same request.
+          x-updatable: true
           items:
             oneOf:
               - type: integer
@@ -539,25 +541,30 @@ components:
             a category group the order is relative to the other categories
             within the group.<br>While this property can be set via the API it is generally set by the user in the Lunch Money GUI.  
             API.
+          x-updatable: true
         collapsed:
           type: boolean
           nullable: true
           description: If `true`, the category is collapsed in the Lunch Money GUI.<br>While this property can be set via the API it is generally set by the user in the Lunch Money GUI.  
+          x-updatable: true
         id:
           type: integer
           format: int64
           description: System defined unique identifier for the category. Ignored if set.
+          x-updatable: false
         archived_at:
           type: string
           nullable: true
           description: System set date and time of when the category was last archived (in
             the ISO 8601 extended format). Ignored if set.
+          x-updatable: false
         updated_at:
           type: string
           format: date-time
           nullable: false
           description: System set date and time of when the category was last updated (in
             the ISO 8601 extended format). Ignored if set.
+          x-updatable: false
         created_at:
           type: string
           format: date-time
@@ -565,6 +572,7 @@ components:
           description: System set date and time of when the category was created (in the
             ISO 8601 extended format). Ignored if set. (in the ISO 8601 extended
             format). Ignored if set.
+          x-updatable: false
 
     # The response object for a DELETE /category request with dependencies
     deleteCategoryResponseWithDependencies:
@@ -751,26 +759,26 @@ components:
           format: date-time
           description: The date and time of when the transaction was last updated (in the
             ISO 8601 extended format).
-        is_parent:
+        is_split_parent:
           type: boolean
           description: If `true`, this transaction has been split into two or more other
             transactions. By default, parent transactions are not returned in
             call to `GET /transactions` but they can be queried directly by
             their ID.
-        parent_id:
+        split_parent_id:
           type: integer
           format: int64
           nullable: true
           description: A transaction ID if this is a split transaction. Denotes the
             transaction ID of the original, or parent, transaction. Is null if
             this is not a split transaction
-        is_group:
+        is_group_parent:
           type: boolean
           description: "`true` if this transaction represents a group of transactions. If so,
             amount and currency represent the totalled amount of transactions
-            bearing this transaction's id as their group_id. Amount is
+            bearing this transaction's id as their group_parent_id. Amount is
             calculated based on the user's primary currency."
-        group_id:
+        group_parent_id:
           type: integer
           format: int64
           nullable: true
@@ -779,7 +787,7 @@ components:
             transactions that were grouped are not returned in a call to `GET
             /transactions` but they can be queried directly by calling the `GET
             /transactions/group/{id}`, where the id passed is associated with a
-            transaction where the `is_group` attribute is true
+            transaction where the `is_group_parent` attribute is true
         children:
           type: array
           nullable: false
@@ -790,8 +798,8 @@ components:
             unless the `include_children` query parameter is set to `true`.<br> 
             For parents of split transactions, it contains a list of the associated
             transactions that it was split into. For transaction groups, it contains
-            the transactions that were grouped together. Examine the `is_parent` and
-            `is_group` properties to determine which of these it is.
+            the transactions that were grouped together. Examine the `is_split_parent` and
+            `is_group_parent` properties to determine which of these it is.
         plaid_metadata:
           type: object
           nullable: true
@@ -866,9 +874,9 @@ components:
         - is_pending
         - created_at
         - updated_at
-        - parent_id
-        - is_group
-        - group_id
+        - split_parent_id
+        - is_group_parent
+        - group_parent_id
         - manual_account_id
         - plaid_account_id
         - tag_ids
@@ -977,26 +985,26 @@ components:
           format: date-time
           description: The date and time of when the transaction was last updated (in the
             ISO 8601 extended format).
-        is_parent:
+        is_split_parent:
           type: boolean
           description: If true this transaction has been split into two or more other
             transactions. By default parent transactions are not returned in
             call to `GET /transactions` but they can be queried directly by
             their ID.
-        parent_id:
+        split_parent_id:
           type: integer
           format: int64
           nullable: true
           description: A transaction ID if this is a split transaction. Denotes the
             transaction ID of the original, or parent, transaction. Is null if
             this is not a split transaction
-        is_group:
+        is_group_parent:
           type: boolean
           description: True if this transaction represents a group of transactions. If so,
             amount and currency represent the totalled amount of transactions
-            bearing this transaction's id as their group_id. Amount is
+            bearing this transaction's id as their group_parent_id. Amount is
             calculated based on the user's primary currency.
-        group_id:
+        group_parent_id:
           type: integer
           format: int64
           nullable: true
@@ -1005,7 +1013,7 @@ components:
             transactions that were grouped are not returned in a call to `GET
             /transactions` but they can be queried directly by calling the `GET
             /transactions/group/{id}`, where the id passed is associated with a
-            transaction where the `is_group` attribute is true
+            transaction where the `is_group_parent` attribute is true
         manual_account_id:
           type: integer
           format: int32
@@ -1119,9 +1127,9 @@ components:
         - is_pending
         - created_at
         - updated_at
-        - parent_id
-        - is_group
-        - group_id
+        - split_parent_id
+        - is_group_parent
+        - group_parent_id
         - manual_account_id
         - plaid_account_id
         - tag_ids
@@ -1150,7 +1158,7 @@ components:
             Positive values indicate a debit transaction, negative values indicate a credit transaction.
         currency:
           description: Three-letter lowercase currency code of the transaction in ISO 4217
-            format. Must match one of the [supported currencies](https://lm-v2-api-next-a7fabcab8e9a.herokuapp.com/v2/currencies). If not set
+            format. Must match one of the [supported currencies](https://alpha.lunchmoney.dev/v2/currencies). If not set
             defaults to the user account's primary currency.
           allOf:
             - $ref: "#/components/schemas/currencyEnum"
@@ -1253,10 +1261,12 @@ components:
           type: integer
           format: int64
           description: System defined unique identifier of this transaction. Ignored if set.
+          x-updatable: false
         date:
           type: string
           format: date
           description: Date of transaction in ISO 8601 format
+          x-updatable: true
         amount:
           oneOf:
             - type: number
@@ -1269,11 +1279,13 @@ components:
             <br>
             May not be updated on transactions that belong to a synced account
             with the "Allow Modifications to Transactions" property disabled.
+          x-updatable: true
         currency:
           description: Three-letter lowercase currency code of the transaction in ISO 4217
             format.<br> May not be updated on transactions that belong to a
             synced account with the "Allow Modifications to Transactions"
             property disabled.
+          x-updatable: true
           allOf:
             - $ref: "#/components/schemas/currencyEnum"
         recurring_id:
@@ -1282,18 +1294,21 @@ components:
           nullable: true
           description: The unique identifier of the associated recurring item that this
             transaction matches.
+          x-updatable: true
         payee:
           type: string
           description: |
             The new payee for the transaction.
           minLength: 0
           maxLength: 140
+          x-updatable: true
         category_id:
           type: integer
           format: int32
           nullable: true
           description: Unique identifier of the category for this transaction. Set this to
             null to clear the transaction's category.
+          x-updatable: true
         notes:
           type: string
           nullable: true
@@ -1302,6 +1317,7 @@ components:
             the existing notes.
           minLength: 0
           maxLength: 350
+          x-updatable: true
         manual_account_id:
           type: integer
           format: int32
@@ -1312,6 +1328,7 @@ components:
             null value. Moving an existing transaction to to another account
             will not work if the transaction belongs to a synced account who's
             "Allow Modifications to Transactions" property is not set.
+          x-updatable: true
         plaid_account_id:
           type: integer
           format: int32
@@ -1322,6 +1339,7 @@ components:
             account will not work if the account's "Allow Modifications to
             Transactions" property is not set. Similarly, this cannot be set to an 
             id associated with this type of locked Plaid account.
+          x-updatable: true
         tag_ids:
           type: array
           nullable: false
@@ -1330,6 +1348,7 @@ components:
             `additional_tag_ids` to add tags to the existing transaction's tags.
             Set this to an empty array to remove all tags from a transaction. If
             set `additional_tag_ids` may not be set.
+          x-updatable: true
           items:
             type: integer
             format: int32
@@ -1340,6 +1359,7 @@ components:
             set, the tags listed in this property be added to any existing
             transaction tags. Use `tag_ids` to overwrite or clear transaction
             tags. If set `tag_ids` may not be set.
+          x-updatable: true
           items:
             type: integer
             format: int32
@@ -1352,10 +1372,12 @@ components:
             `manual_account_id`/`external_id` combination.
           minLength: 0
           maxLength: 75
+          x-updatable: true
         custom_metadata:
           type: object
           nullable: true
           description: User defined JSON data that can be set or cleared via the API.
+          x-updatable: true
         status:
           type: string
           description: >
@@ -1370,33 +1392,40 @@ components:
           enum:
             - reviewed
             - unreviewed
+          x-updatable: true
         to_base:
           type: number
           format: double
           description: System defined amount of this transaction in the user's primary
-            currency. Ignored if set.
+            currency. Ignored if set. Use `amount` to update the amount in the transaction.
+          x-updatable: false
         is_pending:
           type: boolean
           description: System defined flag set for pending transactions. Ignored if set.
+          x-updatable: false
         plaid_metadata:
           type: object
           nullable: true
           description: System set metadata from a Plaid account sync. Ignored if set.
+          x-updatable: false
         created_at:
           type: string
           format: date-time
           description: System defined date and time of when the transaction was created.
             Ignored if set.
+          x-updatable: false
         updated_at:
           type: string
           format: date-time
           description: System defined date and time of when the transaction was last
             updated. Ignored if set.
-        is_parent:
+          x-updatable: false
+        is_split_parent:
           type: boolean
           description: System defined boolean indicating if this transaction was split.
             To split or unsplit a transaction use the
-            `/transactions/split` endpoint. Ignored if set. 
+            `/transactions/split` endpoint. Ignored if set.
+          x-updatable: false 
         children:
           type: array
           nullable: false
@@ -1404,28 +1433,33 @@ components:
             $ref: "#/components/schemas/childTransactionObject"
           description: An array of child transactions that exists when a transaction has
             been split or if the transaction is a group. Split
+          x-updatable: false
             and Grouped transactions may not be modified using this API. Ignored if set. 
-        parent_id:
+        split_parent_id:
           type: integer
           format: int64
           nullable: true
           description: A transaction ID if this is a split transaction. Split
             transactions may not be modified this API. Use the
-            `transactions/split` endpoint instead. Ignored if set. 
-        is_group:
+            `transactions/split` endpoint instead. Ignored if set.
+          x-updatable: false
+        is_group_parent:
           type: boolean
           description: System defined boolean indicating if this transaction represents a
-            group of transactions. Grouped transactions may not be modified with this API. Use the `transactions/group` endpoint instead. Ignored if set. 
-        group_id:
+            group of transactions. Grouped transactions may not be modified with this API. Use the `transactions/group` endpoint instead. Ignored if set.
+          x-updatable: false
+        group_parent_id:
           type: integer
           format: int64
           nullable: true
-          description: A transaction group ID if this transaction is part of a group. Grouped transactions may not be modified with this API. Use the `transactions/group` endpoint instead. Ignored if set. 
+          description: A transaction group ID if this transaction is part of a group. Grouped transactions may not be modified with this API. Use the `transactions/group` endpoint instead. Ignored if set.
+          x-updatable: false
         source:
           type: string
           nullable: true
           description: |
             System defined original source of the transaction. Ignored if set.
+          x-updatable: false
           enum:
             - api
             - csv
@@ -1762,13 +1796,16 @@ components:
           type: integer
           format: int32
           description: System defined unique identifier of this account. Ignored if set.
+          x-updatable: false
         name:
           type: string
           description: If set, the new name of the manual account.
           minLength: 1
           maxLength: 45
+          x-updatable: true
         type:
           description: If set, the new type of the manual account.
+          x-updatable: true
           allOf:
             - $ref: "#/components/schemas/accountTypeEnum"
         subtype:
@@ -1777,11 +1814,13 @@ components:
             retirement - checking - savings - prepaid credit card
           minLength: 1
           maxLength: 100
+          x-updatable: true
         display_name:
           type: string
           nullable: true
           description: If set, an optional display name for the manual account.<br>
             This must be unique for the user.  If not set, it will be derived from the `institution_name` (if any) concatenated with the `name`.
+          x-updatable: true
         balance:
           oneOf:
             - type: number
@@ -1792,6 +1831,7 @@ components:
           description: Numeric value of the current balance, up to four decimal places, of
             the manual account as a number or string. Do not include any special
             characters aside from a decimal point.
+          x-updatable: true
         balance_as_of:
           type: string
           oneOf:
@@ -1801,14 +1841,17 @@ components:
             May be set as a date, ie: YYYY-MM-DD, or date-time string in ISO 8601 extended format.
             This property is ignored if `balance` is not also set. If `balance` is set and this property is
             not set the current time is used."
+          x-updatable: true
         closed_on:
           type: string
           format: date
           nullable: true
           description: If set, the date this manual account was closed in YYYY-MM-DD format.
+          x-updatable: true
         currency:
           description: If set, the new three-letter lowercase currency code of the manual account
             balance.
+          x-updatable: true
           allOf:
             - $ref: "#/components/schemas/currencyEnum"
         institution_name:
@@ -1817,12 +1860,14 @@ components:
           description: If set, the name of institution holding the account.
           minLength: 1
           maxLength: 50
+          x-updatable: true
         external_id:
           type: string
           nullable: true
           minLength: 0
           maxLength: 75
           description: An optional user-defined ID for the manual account.
+          x-updatable: true
         custom_metadata:
           type: object
           nullable: true
@@ -1830,19 +1875,27 @@ components:
             this account. This must be a valid JSON object and, when
             stringified, must not exceed 4096 characters.
           additionalProperties: true
+          x-updatable: true
         exclude_from_transactions:
           type: boolean
           description: If set, transactions may not be assigned to this manual account.
+          x-updatable: true
+        to_base:
+          type: number
+          description: System defined balance converted to the user's primary currency. Ignored if set.  Use `balance` to update the balance in the account.
+          x-updatable: false
         created_at:
           type: string
           format: date-time
           description: System defined date/time the account was created in ISO 8601
             extended format. Ignored if set.
+          x-updatable: false
         updated_at:
           type: string
           format: date-time
           description: System defined date/time the account was created in ISO 8601
             extended format. Ignored if set.
+          x-updatable: false
 
     # The object containing information about a Plaid account
     plaidAccountObject:
@@ -2083,42 +2136,51 @@ components:
             characters.
           minLength: 1
           maxLength: 100
+          x-updatable: true
         description:
           type: string
           nullable: true
           description: If set, the new description of the category. Must not exceed 200
             characters.
           maxLength: 200
+          x-updatable: true
         text_color:
           type: string
           nullable: true
           description: The text color of the tag.
+          x-updatable: true
         background_color:
           type: string
           nullable: true
           description: The background color of the tag.
+          x-updatable: true
         archived:
           type: boolean
           description: If set, will indicate if this category is archived.
+          x-updatable: true
         id:
           type: integer
           format: int32
           description: System-defined unique identifier for the category. Ignored if set.
+          x-updatable: false
         updated_at:
           type: string
           format: date-time
           nullable: false
           description: System-set time the tag was last updated. Ignored if set
+          x-updatable: false
         created_at:
           type: string
           format: date-time
           nullable: false
           description: System-set time the tag was created. Ignored if set.
+          x-updatable: false
         archived_at:
           type: string
           format: date-time
           nullable: true
           description: System-set time the tag was archived. Ignored if set.
+          x-updatable: false
 
     # The object returned when a DELETE /tag/:id request 
     # has an id for a tag that has dependencies  
@@ -2814,6 +2876,8 @@ components:
           type: array
           items:
             $ref: "#/components/schemas/summaryCategoryOccurrenceObject"
+        rollover_pool:
+          $ref: "#/components/schemas/summaryRolloverPoolObject"
       required:
         - category_id
         - totals
@@ -2886,8 +2950,8 @@ components:
       x-internal: true # Don't display in schemas section of docs
       description: "The date and adjusted balance of the rollover pool at the time of the adjustment."
       properties:
-        current:
-          description: "true if this is the current rollover pool balance."
+        in_range:
+          description: "true if this rollover pool adjustment is for a budget period that falls within the given date range."
           type: boolean
         date:
           type: string
@@ -2903,7 +2967,7 @@ components:
           description: "Amount of the rollover pool converted to the user's default currency."
           type: number
       required:
-        - current
+        - in_range
         - date
         - amount
         - currency
@@ -2978,8 +3042,8 @@ components:
       description: "Per period budget activity for the each budget period within the given date range.<br>
         This is only returned if the query parameter `include_occurrences` is set to `true`."
       properties:
-        current:
-          description: true if this occurrence is the current budget period.
+        in_range:
+          description: true if this occurrence is within the given date range.
           type: boolean
         start_date:
           description: The start date of the budget period.
@@ -3015,7 +3079,7 @@ components:
           type: string
           nullable: true
       required:
-        - current
+        - in_range
         - start_date
         - end_date
         - other_activity
@@ -3213,6 +3277,13 @@ paths:
           schema:
             type: boolean
             default: false
+        - in: query
+          name: include_past_budget_dates
+          description: "Enable to include the three budget occurrences prior to the start date in the `occurrences` array for each category in an aligned response. This property is ignored if `include_occurrences` is not also set to `true`."
+          required: false
+          schema:
+            type: boolean
+            default: false
         - in: query
           name: include_totals
           description: "Enable to include a top-level `totals` section that summarizes the inflow and outflow across all transactions for the specified date range."
@@ -3220,6 +3291,13 @@ paths:
           schema:
             type: boolean
             default: false
+        - in: query
+          name: include_rollover_pool
+          description: "Enable to include a `rollover_pool` section that summarizes the current rollover pool balance and all previous adjustments."
+          required: false
+          schema:
+            type: boolean
+            default: false
       responses:
         "200":
           description: Budget summary for the requested range.
@@ -3245,7 +3323,7 @@ paths:
                           recurring_remaining: 0
                           recurring_expected: 0
                         occurrences:
-                          - current: false
+                          - in_range: true
                             start_date: "2025-07-01"
                             end_date: "2025-07-31"
                             other_activity: 156.64
@@ -3254,7 +3332,7 @@ paths:
                             budgeted_amount: "500.0000"
                             budgeted_currency: "usd"
                             notes: "Monthly budget allocation"
-                          - current: false
+                          - in_range: true
                             start_date: "2025-08-01"
                             end_date: "2025-08-31"
                             other_activity: 0
@@ -3272,7 +3350,7 @@ paths:
                           recurring_remaining: 0
                           recurring_expected: 0
                         occurrences:
-                          - current: false
+                          - in_range: true
                             start_date: "2025-07-01"
                             end_date: "2025-07-31"
                             other_activity: 424.8
@@ -3281,7 +3359,7 @@ paths:
                             budgeted_amount: "200.0000"
                             budgeted_currency: "usd"
                             notes: "Based on previous month's activity"
-                          - current: false
+                          - in_range: true
                             start_date: "2025-08-01"
                             end_date: "2025-08-31"
                             other_activity: 0
@@ -3299,7 +3377,7 @@ paths:
                           recurring_remaining: 0
                           recurring_expected: 0
                         occurrences:
-                          - current: false
+                          - in_range: true
                             start_date: "2025-07-01"
                             end_date: "2025-07-31"
                             other_activity: 25.69
@@ -3308,7 +3386,7 @@ paths:
                             budgeted_amount: "200.0000"
                             budgeted_currency: "usd"
                             notes: "Holiday spending budget"
-                          - current: false
+                          - in_range: true
                             start_date: "2025-08-01"
                             end_date: "2025-08-31"
                             other_activity: 0
@@ -3394,7 +3472,7 @@ paths:
                           recurring_remaining: 0
                           recurring_expected: 0
                         occurrences:
-                          - current: false
+                          - in_range: true
                             start_date: "2025-07-01"
                             end_date: "2025-07-31"
                             other_activity: 156.64
@@ -3412,7 +3490,7 @@ paths:
                           recurring_remaining: 0
                           recurring_expected: 0
                         occurrences:
-                          - current: false
+                          - in_range: true
                             start_date: "2025-07-01"
                             end_date: "2025-07-31"
                             other_activity: 424.8
@@ -3430,7 +3508,7 @@ paths:
                           recurring_remaining: 0
                           recurring_expected: 0
                         occurrences:
-                          - current: false
+                          - in_range: true
                             start_date: "2025-07-01"
                             end_date: "2025-07-31"
                             other_activity: 0
@@ -3467,7 +3545,7 @@ paths:
                           recurring_remaining: 0
                           recurring_expected: 0
                         occurrences:
-                          - current: false
+                          - in_range: true
                             start_date: "2025-07-01"
                             end_date: "2025-07-31"
                             other_activity: 156.64
@@ -3476,7 +3554,7 @@ paths:
                             budgeted_amount: "500.0000"
                             budgeted_currency: "usd"
                             notes: "Monthly budget allocation"
-                          - current: false
+                          - in_range: true
                             start_date: "2025-08-01"
                             end_date: "2025-08-31"
                             other_activity: 0
@@ -3494,7 +3572,7 @@ paths:
                           recurring_remaining: 0
                           recurring_expected: 0
                         occurrences:
-                          - current: false
+                          - in_range: true
                             start_date: "2025-07-01"
                             end_date: "2025-07-31"
                             other_activity: 424.8
@@ -3503,7 +3581,7 @@ paths:
                             budgeted_amount: "200.0000"
                             budgeted_currency: "usd"
                             notes: "Based on previous month's activity"
-                          - current: false
+                          - in_range: true
                             start_date: "2025-08-01"
                             end_date: "2025-08-31"
                             other_activity: 0
@@ -3521,7 +3599,7 @@ paths:
                           recurring_remaining: 0
                           recurring_expected: 0
                         occurrences:
-                          - current: false
+                          - in_range: true
                             start_date: "2025-07-01"
                             end_date: "2025-07-31"
                             other_activity: 25.69
@@ -3530,7 +3608,7 @@ paths:
                             budgeted_amount: "200.0000"
                             budgeted_currency: "usd"
                             notes: "Holiday spending budget"
-                          - current: false
+                          - in_range: true
                             start_date: "2025-08-01"
                             end_date: "2025-08-31"
                             other_activity: 0
@@ -3539,6 +3617,99 @@ paths:
                             budgeted_amount: "200.0000"
                             budgeted_currency: "usd"
                             notes: "Summer vacation savings"
+                "with past occurrences":
+                  summary: "Monthly budget summary with past occurrences included"
+                  description: "Example response for aligned monthly budget periods with include_past_budget_dates=true, showing 3 past occurrences with in_range: false"
+                  value:
+                    aligned: true
+                    categories:
+                      - category_id: 315177
+                        totals:
+                          other_activity: 156.64
+                          recurring_activity: 0
+                          budgeted: 500
+                          available: 343.36
+                          recurring_remaining: 0
+                          recurring_expected: 0
+                        occurrences:
+                          - in_range: false
+                            start_date: "2025-04-01"
+                            end_date: "2025-04-30"
+                            other_activity: 120.50
+                            recurring_activity: 0
+                            budgeted: 500
+                            budgeted_amount: "500.0000"
+                            budgeted_currency: "usd"
+                            notes: "Monthly budget allocation"
+                          - in_range: false
+                            start_date: "2025-05-01"
+                            end_date: "2025-05-31"
+                            other_activity: 180.25
+                            recurring_activity: 0
+                            budgeted: 500
+                            budgeted_amount: "500.0000"
+                            budgeted_currency: "usd"
+                            notes: null
+                          - in_range: false
+                            start_date: "2025-06-01"
+                            end_date: "2025-06-30"
+                            other_activity: 200.00
+                            recurring_activity: 0
+                            budgeted: 500
+                            budgeted_amount: "500.0000"
+                            budgeted_currency: "usd"
+                            notes: "Adjusted for seasonal spending"
+                          - in_range: true
+                            start_date: "2025-07-01"
+                            end_date: "2025-07-31"
+                            other_activity: 156.64
+                            recurring_activity: 0
+                            budgeted: 500
+                            budgeted_amount: "500.0000"
+                            budgeted_currency: "usd"
+                            notes: "Monthly budget allocation"
+                "with rollover pool":
+                  summary: "Monthly budget summary with rollover pool included"
+                  description: "Example response for aligned monthly budget periods with include_rollover_pool=true, showing rollover pool data for categories with budgets"
+                  value:
+                    aligned: true
+                    categories:
+                      - category_id: 315177
+                        totals:
+                          other_activity: 156.64
+                          recurring_activity: 0
+                          budgeted: 500
+                          available: 343.36
+                          recurring_remaining: 0
+                          recurring_expected: 0
+                        occurrences:
+                          - in_range: true
+                            start_date: "2025-07-01"
+                            end_date: "2025-07-31"
+                            other_activity: 156.64
+                            recurring_activity: 0
+                            budgeted: 500
+                            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":
@@ -4547,7 +4718,7 @@ paths:
         
         You may submit the response from a `GET /manual_accounts/{id}` as the request body, however only certain
         properties can be updated using this API. The following system set properties are
-        accepted in the request body but their values will be ignored: `id`, `created_at`, and `updated_at`.<br><br>
+        accepted in the request body but their values will be ignored: `id`, `to_base`, `created_at`, and `updated_at`.<br><br>
 
         It is also possible to provide only the properties to be updated in the
         request body, as long as the request includes at least one of the
@@ -5044,6 +5215,28 @@ paths:
             format: date
           description: "Denotes the end of the time period you'd like to get transactions
             for. Required if start_date exists. "
+        - name: created_since
+          in: query
+          schema:
+            oneOf:
+              - type: string
+                format: date
+              - type: string
+                format: date-time
+          description: Filter transactions to those created after the specified timestamp.
+            Accepts either a date (YYYY-MM-DD) or ISO 8601 datetime string. Date-only values
+            are interpreted as midnight UTC (00:00:00Z).
+        - name: updated_since
+          in: query
+          schema:
+            oneOf:
+              - type: string
+                format: date
+              - type: string
+                format: date-time
+          description: Filter transactions to those updated after the specified timestamp.
+            Accepts either a date (YYYY-MM-DD) or ISO 8601 datetime string. Date-only values
+            are interpreted as midnight UTC (00:00:00Z).
         - name: manual_account_id
           in: query
           schema:
@@ -5051,9 +5244,11 @@ paths:
             format: int32
           description: Filter transactions to those associated with specified manual
             account ID or set this to 0 to omit any transactions from manual
-            accounts. Setting both this and `synched_account_id` to 0 will
+            accounts. Setting both this and `plaid_account_id` to 0 will
             return transactions with no account. These are listed as "Cash
-            Transactions" in the Lunch Money GUI.
+            Transactions" in the Lunch Money GUI.<br>
+            Note that transaction groups are not associated with any account. If you want
+            the response to include transactions from transaction groups, set the `include_group_children` query parameter to `true` when filtering by manual accounts.
           examples:
             euro travel card:
               value: 219909
@@ -5068,11 +5263,13 @@ paths:
             account ID or set this to 0 to omit any transactions from plaid
             accounts. Setting both this and `manual_account_id` to 0 will return
             transactions with no account. These are listed as "Cash
-            Transactions" in the Lunch Money GUI.
+            Transactions" in the Lunch Money GUI.<br>
+            Note that transaction groups are not associated with any account. If you want
+            the response to include transactions from transaction groups, set the `include_group_children` query parameter to `true` when filtering by plaid accounts.
           examples:
             brokerage account:
               value: 119807
-            no synched accounts:
+            no plaid accounts:
               value: 0
         - name: recurring_id
           in: query
@@ -5107,7 +5304,7 @@ paths:
             format: int32
           description: Filter transactions to those that have a tag with the specified Tag
             ID
-        - name: is_group
+        - name: is_group_parent
           in: query
           schema:
             type: boolean
@@ -5174,6 +5371,14 @@ paths:
             returned transactions objects to include any  transactions that were
             split into multiple transactions.  Use with caution as this data is
             normally not exposed after the split transactions are created.
+        - name: include_group_children
+          in: query
+          schema:
+            type: boolean
+            default: false
+          description: By default, individual transactions that joined into a transaction group
+            are not included in the response. Set to true if you'd like the
+            returned transactions objects to include any transactions that joined into a transaction group.
         - name: include_children
           in: query
           schema:
@@ -5201,18 +5406,18 @@ paths:
             default: 1000
           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://lm-v2-api-next-a7fabcab8e9a.herokuapp.com/v2/pagination)
+            attribute set to `true`. See [Pagination](https://alpha.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://lm-v2-api-next-a7fabcab8e9a.herokuapp.com/v2/pagination)
+            automatically in the header. See [Pagination](https://alpha.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://lm-v2-api-next-a7fabcab8e9a.herokuapp.com/v2/pagination)
+            [Pagination](https://alpha.lunchmoney.dev/v2/pagination)
           content:
             application/json:
               schema:
@@ -5247,10 +5452,10 @@ paths:
                         is_pending: false
                         created_at: "2024-07-28T17:00:06.192Z"
                         updated_at: "2024-07-28T17:00:06.733Z"
-                        is_parent: false
-                        parent_id: null
-                        is_group: false
-                        group_id: null
+                        is_split_parent: false
+                        split_parent_id: null
+                        is_group_parent: false
+                        group_parent_id: null
                         manual_account_id: null
                         plaid_account_id: 119806
                         tag_ids:
@@ -5270,10 +5475,10 @@ paths:
                         is_pending: false
                         created_at: "2024-07-24T17:00:06.192Z"
                         updated_at: "2024-07-24T17:00:06.192Z"
-                        is_parent: false
-                        parent_id: null
-                        is_group: false
-                        group_id: null
+                        is_split_parent: false
+                        split_parent_id: null
+                        is_group_parent: false
+                        group_parent_id: null
                         manual_account_id: null
                         plaid_account_id: 119805
                         tag_ids:
@@ -5293,10 +5498,10 @@ paths:
                         notes: null
                         created_at: "2024-07-22T17:00:06.192Z"
                         updated_at: "2024-07-22T17:00:06.733Z"
-                        is_parent: false
-                        parent_id: null
-                        is_group: false
-                        group_id: null
+                        is_split_parent: false
+                        split_parent_id: null
+                        is_group_parent: false
+                        group_parent_id: null
                         manual_account_id: null
                         plaid_account_id: 119804
                         tag_ids: []
@@ -5315,10 +5520,10 @@ paths:
                         is_pending: false
                         created_at: "2024-07-22T17:00:06.192Z"
                         updated_at: "2024-07-22T17:00:06.733Z"
-                        is_parent: false
-                        parent_id: null
-                        is_group: false
-                        group_id: null
+                        is_split_parent: false
+                        split_parent_id: null
+                        is_group_parent: false
+                        group_parent_id: null
                         manual_account_id: 119807
                         plaid_account_id: null
                         tag_ids: []
@@ -5342,10 +5547,10 @@ paths:
                         is_pending: false
                         created_at: "2024-07-28T17:00:06.192Z"
                         updated_at: "2024-07-28T17:00:06.733Z"
-                        is_parent: false
-                        parent_id: null
-                        is_group: false
-                        group_id: null
+                        is_split_parent: false
+                        split_parent_id: null
+                        is_group_parent: false
+                        group_parent_id: null
                         manual_account_id: null
                         plaid_account_id: 119806
                         tag_ids:
@@ -5365,10 +5570,10 @@ paths:
                         is_pending: false
                         created_at: "2024-07-14T17:00:06.192Z"
                         updated_at: "2024-07-14T17:00:06.733Z"
-                        is_parent: false
-                        parent_id: null
-                        is_group: true
-                        group_id: null
+                        is_split_parent: false
+                        split_parent_id: null
+                        is_group_parent: true
+                        group_parent_id: null
                         manual_account_id: null
                         plaid_account_id: 119806
                         tag_ids:
@@ -5393,10 +5598,10 @@ paths:
                         is_pending: false
                         created_at: "2024-07-28T17:00:06.192Z"
                         updated_at: "2024-07-28T17:00:06.733Z"
-                        is_parent: false
-                        parent_id: null
-                        is_group: false
-                        group_id: null
+                        is_split_parent: false
+                        split_parent_id: null
+                        is_group_parent: false
+                        group_parent_id: null
                         manual_account_id: null
                         plaid_account_id: 119806
                         tag_ids:
@@ -5416,10 +5621,10 @@ paths:
                         is_pending: false
                         created_at: "2024-07-24T17:00:06.192Z"
                         updated_at: "2024-07-24T17:00:06.192Z"
-                        is_parent: false
-                        parent_id: null
-                        is_group: false
-                        group_id: null
+                        is_split_parent: false
+                        split_parent_id: null
+                        is_group_parent: false
+                        group_parent_id: null
                         manual_account_id: null
                         plaid_account_id: 119805
                         tag_ids:
@@ -5628,9 +5833,9 @@ paths:
                         is_pending: false
                         created_at: "2024-12-18T04:05:58.072Z"
                         updated_at: "2024-12-18T04:05:58.072Z"
-                        parent_id: null
-                        is_group: false
-                        group_id: null
+                        split_parent_id: null
+                        is_group_parent: false
+                        group_parent_id: null
                         manual_account_id: null
                         plaid_account_id: null
                         tag_ids: []
@@ -5655,9 +5860,9 @@ paths:
                         is_pending: false
                         created_at: "2024-11-20T16:09:11.544Z"
                         updated_at: "2024-11-20T16:09:11.544Z"
-                        parent_id: null
-                        is_group: false
-                        group_id: null
+                        split_parent_id: null
+                        is_group_parent: false
+                        group_parent_id: null
                         manual_account_id: null
                         plaid_account_id: null
                         tag_ids: []
@@ -5682,9 +5887,9 @@ paths:
                         is_pending: false
                         created_at: "2024-11-20T16:10:23.395Z"
                         updated_at: "2024-11-20T16:10:23.395Z"
-                        parent_id: null
-                        is_group: false
-                        group_id: null
+                        split_parent_id: null
+                        is_group_parent: false
+                        group_parent_id: null
                         manual_account_id: null
                         plaid_account_id: null
                         tag_ids: []
@@ -5705,9 +5910,9 @@ paths:
                         is_pending: false
                         created_at: "2024-11-20T16:10:23.395Z"
                         updated_at: "2024-11-20T16:10:23.395Z"
-                        parent_id: null
-                        is_group: false
-                        group_id: null
+                        split_parent_id: null
+                        is_group_parent: false
+                        group_parent_id: null
                         manual_account_id: null
                         plaid_account_id: null
                         tag_ids: []
@@ -5732,9 +5937,9 @@ paths:
                         is_pending: false
                         created_at: "2024-11-20T16:15:19.475Z"
                         updated_at: "2024-11-20T16:15:19.475Z"
-                        parent_id: null
-                        is_group: false
-                        group_id: null
+                        split_parent_id: null
+                        is_group_parent: false
+                        group_parent_id: null
                         manual_account_id: 219807
                         plaid_account_id: null
                         tag_ids: []
@@ -5768,9 +5973,9 @@ paths:
                         is_pending: false
                         created_at: "2025-07-18T14:15:23.159Z"
                         updated_at: "2025-07-18T14:15:23.159Z"
-                        parent_id: null
-                        is_group: false
-                        group_id: null
+                        split_parent_id: null
+                        is_group_parent: false
+                        group_parent_id: null
                         manual_account_id: 219807
                         plaid_account_id: null
                         tag_ids: []
@@ -5814,9 +6019,9 @@ paths:
                         is_pending: false
                         created_at: "2025-07-18T14:05:29.253Z"
                         updated_at: "2025-07-18T14:05:29.253Z"
-                        parent_id: null
-                        is_group: false
-                        group_id: null
+                        split_parent_id: null
+                        is_group_parent: false
+                        group_parent_id: null
                         manual_account_id: 219807
                         plaid_account_id: null
                         tag_ids: []
@@ -5905,7 +6110,7 @@ paths:
         accepted in the request body, but their values will be ignored: `id`, `to_base`, `is_pending`, `created_at`, `updated_at`, `source`, and `plaid_metadata`.<br><br>
         
         Transactions that have been previously split or grouped may not be
-        modified by this endpoint. Therefore the `is_parent`, `parent_id`, `is_group`, `group_id`, and `children` properties are also ignored when provided in the request body.<br><br>
+        modified by this endpoint. Therefore the `is_split_parent`, `split_parent_id`, `is_group_parent`, `group_parent_id`, and `children` properties are also ignored when provided in the request body.<br><br>
 
         Each transaction in the array **must** include an `id` property to identify which transaction to update, along with at least one other property to be updated. For example, a transaction object that contains only an `id` and `category_id` property is valid.<br><br>
         
@@ -5965,10 +6170,10 @@ paths:
                       is_pending: false
                       created_at: "2025-07-17T17:00:06.192Z"
                       updated_at: "2025-07-17T17:00:06.192Z"
-                      is_parent: false
-                      parent_id: null
-                      is_group: false
-                      group_id: null
+                      is_split_parent: false
+                      split_parent_id: null
+                      is_group_parent: false
+                      group_parent_id: null
                       manual_account_id: null
                       plaid_account_id: null
                       tag_ids:
@@ -6029,10 +6234,10 @@ paths:
                         is_pending: false
                         created_at: "2025-06-24T17:00:06.192Z"
                         updated_at: "2025-06-24T17:00:06.192Z"
-                        is_parent: false
-                        parent_id: null
-                        is_group: false
-                        group_id: null
+                        is_split_parent: false
+                        split_parent_id: null
+                        is_group_parent: false
+                        group_parent_id: null
                         manual_account_id: null
                         plaid_account_id: 119805
                         tag_ids:
@@ -6053,10 +6258,10 @@ paths:
                         is_pending: false
                         created_at: "2025-06-18T17:00:06.192Z"
                         updated_at: "2025-06-18T17:00:06.192Z"
-                        is_parent: false
-                        parent_id: null
-                        is_group: false
-                        group_id: null
+                        is_split_parent: false
+                        split_parent_id: null
+                        is_group_parent: false
+                        group_parent_id: null
                         manual_account_id: null
                         plaid_account_id: null
                         tag_ids:
@@ -6077,10 +6282,10 @@ paths:
                         is_pending: false
                         created_at: "2025-06-12T17:00:06.192Z"
                         updated_at: "2025-06-12T17:00:06.733Z"
-                        is_parent: false
-                        parent_id: null
-                        is_group: false
-                        group_id: null
+                        is_split_parent: false
+                        split_parent_id: null
+                        is_group_parent: false
+                        group_parent_id: null
                         manual_account_id: null
                         plaid_account_id: 119807
                         tag_ids: []
@@ -6103,10 +6308,10 @@ paths:
                         is_pending: false
                         created_at: "2025-07-17T17:00:06.192Z"
                         updated_at: "2025-07-17T17:00:06.192Z"
-                        is_parent: false
-                        parent_id: null
-                        is_group: false
-                        group_id: null
+                        is_split_parent: false
+                        split_parent_id: null
+                        is_group_parent: false
+                        group_parent_id: null
                         manual_account_id: null
                         plaid_account_id: null
                         tag_ids:
@@ -6127,10 +6332,10 @@ paths:
                         is_pending: false
                         created_at: "2025-06-18T17:00:06.192Z"
                         updated_at: "2025-06-18T17:00:06.192Z"
-                        is_parent: false
-                        parent_id: null
-                        is_group: false
-                        group_id: null
+                        is_split_parent: false
+                        split_parent_id: null
+                        is_group_parent: false
+                        group_parent_id: null
                         manual_account_id: null
                         plaid_account_id: null
                         tag_ids:
@@ -6385,11 +6590,11 @@ paths:
         transaction.
 
 
-        If `is_group` is true in the returned transaction, the object will also
+        If `is_group_parent` is true in the returned transaction, the object will also
         include the `children` property which will contain a list of the 
         original transactions that make up the transaction group.<br>
 
-        If `is_parent` is true in the returned transaction, the object will also
+        If `is_split_parent` is true in the returned transaction, the object will also
         include the `children` property which will contain a list
         of the split transactions.
       operationId: getTransactionById
@@ -6437,10 +6642,10 @@ paths:
                     is_pending: false
                     created_at: "2024-07-24T17:00:06.192Z"
                     updated_at: "2024-07-24T17:00:06.192Z"
-                    parent_id: null
+                    split_parent_id: null
                     children: []
-                    is_group: false
-                    group_id: null
+                    is_group_parent: false
+                    group_parent_id: null
                     manual_account_id: null
                     plaid_account_id: 119805
                     tag_ids: []
@@ -6461,10 +6666,10 @@ paths:
                     is_pending: true
                     created_at: "2025-05-28T17:00:06.192Z"
                     updated_at: "2025-05-28T17:00:06.733Z"
-                    is_parent: false
-                    parent_id: null
-                    is_group: false
-                    group_id: null
+                    is_split_parent: false
+                    split_parent_id: null
+                    is_group_parent: false
+                    group_parent_id: null
                     manual_account_id: null
                     plaid_account_id: 119806
                     tag_ids:
@@ -6498,9 +6703,9 @@ paths:
                     is_pending: false
                     created_at: "2025-05-17T17:00:06.192Z"
                     updated_at: "2025-05-17T17:00:06.733Z"
-                    parent_id: null
-                    is_group: true
-                    group_id: null
+                    split_parent_id: null
+                    is_group_parent: true
+                    group_parent_id: null
                     manual_account_id: null
                     plaid_account_id: null
                     tag_ids:
@@ -6522,10 +6727,10 @@ paths:
                         is_pending: false
                         created_at: "2025-05-17T17:00:06.192Z"
                         updated_at: "2025-05-17T17:00:06.733Z"
-                        is_parent: false
-                        parent_id: null
-                        is_group: false
-                        group_id: 2112140959
+                        is_split_parent: false
+                        split_parent_id: null
+                        is_group_parent: false
+                        group_parent_id: 2112140959
                         manual_account_id: null
                         plaid_account_id: null
                         tag_ids:
@@ -6546,10 +6751,10 @@ paths:
                         is_pending: false
                         created_at: "2025-05-16T17:00:06.192Z"
                         updated_at: "2025-05-16T17:00:06.192Z"
-                        is_parent: false
-                        parent_id: null
-                        is_group: false
-                        group_id: 2112140959
+                        is_split_parent: false
+                        split_parent_id: null
+                        is_group_parent: false
+                        group_parent_id: 2112140959
                         manual_account_id: null
                         plaid_account_id: null
                         tag_ids:
@@ -6570,10 +6775,10 @@ paths:
                         is_pending: false
                         created_at: "2025-05-15T17:00:06.192Z"
                         updated_at: "2025-05-15T17:00:06.733Z"
-                        is_parent: false
-                        parent_id: null
-                        is_group: false
-                        group_id: 2112140959
+                        is_split_parent: false
+                        split_parent_id: null
+                        is_group_parent: false
+                        group_parent_id: 2112140959
                         manual_account_id: null
                         plaid_account_id: 119805
                         tag_ids:
@@ -6624,7 +6829,7 @@ paths:
         accepted in the request body but their values will be ignored: `id`, `to_base`, `is_pending`, `created_at`, `updated_at`, `source`, and `plaid_metadata`.<br><br>
         
         Transactions that have been previously split or grouped may not be
-        modified by this endpoint. Therefore the `is_parent`, `parent_id`, `is_group`, `group_id`, and `children` properties are also ignored when provided in the request body.<br><br>
+        modified by this endpoint. Therefore the `is_split_parent`, `split_parent_id`, `is_group_parent`, `group_parent_id`, and `children` properties are also ignored when provided in the request body.<br><br>
 
         It is also possible to provide only the properties to be updated in the
         request body, as long as the request includes at least one of the
@@ -6679,10 +6884,10 @@ paths:
                   is_pending: false
                   created_at: "2024-12-09T17:00:06.192Z"
                   updated_at: "2024-12-09T17:00:06.733Z"
-                  is_parent: false
-                  parent_id: null
-                  is_group: false
-                  group_id: null
+                  is_split_parent: false
+                  split_parent_id: null
+                  is_group_parent: false
+                  group_parent_id: null
                   manual_account_id: null
                   plaid_account_id: 119810
                   tag_ids: []
@@ -6711,10 +6916,10 @@ paths:
                     is_pending: false
                     created_at: "2024-12-09T17:00:06.192Z"
                     updated_at: "2024-12-09T17:00:06.733Z"
-                    is_parent: false
-                    parent_id: null
-                    is_group: false
-                    group_id: null
+                    is_split_parent: false
+                    split_parent_id: null
+                    is_group_parent: false
+                    group_parent_id: null
                     manual_account_id: null
                     plaid_account_id: 119810
                     tag_ids: []
@@ -6934,9 +7139,9 @@ paths:
                     is_pending: false
                     created_at: "2024-12-18T14:45:03.366Z"
                     updated_at: "2024-12-18T14:45:03.366Z"
-                    parent_id: null
-                    is_group: true
-                    group_id: null
+                    split_parent_id: null
+                    is_group_parent: true
+                    group_parent_id: null
                     manual_account_id: null
                     plaid_account_id: null
                     tag_ids: []
@@ -6957,10 +7162,10 @@ paths:
                         is_pending: false
                         created_at: "2024-11-10T17:00:06.192Z"
                         updated_at: "2024-11-10T17:00:06.733Z"
-                        is_parent: false
-                        parent_id: null
-                        is_group: false
-                        group_id: 123456789
+                        is_split_parent: false
+                        split_parent_id: null
+                        is_group_parent: false
+                        group_parent_id: 123456789
                         manual_account_id: null
                         plaid_account_id: 119809
                         tag_ids: []
@@ -6979,10 +7184,10 @@ paths:
                         is_pending: false
                         created_at: "2024-11-09T17:00:06.192Z"
                         updated_at: "2024-11-09T17:00:06.733Z"
-                        is_parent: false
-                        parent_id: null
-                        is_group: false
-                        group_id: 123456789
+                        is_split_parent: false
+                        split_parent_id: null
+                        is_group_parent: false
+                        group_parent_id: 123456789
                         manual_account_id: null
                         plaid_account_id: 119810
                         tag_ids: []
@@ -7004,9 +7209,9 @@ paths:
                     is_pending: false
                     created_at: "2025-11-13T21:39:27.609Z"
                     updated_at: "2025-11-13T21:39:27.609Z"
-                    parent_id: null
-                    is_group: true
-                    group_id: null
+                    split_parent_id: null
+                    is_group_parent: true
+                    group_parent_id: null
                     manual_account_id: null
                     plaid_account_id: null
                     tag_ids: [94318]
@@ -7027,10 +7232,10 @@ paths:
                         is_pending: false
                         created_at: "2025-10-22T17:00:06.192Z"
                         updated_at: "2025-10-22T17:00:06.733Z"
-                        is_parent: false
-                        parent_id: null
-                        is_group: false
-                        group_id: 123456789
+                        is_split_parent: false
+                        split_parent_id: null
+                        is_group_parent: false
+                        group_parent_id: 123456789
                         manual_account_id: null
                         plaid_account_id: 119804
                         tag_ids: []
@@ -7050,10 +7255,10 @@ paths:
                         is_pending: false
                         created_at: "2025-10-21T17:00:06.192Z"
                         updated_at: "2025-10-21T17:00:06.733Z"
-                        is_parent: false
-                        parent_id: null
-                        is_group: false
-                        group_id: 123456789
+                        is_split_parent: false
+                        split_parent_id: null
+                        is_group_parent: false
+                        group_parent_id: 123456789
                         manual_account_id: null
                         plaid_account_id: 119806
                         tag_ids: []
@@ -7105,7 +7310,7 @@ paths:
                       - errMsg: "Transaction with id 2112150647 is in a transaction group already and cannot be added to another transaction group."
                         ids_index: 1
                         id: 2112150647
-                        group_id: 2112140959
+                        group_parent_id: 2112140959
                 recurring transactions:
                   value:
                     message: Request Validation Failure
@@ -7181,7 +7386,7 @@ paths:
 
         To see the details of the original parent transaction after it has been
         split, use the `GET /transactions/{id}` endpoint and pass the value of
-        the `parent_id` of one of the children.
+        the `split_parent_id` of one of the children.
       operationId: splitTransaction
       parameters:
         - name: id
@@ -7257,10 +7462,10 @@ paths:
                     is_pending: false
                     created_at: "2024-10-19T17:00:06.192Z"
                     updated_at: "2024-11-30T22:25:53.232Z"
-                    parent_id: null
-                    is_parent: true
-                    is_group: false
-                    group_id: null
+                    split_parent_id: null
+                    is_split_parent: true
+                    is_group_parent: false
+                    group_parent_id: null
                     manual_account_id: null
                     plaid_account_id: 119805
                     tag_ids: []
@@ -7280,10 +7485,10 @@ paths:
                         is_pending: false
                         created_at: "2024-11-30T22:25:53.232Z"
                         updated_at: "2024-11-30T22:25:53.232Z"
-                        is_parent: false
-                        parent_id: null
-                        is_group: false
-                        group_id: null
+                        is_split_parent: false
+                        split_parent_id: null
+                        is_group_parent: false
+                        group_parent_id: null
                         manual_account_id: null
                         plaid_account_id: 119805
                         tag_ids: []
@@ -7302,10 +7507,10 @@ paths:
                         is_pending: false
                         created_at: "2024-11-30T22:25:53.232Z"
                         updated_at: "2024-11-30T22:25:53.232Z"
-                        is_parent: false
-                        parent_id: null
-                        is_group: false
-                        group_id: null
+                        is_split_parent: false
+                        split_parent_id: null
+                        is_group_parent: false
+                        group_parent_id: null
                         manual_account_id: null
                         plaid_account_id: 119805
                         tag_ids: []
@@ -7380,7 +7585,7 @@ paths:
         Deletes the split children of a previously split transactions and
         restores the parent transactions to the normal unsplit state.<br><br>
 
-        Use the value of the `parent_id`property of a split transaction to
+        Use the value of the `split_parent_id`property of a split transaction to
         specify the parent ID.
       operationId: unsplitTransaction
       parameters: