@lunch-money/v2-api-spec 2.8.4 → 2.8.5

package/lunch-money-api-v2.yaml

@@ -42,12 +42,13 @@ info:
   license:
     name: Apache 2.0
     url: http://www.apache.org/licenses/LICENSE-2.0.html
-  version: 2.8.4
+  version: 2.8.5
 
 servers:
   - url: https://api.lunchmoney.dev/v2
     description: v2 Lunch Money API Server - modifies real data!
-  - url: https://mock.lunchmoney.dev/v2
+  # - url: https://mock.lunchmoney.dev/v2 
+  - url: https://alpha.lunchmoney.dev/v2 
     description: Static Mock v2 Lunch Money API Server
 
 tags:
@@ -156,17 +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
@@ -203,7 +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:
@@ -238,7 +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
@@ -267,17 +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
@@ -317,7 +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
@@ -338,8 +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
@@ -354,6 +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
@@ -401,7 +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
@@ -447,7 +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
 
@@ -492,7 +495,7 @@ components:
           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
@@ -545,12 +548,13 @@ 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.  
           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
@@ -660,6 +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
@@ -817,7 +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"
@@ -902,7 +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
@@ -928,6 +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
@@ -1164,7 +1180,13 @@ components:
             - $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:
@@ -1187,7 +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
@@ -1260,7 +1282,7 @@ 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
@@ -1302,6 +1324,13 @@ components:
           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
@@ -1376,7 +1405,7 @@ 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
           x-updatable: true
         status:
           type: string
@@ -1401,17 +1430,17 @@ components:
           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:
@@ -1422,7 +1451,7 @@ components:
           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.
           x-updatable: false 
@@ -1506,7 +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
 
@@ -1546,7 +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"
 
@@ -1557,7 +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:
             $ref: "#/components/schemas/transactionObject"
           type: array
@@ -1618,6 +1647,16 @@ components:
           description: Name of the account
           minLength: 1
           maxLength: 45
+        institution_name:
+          type: string
+          nullable: true
+          minLength: 1
+          maxLength: 50
+          description: Name of institution holding the account
+        display_name:
+          type: string
+          nullable: true
+          description: Optional display name for the account as set by the user or derived from the `institution_name` and `name` if not explicitly set.
         type:
           description: Primary type of the account
           allOf:
@@ -1629,14 +1668,10 @@ components:
             checking - savings - prepaid credit card
           minLength: 1
           maxLength: 100
-        display_name:
-          type: string
-          nullable: true
-          description: Optional display name for the account set by the user
         balance:
           type: string
           pattern: ^-?\d+(\.\d{1,4})?$
-          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
@@ -1649,18 +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
@@ -1670,13 +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
@@ -1699,8 +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:
@@ -1714,8 +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:
@@ -1725,11 +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
@@ -1747,23 +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
@@ -1779,7 +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
@@ -1795,16 +1845,29 @@ 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"
@@ -1815,12 +1878,6 @@ components:
           minLength: 1
           maxLength: 100
           x-updatable: true
-        display_name:
-          type: string
-          nullable: true
-          description: If set, an optional display name for the manual account.<br>
-            This must be unique for the user.  If not set, it will be derived from the `institution_name` (if any) concatenated with the `name`.
-          x-updatable: true
         balance:
           oneOf:
             - type: number
@@ -1832,6 +1889,12 @@ components:
             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:
@@ -1842,31 +1905,28 @@ components:
             This property is ignored if `balance` is not also set. If `balance` is set and this property is
             not set the current time is used."
           x-updatable: true
-        closed_on:
+        status:
           type: string
-          format: date
-          nullable: true
-          description: If set, the date this manual account was closed in YYYY-MM-DD format.
-          x-updatable: true
-        currency:
-          description: If set, the new three-letter lowercase currency code of the manual account
-            balance.
+          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
-          allOf:
-            - $ref: "#/components/schemas/currencyEnum"
-        institution_name:
-          type: string
+        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
@@ -1878,11 +1938,11 @@ components:
           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.
+          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
@@ -1896,6 +1956,10 @@ components:
           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:
@@ -1907,10 +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
@@ -1940,20 +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
@@ -2010,7 +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
@@ -2037,22 +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
@@ -2105,16 +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
@@ -2147,21 +2230,21 @@ components:
         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
@@ -2173,13 +2256,13 @@ components:
           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 
@@ -2219,7 +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
@@ -2230,7 +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
@@ -2246,7 +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
@@ -2254,7 +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
@@ -2279,17 +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
@@ -2304,7 +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
@@ -2347,17 +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:
@@ -2368,17 +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: >
@@ -2843,19 +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."
@@ -3043,19 +3126,19 @@ components:
         This is only returned if the query parameter `include_occurrences` is set to `true`."
       properties:
         in_range:
-          description: true if this occurrence is within the given date 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.
@@ -3066,11 +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"
@@ -3128,7 +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"
@@ -3162,7 +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:
@@ -3204,7 +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:
@@ -3228,12 +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
@@ -3265,7 +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
@@ -3300,7 +3383,7 @@ paths:
             default: false
       responses:
         "200":
-          description: Budget summary for the requested range.
+          description: Budget summary for the requested range
           content:
             application/json:
               schema:
@@ -3721,7 +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
@@ -4071,7 +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
@@ -4093,7 +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:
@@ -4459,32 +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":
@@ -4512,7 +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
@@ -4566,34 +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":
@@ -4641,7 +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
@@ -4660,7 +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:
@@ -4668,17 +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":
@@ -4784,34 +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":
@@ -4935,7 +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
@@ -4948,13 +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
@@ -4967,13 +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
@@ -4986,11 +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:
@@ -5017,7 +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
@@ -5036,14 +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
@@ -5056,11 +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:
@@ -5120,7 +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
@@ -5205,7 +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
@@ -5446,6 +5551,7 @@ paths:
                         to_base: 1250.84
                         recurring_id: 994069
                         payee: Paycheck
+                        original_name: DIRECT DEPOSIT PAYROLL
                         category_id: 88
                         notes: null
                         status: reviewed
@@ -5469,6 +5575,7 @@ paths:
                         to_base: 21.98
                         recurring_id: null
                         payee: Noodle House
+                        original_name: NOODLE HOUSE RESTAURANT #5678
                         category_id: null
                         notes: null
                         status: unreviewed
@@ -5492,6 +5599,7 @@ 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
@@ -5514,6 +5622,7 @@ paths:
                         to_base: 250
                         recurring_id: null
                         payee: Fidelity
+                        original_name: Fidelity
                         category_id: 82
                         notes: Transfer from Checking to Fidelity
                         status: reviewed
@@ -5541,6 +5650,7 @@ paths:
                         to_base: 1250.84
                         recurring_id: 994069
                         payee: Paycheck
+                        original_name: DIRECT DEPOSIT PAYROLL
                         category_id: 88
                         notes: null
                         status: reviewed
@@ -5564,6 +5674,7 @@ paths:
                         to_base: 1250.84
                         recurring_id: 994069
                         payee: Paycheck
+                        original_name: DIRECT DEPOSIT PAYROLL
                         category_id: 88
                         notes: null
                         status: reviewed
@@ -5592,6 +5703,7 @@ paths:
                         to_base: 1250.84
                         recurring_id: 994069
                         payee: Paycheck
+                        original_name: DIRECT DEPOSIT PAYROLL
                         category_id: 88
                         notes: null
                         status: reviewed
@@ -5615,6 +5727,7 @@ paths:
                         to_base: 21.98
                         recurring_id: null
                         payee: Noodle House
+                        original_name: NOODLE HOUSE RESTAURANT #5678
                         category_id: null
                         notes: null
                         status: unreviewed
@@ -5658,13 +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:
@@ -6636,6 +6747,7 @@ paths:
                     to_base: 21.98
                     recurring_id: null
                     payee: Noodle House
+                    original_name: NOODLE HOUSE RESTAURANT #5678
                     category_id: null
                     notes: null
                     status: unreviewed
@@ -6660,6 +6772,7 @@ paths:
                     to_base: 1250.84
                     recurring_id: 994069
                     payee: Paycheck
+                    original_name: DIRECT DEPOSIT PAYROLL
                     category_id: null
                     notes: null
                     status: pending
@@ -6697,6 +6810,7 @@ paths:
                     to_base: 25.69
                     recurring_id: null
                     payee: Valero
+                    original_name: Valero
                     category_id: 315174
                     notes: Net Gas for roadtrip
                     status: reviewed
@@ -6721,6 +6835,7 @@ paths:
                         to_base: 25
                         recurring_id: null
                         payee: Me
+                        original_name: Me
                         category_id: 315174
                         notes: Gas repay from Tim for roadtrip
                         status: reviewed