@lunch-money/v2-api-spec 2.8.3 → 2.8.5

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 +42,13 @@ info:
   license:
     name: Apache 2.0
     url: http://www.apache.org/licenses/LICENSE-2.0.html
-  version: 2.8.3
+  version: 2.8.5
 
 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 
+  - url: https://alpha.lunchmoney.dev/v2 
     description: Static Mock v2 Lunch Money API Server
 
 tags:
@@ -162,17 +157,17 @@ components:
           type: integer
           format: int32
           nullable: false
-          description: A system defined unique identifier for the category.
+          description: A system defined unique identifier for the category
         name:
           type: string
           nullable: false
-          description: The name of the category.
+          description: The name of the category
           minLength: 1
           maxLength: 100
         description:
           type: string
           nullable: true
-          description: The description of the category or `null` if not set.
+          description: The description of the category or `null` if not set
           maxLength: 200
         is_income:
           type: boolean
@@ -209,7 +204,7 @@ components:
             group.
         is_group:
           type: boolean
-          description: If `true`, the category is created as a category group.
+          description: If `true`, the category is created as a category group
         children:
           type: array
           items:
@@ -244,7 +239,7 @@ components:
           type: boolean
           nullable: false
           default: false
-          description: If `true`, the category is collapsed in the Lunch Money GUI.
+          description: If `true`, the category is collapsed in the Lunch Money GUI
       required:
         - id
         - name
@@ -273,17 +268,17 @@ components:
           type: integer
           format: int32
           nullable: false
-          description: A system defined unique identifier for the category.
+          description: A system defined unique identifier for the category
         name:
           type: string
           nullable: false
-          description: The name of the category.
+          description: The name of the category
           minLength: 1
           maxLength: 100
         description:
           type: string
           nullable: true
-          description: The description of the category or `null` if not set.
+          description: The description of the category or `null` if not set
           maxLength: 200
         is_income:
           type: boolean
@@ -323,7 +318,7 @@ components:
           type: boolean
           enum:
             - false
-          description: Will always be false for a category that is part of category group.
+          description: Will always be false for a category that is part of category group
         archived:
           type: boolean
           description: If true, the category is archived and not displayed in relevant
@@ -344,8 +339,8 @@ components:
             API.
         collapsed:
           type: boolean
-          nullable: true
-          description: If `true`, the category is collapsed in the Lunch Money GUI.
+          nullable: false
+          description: Always `false` for a child category. Child categories cannot be collapsed.
       required:
         - id
         - name
@@ -360,6 +355,7 @@ components:
         - archived
         - archived_at
         - order
+        - collapsed
 
     # The request object for POST /categories
     # Prevent user from submitting any system created fields in a POST request
@@ -407,7 +403,7 @@ components:
           type: boolean
           nullable: false
           default: false
-          description: If `true`, the category is created as a category group.
+          description: If `true`, the category is created as a category group
         group_id:
           type: integer
           format: int64
@@ -453,7 +449,8 @@ components:
         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.  
+          description: >-
+            If `true`, the category group is collapsed in the Lunch Money GUI. This property can only be set to `true` for category groups (`is_group: true`). While this property can be set via the API, it is generally set by the user in the Lunch Money GUI.  
       required:
         - name
 
@@ -472,6 +469,7 @@ components:
             characters.
           minLength: 1
           maxLength: 100
+          x-updatable: true
         description:
           type: string
           nullable: true
@@ -479,21 +477,26 @@ 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.
+          description: If set, will indicate if this category is archived
+          x-updatable: true
         group_id:
           type: integer
           format: int64
@@ -501,6 +504,7 @@ 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 +527,7 @@ 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 +544,31 @@ 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.  
+          description: >-
+            If `true`, the category group is collapsed in the Lunch Money GUI. This property can only be set to `true` for category groups (`is_group: true`). 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.
+          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 +576,7 @@ 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:
@@ -652,6 +664,12 @@ components:
             displayed in payee field on the transactions page in the GUI.
           minLength: 0
           maxLength: 140
+        original_name:
+          type: string
+          nullable: true
+          description: Original payee name from the source (financial institution, CSV, etc.). For Plaid transactions, this is the raw name before normalization. For manual/API transactions, this typically matches `payee`. May be null for older transactions.
+          minLength: 0
+          maxLength: 140
         category_id:
           type: integer
           format: int32
@@ -751,26 +769,26 @@ 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 +797,7 @@ 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 +808,8 @@ 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
@@ -809,7 +827,7 @@ components:
         files:
           type: array
           nullable: false
-          description: A list of objects that describe any attachments to the Transactions.
+          description: A list of objects that describe any attachments to the Transactions
             This is only present when the `include_files` query parameter is set to true.
           items:
             $ref: "#/components/schemas/transactionAttachmentObject"
@@ -866,9 +884,9 @@ 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
@@ -894,7 +912,7 @@ components:
         amount:
           type: string
           description: Amount of the transaction in numeric format to 4 decimal places.
-            Positive values indicate a debit transaction, negative values indicate a credit transaction.
+            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
@@ -920,6 +938,12 @@ components:
             displayed in payee field on the transactions page in the GUI.
           minLength: 0
           maxLength: 140
+        original_name:
+          type: string
+          nullable: true
+          description: Original payee name from the source (financial institution, CSV, etc.). For Plaid transactions, this is the raw name before normalization. For manual/API transactions, this typically matches `payee`. May be null for older transactions.
+          minLength: 0
+          maxLength: 140
         category_id:
           type: integer
           format: int32
@@ -977,26 +1001,26 @@ 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 +1029,7 @@ 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 +1143,9 @@ 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
@@ -1150,13 +1174,19 @@ 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"
         payee:
           type: string
-          description: Name of payee for the transaction.
+          description: Name of payee for the transaction
+          minLength: 0
+          maxLength: 140
+        original_name:
+          type: string
+          nullable: true
+          description: Original payee name. If not provided, defaults to `payee` value.
           minLength: 0
           maxLength: 140
         category_id:
@@ -1179,7 +1209,7 @@ components:
           type: integer
           format: int32
           nullable: true
-          description: The Unique identifier for the associated manually managed account.
+          description: The unique identifier for the associated manually managed account
             If set, this must match an existing manual account id associated
             with the user's account. If not set, and `plaid_account_id` is also
             not set, no account is associated with the transaction and it will
@@ -1252,11 +1282,13 @@ components:
         id:
           type: integer
           format: int64
-          description: System defined unique identifier of this transaction. Ignored if set.
+          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 +1301,13 @@ 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 +1316,28 @@ 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
+        original_name:
+          type: string
+          nullable: true
+          description: Original payee name. Cannot be changed. Ignored if set.
+          minLength: 0
+          maxLength: 140
+          x-updatable: false
         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 +1346,7 @@ components:
             the existing notes.
           minLength: 0
           maxLength: 350
+          x-updatable: true
         manual_account_id:
           type: integer
           format: int32
@@ -1312,6 +1357,7 @@ 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 +1368,7 @@ 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 +1377,7 @@ 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 +1388,7 @@ 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 +1401,12 @@ 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.
+          description: User defined JSON data that can be set or cleared via the API
+          x-updatable: true
         status:
           type: string
           description: >
@@ -1370,33 +1421,40 @@ 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.
+          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.
+          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.
+          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.
+          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 +1462,33 @@ 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
@@ -1472,7 +1535,7 @@ components:
         notes:
           type: string
           maxLength: 350
-          description: Will inherit notes from parent if not defined.
+          description: Will inherit notes from parent if not defined
       required:
         - amount
 
@@ -1512,7 +1575,7 @@ components:
             duplicates.
         request_transaction:
           type: object
-          description: The requested transaction that was skipped.
+          description: The requested transaction that was skipped
           allOf:
             - $ref: "#/components/schemas/insertTransactionObject"
 
@@ -1523,7 +1586,7 @@ components:
       description: The object returned from a successful POST /transactions request
       properties:
         transactions:
-          description: An array of the inserted transactions.
+          description: An array of the inserted transactions
           items:
             $ref: "#/components/schemas/transactionObject"
           type: array
@@ -1584,6 +1647,16 @@ components:
           description: Name of the account
           minLength: 1
           maxLength: 45
+        institution_name:
+          type: string
+          nullable: true
+          minLength: 1
+          maxLength: 50
+          description: Name of institution holding the account
+        display_name:
+          type: string
+          nullable: true
+          description: Optional display name for the account as set by the user or derived from the `institution_name` and `name` if not explicitly set.
         type:
           description: Primary type of the account
           allOf:
@@ -1595,14 +1668,10 @@ components:
             checking - savings - prepaid credit card
           minLength: 1
           maxLength: 100
-        display_name:
-          type: string
-          nullable: true
-          description: Optional display name for the account set by the user
         balance:
           type: string
           pattern: ^-?\d+(\.\d{1,4})?$
-          description: Current balance of the account in numeric format to 4 decimal places.
+          description: Current balance of the account in numeric format to 4 decimal places
         currency:
           type: string
           minLength: 3
@@ -1615,18 +1684,18 @@ components:
           type: string
           format: date-time
           description: Date balance was last updated in ISO 8601 extended format, can be in date or date-time format
+        status:
+          type: string
+          description: The status of the account
+          enum:
+            - active
+            - closed
         closed_on:
           type: string
           format: date
           nullable: true
-          description: The date this account was closed. Will be null if the account has
-            not been marked as closed
-        institution_name:
-          type: string
-          nullable: true
-          minLength: 1
-          maxLength: 50
-          description: Name of institution holding the account
+          description: The date this account was closed in YYYY-MM-DD format. Will be null if the account has
+            not been marked as closed.
         external_id:
           type: string
           nullable: true
@@ -1636,13 +1705,16 @@ components:
         custom_metadata:
           type: object
           nullable: true
-          description: User defined JSON data that can be set or cleared via the API.
+          description: User defined JSON data that can be set or cleared via the API
           additionalProperties: true
         exclude_from_transactions:
           type: boolean
           default: false
           description: If true, this account will not show up as an option for assignment
             when creating transactions manually
+        created_by_name:
+          type: string
+          description: The name of the user who created the account
         created_at:
           type: string
           format: date-time
@@ -1665,8 +1737,10 @@ components:
         - institution_name
         - external_id
         - exclude_from_transactions
+        - created_by_name
         - created_at
         - updated_at
+        - status
 
     # The object that may be submitted to POST /manual_accounts
     createManualAccountRequestObject:
@@ -1680,8 +1754,19 @@ components:
           minLength: 1
           maxLength: 45
           example: My Savings Account
+        institution_name:
+          type: string
+          example: Bank of the West
+          description: Name of institution holding the manual account
+          minLength: 1
+          maxLength: 50
+        display_name:
+          type: string
+          description: Display name of the manual account as set by user or derived from the `institution_name` and `name` if not explicitly set.<br>
+            This must be unique for the budgeting account.
+          example: Savings
         type:
-          description: The type of manual account.
+          description: The type of manual account
           allOf:
             - $ref: "#/components/schemas/accountTypeEnum"
         subtype:
@@ -1691,11 +1776,6 @@ components:
           minLength: 1
           maxLength: 100
           example: prepaid credit card
-        display_name:
-          type: string
-          description: Display name of the manual account as set by user.<br>
-            This must be unique for the budgeting account.  If not set, it will be derived from the `institution_name` (if any) plus `name`.
-          example: Savings
         balance:
           oneOf:
             - type: number
@@ -1713,23 +1793,27 @@ components:
             - format: date
           example: "2024-09-15"
           description: Date/time the balance of the manual account was last updated in ISO 8601 extended format
-        closed_on:
-          type: string
-          format: date
-          nullable: true
-          example: "2024-10-01"
-          description: The date this manual account was closed in YYYY-MM-DD format.
         currency:
           description: Three-letter lowercase currency code of the transaction in ISO 4217
             format
           allOf:
             - $ref: "#/components/schemas/currencyEnum"
-        institution_name:
+        status: 
           type: string
-          example: Bank of the West
-          description: Name of institution holding the manual account
-          minLength: 1
-          maxLength: 50
+          description: The status of the account
+          enum:
+            - active
+            - closed
+          default: active
+        closed_on:
+          oneOf:
+            - type: string
+              format: date
+            - type: string
+              format: date-time
+          nullable: true
+          example: "2024-10-01"
+          description: The date this manual account was closed in YYYY-MM-DD format. If set, `status` must also be set to `closed`.
         external_id:
           type: string
           nullable: true
@@ -1745,7 +1829,7 @@ components:
           additionalProperties: true
         exclude_from_transactions:
           type: boolean
-          description: If `true`, transactions may not be assigned to this manual account.
+          description: If `true`, transactions may not be assigned to this manual account
           default: false
       required:
         - name
@@ -1761,14 +1845,30 @@ components:
         id:
           type: integer
           format: int32
-          description: System defined unique identifier of this account. Ignored if set.
+          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.
+          description: If set, the new name of the manual account
           minLength: 1
           maxLength: 45
+          x-updatable: true
+        institution_name:
+          type: string
+          nullable: true
+          description: If set, the name of institution holding the account
+          minLength: 1
+          maxLength: 50
+          x-updatable: true
+        display_name:
+          type: string
+          nullable: true
+          description: If set, the new display name for the manual account.<br>
+            This must be unique for the user.
+          x-updatable: true
         type:
-          description: If set, the new type of the manual account.
+          description: If set, the new type of the manual account
+          x-updatable: true
           allOf:
             - $ref: "#/components/schemas/accountTypeEnum"
         subtype:
@@ -1777,11 +1877,7 @@ components:
             retirement - checking - savings - prepaid credit card
           minLength: 1
           maxLength: 100
-        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 +1888,13 @@ 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
+        currency:
+          description: If set, the new three-letter lowercase currency code of the manual account
+            balance.
+          x-updatable: true
+          allOf:
+            - $ref: "#/components/schemas/currencyEnum"
         balance_as_of:
           type: string
           oneOf:
@@ -1801,28 +1904,30 @@ 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."
-        closed_on:
-          type: string
-          format: date
-          nullable: true
-          description: If set, the date this manual account was closed in YYYY-MM-DD format.
-        currency:
-          description: If set, the new three-letter lowercase currency code of the manual account
-            balance.
-          allOf:
-            - $ref: "#/components/schemas/currencyEnum"
-        institution_name:
+          x-updatable: true
+        status:
           type: string
+          description: If set, the status of the manual account. If set to `closed`, the the `closed_on_date` date will be set to the current date, unless it is also set.
+          enum:
+            - active
+            - closed
+          x-updatable: true
+        closed_on:
           nullable: true
-          description: If set, the name of institution holding the account.
-          minLength: 1
-          maxLength: 50
+          oneOf:
+            - type: string
+              format: date
+            - type: string
+              format: date-time
+          description: If set, the date this manual account was closed in YYYY-MM-DD format. If updating an account that is not already closed, `status` must also be set to `closed`.
+          x-updatable: true
         external_id:
           type: string
           nullable: true
           minLength: 0
           maxLength: 75
-          description: An optional user-defined ID for the manual account.
+          description: An optional user-defined ID for the manual account
+          x-updatable: true
         custom_metadata:
           type: object
           nullable: true
@@ -1830,19 +1935,31 @@ 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.
+          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
+        created_by_name:
+          type: string
+          description: System defined name of the user who created the account. Ignored if set
+          x-updatable: false
 
     # The object containing information about a Plaid account
     plaidAccountObject:
@@ -1854,10 +1971,20 @@ components:
           type: integer
           format: int32
           description: The unique identifier of this account
+        plaid_item_id:
+          type: string
+          nullable: true
+          minLength: 0
+          maxLength: 255
+          description: The unique identifier of the Plaid connection that this account belongs to. Accounts with the same plaid_item_id usually belong to the same institution.
         date_linked:
           type: string
           format: date
           description: Date account was first linked in ISO 8601 format
+        linked_by_name:
+          type: string
+          nullable: false
+          description: The name of the user who linked the account
         name:
           type: string
           description: Name of the account. This field is set by Plaid and cannot be
@@ -1887,20 +2014,27 @@ components:
         status:
           type: string
           description: "Denotes the current status of the account within Lunch Money. Must
-            be one of<br> - `active`: Account is active and in good state<br> -
-            `inactive`: Account marked inactive from user. Transaction imports and balance updates will not occur for this account.<br> - `relink`: Account
-            needs to be relinked with Plaid.<br> - `syncing`: Account is
-            awaiting first import of transactions. <br> - `not found`: Account
-            cannot be found with Plaid<br> - `not supported`: Account is not
-            supported with Plaid<br> - `error`: Account is in error with
-            Plaid.<br>"
+            be one of<br>
+            - active: Account is actively syncing transactions and/or balance<br>
+            - inactive: Account marked inactive from user. Transaction imports and balance updates will not occur for this account.<br>
+            - closed: Account is marked as closed<br>
+            - deactivated: Account is marked deactivated during setup. The user must click `Add/Remove Accounts From This Bank` and manually re-select this account to activate it.'<br>
+            - not found: Account was once linked but can no longer be found with Plaid.<br>
+            - not supported: Account is not supported by Plaid.<br>
+            - relink: Account (and others with the same connection) need to be relinked with Plaid.<br>
+            - syncing: Account is awaiting the first import of transactions.<br>
+            - revoked: Account connection has been revoked by Plaid and syncing is no longer possible. A new connection needs to be set up again.<br>
+            - error: Account (and others with the same connection) is in error with Plaid and requires intervention to re-activate it.<br>"
           enum:
             - active
             - inactive
-            - relink
-            - syncing
+            - closed
+            - deactivated
             - not found
             - not supported
+            - relink
+            - syncing
+            - revoked
             - error
         allow_transaction_modifications:
           type: boolean
@@ -1957,7 +2091,9 @@ components:
             regardless of whether any new data was available in the update.
       required:
         - id
+        - plaid_item_id
         - date_linked
+        - linked_by_name
         - name
         - display_name
         - type
@@ -1984,22 +2120,22 @@ components:
         id:
           type: integer
           format: int32
-          description: Unique identifier for the tag.
+          description: Unique identifier for the tag
         name:
           type: string
-          description: Name of the tag.
+          description: Name of the tag
         description:
           type: string
           nullable: true
-          description: Description of the tag.
+          description: Description of the tag
         text_color:
           type: string
           nullable: true
-          description: The text color of the tag.
+          description: The text color of the tag
         background_color:
           type: string
           nullable: true
-          description: The background color of the tag.
+          description: The background color of the tag
         updated_at:
           type: string
           format: date-time
@@ -2052,16 +2188,16 @@ components:
           type: string
           nullable: true
           default: null
-          description: The description of the tag. Must not exceed 200 characters.
+          description: The description of the tag. Must not exceed 200 characters
           maxLength: 200
         text_color:
           type: string
           nullable: true
-          description: The text color of the tag.
+          description: The text color of the tag
         background_color:
           type: string
           nullable: true
-          description: The background color of the tag.
+          description: The background color of the tag
         archived:
           type: boolean
           default: false
@@ -2083,42 +2219,51 @@ 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.
+          description: The text color of the tag
+          x-updatable: true
         background_color:
           type: string
           nullable: true
-          description: The background color of the tag.
+          description: The background color of the tag
+          x-updatable: true
         archived:
           type: boolean
-          description: If set, will indicate if this category is archived.
+          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.
+          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.
+          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.
+          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  
@@ -2157,7 +2302,7 @@ components:
         description:
           type: string
           nullable: true
-          description: An optional description of this recurring item.
+          description: An optional description of this recurring item
         status:
           type: string
           description: The status of this recurring item. `suggested` recurring items are
@@ -2168,7 +2313,7 @@ components:
             - reviewed
         transaction_criteria:
           type: object
-          description: The set of properties used to identify matching transactions.
+          description: The set of properties used to identify matching transactions
           properties:
             start_date:
               type: string
@@ -2184,7 +2329,7 @@ components:
                 transactions after start_date may be considered.
             granularity:
               type: string
-              description: The unit of time used to define the cadence of the recurring item.
+              description: The unit of time used to define the cadence of the recurring item
               enum:
                 - day
                 - week
@@ -2192,7 +2337,7 @@ components:
                 - year
             quantity:
               type: integer
-              description: The number of granularity units between each recurrence.
+              description: The number of granularity units between each recurrence
             anchor_date:
               type: string
               format: date
@@ -2217,17 +2362,17 @@ components:
             currency:
               type: string
               nullable: false
-              description: Three-letter lowercase currency code of the recurring item.
+              description: Three-letter lowercase currency code of the recurring item
             plaid_account_id:
               type: integer
               format: int64
               nullable: true
-              description: The Plaid account ID associated with the recurring item, if any.
+              description: The Plaid account ID associated with the recurring item, if any
             manual_account_id:
               type: integer
               format: int64
               nullable: true
-              description: The manual account ID associated with the recurring item, if any.
+              description: The manual account ID associated with the recurring item, if any
           required:
             - start_date
             - end_date
@@ -2242,7 +2387,7 @@ components:
             - manual_account_id
         overrides:
           type: object
-          description: The values that will be applied to matching transactions.
+          description: The values that will be applied to matching transactions
           properties:
             payee:
               type: string
@@ -2285,17 +2430,17 @@ components:
                 transactions is expected.
             found_transactions:
               type: array
-              description: A list with the dates and IDs of matching transactions.
+              description: A list with the dates and IDs of matching transactions
               items:
                 type: object
                 properties:
                   date:
                     type: string
                     format: date
-                    description: The date for a matching transaction within the specified range.
+                    description: The date for a matching transaction within the specified range
                   transaction_id:
                     type: integer
-                    description: The ID of a matching transaction within the specified range.
+                    description: The ID of a matching transaction within the specified range
             missing_transaction_dates:
               type: array
               items:
@@ -2306,17 +2451,17 @@ components:
         created_by:
           type: integer
           nullable: false
-          description: The ID of the user who created the recurring item.
+          description: The ID of the user who created the recurring item
         created_at:
           type: string
           format: date-time
           nullable: false
-          description: Date/time the recurring item was created in ISO 8601 extended format.
+          description: Date/time the recurring item was created in ISO 8601 extended format
         updated_at:
           type: string
           format: date-time
           nullable: false
-          description: Date/time the recurring item was updated in ISO 8601 extended format.
+          description: Date/time the recurring item was updated in ISO 8601 extended format
         source:
           type: string
           description: >
@@ -2781,19 +2926,19 @@ components:
       x-internal: true # Don't display in schemas section of docs
       properties:
         other_activity:
-          description: Total amount, in the user's default currency, of non recurring activity for the given date range.
+          description: Total amount, in the user's default currency, of non recurring activity for the given date range
           type: number
         recurring_activity:
-          description: Total amount, in the user's default currency, of recurring activity that has occurred for the given date range.
+          description: Total amount, in the user's default currency, of recurring activity that has occurred for the given date range
           type: number
         recurring_remaining:
-          description: Total amount, in the user's default currency, of expected recurring activity that has not yet occurred.
+          description: Total amount, in the user's default currency, of expected recurring activity that has not yet occurred
           type: number
         uncategorized:
-          description: Total amount, in the user's default currency, of non recurring activity coming from un-categorized transactions.
+          description: Total amount, in the user's default currency, of non recurring activity coming from un-categorized transactions
           type: number
         uncategorized_count:
-          description: Number of un-categorized transactions for the given date range.
+          description: Number of un-categorized transactions for the given date range
           type: integer
         uncategorized_recurring:
           description: "Total amount, in the user's default currency, of recurring activity coming from un-categorized transactions."
@@ -2814,6 +2959,8 @@ components:
           type: array
           items:
             $ref: "#/components/schemas/summaryCategoryOccurrenceObject"
+        rollover_pool:
+          $ref: "#/components/schemas/summaryRolloverPoolObject"
       required:
         - category_id
         - totals
@@ -2886,8 +3033,8 @@ 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 +3050,7 @@ components:
           description: "Amount of the rollover pool converted to the user's default currency."
           type: number
       required:
-        - current
+        - in_range
         - date
         - amount
         - currency
@@ -2978,20 +3125,20 @@ 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.
+          description: The start date of the budget period
           type: string
           format: date
         end_date:
-          description: The end date of the budget period.
+          description: The end date of the budget period
           type: string
           format: date
         other_activity:
           description: Total non recurring activity, in the user's default currency, for the category within the given date range.
-            The total activity for the category is the sum of this and the recurring_activity.
+            The total activity for the category is the sum of this and the recurring_activity
           type: number
         recurring_activity:
           description: Total recurring activity, in the user's default currency, for the category within the given date range.
@@ -3002,11 +3149,11 @@ components:
           type: number
           nullable: true
         budgeted_amount:
-          description: Total budgeted amount in the budgeted currency for the category within the given date or null if the category is not budgeted.
+          description: Total budgeted amount in the budgeted currency for the category within the given date or null if the category is not budgeted
           type: string
           nullable: true
         budgeted_currency:
-          description: Currency of the budgeted amount.
+          description: Currency of the budgeted amount
           nullable: true
           allOf:
             - $ref: "#/components/schemas/currencyEnum"
@@ -3015,7 +3162,7 @@ components:
           type: string
           nullable: true
       required:
-        - current
+        - in_range
         - start_date
         - end_date
         - other_activity
@@ -3064,7 +3211,7 @@ components:
           description: "Amount of funds, in the user's default currency, currently available to rollover."
           type: number
         all_adjustments:
-          description: List of previous adjustments to the rollover pool.
+          description: List of previous adjustments to the rollover pool
           type: array
           items:
             $ref: "#/components/schemas/summaryRolloverPoolAdjustmentObject"
@@ -3098,7 +3245,7 @@ components:
             errors:
               - errMsg: Too many requests, please try again later.
     serverError:
-      description: Internal Server Error. Contact support.
+      description: Internal Server Error. Contact support
       content:
         application/json:
           schema:
@@ -3140,7 +3287,7 @@ paths:
       parameters: []
       responses:
         "200":
-          description: The User Object associated with the authorized token.
+          description: The User Object associated with the authorized token
           content:
             application/json:
               schema:
@@ -3164,12 +3311,12 @@ paths:
       tags:
         - summary
       summary: Get summary
-      description: Returns a summary of the budget activity for the specified date range.
+      description: Returns a summary of the budget activity for the specified date range
       operationId: getBudgetSummary
       parameters:
         - in: query
           name: start_date
-          description: Start of date range in ISO 8601 date format (YYYY-MM-DD).
+          description: Start of date range in ISO 8601 date format (YYYY-MM-DD)
           required: true
           schema:
             type: string
@@ -3201,7 +3348,7 @@ paths:
               value: "2025-08-27"
         - in: query
           name: include_exclude_from_budgets
-          description: Enable to include categories that have the 'Exclude from Budgets' flag set in the returned `categories` array.
+          description: Enable to include categories that have the 'Exclude from Budgets' flag set in the returned `categories` array
           required: false
           schema:
             type: boolean
@@ -3213,6 +3360,13 @@ 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."
@@ -3220,9 +3374,16 @@ 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.
+          description: Budget summary for the requested range
           content:
             application/json:
               schema:
@@ -3245,7 +3406,7 @@ 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 +3415,7 @@ 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 +3433,7 @@ 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 +3442,7 @@ 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 +3460,7 @@ 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 +3469,7 @@ 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 +3555,7 @@ 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 +3573,7 @@ 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 +3591,7 @@ 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 +3628,7 @@ 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 +3637,7 @@ 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 +3655,7 @@ 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 +3664,7 @@ 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 +3682,7 @@ 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 +3691,7 @@ 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 +3700,99 @@ 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":
@@ -3550,7 +3804,7 @@ paths:
       tags:
         - categories
       summary: Get all categories
-      description: Retrieve a list of all categories associated with the user's account.
+      description: Retrieve a list of all categories associated with the user's account
       operationId: getAllCategories
       parameters:
         - name: format
@@ -3900,7 +4154,7 @@ paths:
       tags:
         - categories
       summary: Get a single category
-      description: Retrieve details of a specific category or category group by its ID.
+      description: Retrieve details of a specific category or category group by its ID
       operationId: getCategoryById
       parameters:
         - name: id
@@ -3922,7 +4176,7 @@ paths:
               value: 543210
       responses:
         "201":
-          description: Category Object with the requested category or category group.
+          description: Category Object with the requested category or category group
           content:
             application/json:
               schema:
@@ -4288,32 +4542,36 @@ paths:
                 manual_accounts:
                   - id: 119807
                     name: Individual Brokerage
+                    institution_name: Fidelity
+                    display_name: null
                     type: investment
                     subtype: brokerage
-                    display_name: null
                     balance: "41211.8000"
-                    balance_as_of: "2025-06-25T17:00:04.000Z"
-                    closed_on: null
                     currency: usd
                     to_base: 41211.8
-                    institution_name: Fidelity
+                    balance_as_of: "2025-06-25T17:00:04.000Z"
+                    status: active
+                    closed_on: null
                     external_id: null
                     exclude_from_transactions: false
+                    created_by_name: User 1
                     created_at: "2025-06-25T17:00:04.414Z"
                     updated_at: "2025-06-26T19:03:38.312Z"
                   - id: 119909
                     name: Euro Travel Card
+                    institution_name: WeBank
+                    display_name: null
                     type: credit
                     subtype: credit card
-                    display_name: null
                     balance: "1004.8000"
-                    balance_as_of: "2023-06-25T17:00:04.000Z"
-                    closed_on: null
                     currency: usd
                     to_base: 1004.8
-                    institution_name: WeBank
+                    balance_as_of: "2023-06-25T17:00:04.000Z"
+                    status: active
+                    closed_on: null
                     external_id: null
                     exclude_from_transactions: false
+                    created_by_name: User 1
                     created_at: "2025-06-25T17:00:04.414Z"
                     updated_at: "2025-06-26T19:03:38.312Z"
         "400":
@@ -4341,7 +4599,7 @@ paths:
       tags:
         - manual_accounts
       summary: Create a manual account
-      description: Create a new manually-managed account.<br><br>
+      description: Creates a new manually-managed account
       operationId: createManualAccount
       requestBody:
         required: true
@@ -4395,34 +4653,38 @@ paths:
                   value:
                     id: 119999
                     name: API created Account
+                    institution_name: null
                     display_name: null
                     type: cash
                     subtype: null
                     balance: "100"
-                    balance_as_of: "2024-10-06T18:55:08.599Z"
-                    closed_on: null
                     currency: usd
                     to_base: 100
-                    institution_name: null
+                    balance_as_of: "2024-10-06T18:55:08.599Z"
+                    status: active
+                    closed_on: null
                     external_id: null
                     exclude_from_transactions: false
+                    created_by_name: User 1
                     created_at: "2024-10-06T18:55:08.599Z"
                     updated_at: "2024-10-06T18:55:08.599Z"
                 complete request response:
                   value:
                     id: 119999
                     name: API created loan
+                    institution_name: Bank of America
                     display_name: Car loan
                     type: vehicle
                     subtype: loan
                     balance: "9999.99"
-                    balance_as_of: "2024-10-06T18:55:08.599Z"
-                    closed_on: null
                     currency: usd
                     to_base: 9999.99
-                    institution_name: Bank of America
+                    balance_as_of: "2024-10-06T18:55:08.599Z"
+                    status: active
+                    closed_on: null
                     external_id: null
                     exclude_from_transactions: false
+                    created_by_name: User 1
                     created_at: "2024-10-06T18:57:12.029Z"
                     updated_at: "2024-10-06T18:57:12.029Z"
         "400":
@@ -4470,7 +4732,7 @@ paths:
       tags:
         - manual_accounts
       summary: Get a single manual account
-      description: Retrieve the details of the manual account with the specified ID.
+      description: Retrieve the details of the manual account with the specified ID
       operationId: getManualAccountById
       parameters:
         - name: id
@@ -4489,7 +4751,7 @@ paths:
               value: 9999999999999
       responses:
         "200":
-          description: Manual Account Object with the requested account.
+          description: Manual Account Object with the requested account
           content:
             application/json:
               schema:
@@ -4497,17 +4759,19 @@ paths:
               example:
                 id: 119807
                 name: Individual Brokerage
+                institution_name: Fidelity
+                display_name: null
                 type: investment
                 subtype: brokerage
-                display_name: null
                 balance: "41211.8000"
-                balance_as_of: "2025-06-25T17:00:04.000Z"
-                closed_on: null
                 currency: usd
                 to_base: 41211.8
-                institution_name: Fidelity
+                balance_as_of: "2025-06-25T17:00:04.000Z"
+                status: active
+                closed_on: null
                 external_id: null
                 exclude_from_transactions: false
+                created_by_name: User 1
                 created_at: "2025-06-25T17:00:04.414Z"
                 updated_at: "2025-06-26T19:03:38.312Z"
         "400":
@@ -4547,7 +4811,7 @@ 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
@@ -4613,34 +4877,38 @@ paths:
                   value:
                     id: 119807
                     name: Individual Brokerage
+                    institution_name: Fidelity
+                    display_name: null
                     type: investment
                     subtype: brokerage
-                    display_name: null
                     balance: "41211.8000"
-                    balance_as_of: "2025-06-25T17:00:04.000Z"
-                    closed_on: null
                     currency: usd
                     to_base: 41211.8
+                    balance_as_of: "2025-06-25T17:00:04.000Z"
+                    status: active
+                    closed_on: null
                     external_id: null
-                    institution_name: Fidelity
                     exclude_from_transactions: false
+                    created_by_name: User 1
                     created_at: "2025-06-25T17:00:04.414Z"
                     updated_at: "2025-06-26T19:03:38.312Z"
                 closed account:
                   value:
                     id: 119807
                     name: Individual Brokerage
+                    institution_name: Fidelity
+                    display_name: null
                     type: investment
                     subtype: brokerage
-                    display_name: null
                     balance: "41211.8000"
-                    balance_as_of: "2025-06-25T17:00:04.000Z"
-                    closed_on: "2024-10-06"
                     currency: usd
                     to_base: 41211.8
+                    balance_as_of: "2025-06-25T17:00:04.000Z"
+                    status: closed
+                    closed_on: "2024-10-06"
                     external_id: null
-                    institution_name: Fidelity
                     exclude_from_transactions: true
+                    created_by_name: User 1
                     created_at: "2025-06-25T17:00:04.414Z"
                     updated_at: "2024-10-06T19:03:09.506Z"
         "400":
@@ -4764,7 +5032,9 @@ paths:
               example:
                 plaid_accounts:
                   - id: 119804
+                    plaid_item_id: "aB2cD3eF4gH5iJ6kL7mN8oP9qR0sT1uV2wX3yZ4"
                     date_linked: "2020-01-28"
+                    linked_by_name: User 1
                     name: 401k
                     display_name: ""
                     type: brokerage
@@ -4777,13 +5047,15 @@ paths:
                     balance: "12345.6700"
                     currency: usd
                     to_base: 12345.67
-                    balance_last_update: "2020-01-27T01:38:11.862Z"
+                    balance_last_update: "2025-01-27T01:38:11.862Z"
                     import_start_date: "2023-01-01"
-                    last_import: "2019-09-04T12:57:09.190Z"
-                    last_fetch: "2020-01-28T01:38:11.862Z"
-                    plaid_last_successful_update: "2020-01-27T01:38:11.862Z"
+                    last_import: "2025-01-24T12:57:09.190Z"
+                    last_fetch: "2025-01-28T01:38:11.862Z"
+                    plaid_last_successful_update: "2025-01-27T01:38:11.862Z"
                   - id: 119805
+                    plaid_item_id: "xY9zW8vU7tS6rQ5pO4nM3lK2jI1hG0fE9dC8bA7"
                     date_linked: "2020-01-28"
+                    linked_by_name: User 1
                     name: Freedom
                     display_name: Penny's Visa
                     type: credit
@@ -4796,13 +5068,15 @@ paths:
                     balance: "0.0000"
                     currency: usd
                     to_base: 0
-                    balance_last_update: "2023-01-27T01:38:07.460Z"
+                    balance_last_update: "2025-01-27T01:38:07.460Z"
                     import_start_date: "2023-01-01"
-                    last_import: "2023-01-24T12:57:03.250Z"
-                    last_fetch: "2023-01-28T01:38:11.862Z"
-                    plaid_last_successful_update: "2023-01-27T01:38:11.862Z"
-                  - id: 119806
+                    last_import: "2025-01-24T12:57:03.250Z"
+                    last_fetch: "2025-01-28T01:38:11.862Z"
+                    plaid_last_successful_update: "2025-01-27T01:38:11.862Z"
+                  - id: 119807
+                    plaid_item_id: "mK8nL9oP0qR1sT2uV3wX4yZ5aB6cD7eF8gH9iJ0"
                     date_linked: "2020-01-28"
+                    linked_by_name: User 1
                     name: Checking
                     display_name: Penny's Checking
                     type: cash
@@ -4815,11 +5089,11 @@ paths:
                     balance: "5498.2800"
                     currency: usd
                     to_base: 5498.28
-                    balance_last_update: "2023-01-27T01:38:07.460Z"
+                    balance_last_update: "2025-01-27T01:38:07.460Z"
                     import_start_date: "2023-01-01"
-                    last_import: "2023-01-24T12:57:03.250Z"
-                    last_fetch: "2023-01-28T01:38:11.862Z"
-                    plaid_last_successful_update: "2023-01-27T01:38:11.862Z"
+                    last_import: "2025-01-24T12:57:03.250Z"
+                    last_fetch: "2025-01-28T01:38:11.862Z"
+                    plaid_last_successful_update: "2025-01-27T01:38:11.862Z"
         "400":
           description: Bad Request
           content:
@@ -4846,7 +5120,7 @@ paths:
       tags:
         - plaid_accounts
       summary: Get a single account that is synced via Plaid
-      description: Retrieve the details of the plaid account with the specified ID.
+      description: Retrieve the details of the plaid account with the specified ID
       operationId: getPlaidAccountById
       parameters:
         - name: id
@@ -4865,14 +5139,16 @@ paths:
               value: 9999999999999
       responses:
         "200":
-          description: Plaid Account Object with the requested account.
+          description: Plaid Account Object with the requested account
           content:
             application/json:
               schema:
                 $ref: "#/components/schemas/plaidAccountObject"
               example:
                 id: 119805
+                plaid_item_id: "xY9zW8vU7tS6rQ5pO4nM3lK2jI1hG0fE9dC8bA7"
                 date_linked: "2020-01-28"
+                linked_by_name: User 1
                 name: Freedom
                 display_name: Penny's Visa
                 type: credit
@@ -4885,11 +5161,11 @@ paths:
                 balance: "0.0000"
                 currency: usd
                 to_base: 0
-                balance_last_update: "2023-01-27T01:38:07.460Z"
+                balance_last_update: "2025-01-27T01:38:07.460Z"
                 import_start_date: "2023-01-01"
-                last_import: "2023-01-24T12:57:03.250Z"
-                last_fetch: "2023-01-28T01:38:11.862Z"
-                plaid_last_successful_update: "2023-01-27T01:38:11.862Z"
+                last_import: "2025-01-24T12:57:03.250Z"
+                last_fetch: "2025-01-28T01:38:11.862Z"
+                plaid_last_successful_update: "2025-01-27T01:38:11.862Z"
         "400":
           description: Bad Request
           content:
@@ -4949,7 +5225,7 @@ paths:
           schema:
             type: string
             format: date
-          description: Denotes the beginning of the time period to fetch transactions for.
+          description: Denotes the beginning of the time period to fetch transactions for
             If omitted, the most recent transactions will be returned. <br>
             Required if end_date exists. <br>
         - name: end_date
@@ -5034,7 +5310,7 @@ paths:
           schema:
             type: string
             format: date
-          description: Denotes the beginning of the time period to fetch transactions for.
+          description: Denotes the beginning of the time period to fetch transactions for
             If omitted, the most recent transactions will be returned. See
             `limit`. Required if end_date exists. <br>
         - name: end_date
@@ -5044,6 +5320,28 @@ 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 +5349,11 @@ 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 +5368,13 @@ 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 +5409,7 @@ 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 +5476,14 @@ 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 +5511,18 @@ 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:
@@ -5241,16 +5551,17 @@ paths:
                         to_base: 1250.84
                         recurring_id: 994069
                         payee: Paycheck
+                        original_name: DIRECT DEPOSIT PAYROLL
                         category_id: 88
                         notes: null
                         status: reviewed
                         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:
@@ -5264,16 +5575,17 @@ paths:
                         to_base: 21.98
                         recurring_id: null
                         payee: Noodle House
+                        original_name: NOODLE HOUSE RESTAURANT #5678
                         category_id: null
                         notes: null
                         status: unreviewed
                         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:
@@ -5287,16 +5599,17 @@ paths:
                         to_base: -847.22
                         recurring_id: null
                         payee: Credit Card Payment
+                        original_name: CHASE CREDIT CARD PAYMENT
                         category_id: 82
                         is_pending: false
                         status: reviewed
                         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: []
@@ -5309,16 +5622,17 @@ paths:
                         to_base: 250
                         recurring_id: null
                         payee: Fidelity
+                        original_name: Fidelity
                         category_id: 82
                         notes: Transfer from Checking to Fidelity
                         status: reviewed
                         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: []
@@ -5336,16 +5650,17 @@ paths:
                         to_base: 1250.84
                         recurring_id: 994069
                         payee: Paycheck
+                        original_name: DIRECT DEPOSIT PAYROLL
                         category_id: 88
                         notes: null
                         status: reviewed
                         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:
@@ -5359,16 +5674,17 @@ paths:
                         to_base: 1250.84
                         recurring_id: 994069
                         payee: Paycheck
+                        original_name: DIRECT DEPOSIT PAYROLL
                         category_id: 88
                         notes: null
                         status: reviewed
                         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:
@@ -5387,16 +5703,17 @@ paths:
                         to_base: 1250.84
                         recurring_id: 994069
                         payee: Paycheck
+                        original_name: DIRECT DEPOSIT PAYROLL
                         category_id: 88
                         notes: null
                         status: reviewed
                         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:
@@ -5410,16 +5727,17 @@ paths:
                         to_base: 21.98
                         recurring_id: null
                         payee: Noodle House
+                        original_name: NOODLE HOUSE RESTAURANT #5678
                         category_id: null
                         notes: null
                         status: unreviewed
                         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:
@@ -5453,13 +5771,11 @@ paths:
         - transactions (bulk)
       summary: Insert one or more transactions.
       description: >-
-        Use this endpoint to add transactions to a budget.
-
+        Use this endpoint to add transactions to a budget.<br><br>
 
         The request body for this endpoint must include a list of transactions
         with at least one transaction and not more than 500 transactions to
-        insert.
-
+        insert.<br><br>
 
         The successful request to this endpoint will return a response
         body which will include two arrays:
@@ -5628,9 +5944,9 @@ 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 +5971,9 @@ 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 +5998,9 @@ 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 +6021,9 @@ 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 +6048,9 @@ 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 +6084,9 @@ 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 +6130,9 @@ 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 +6221,7 @@ 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 +6281,10 @@ 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 +6345,10 @@ 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 +6369,10 @@ 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 +6393,10 @@ 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 +6419,10 @@ 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 +6443,10 @@ 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 +6701,11 @@ 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
@@ -6431,16 +6747,17 @@ paths:
                     to_base: 21.98
                     recurring_id: null
                     payee: Noodle House
+                    original_name: NOODLE HOUSE RESTAURANT #5678
                     category_id: null
                     notes: null
                     status: unreviewed
                     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: []
@@ -6455,16 +6772,17 @@ paths:
                     to_base: 1250.84
                     recurring_id: 994069
                     payee: Paycheck
+                    original_name: DIRECT DEPOSIT PAYROLL
                     category_id: null
                     notes: null
                     status: pending
                     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:
@@ -6492,15 +6810,16 @@ paths:
                     to_base: 25.69
                     recurring_id: null
                     payee: Valero
+                    original_name: Valero
                     category_id: 315174
                     notes: Net Gas for roadtrip
                     status: reviewed
                     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:
@@ -6516,16 +6835,17 @@ paths:
                         to_base: 25
                         recurring_id: null
                         payee: Me
+                        original_name: Me
                         category_id: 315174
                         notes: Gas repay from Tim for roadtrip
                         status: reviewed
                         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 +6866,10 @@ 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 +6890,10 @@ 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 +6944,7 @@ 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 +6999,10 @@ 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 +7031,10 @@ 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 +7254,9 @@ 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 +7277,10 @@ 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 +7299,10 @@ 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 +7324,9 @@ 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 +7347,10 @@ 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 +7370,10 @@ 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 +7425,7 @@ 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 +7501,7 @@ 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 +7577,10 @@ 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 +7600,10 @@ 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 +7622,10 @@ 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 +7700,7 @@ 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: