@lunch-money/v2-api-spec 2.9.0 → 2.10.0-preview.2

package/lunch-money-api-v2.yaml

@@ -42,7 +42,7 @@ info:
   license:
     name: Apache 2.0
     url: http://www.apache.org/licenses/LICENSE-2.0.html
-  version: 2.9.0
+  version: 2.10.0
 
 servers:
   - url: https://api.lunchmoney.dev/v2
@@ -68,6 +68,11 @@ tags:
     externalDocs:
       description: Learn more about synced accounts
       url: https://support.lunchmoney.app/setup/linked-accounts#how-often-should-i-expect-new-transactions-to-get-imported
+  - name: crypto
+    description: Work with manual and synced crypto assets
+    externalDocs:
+      description: Learn more about crypto assets
+      url: https://support.lunchmoney.app/setup/crypto
   - name: recurring_items
     description: Work with recurring items
     externalDocs:
@@ -155,116 +160,112 @@ components:
         - api_key_label
 
     categoryObject:
-      type: object
-      title: category object
-      additionalProperties: false
-      properties:
-        id:
-          type: integer
-          format: int32
-          nullable: false
-          description: System defined unique ID for the category
-        name:
-          type: string
-          nullable: false
-          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.
-          maxLength: 200
-        is_income:
-          type: boolean
-          nullable: false
-          description: 'If `true`, the transactions in this category will be treated as income. (See <a href="https://support.lunchmoney.app/setup/categories/category-properties">Category Properties</a> for more details)'
-        exclude_from_budget:
-          type: boolean
-          nullable: false
-          description: 'If `true`, the transactions in this category will be excluded from
-            the budget. (See <a href="https://support.lunchmoney.app/setup/categories/category-properties">Category Properties</a> for more details)'
-        exclude_from_totals:
-          type: boolean
-          nullable: false
-          description: 'If `true`, the transactions in this category will be excluded from
-            totals. (See <a href="https://support.lunchmoney.app/setup/categories/category-properties">Category Properties</a> for more details)'
-        updated_at:
-          type: string
-          format: date-time
-          nullable: false
-          description: The date and time of when the category was last updated (in the ISO
-            8601 extended format).
-        created_at:
-          type: string
-          format: date-time
-          nullable: false
-          description: The date and time of when the category was created (in the ISO 8601
-            extended format).
-        group_id:
-          type: integer
-          format: int64
-          nullable: true
-          description: The ID of the category group this category belongs to or `null` if
-            the category doesn't belong to a group, or is itself a category
-            group.
-        is_group:
-          type: boolean
-          description: If `true`, the category is created as a category group.
-        children:
-          type: array
-          items:
-            $ref: "#/components/schemas/childCategoryObject"
-          description: For category groups, this will populate with details about the
-            categories that belong to this group. The objects in this array are
-            similar to Category Objects but do not include the `is_income`,
-            `exclude_from_budget`, and `exclude_from_totals` properties as these
-            are inherited from the category group. In addition, the `is_group`
-            property will always be `false`, and there will be no `children`
-            attribute.
-        archived:
-          type: boolean
-          description: If true, the category is archived and not displayed in relevant
-            areas of the Lunch Money app.
-        archived_at:
-          type: string
-          format: date-time
-          nullable: true
-          description: The date and time of when the category was last archived (in the
-            ISO 8601 extended format).
-        order:
-          type: integer
-          nullable: true
-          default: null
-          description: "An integer specifying the position in which the category is displayed
-            on the categories page in the Lunch Money GUI. For categories within
-            a category group the order is relative to the other categories
-            within the group.<br>Categories with `order: null` will be displayed in
-            alphabetical order by name, prior to any categories with an order"
-        collapsed:
-          type: boolean
-          nullable: false
-          default: false
-          description: If `true`, the category is collapsed in the Lunch Money GUI.
-      required:
-        - id
-        - name
-        - description
-        - is_income
-        - exclude_from_budget
-        - exclude_from_totals
-        - updated_at
-        - created_at
-        - group_id
-        - is_group
-        - archived
-        - archived_at
-        - order
-        - collapsed
-
-    # The childCategoryObject is basically a categoryObject that has no
-    # `children` attribute. We create this to ensure that no categories
-    # are added to a category group if they have children and are a group
+          type: object
+          title: category object
+          additionalProperties: false
+          properties:
+            id:
+              type: integer
+              format: int32
+              nullable: false
+              description: System defined unique ID for the category
+            name:
+              type: string
+              nullable: false
+              description: Name of the category
+              minLength: 1
+              maxLength: 100
+            description:
+              type: string
+              nullable: true
+              description: Category description, or `null` if none is set
+              maxLength: 200
+            is_income:
+              type: boolean
+              nullable: false
+              description: 'If `true`, transactions in this category are treated as income. (See [Category Properties](https://support.lunchmoney.app/setup/categories/category-properties) for details)'
+            exclude_from_budget:
+              type: boolean
+              nullable: false
+              description: 'If `true`, transactions in this category are excluded from
+                the budget. (See <a href="https://support.lunchmoney.app/setup/categories/category-properties">Category Properties</a> for details)'
+            exclude_from_totals:
+              type: boolean
+              nullable: false
+              description: 'If `true`, transactions in this category are excluded from
+                totals. (See <a href="https://support.lunchmoney.app/setup/categories/category-properties">Category Properties</a> for details)'
+            updated_at:
+              type: string
+              format: date-time
+              nullable: false
+              description: Date and time the category was last updated (in the ISO
+                8601 extended format).
+            created_at:
+              type: string
+              format: date-time
+              nullable: false
+              description: Date and time of when the category was created (ISO 8601
+                extended format).
+            group_id:
+              type: integer
+              format: int64
+              nullable: true
+              description: ID of the category group this category belongs to, or `null` if
+                It does not belong to a group, or is itself a
+                group.
+            is_group:
+              type: boolean
+              description: If `true`, this category is created as a category group
+            children:
+              type: array
+              items:
+                $ref: "#/components/schemas/childCategoryObject"
+              description: For category groups, contains details about the
+                categories in the group. These objects are
+                similar to Category Objects but the `is_group`
+                property will always be `false`, and there will be no `children`
+                attribute.
+            archived:
+              type: boolean
+              description: If true, the category is archived and hidden in relevant
+                areas of the Lunch Money app.
+            archived_at:
+              type: string
+              format: date-time
+              nullable: true
+              description: Date and time the category was last archived (
+                ISO 8601 extended format).
+            order:
+              type: integer
+              nullable: true
+              default: null
+              description: "Position of the category on the categories page in the Lunch Money app.
+                For grouped categories, the order is relative to others in the same group.<br>
+                Categories with `order: null` are shown alphabetically before ordered categories"
+            collapsed:
+              type: boolean
+              nullable: false
+              default: false
+              description: If `true`, the category appears collapsed in the Lunch Money app
+          required:
+            - id
+            - name
+            - description
+            - is_income
+            - exclude_from_budget
+            - exclude_from_totals
+            - updated_at
+            - created_at
+            - group_id
+            - is_group
+            - archived
+            - archived_at
+            - order
+            - collapsed
+
+    # The childCategoryObject is a categoryObject without a 
+    # `children` attribute. This ensures that only non-group categories
+    # are added to a category group
     childCategoryObject:
       type: object
       x-internal: true # Don't display in schemas section of docs
@@ -274,79 +275,76 @@ components:
           type: integer
           format: int32
           nullable: false
-          description: A system defined unique identifier for the category.
+          description: System defined unique ID 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: Category description, or `null` if none is set
           maxLength: 200
         is_income:
           type: boolean
           nullable: false
-          description: If true, the transactions in this category will be treated as
-            income. Inherited from Category Group.
+          description: If true, transactions in this category are treated as
+            income. (Inherited from the Category Group).
         exclude_from_budget:
           type: boolean
           nullable: false
-          description: If true, the transactions in this category will be excluded from
-            the budget. Inherited from Category Group.
+          description: If true, transactions in this category are excluded from
+            the budget. (Inherited from Category Group).
         exclude_from_totals:
           type: boolean
           nullable: false
-          description: If true, the transactions in this category will be excluded from
-            totals. Inherited from Category Group.
+          description: If true, transactions in this category are excluded from
+            totals. (Inherited from Category Group).
         updated_at:
           type: string
           format: date-time
           nullable: false
-          description: The date and time of when the category was last updated (in the ISO
+          description: Date and time the category was last updated (ISO
             8601 extended format).
         created_at:
           type: string
           format: date-time
           nullable: false
-          description: The date and time of when the category was created (in the ISO 8601
+          description: Date and time the category was created (ISO 8601
             extended format).
         group_id:
           type: integer
           format: int64
           nullable: true
-          description: The ID of the category group this category belongs to or `null` if
-            the category doesn't belong to a group, or is itself a category
-            group.
+          description: ID of the category group this category belongs to, or `null` if
+            it does not belong to a group, or is itself a group.
         is_group:
           type: boolean
           enum:
             - false
-          description: Will always be false for a category that is part of category group.
+          description: Always false for categories that belong to a category group
         archived:
           type: boolean
-          description: If true, the category is archived and not displayed in relevant
+          description: If true, the category is archived and hidden in relevant
             areas of the Lunch Money app.
         archived_at:
           type: string
           format: date-time
           nullable: true
-          description: The date and time of when the category was last archived (in the
+          description: Date and time the category was last archived (
             ISO 8601 extended format).
         order:
           type: integer
           nullable: true
-          description: An index specifying the position in which the category is displayed
-            on the categories page in the Lunch Money GUI. For categories within
-            a category group the order is relative to the other categories
-            within the group.<br> 
-            API.
+          description: Position of the category
+            on the categories page in the Lunch Money app. For grouped categories, the order is          
+            relative to the others in the same group.
         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
@@ -361,8 +359,9 @@ components:
         - archived
         - archived_at
         - order
+        - collapsed
 
-    # The request object for POST /categories
+     # The request object for POST /categories
     # Prevent user from submitting any system created fields in a POST request
     createCategoryRequestObject:
       type: object
@@ -373,9 +372,9 @@ components:
           type: string
           nullable: false
           description: >-
-            The name of the new category. Must be between 1 and 100 characters.
+            Name of the new category. Must be between 1 and 100 characters.
 
-            Must not match the name of any existing categories or category
+            The name must not match the name of any existing categories or category
             groups.
           minLength: 1
           maxLength: 100
@@ -383,58 +382,53 @@ components:
           type: string
           nullable: true
           default: null
-          description: The description of the category. Must not exceed 200 characters.
+          description: Description of the category. Maximum length is 200 characters.
           minLength: 0 # Allow empty strings
           maxLength: 200
         is_income:
           type: boolean
           nullable: false
           default: false
-          description: If `true`, the transactions in this category will be treated as 
-            income. (See <a href="https://support.lunchmoney.app/setup/categories/category-properties">Category Properties</a> for more details)
+          description: If `true`, transactions in this category are treated as 
+            income. (See <a href="https://support.lunchmoney.app/setup/categories/category-properties">Category Properties</a> for details)
         exclude_from_budget:
           type: boolean
           nullable: false
           default: false
-          description: If `true`, the transactions in this category will be excluded from
+          description: If `true`, transactions in this category are excluded from
             the budget. (See <a href="https://support.lunchmoney.app/setup/categories/category-properties">Category Properties</a> for more details)
         exclude_from_totals:
           type: boolean
           nullable: false
           default: false
-          description: If `true`, the transactions in this category will be excluded from
+          description: If `true`, transactions in this category are excluded from
             totals. (See <a href="https://support.lunchmoney.app/setup/categories/category-properties">Category Properties</a> for more details)
         is_group:
           type: boolean
           nullable: false
           default: false
-          description: If `true`, the category is created as a category group.
+          description: If `true`, this category will be created as a category group.
         group_id:
           type: integer
           format: int64
           nullable: true
           default: null
-          description: If set to the ID of an existing category group, this new category
-            will be assigned to that group. Cannot be set if `is_group` is true.
+          description: If set to the ID of an existing category group, the new category
+            will be added to that group. Cannot be used if `is_group` is true.
         archived:
           type: boolean
           default: false
-          description: If `true`, the category is archived and not displayed in relevant
+          description: If `true`, the category is archived and in relevant
             areas of the Lunch Money app.
         children:
           type: array
           nullable: false
-          description: The list of existing category objects, or existing category IDs or
-            names of new categories to add to the new category group. This
-            attribute should only be set if `is_group` is also set to true.<br>
-            The categories or IDs specified must already exist and may not be category groups themselves.
-            Categories that already belong to
-            another category group will be moved. If strings are specified, they
-            will be used as the names of new categories that will be added to
-            the new category group. The request will fail if 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.
+          description: List of categories to include in the new category group. This
+            field should only be set if `is_group` is also set to true.<br> You may provide existing category objects, existing category IDs, or names of new categories to add to the new category group. 
+            Categories or IDs specified must already exist and cannot be category groups.
+            Categories that already belong to another group will be moved. If strings are provided, they
+            will be used as names for new categories added to the group. The request will fail if any name already exists.<br>
+            You may mix category objects, IDs, and new category names in the same request.
           items:
             oneOf:
               - type: integer
@@ -446,18 +440,15 @@ components:
         order:
           type: integer
           nullable: true
-          description: An index specifying the position in which the category is displayed
-            on the categories page in the Lunch Money GUI. For categories within
-            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.
+          description: Position of the category on the categories page in the Lunch Money app. For grouped categories, the order is relative to other categories in the same group.<br>While this property can be set via the API, it is usually managed by the user in the Lunch Money app.
         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 appears collapsed in the Lunch Money app. Can only be set to `true` for category groups.<br>While this property can be set via the API, it is usually managed by the user in the Lunch Money app.
       required:
         - name
 
+
     # Request object for a PUT /categories/:id request
     # Tolerates a request object that includes system created fields from a
     # previous GET request, but these are essentially ignored
@@ -469,7 +460,7 @@ components:
         name:
           type: string
           nullable: false
-          description: If set, the new name of the category. Must be between 1 and 100
+          description: If provided, updates the category name. Must be between 1 and 100
             characters.
           minLength: 1
           maxLength: 100
@@ -477,7 +468,7 @@ components:
         description:
           type: string
           nullable: true
-          description: If set, the new description of the category. Must not exceed 200
+          description: If provided, updates the category description. Must not exceed 200
             characters.
           minLength: 0 # Allow empty strings
           maxLength: 200
@@ -485,38 +476,35 @@ components:
         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)
+          description: If set, determines whether transactions in this category are 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)
+          description: If provided, determines whether transactions in this category are 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)
+          description: If provided, determines whether transactions in this category are 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 provided, determines whether this category is archived.
           x-updatable: true
         group_id:
           type: integer
           format: int64
           nullable: true
           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.
+            is not itself a category group, this category will be assigned to that group.
           x-updatable: true
         is_group:
           type: boolean
           nullable: true
           default: false
-          description: This attribute may not be set to a value that is different
-            than the current status of the category or category group. In other
-            words, this API may not be used to convert a category to a category
-            group or vice versa.
+          description: This property is tolerated but cannot be changed.
+            This API cannot be used to convert a category into a category group or vice versa.
         children:
           type: array
           nullable: false
@@ -622,213 +610,268 @@ components:
         - category_name
         - dependents
 
-    # The object containing information about a manual account
-    manualAccountObject:
+    # The base object containing information about a crypto balance
+    cryptoBalanceObject:
       type: object
-      title: manual account object
+      title: crypto balance object
       additionalProperties: false
-      description: An object containing information about a manual account
+      description: The balance for a single crypto asset
       properties:
         id:
           type: integer
           format: int32
-          description: The unique identifier of this account
-        name:
+          description: A system defined unique ID for the crypto asset if the source is "manual" or the synced connection ID if the source is "synced"
+        source:
           type: string
-          description: Name of the account
-          minLength: 1
-          maxLength: 45
-        institution_name:
+          description: The source type for this crypto asset
+          enum:
+            - manual
+            - synced
+        account_status:
+          type: string
+          description: Status of the synced crypto account. Will not be present for manually managed crypto assets.
+          enum:
+            - active
+            - unsupported
+            - relink
+            - initializing
+        name:
           type: string
           nullable: true
           minLength: 1
-          maxLength: 50
-          description: Name of institution holding the account
+          maxLength: 45
+          description: The name of the crypto asset
         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:
-            - $ref: "#/components/schemas/accountTypeEnum"
-        subtype:
+          description: Optional display name for the crypto asset
+        institution_name:
           type: string
           nullable: true
-          description: Optional account subtype. Examples include<br> - retirement -
-            checking - savings - prepaid credit card
           minLength: 1
-          maxLength: 100
+          maxLength: 50
+          description: Institution or wallet provider display name
         balance:
           type: string
-          pattern: ^-?\d+(\.\d{1,4})?$
-          description: Current balance of the account in numeric format to 4 decimal places
+          pattern: ^-?\d+(\.\d{1,18})?$
+          description: Current balance in numeric format to 18 decimal places
         currency:
           type: string
-          minLength: 3
-          maxLength: 3
-          description: Three-letter lowercase currency code of the account balance
+          minLength: 1
+          maxLength: 10
+          description: Cryptocurrency symbol
+        coingecko_id:
+          type: string
+          nullable: true
+          minLength: 1
+          maxLength: 100
+          description: CoinGecko identifier associated with this balance
         to_base:
           type: number
-          description: The balance converted to the user's primary currency
+          description: Balance converted to the user's primary currency
         balance_as_of:
           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 in YYYY-MM-DD format. Will be null if the account has
-            not been marked as closed.
-        external_id:
+          description: Date/time the balance was last updated in ISO 8601 extended format
+        last_import:
           type: string
+          format: date-time
           nullable: true
-          minLength: 0
-          maxLength: 75
-          description: An optional external_id that may be set or updated via the API
-        custom_metadata:
-          type: object
-          nullable: true
-          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
+          description: Timestamp in ISO 8601 extended format of the last successful import
         created_by_name:
           type: string
-          description: The name of the user who created the account
+          nullable: true
+          description: Name of the user who created the crypto asset
         created_at:
           type: string
           format: date-time
-          description: Date/time the account was created in ISO 8601 extended format
+          description: Date/time the crypto asset was created in ISO 8601 extended format
         updated_at:
           type: string
           format: date-time
-          description: Date/time the account was created in ISO 8601 extended format
+          description: Date/time the crypto asset was last updated in ISO 8601 extended format
       required:
         - id
+        - source
         - name
-        - type
-        - subtype
         - display_name
+        - institution_name
         - balance
         - currency
+        - coingecko_id
         - to_base
         - balance_as_of
-        - closed_on
-        - institution_name
-        - external_id
-        - exclude_from_transactions
+        - last_import
         - created_by_name
         - created_at
         - updated_at
-        - status
 
-    # The object that may be submitted to POST /manual_accounts
-    createManualAccountRequestObject:
+    # Manual crypto balance type derived from cryptoBalanceObject
+    cryptoManualObject:
+      title: manual crypto object
+      x-internal: true
+      allOf:
+        - type: object
+          properties:
+            source:
+              type: string
+              description: The source type for this crypto asset. Will always be "manual" for manual crypto assets.
+              enum:
+                - manual
+        - $ref: "#/components/schemas/cryptoBalanceObject"
+
+    # Synced crypto balance type derived from cryptoBalanceObject
+    cryptoSyncedObject:
+      title: synced crypto object
+      x-internal: true
+      allOf:
+        - type: object
+          properties:
+            source:
+              type: string
+              description: The source type for this crypto asset. Will always be "synced" for synced crypto assets.
+              enum:
+                - synced
+            account_status:
+              type: string
+              description: Status of the synced crypto account. If not `active`, see the [Knowledge Base](https://support.lunchmoney.app/setup/crypto#why-is-my-synced-crypto-account-showing-not-supported) for more details.
+              enum:
+                - active
+                - unsupported
+                - relink
+                - initializing
+            currency:
+              type: string
+              minLength: 1
+              maxLength: 10
+              description: Symbol of the currency held in the synced account.
+        - $ref: "#/components/schemas/cryptoBalanceObject"
+
+    # Response object returned by GET /crypto
+    cryptoListResponseObject:
       type: object
+      x-internal: true
       additionalProperties: false
+      properties:
+        crypto:
+          type: array
+          items:
+            $ref: "#/components/schemas/cryptoBalanceObject"
+      required:
+        - crypto
+
+    # Response object returned by GET /crypto/manual
+    cryptoManualListResponseObject:
+      type: object
       x-internal: true
+      additionalProperties: false
       properties:
-        name:
-          type: string
-          description: Name of the manual account
-          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
-          allOf:
-            - $ref: "#/components/schemas/accountTypeEnum"
-        subtype:
+        crypto_manual:
+          type: array
+          items:
+            $ref: "#/components/schemas/cryptoManualObject"
+      required:
+        - crypto_manual
+
+    # Response object returned by GET /crypto/synced and GET /crypto/synced/{id}
+    cryptoSyncedListResponseObject:
+      type: object
+      x-internal: true
+      additionalProperties: false
+      properties:
+        crypto_synced:
+          type: array
+          items:
+            $ref: "#/components/schemas/cryptoSyncedObject"
+      required:
+        - crypto_synced
+
+    # Response object returned by GET /cryptocurrencies
+    cryptoCurrencyResponseObject:
+      type: object
+      x-internal: true
+      additionalProperties: false
+      properties:
+        cryptocurrencies:
+          type: array
+          description: List of cryptocurrencies currently supported for manual tracking.
+          items:
+            type: object
+            additionalProperties: false
+            properties:
+              id:
+                type: integer
+                format: int32
+                description: System-defined unique identifier for this cryptocurrency in Lunch Money.
+              coingecko_id:
+                type: string
+                minLength: 1
+                maxLength: 50
+                description: System-defined CoinGecko identifier used to fetch the USD-based prices for this cryptocurrency.
+              currency:
+                type: string
+                minLength: 1
+                maxLength: 50
+                description: Lowercase currency symbol that must be used as `currency` when creating a manual crypto balance.
+              full_name:
+                type: string
+                minLength: 1
+                maxLength: 200
+                description: Human-readable name of the cryptocurrency.
+            required:
+              - id
+              - coingecko_id
+              - currency
+              - full_name
+      required:
+        - cryptocurrencies
+
+    # The object that may be submitted to POST /crypto/manual
+    createCryptoManualRequestObject:
+      type: object
+      additionalProperties: false
+      x-internal: true
+      properties:
+        name:
           type: string
-          description: An optional manual account subtype. Examples include<br> -
-            retirement - checking - savings - prepaid credit card
           minLength: 1
-          maxLength: 100
-          example: prepaid credit card
+          maxLength: 45
+          description: The name of the manual crypto asset
+          example: Hardware Wallet
+        display_name:
+          type: string
+          minLength: 1
+          maxLength: 45
+          description: Optional display name for the manual crypto asset
+          example: Cold Storage
+        institution_name:
+          type: string
+          minLength: 1
+          maxLength: 50
+          description: Optional institution or wallet provider display name
+          example: Ledger
         balance:
           oneOf:
             - type: number
               format: double
             - type: string
-              pattern: ^-?\d+(\.\d{1,4})?$
-          example: "195.50"
-          description: Numeric value of the current balance, up to four decimal places, of
-            the account as a number or string. Do not include any special
-            characters aside from a decimal point.
-        balance_as_of:
-          type: string
-          oneOf:
-            - format: date-time
-            - format: date
-          example: "2024-09-15"
-          description: Date/time the balance of the manual account was last updated in ISO 8601 extended format
+              pattern: ^-?\d+(\.\d{1,18})?$
+          description: Numeric value of the balance, up to 18 decimal places
+          example: "0.523400000000000000"
         currency:
-          description: Three-letter lowercase currency code of the transaction in ISO 4217
-            format
-          allOf:
-            - $ref: "#/components/schemas/currencyEnum"
-        status: 
-          type: string
-          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
-          minLength: 0
-          maxLength: 75
-          description: An optional user-defined ID for the manual account
-        custom_metadata:
-          type: object
-          nullable: true
-          description: An optional JSON object that includes additional data related to
-            this account. This must be a valid JSON object and, when
-            stringified, must not exceed 4096 characters.
-          additionalProperties: true
-        exclude_from_transactions:
-          type: boolean
-          description: If `true`, transactions may not be assigned to this manual account
-          default: false
+          minLength: 1
+          maxLength: 10
+          description: Cryptocurrency symbol to track. Must match the `currency` of one of the supported cryptocurrencies returned by `GET /cryptocurrencies`.
+          example: btc
       required:
         - name
-        - type
         - balance
+        - currency
 
-    # The object that may be submitted to PUT /manual_accounts/:id
-    updateManualAccountRequestObject:
+    # The object that may be submitted to PUT /crypto/manual/{id}
+    updateCryptoManualRequestObject:
       type: object
       x-internal: true
       additionalProperties: false
@@ -836,210 +879,141 @@ components:
         id:
           type: integer
           format: int32
-          description: System defined unique identifier of this account. Ignored if set
+          description: System defined unique ID for the manual crypto asset. Ignored if set
+          x-updatable: false
+        source:
+          type: string
+          description: System defined source for the crypto asset. Ignored if set
+          enum:
+            - manual
           x-updatable: false
         name:
           type: string
-          description: If set, the new name of the manual account
+          nullable: true
           minLength: 1
           maxLength: 45
+          description: If set, the new name of the manual crypto asset
           x-updatable: true
-        institution_name:
+        display_name:
           type: string
           nullable: true
-          description: If set, the name of institution holding the account
           minLength: 1
-          maxLength: 50
+          maxLength: 45
+          description: If set, the new display name for the manual crypto asset
           x-updatable: true
-        display_name:
+        institution_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
-          x-updatable: true
-          allOf:
-            - $ref: "#/components/schemas/accountTypeEnum"
-        subtype:
-          type: string
-          description: If set, an optional account subtype. Examples include<br> -
-            retirement - checking - savings - prepaid credit card
           minLength: 1
-          maxLength: 100
+          maxLength: 50
+          description: If set, the new institution or wallet provider display name
           x-updatable: true
         balance:
           oneOf:
             - type: number
               format: double
             - type: string
-              pattern: ^-?\d+(\.\d{1,4})?$
-          example: "195.50"
-          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.
+              pattern: ^-?\d+(\.\d{1,18})?$
+          description: If set, the new balance value up to 18 decimal places
+          example: "1.050000000000000000"
           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"
+          type: string
+          minLength: 1
+          maxLength: 10
+          description: Existing cryptocurrency symbol. Ignored if set.
+          x-updatable: false
+        coingecko_id:
+          type: string
+          nullable: true
+          minLength: 1
+          maxLength: 100
+          description: System-defined CoinGecko identifier for this currency. Ignored if set.
+          x-updatable: false
+        to_base:
+          type: number
+          description: System defined balance converted to the user's primary currency. Ignored if set
+          x-updatable: false
         balance_as_of:
           type: string
-          oneOf:
-            - format: date-time
-            - format: date
-          description: "A new date for the `updated_at` property. 
-            May be set as a date, ie: YYYY-MM-DD, or date-time string in ISO 8601 extended format.
-            This property is ignored if `balance` is not also set. If `balance` is set and this property is
-            not set the current time is used."
-          x-updatable: true
+          format: date-time
+          nullable: true
+          description: System defined date/time the balance was last updated in ISO 8601 extended format. Ignored if set
+          x-updatable: false
+        last_import:
+          type: string
+          format: date-time
+          nullable: true
+          description: System defined timestamp in ISO 8601 extended format of the last successful import. Ignored if set
+          x-updatable: false
         status:
           type: string
-          description: If set, the status of the manual account. If set to `closed`, the `closed_on_date` date will be set to the current date, unless it is also set.
+          description: System defined status of the crypto asset. Ignored if set
           enum:
             - active
-            - closed
-          x-updatable: true
-        closed_on:
-          nullable: true
-          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:
+            - unsupported
+            - relink
+            - initializing
+          x-updatable: false
+        created_by_name:
           type: string
           nullable: true
-          minLength: 0
-          maxLength: 75
-          description: An optional user-defined ID for the manual account
-          x-updatable: true
-        custom_metadata:
-          type: object
-          nullable: true
-          description: An optional JSON object that includes additional data related to
-            this account. This must be a valid JSON object and, when
-            stringified, must not exceed 4096 characters.
-          additionalProperties: true
-          x-updatable: true
-        exclude_from_transactions:
-          type: boolean
-          description: If set, transactions may not be assigned to this manual account
-          x-updatable: true
-        to_base:
-          type: number
-          description: System defined balance converted to the user's primary currency. Ignored if set. Use `balance` to update the balance in the account
+          description: System defined name of the user who created the crypto asset. Ignored if set
           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.
+          description: System defined date/time the crypto asset 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
+          description: System defined date/time the crypto asset was last updated in ISO 8601 extended format. Ignored if set
           x-updatable: false
+      description: Update a manual crypto balance. System-defined properties are accepted but ignored
 
-    # The object containing information about a Plaid account
-    plaidAccountObject:
+
+    # The object containing information about a manual account
+    manualAccountObject:
       type: object
-      title: plaid account object
+      title: manual account object
       additionalProperties: false
-      description: An object containing information about an account synced via Plaid
+      description: An object containing information about a manual account
       properties:
         id:
           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
-            altered.
+          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 set by the user. If not set,
-            it will return a concatenated string of institution and account
-            name.
+          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:
-          type: string
-          description: Primary type of the account, such as `credit`, `depository`, etc.
-            This field is set by Plaid and cannot be altered.
+          description: Primary type of the account
+          allOf:
+            - $ref: "#/components/schemas/accountTypeEnum"
         subtype:
           type: string
-          description: Optional account subtype. This field is set by Plaid and cannot be
-            altered.
-        mask:
-          type: string
-          description: Mask (last 3 to 4 digits of account) of account. This field is set
-            by Plaid and cannot be altered.
-        institution_name:
-          type: string
-          description: Name of institution holding the account. This field is set by Plaid
-            and cannot be altered.
-        status:
-          type: string
-          description: "Denotes the current status of the account within Lunch Money. Must
-            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
-            - closed
-            - deactivated
-            - not found
-            - not supported
-            - relink
-            - syncing
-            - revoked
-            - error
-        allow_transaction_modifications:
-          type: boolean
-          description: If `false`, transactions imported for this synced account can have their properties (such as amount and account) be modified by the user. This option is managed in the web app.
-        limit:
-          type: number
           nullable: true
-          description: Optional credit limit of the account. This field is set by Plaid
-            and cannot be altered
+          description: Optional account subtype. Examples include<br> - retirement -
+            checking - savings - prepaid credit card
+          minLength: 1
+          maxLength: 100
         balance:
           type: string
-          description: Current balance of the account in numeric format to 4 decimal
-            places. This field is set by Plaid and cannot be altered.
+          pattern: ^-?\d+(\.\d{1,4})?$
+          description: Current balance of the account in numeric format to 4 decimal places
         currency:
           type: string
           minLength: 3
@@ -1047,505 +1021,882 @@ components:
           description: Three-letter lowercase currency code of the account balance
         to_base:
           type: number
-          description: The account balance converted to the user's primary currency
-        balance_last_update:
+          description: The balance converted to the user's primary currency
+        balance_as_of:
           type: string
           format: date-time
-          nullable: true
-          description: Date balance was last updated in ISO 8601 extended format. This
-            field is set by Plaid and cannot be altered.
-        import_start_date:
+          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: Date of earliest date allowed for importing transactions.
-            Transactions earlier than this date are not imported.
-        last_import:
+          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
-          format: date-time
           nullable: true
-          description: Timestamp in ISO 8601 extended format of the last time Lunch Money
-            imported new data from Plaid for this account.
-        last_fetch:
+          minLength: 0
+          maxLength: 75
+          description: An optional external_id that may be set or updated via the API
+        custom_metadata:
+          type: object
+          nullable: true
+          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
-          nullable: true
-          description: Timestamp in ISO 8601 extended format of the last successful
-            request from Lunch Money for updated data or timestamps from Plaid
-            in ISO 8601 extended format (not necessarily date of last successful
-            import)
-        plaid_last_successful_update:
+          description: Date/time the account was created in ISO 8601 extended format
+        updated_at:
           type: string
           format: date-time
-          nullable: true
-          description: Timestamp in ISO 8601 extended format of the last time Plaid
-            successfully connected with institution for new transaction updates,
-            regardless of whether any new data was available in the update.
+          description: Date/time the account was created in ISO 8601 extended format
       required:
         - id
-        - plaid_item_id
-        - date_linked
-        - linked_by_name
         - name
-        - display_name
         - type
         - subtype
-        - mask
-        - institution_name
-        - status
-        - allow_transaction_modifications
-        - limit
+        - display_name
         - balance
         - currency
         - to_base
-        - balance_last_update
-        - import_start_date
-        - last_import
-        - last_fetch
-        - plaid_last_successful_update
+        - balance_as_of
+        - closed_on
+        - institution_name
+        - external_id
+        - exclude_from_transactions
+        - created_by_name
+        - created_at
+        - updated_at
+        - status
 
-    # The object containing information about a recurring item
-    recurringObject:
+    # The object that may be submitted to POST /manual_accounts
+    createManualAccountRequestObject:
       type: object
-      title: recurring item object
+      additionalProperties: false
+      x-internal: true
+      properties:
+        name:
+          type: string
+          description: Name of the manual account
+          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
+          allOf:
+            - $ref: "#/components/schemas/accountTypeEnum"
+        subtype:
+          type: string
+          description: An optional manual account subtype. Examples include<br> -
+            retirement - checking - savings - prepaid credit card
+          minLength: 1
+          maxLength: 100
+          example: prepaid credit card
+        balance:
+          oneOf:
+            - type: number
+              format: double
+            - type: string
+              pattern: ^-?\d+(\.\d{1,4})?$
+          example: "195.50"
+          description: Numeric value of the current balance, up to four decimal places, of
+            the account as a number or string. Do not include any special
+            characters aside from a decimal point.
+        balance_as_of:
+          type: string
+          oneOf:
+            - format: date-time
+            - format: date
+          example: "2024-09-15"
+          description: Date/time the balance of the manual account was last updated in ISO 8601 extended format
+        currency:
+          description: Three-letter lowercase currency code of the transaction in ISO 4217
+            format
+          allOf:
+            - $ref: "#/components/schemas/currencyEnum"
+        status: 
+          type: string
+          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
+          minLength: 0
+          maxLength: 75
+          description: An optional user-defined ID for the manual account
+        custom_metadata:
+          type: object
+          nullable: true
+          description: An optional JSON object that includes additional data related to
+            this account. This must be a valid JSON object and, when
+            stringified, must not exceed 4096 characters.
+          additionalProperties: true
+        exclude_from_transactions:
+          type: boolean
+          description: If `true`, transactions may not be assigned to this manual account
+          default: false
+      required:
+        - name
+        - type
+        - balance
+
+    # The object that may be submitted to PUT /manual_accounts/:id
+    updateManualAccountRequestObject:
+      type: object
+      x-internal: true
+      additionalProperties: false
       properties:
         id:
           type: integer
           format: int32
-          description: The unique identifier of this recurring item
-        description:
+          description: System defined unique identifier of this account. Ignored if set
+          x-updatable: false
+        name:
+          type: string
+          description: If set, the new name of the manual account
+          minLength: 1
+          maxLength: 45
+          x-updatable: true
+        institution_name:
           type: string
           nullable: true
-          description: An optional description of this recurring item.
-        status:
+          description: If set, the name of institution holding the account
+          minLength: 1
+          maxLength: 50
+          x-updatable: true
+        display_name:
           type: string
-          description: The status of this recurring item. `suggested` recurring items are
-            generated by Lunch Money, but only `reviewed` recurring items will
-            be applied to matching transactions.
-          enum:
-            - suggested
-            - reviewed
-        transaction_criteria:
-          type: object
-          description: The set of properties used to identify matching transactions.
-          properties:
-            start_date:
-              type: string
-              format: date
-              nullable: true
-              description: The beginning of the date range for matching transactions. If `null`,
-                any transactions before end_date may be considered.
-            end_date:
-              type: string
-              format: date
-              nullable: true
-              description: The end of the date range for matching transactions. If `null`, any
-                transactions after start_date may be considered.
-            granularity:
-              type: string
-              description: The unit of time used to define the cadence of the recurring item.
-              enum:
-                - day
-                - week
-                - month
-                - year
-            quantity:
-              type: integer
-              description: The number of granularity units between each recurrence.
-            anchor_date:
-              type: string
-              format: date
-              nullable: false
-              description: The date used in conjunction with the `quantity` and `granularity`
-                properties to calculate expected occurrences of recurring
-                transactions.
-            payee:
-              type: string
-              nullable: true
-              description: If set, represents the original transaction payee name that
-                triggered this recurring item's creation.
-            amount:
-              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
+          x-updatable: true
+          allOf:
+            - $ref: "#/components/schemas/accountTypeEnum"
+        subtype:
+          type: string
+          description: If set, an optional account subtype. Examples include<br> -
+            retirement - checking - savings - prepaid credit card
+          minLength: 1
+          maxLength: 100
+          x-updatable: true
+        balance:
+          oneOf:
+            - type: number
+              format: double
+            - type: string
               pattern: ^-?\d+(\.\d{1,4})?$
-              description: The expected amount for a transaction that will match this
-                recurring item. For recurring items that have a flexible amount
-                this is the average of the specified min and max amounts.
-            to_base:
-              type: number
-              description: The amount converted to the user's primary currency
-            currency:
-              type: string
-              nullable: false
-              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.
-            manual_account_id:
-              type: integer
-              format: int64
-              nullable: true
-              description: The manual account ID associated with the recurring item, if any.
-          required:
-            - start_date
-            - end_date
-            - granularity
-            - quantity
-            - anchor_date
-            - payee
-            - amount
-            - to_base
-            - currency
-            - plaid_account_id
-            - manual_account_id
-        overrides:
-          type: object
-          description: The values that will be applied to matching transactions.
-          properties:
-            payee:
-              type: string
-              nullable: false
-              description: If present, the payee name that will be displayed for any matching
-                transactions.
-            notes:
-              type: string
-              nullable: false
-              description: If present, the notes that will be displayed for any matching
-                transactions.
-            category_id:
-              type: integer
-              nullable: false
-              description: If present, the ID of the category that matching transactions will
-                be assigned to.
-        matches:
-          type: object
+          example: "195.50"
+          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:
+            - format: date-time
+            - format: date
+          description: "A new date for the `updated_at` property. 
+            May be set as a date, ie: YYYY-MM-DD, or date-time string in ISO 8601 extended format.
+            This property is ignored if `balance` is not also set. If `balance` is set and this property is
+            not set the current time is used."
+          x-updatable: true
+        status:
+          type: string
+          description: If set, the status of the manual account. If set to `closed`, 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: Details on expected, found and missing transactions for the
-            specified range. This will be `null` for recurring items with a
-            `status` of `suggested`.
-          properties:
-            request_start_date:
-              type: string
-              format: date
-              description: The beginning of the date range that this request used to find
-                matching transactions.
-            request_end_date:
-              type: string
+          oneOf:
+            - type: string
               format: date
-              description: The beginning of the date range that this request used to find
-                matching transactions.
-            expected_occurrence_dates:
-              type: array
-              items:
-                type: string
-                format: date
-              description: A list of dates within the specified range where a recurring
-                transactions is expected.
-            found_transactions:
-              type: array
-              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.
-                  transaction_id:
-                    type: integer
-                    description: The ID of a matching transaction within the specified range.
-            missing_transaction_dates:
-              type: array
-              items:
-                type: string
-                format: date
-              description: A list of dates within the range of where a recurring transaction
-                was expected but none was found.
-        created_by:
-          type: integer
-          nullable: false
-          description: The ID of the user who created the recurring item.
+            - 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
+          x-updatable: true
+        custom_metadata:
+          type: object
+          nullable: true
+          description: An optional JSON object that includes additional data related to
+            this account. This must be a valid JSON object and, when
+            stringified, must not exceed 4096 characters.
+          additionalProperties: true
+          x-updatable: true
+        exclude_from_transactions:
+          type: boolean
+          description: If set, transactions may not be assigned to this manual account
+          x-updatable: true
+        to_base:
+          type: number
+          description: System defined balance converted to the user's primary currency. Ignored if set. Use `balance` to update the balance in the account
+          x-updatable: false
         created_at:
           type: string
           format: date-time
-          nullable: false
-          description: Date/time the recurring item was created in ISO 8601 extended format.
+          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
-          nullable: false
-          description: Date/time the recurring item was updated in ISO 8601 extended format.
-        source:
+          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: >
-            This can be one of four values:
-
-            - `manual`: User created this recurring item manually from the
-            Recurring Items page
-
-            - `transaction`: User created this by converting a transaction from
-            the Transactions page
-
-            - `system`: Recurring item was created by the system on transaction
-            import
+          description: System defined name of the user who created the account. Ignored if set
+          x-updatable: false
 
-            - `null`: Some older recurring items may not have a source.
-          enum:
-            - manual
-            - transaction
-            - system
-      required:
-        - id
-        - description
-        - status
-        - transaction_criteria
-        - overrides
-        - matches
-        - created_by
-        - created_at
-        - updated_at
-        - source
-
-    # The object containing information about a tag
-    tagObject:
+    # The object containing information about a Plaid account
+    plaidAccountObject:
       type: object
-      title: tag object
+      title: plaid account object
       additionalProperties: false
+      description: An object containing information about an account synced via Plaid
       properties:
         id:
           type: integer
           format: int32
-          description: Unique identifier for the tag.
-        name:
-          type: string
-          description: Name of the tag.
-        description:
-          type: string
-          nullable: true
-          description: Description of the tag.
-        text_color:
+          description: The unique identifier of this account
+        plaid_item_id:
           type: string
           nullable: true
-          description: The text color of the tag.
-        background_color:
+          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
-          nullable: true
-          description: The background color of the tag.
-        updated_at:
+          format: date
+          description: Date account was first linked in ISO 8601 format
+        linked_by_name:
           type: string
-          format: date-time
           nullable: false
-          description: The date and time of when the tag was last updated (in the ISO 8601
-            extended format).
-        created_at:
+          description: The name of the user who linked the account
+        name:
           type: string
-          format: date-time
-          nullable: false
-          description: The date and time of when the tag was created (in the ISO 8601
-            extended format).
-        archived:
-          type: boolean
-          description: If `true`, the tag will not show up when creating or updating
-            transactions in the Lunch Money app. **Can it be assigned via the
-            API**
-        archived_at:
+          description: Name of the account. This field is set by Plaid and cannot be
+            altered.
+        display_name:
           type: string
-          format: date-time
           nullable: true
-          description: The date and time of when the tag was last archived or `null` if not
-            archived
-      required:
-        - id
-        - name
-        - description
-        - text_color
-        - background_color
-        - created_at
-        - updated_at
-        - archived
-        - archived_at
-
-    # The object that may be submitted to POST /tags
-    createTagRequestObject:
-      type: object
-      additionalProperties: false
-      x-internal: true
-      properties:
-        name:
+          description: Optional display name for the account set by the user. If not set,
+            it will return a concatenated string of institution and account
+            name.
+        type:
           type: string
-          nullable: false
-          description: |-
-            The name of the new tag. Must be between 1 and 100 characters.
-            Must not match the name of any existing tags.
-          minLength: 1
-          maxLength: 100
-        description:
+          description: Primary type of the account, such as `credit`, `depository`, etc.
+            This field is set by Plaid and cannot be altered.
+        subtype:
           type: string
-          nullable: true
-          default: null
-          description: The description of the tag. Must not exceed 200 characters.
-          maxLength: 200
-        text_color:
+          description: Optional account subtype. This field is set by Plaid and cannot be
+            altered.
+        mask:
           type: string
-          nullable: true
-          description: The text color of the tag.
-        background_color:
+          description: Mask (last 3 to 4 digits of account) of account. This field is set
+            by Plaid and cannot be altered.
+        institution_name:
           type: string
-          nullable: true
-          description: The background color of the tag.
-        archived:
+          description: Name of institution holding the account. This field is set by Plaid
+            and cannot be altered.
+        status:
+          type: string
+          description: "Denotes the current status of the account within Lunch Money. Must
+            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
+            - closed
+            - deactivated
+            - not found
+            - not supported
+            - relink
+            - syncing
+            - revoked
+            - error
+        allow_transaction_modifications:
           type: boolean
-          default: false
-          description: If `true`, the tag is archived and not displayed in relevant areas of
-            the Lunch Money app.
-      required:
-        - name
-
-    # The object that may be submitted to PUT /tags/:id
-    updateTagRequestObject:
-      type: object
-      x-internal: true
-      additionalProperties: false
-      properties:
-        name:
+          description: If `false`, transactions imported for this synced account can have their properties (such as amount and account) be modified by the user. This option is managed in the web app.
+        limit:
+          type: number
+          nullable: true
+          description: Optional credit limit of the account. This field is set by Plaid
+            and cannot be altered
+        balance:
           type: string
-          nullable: false
-          description: If set, the new name of the category. Must be between 1 and 100
-            characters.
-          minLength: 1
-          maxLength: 100
-          x-updatable: true
-        description:
+          description: Current balance of the account in numeric format to 4 decimal
+            places. This field is set by Plaid and cannot be altered.
+        currency:
           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:
+          minLength: 3
+          maxLength: 3
+          description: Three-letter lowercase currency code of the account balance
+        to_base:
+          type: number
+          description: The account balance converted to the user's primary currency
+        balance_last_update:
           type: string
+          format: date-time
           nullable: true
-          description: The text color of the tag.
-          x-updatable: true
-        background_color:
+          description: Date balance was last updated in ISO 8601 extended format. This
+            field is set by Plaid and cannot be altered.
+        import_start_date:
           type: string
+          format: date
           nullable: true
-          description: The background color of the tag.
-          x-updatable: true
-        archived:
-          type: boolean
-          description: If set, will indicate if this category is archived.
-          x-updatable: true
-        id:
-          type: integer
-          format: int32
-          description: System-defined unique identifier for the category. Ignored if set.
-          x-updatable: false
-        updated_at:
+          description: Date of earliest date allowed for importing transactions.
+            Transactions earlier than this date are not imported.
+        last_import:
           type: string
           format: date-time
-          nullable: false
-          description: System-set time the tag was last updated. Ignored if set
-          x-updatable: false
-        created_at:
+          nullable: true
+          description: Timestamp in ISO 8601 extended format of the last time Lunch Money
+            imported new data from Plaid for this account.
+        last_fetch:
           type: string
           format: date-time
-          nullable: false
-          description: System-set time the tag was created. Ignored if set.
-          x-updatable: false
-        archived_at:
+          nullable: true
+          description: Timestamp in ISO 8601 extended format of the last successful
+            request from Lunch Money for updated data or timestamps from Plaid
+            in ISO 8601 extended format (not necessarily date of last successful
+            import)
+        plaid_last_successful_update:
           type: string
           format: date-time
           nullable: true
-          description: System-set time the tag was archived. Ignored if set.
-          x-updatable: false
+          description: Timestamp in ISO 8601 extended format of the last time Plaid
+            successfully connected with institution for new transaction updates,
+            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
+        - subtype
+        - mask
+        - institution_name
+        - status
+        - allow_transaction_modifications
+        - limit
+        - balance
+        - currency
+        - to_base
+        - balance_last_update
+        - import_start_date
+        - last_import
+        - last_fetch
+        - plaid_last_successful_update
 
-    # The object returned when a DELETE /tag/:id request 
-    # has an id for a tag that has dependencies  
-    deleteTagResponseWithDependencies:
+    # The object containing information about a recurring item
+    recurringObject:
       type: object
-      x-internal: true
-      additionalProperties: false
+      title: recurring item object
       properties:
-        tag_name:
+        id:
+          type: integer
+          format: int32
+          description: The unique identifier of this recurring item
+        description:
           type: string
-          description: The name of the tag
-        dependents:
+          nullable: true
+          description: An optional description of this recurring item.
+        status:
+          type: string
+          description: The status of this recurring item. `suggested` recurring items are
+            generated by Lunch Money, but only `reviewed` recurring items will
+            be applied to matching transactions.
+          enum:
+            - suggested
+            - reviewed
+        transaction_criteria:
           type: object
+          description: The set of properties used to identify matching transactions.
           properties:
-            rules:
+            start_date:
+              type: string
+              format: date
+              nullable: true
+              description: The beginning of the date range for matching transactions. If `null`,
+                any transactions before end_date may be considered.
+            end_date:
+              type: string
+              format: date
+              nullable: true
+              description: The end of the date range for matching transactions. If `null`, any
+                transactions after start_date may be considered.
+            granularity:
+              type: string
+              description: The unit of time used to define the cadence of the recurring item.
+              enum:
+                - day
+                - week
+                - month
+                - year
+            quantity:
               type: integer
-              description: The number of rules depending on the tag
-            transactions:
+              description: The number of granularity units between each recurrence.
+            anchor_date:
+              type: string
+              format: date
+              nullable: false
+              description: The date used in conjunction with the `quantity` and `granularity`
+                properties to calculate expected occurrences of recurring
+                transactions.
+            payee:
+              type: string
+              nullable: true
+              description: If set, represents the original transaction payee name that
+                triggered this recurring item's creation.
+            amount:
+              type: string
+              pattern: ^-?\d+(\.\d{1,4})?$
+              description: The expected amount for a transaction that will match this
+                recurring item. For recurring items that have a flexible amount
+                this is the average of the specified min and max amounts.
+            to_base:
+              type: number
+              description: The amount converted to the user's primary currency
+            currency:
+              type: string
+              nullable: false
+              description: Three-letter lowercase currency code of the recurring item.
+            plaid_account_id:
               type: integer
-              description: The number of transactions with the tag
+              format: int64
+              nullable: true
+              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.
           required:
-            - rules
-            - transactions
+            - start_date
+            - end_date
+            - granularity
+            - quantity
+            - anchor_date
+            - payee
+            - amount
+            - to_base
+            - currency
+            - plaid_account_id
+            - manual_account_id
+        overrides:
+          type: object
+          description: The values that will be applied to matching transactions.
+          properties:
+            payee:
+              type: string
+              nullable: false
+              description: If present, the payee name that will be displayed for any matching
+                transactions.
+            notes:
+              type: string
+              nullable: false
+              description: If present, the notes that will be displayed for any matching
+                transactions.
+            category_id:
+              type: integer
+              nullable: false
+              description: If present, the ID of the category that matching transactions will
+                be assigned to.
+        matches:
+          type: object
+          nullable: true
+          description: Details on expected, found and missing transactions for the
+            specified range. This will be `null` for recurring items with a
+            `status` of `suggested`.
+          properties:
+            request_start_date:
+              type: string
+              format: date
+              description: The beginning of the date range that this request used to find
+                matching transactions.
+            request_end_date:
+              type: string
+              format: date
+              description: The beginning of the date range that this request used to find
+                matching transactions.
+            expected_occurrence_dates:
+              type: array
+              items:
+                type: string
+                format: date
+              description: A list of dates within the specified range where a recurring
+                transactions is expected.
+            found_transactions:
+              type: array
+              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.
+                  transaction_id:
+                    type: integer
+                    description: The ID of a matching transaction within the specified range.
+            missing_transaction_dates:
+              type: array
+              items:
+                type: string
+                format: date
+              description: A list of dates within the range of where a recurring transaction
+                was expected but none was found.
+        created_by:
+          type: integer
+          nullable: false
+          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.
+        updated_at:
+          type: string
+          format: date-time
+          nullable: false
+          description: Date/time the recurring item was updated in ISO 8601 extended format.
+        source:
+          type: string
+          description: >
+            This can be one of four values:
+
+            - `manual`: User created this recurring item manually from the
+            Recurring Items page
+
+            - `transaction`: User created this by converting a transaction from
+            the Transactions page
+
+            - `system`: Recurring item was created by the system on transaction
+            import
+
+            - `null`: Some older recurring items may not have a source.
+          enum:
+            - manual
+            - transaction
+            - system
       required:
-        - tag_name
-        - dependents
+        - id
+        - description
+        - status
+        - transaction_criteria
+        - overrides
+        - matches
+        - created_by
+        - created_at
+        - updated_at
+        - source
 
-    # The primary object that represents a transaction
-    transactionObject:
+    # The object containing information about a tag
+    tagObject:
       type: object
-      title: transaction object
+      title: tag object
       additionalProperties: false
       properties:
         id:
           type: integer
-          format: int64
-          description: System created unique identifier for transaction
-        date:
+          format: int32
+          description: Unique identifier for the tag.
+        name:
           type: string
-          format: date
-          description: Date of transaction in ISO 8601 format
-        amount:
+          description: Name of the tag.
+        description:
           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.
-        currency:
-          description: Three-letter lowercase currency code of the transaction in ISO 4217
-            format.
-          allOf:
-            - $ref: "#/components/schemas/currencyEnum"
-        to_base:
-          type: number
-          format: double
-          description: The amount converted to the user's primary currency. If the
-            multi-currency feature is not being used, to_base and amount will be
-            the same.             
-            Positive values indicate a debit transaction, negative values indicate a credit transaction.
-        recurring_id:
-          type: integer
-          format: int32
           nullable: true
-          description: The unique identifier of the associated recurring item that this
-            transaction matched. 
-        payee:
-          type: string
-          description: |
-            Name of payee set by the user, the financial institution, or by 
-            a matched recurring item. This will match the value 
-            displayed in payee field on the transactions page in the GUI.
-          minLength: 0
-          maxLength: 140
-        original_name:
+          description: Description of the tag.
+        text_color:
           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
+          description: The text color of the tag.
+        background_color:
+          type: string
           nullable: true
-          description: Unique identifier of associated category set by the user or by a
-            matched recurring_item.<br> Category details can be obtained by
-            passing the value of this property to the [Get A Single
-            Category](../operations/getCategoryById) API
-        plaid_account_id:
+          description: The background color of the tag.
+        updated_at:
+          type: string
+          format: date-time
+          nullable: false
+          description: The date and time of when the tag was last updated (in the ISO 8601
+            extended format).
+        created_at:
+          type: string
+          format: date-time
+          nullable: false
+          description: The date and time of when the tag was created (in the ISO 8601
+            extended format).
+        archived:
+          type: boolean
+          description: If `true`, the tag will not show up when creating or updating
+            transactions in the Lunch Money app. **Can it be assigned via the
+            API**
+        archived_at:
+          type: string
+          format: date-time
+          nullable: true
+          description: The date and time of when the tag was last archived or `null` if not
+            archived
+      required:
+        - id
+        - name
+        - description
+        - text_color
+        - background_color
+        - created_at
+        - updated_at
+        - archived
+        - archived_at
+
+    # The object that may be submitted to POST /tags
+    createTagRequestObject:
+      type: object
+      additionalProperties: false
+      x-internal: true
+      properties:
+        name:
+          type: string
+          nullable: false
+          description: |-
+            The name of the new tag. Must be between 1 and 100 characters.
+            Must not match the name of any existing tags.
+          minLength: 1
+          maxLength: 100
+        description:
+          type: string
+          nullable: true
+          default: null
+          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.
+        background_color:
+          type: string
+          nullable: true
+          description: The background color of the tag.
+        archived:
+          type: boolean
+          default: false
+          description: If `true`, the tag is archived and not displayed in relevant areas of
+            the Lunch Money app.
+      required:
+        - name
+
+    # The object that may be submitted to PUT /tags/:id
+    updateTagRequestObject:
+      type: object
+      x-internal: true
+      additionalProperties: false
+      properties:
+        name:
+          type: string
+          nullable: false
+          description: If set, the new name of the category. Must be between 1 and 100
+            characters.
+          minLength: 1
+          maxLength: 100
+          x-updatable: true
+        description:
+          type: string
+          nullable: true
+          description: If set, the new description of the category. Must not exceed 200
+            characters.
+          maxLength: 200
+          x-updatable: true
+        text_color:
+          type: string
+          nullable: true
+          description: The text color of the tag.
+          x-updatable: true
+        background_color:
+          type: string
+          nullable: true
+          description: The background color of the tag.
+          x-updatable: true
+        archived:
+          type: boolean
+          description: If set, will indicate if this category is archived.
+          x-updatable: true
+        id:
+          type: integer
+          format: int32
+          description: System-defined unique identifier for the category. Ignored if set.
+          x-updatable: false
+        updated_at:
+          type: string
+          format: date-time
+          nullable: false
+          description: System-set time the tag was last updated. Ignored if set
+          x-updatable: false
+        created_at:
+          type: string
+          format: date-time
+          nullable: false
+          description: System-set time the tag was created. Ignored if set.
+          x-updatable: false
+        archived_at:
+          type: string
+          format: date-time
+          nullable: true
+          description: System-set time the tag was archived. Ignored if set.
+          x-updatable: false
+
+    # The object returned when a DELETE /tag/:id request 
+    # has an id for a tag that has dependencies  
+    deleteTagResponseWithDependencies:
+      type: object
+      x-internal: true
+      additionalProperties: false
+      properties:
+        tag_name:
+          type: string
+          description: The name of the tag
+        dependents:
+          type: object
+          properties:
+            rules:
+              type: integer
+              description: The number of rules depending on the tag
+            transactions:
+              type: integer
+              description: The number of transactions with the tag
+          required:
+            - rules
+            - transactions
+      required:
+        - tag_name
+        - dependents
+
+    # The primary object that represents a transaction
+    transactionObject:
+      type: object
+      title: transaction object
+      additionalProperties: false
+      properties:
+        id:
+          type: integer
+          format: int64
+          description: System created unique identifier for transaction
+        date:
+          type: string
+          format: date
+          description: Date of transaction in ISO 8601 format
+        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.
+        currency:
+          description: Three-letter lowercase currency code of the transaction in ISO 4217
+            format.
+          allOf:
+            - $ref: "#/components/schemas/currencyEnum"
+        to_base:
+          type: number
+          format: double
+          description: The amount converted to the user's primary currency. If the
+            multi-currency feature is not being used, to_base and amount will be
+            the same.             
+            Positive values indicate a debit transaction, negative values indicate a credit transaction.
+        recurring_id:
+          type: integer
+          format: int32
+          nullable: true
+          description: The unique identifier of the associated recurring item that this
+            transaction matched. 
+        payee:
+          type: string
+          description: |
+            Name of payee set by the user, the financial institution, or by 
+            a matched recurring item. This will match the value 
+            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
+          nullable: true
+          description: Unique identifier of associated category set by the user or by a
+            matched recurring_item.<br> Category details can be obtained by
+            passing the value of this property to the [Get A Single
+            Category](../operations/getCategoryById) API
+        plaid_account_id:
           type: integer
           format: int32
           nullable: true
@@ -3896,266 +4247,695 @@ paths:
                   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"
+                    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":
+          $ref: "#/components/responses/rateLimited"
+        "500":
+          $ref: "#/components/responses/serverError"
+  /categories:
+    get:
+      tags:
+        - categories
+      summary: Get all categories
+      description: Retrieve a list of all categories associated with the user's account.
+      operationId: getAllCategories
+      parameters:
+        - name: format
+          in: query
+          description: If `nested`, returns top-level categories (either category groups
+            or categories not part of a category group) in alphabetical order.
+            Grouped categories are nested within the category group under the
+            property `children`. A `flattened`, response is similar but it
+            includes grouped categories at the top level.<br/><br/> Categories
+            are sorted by their `order`. When `order` is null, they are listed in 
+            alphabetical order below other categories with an `order`.
+          required: false
+          schema:
+            type: string
+            default: nested
+            enum:
+              - nested
+              - flattened
+        - name: is_group
+          in: query
+          description: If `false`, only categories not part of a category group
+            are returned.<br> If `true`, only category groups are
+            returned.<br> When set, the `format` parameter is ignored.
+          required: false
+          schema:
+            type: boolean
+      responses:
+        "200":
+          description: A list of Category Objects
+          content:
+            application/json:
+              schema:
+                type: object
+                properties:
+                  categories:
+                    type: array
+                    items:
+                      $ref: "#/components/schemas/categoryObject"
+              examples:
+                nested response:
+                  value:
+                    categories:
+                      - id: 86
+                        name: Automobile
+                        description: Auto related categories
+                        is_income: false
+                        exclude_from_budget: false
+                        exclude_from_totals: false
+                        updated_at: "2025-02-28T09:49:03.238Z"
+                        created_at: "2025-01-28T09:49:03.238Z"
+                        is_group: true
+                        order: 2
+                        collapsed: false
+                        archived: false
+                        group_id: null
+                        archived_at: null
+                        children:
+                          - id: 315174
+                            name: Fuel
+                            description: Fuel and gas expenses
+                            is_income: false
+                            exclude_from_budget: false
+                            exclude_from_totals: false
+                            updated_at: "2025-02-28T09:49:03.238Z"
+                            created_at: "2025-01-28T09:49:03.238Z"
+                            is_group: false
+                            order: 1
+                            collapsed: false
+                            archived: false
+                            group_id: 86
+                            archived_at: null
+                          - id: 315175
+                            name: Maintenance
+                            description: Car maintenance and repairs
+                            is_income: false
+                            exclude_from_budget: false
+                            exclude_from_totals: false
+                            updated_at: "2025-02-28T09:49:03.238Z"
+                            created_at: "2025-01-28T09:49:03.238Z"
+                            is_group: false
+                            order: 2
+                            collapsed: false
+                            archived: false
+                            group_id: 86
+                            archived_at: null
+                      - id: 83
+                        name: Rent
+                        description: Monthly Rent
+                        is_income: false
+                        exclude_from_budget: false
+                        exclude_from_totals: false
+                        updated_at: "2025-02-28T09:49:03.225Z"
+                        created_at: "2025-01-28T09:49:03.225Z"
+                        is_group: false
+                        order: 0
+                        collapsed: false
+                        archived: false
+                        group_id: null
+                        archived_at: null
+                      - id: 88
+                        name: W2 Income
+                        description: null
+                        is_income: true
+                        exclude_from_budget: false
+                        exclude_from_totals: true
+                        updated_at: "2025-02-28T09:49:03.238Z"
+                        created_at: "2025-01-28T09:49:03.238Z"
+                        is_group: false
+                        order: 3
+                        collapsed: false
+                        archived: false
+                        group_id: null
+                        archived_at: null
+                flattened response:
+                  value:
+                    categories:
+                      - id: 86
+                        name: Automobile
+                        description: Auto related categories
+                        is_income: false
+                        exclude_from_budget: false
+                        exclude_from_totals: false
+                        updated_at: "2025-02-28T09:49:03.238Z"
+                        created_at: "2025-01-28T09:49:03.238Z"
+                        is_group: true
+                        order: 1
+                        collapsed: false
+                        archived: false
+                        group_id: null
+                        archived_at: null
+                        children:
+                          - id: 315174
+                            name: Fuel
+                            description: Fuel and gas expenses
+                            is_income: false
+                            exclude_from_budget: false
+                            exclude_from_totals: false
+                            updated_at: "2025-02-28T09:49:03.238Z"
+                            created_at: "2025-01-28T09:49:03.238Z"
+                            is_group: false
+                            order: 1
+                            collapsed: false
+                            archived: false
+                            group_id: 86
+                            archived_at: null
+                          - id: 315175
+                            name: Maintenance
+                            description: Car maintenance and repairs
+                            is_income: false
+                            exclude_from_budget: false
+                            exclude_from_totals: false
+                            updated_at: "2025-02-28T09:49:03.238Z"
+                            created_at: "2025-01-28T09:49:03.238Z"
+                            is_group: false
+                            order: 2
+                            collapsed: false
+                            archived: false
+                            group_id: 86
+                            archived_at: null
+                      - id: 315174
+                        name: Fuel
+                        description: Fuel and gas expenses
+                        is_income: false
+                        exclude_from_budget: false
+                        exclude_from_totals: false
+                        updated_at: "2025-02-28T09:49:03.238Z"
+                        created_at: "2025-01-28T09:49:03.238Z"
+                        is_group: false
+                        order: 1
+                        collapsed: false
+                        archived: false
+                        group_id: 86
+                        archived_at: null
+                      - id: 315175
+                        name: Maintenance
+                        description: Car maintenance and repairs
+                        is_income: false
+                        exclude_from_budget: false
+                        exclude_from_totals: false
+                        updated_at: "2025-02-28T09:49:03.238Z"
+                        created_at: "2025-01-28T09:49:03.238Z"
+                        is_group: false
+                        order: 2
+                        collapsed: false
+                        archived: false
+                        group_id: 86
+                        archived_at: null
+                      - id: 83
+                        name: Rent
+                        description: Monthly Rent
+                        is_income: false
+                        exclude_from_budget: false
+                        exclude_from_totals: false
+                        updated_at: "2025-02-28T09:49:03.225Z"
+                        created_at: "2025-01-28T09:49:03.225Z"
+                        is_group: false
+                        order: 2
+                        collapsed: false
+                        archived: false
+                        group_id: null
+                        archived_at: null
+                      - id: 88
+                        name: W2 Income
+                        description: null
+                        is_income: true
+                        exclude_from_budget: false
+                        exclude_from_totals: true
+                        updated_at: "2025-02-28T09:49:03.238Z"
+                        created_at: "2025-01-28T09:49:03.238Z"
+                        is_group: false
+                        order: 3
+                        collapsed: false
+                        archived: false
+                        group_id: null
+                        archived_at: null
+        "400":
+          description: Invalid request parameters
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/errorResponseObject"
+              example:
+                message: Request Validation Failure
+                errors:
+                  - errMsg: must be equal to one of the allowed values
+                    instancePath: /query/format
+                    schemaPath: "#/properties/query/properties/format/enum"
+                    keyword: enum
+                    params:
+                      allowedValues:
+                        - flattened
+                        - nested
+        "401":
+          $ref: "#/components/responses/unauthorizedToken"
+        "429":
+          $ref: "#/components/responses/rateLimited"
+        "500":
+          $ref: "#/components/responses/serverError"
+    post:
+      tags:
+        - categories
+      summary: Create a new category or category group
+      description: Creates a new category with the given name.<br> If the `is_group`
+        attribute is set to true, a category group is created. In this case, the
+        `children` attribute may be set to an array of existing category
+        IDs to add to the newly-created category group.
+      operationId: createCategory
+      requestBody:
+        required: true
+        content:
+          application/json:
+            schema:
+              $ref: "#/components/schemas/createCategoryRequestObject"
+            examples:
+              category:
+                value:
+                  name: API Created Category
+                  description: Test description of created category
+                  is_income: false
+                  exclude_from_budget: true
+                  exclude_from_totals: false
+                  is_group: false
+              category group:
+                value:
+                  name: API Created Category Group
+                  description: Test description of Category Group
+                  is_income: false
+                  exclude_from_budget: false
+                  exclude_from_totals: false
+                  is_group: true
+                  children:
+                    - 83
+      responses:
+        "201":
+          description: Category or Category Group Object with the successfully created
+            category or category group.
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/categoryObject"
+              examples:
+                category:
+                  value:
+                    id: 90
+                    name: API Created Category
+                    description: Test description of created category
+                    is_income: false
+                    exclude_from_budget: true
+                    exclude_from_totals: false
+                    updated_at: "2025-05-26T19:56:52.699Z"
+                    created_at: "2025-05-26T19:56:52.699Z"
+                    is_group: false
+                    group_id: null
+                    archived: false
+                    archived_at: null
+                    order: null
+                    collapsed: false
+                category group:
                   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                            
+                    id: 91
+                    name: API Created Category Group
+                    description: Test description of Category Group
+                    is_income: false
+                    exclude_from_budget: false
+                    exclude_from_totals: false
+                    updated_at: "2025-05-27T19:59:45.053Z"
+                    created_at: "2025-05-27T19:59:45.053Z"
+                    is_group: true
+                    group_id: null
+                    archived: false
+                    archived_at: null
+                    order: null
+                    collapsed: false
+                    children:
+                      - id: 83
+                        name: Rent
+                        description: Monthly Rent
+                        is_income: false
+                        exclude_from_budget: false
+                        exclude_from_totals: false
+                        updated_at: "2025-02-28T09:49:03.225Z"
+                        created_at: "2025-01-28T09:49:03.225Z"
+                        is_group: false
+                        order: 1
+                        collapsed: false
+                        archived: false
+                        group_id: null
+                        archived_at: null
+        "400":
+          description: Bad Request
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/errorResponseObject"
+              example:
+                message: Invalid Request Body
+                errors:
+                  - errMsg: Cannot specify a 'group_id' in request body if 'is_group' is also true
         "401":
           $ref: "#/components/responses/unauthorizedToken"
         "429":
           $ref: "#/components/responses/rateLimited"
         "500":
           $ref: "#/components/responses/serverError"
-  /categories:
+  /categories/{id}:
     get:
       tags:
         - categories
-      summary: Get all categories
-      description: Retrieve a list of all categories associated with the user's account.
-      operationId: getAllCategories
+      summary: Get a single category
+      description: Retrieve details of a specific category or category group by its ID.
+      operationId: getCategoryById
       parameters:
-        - name: format
-          in: query
-          description: If `nested`, returns top-level categories (either category groups
-            or categories not part of a category group) in alphabetical order.
-            Grouped categories are nested within the category group under the
-            property `children`. A `flattened`, response is similar but it
-            includes grouped categories at the top level.<br/><br/> Categories
-            are sorted by their `order`. When `order` is null, they are listed in 
-            alphabetical order below other categories with an `order`.
-          required: false
-          schema:
-            type: string
-            default: nested
-            enum:
-              - nested
-              - flattened
-        - name: is_group
-          in: query
-          description: If `false`, only categories not part of a category group
-            are returned.<br> If `true`, only category groups are
-            returned.<br> When set, the `format` parameter is ignored.
-          required: false
+        - name: id
+          in: path
+          description: ID of the category to retrieve
+          required: true
           schema:
-            type: boolean
+            type: integer
+            format: int32
+          examples:
+            category:
+              summary: Example of a category's id
+              value: 315174
+            category group:
+              summary: Example of a category group's id
+              value: 86
+            id not found:
+              summary: Example of an id that doesn't exist
+              value: 543210
       responses:
-        "200":
-          description: A list of Category Objects
+        "201":
+          description: Category Object with the requested category or category group.
           content:
             application/json:
               schema:
-                type: object
-                properties:
-                  categories:
-                    type: array
-                    items:
-                      $ref: "#/components/schemas/categoryObject"
+                $ref: "#/components/schemas/categoryObject"
               examples:
-                nested response:
+                category:
                   value:
-                    categories:
-                      - id: 86
-                        name: Automobile
-                        description: Auto related categories
+                    id: 315174
+                    name: Fuel
+                    description: Fuel and gas expenses
+                    is_income: false
+                    exclude_from_budget: false
+                    exclude_from_totals: false
+                    updated_at: "2025-02-28T09:49:03.238Z"
+                    created_at: "2025-01-28T09:49:03.238Z"
+                    group_id: 86
+                    is_group: false
+                    archived: false
+                    archived_at: null
+                    order: 1
+                    collapsed: false
+                category group:
+                  value:
+                    id: 86
+                    name: Automobile
+                    description: Auto related categories
+                    is_income: false
+                    exclude_from_budget: false
+                    exclude_from_totals: false
+                    updated_at: "2025-02-28T09:49:03.238Z"
+                    created_at: "2025-01-28T09:49:03.238Z"
+                    is_group: true
+                    order: 2
+                    collapsed: false
+                    archived: false
+                    group_id: null
+                    archived_at: null
+                    children:
+                      - id: 315174
+                        name: Fuel
+                        description: Fuel and gas expenses
                         is_income: false
                         exclude_from_budget: false
                         exclude_from_totals: false
                         updated_at: "2025-02-28T09:49:03.238Z"
                         created_at: "2025-01-28T09:49:03.238Z"
-                        is_group: true
-                        order: 2
-                        collapsed: false
+                        group_id: 86
+                        is_group: false
                         archived: false
-                        group_id: null
                         archived_at: null
-                        children:
-                          - id: 315174
-                            name: Fuel
-                            description: Fuel and gas expenses
-                            is_income: false
-                            exclude_from_budget: false
-                            exclude_from_totals: false
-                            updated_at: "2025-02-28T09:49:03.238Z"
-                            created_at: "2025-01-28T09:49:03.238Z"
-                            is_group: false
-                            order: 1
-                            collapsed: false
-                            archived: false
-                            group_id: 86
-                            archived_at: null
-                          - id: 315175
-                            name: Maintenance
-                            description: Car maintenance and repairs
-                            is_income: false
-                            exclude_from_budget: false
-                            exclude_from_totals: false
-                            updated_at: "2025-02-28T09:49:03.238Z"
-                            created_at: "2025-01-28T09:49:03.238Z"
-                            is_group: false
-                            order: 2
-                            collapsed: false
-                            archived: false
-                            group_id: 86
-                            archived_at: null
-                      - id: 83
-                        name: Rent
-                        description: Monthly Rent
+                        order: 1
+                        collapsed: false
+                      - id: 315175
+                        name: Maintenance
+                        description: Car maintenance and repairs
                         is_income: false
                         exclude_from_budget: false
                         exclude_from_totals: false
-                        updated_at: "2025-02-28T09:49:03.225Z"
-                        created_at: "2025-01-28T09:49:03.225Z"
-                        is_group: false
-                        order: 0
-                        collapsed: false
-                        archived: false
-                        group_id: null
-                        archived_at: null
-                      - id: 88
-                        name: W2 Income
-                        description: null
-                        is_income: true
-                        exclude_from_budget: false
-                        exclude_from_totals: true
                         updated_at: "2025-02-28T09:49:03.238Z"
                         created_at: "2025-01-28T09:49:03.238Z"
+                        group_id: 86
                         is_group: false
-                        order: 3
-                        collapsed: false
                         archived: false
-                        group_id: null
                         archived_at: null
-                flattened response:
+                        order: 2
+                        collapsed: false
+        "400":
+          description: Bad Request
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/errorResponseObject"
+              example:
+                message: Request Validation Failure
+                errors:
+                  - errMsg: must be a valid integer
+                    instancePath: /query/ids/0
+                    schemaPath: "#/properties/query/properties/ids/items/type"
+                    keyword: type
+                    params:
+                      type: integer
+        "401":
+          $ref: "#/components/responses/unauthorizedToken"
+        "404":
+          description: Not Found
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/errorResponseObject"
+              example:
+                message: Not Found
+                errors:
+                  - errMsg: "There is no category with the id: 543210."
+        "429":
+          $ref: "#/components/responses/rateLimited"
+        "500":
+          $ref: "#/components/responses/serverError"
+    put:
+      tags:
+        - categories
+      summary: Update an existing category or category group
+      description: >-
+        Modifies the properties of an existing category or category group.<br><br>
+        
+        You may submit the response from a `GET /categories/{id}` as the request body; however, only certain
+        properties can be updated using this API. The following properties are
+        accepted in the request body but their values will be ignored: `id`, `is_group`,`archived_at`, `updated_at`, `created_at`, and `order`.<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
+        properties that is not listed above. For example, a request body that contains only a `name` property is valid.<br><br>
+
+        It is not possible to use this API to convert a category to a category group, or a vice versa, so while submitting a request body with the `is_group` property is tolerated, it will result in an error response if the value is changed.<br><br>
+
+        It is possible to modify the children of an existing category group with this API by setting the `children` attribute. If this is set, it will replace the existing children with the newly specified children. If the intention is to add or remove a single category, it is more straightforward to update the child category by specifying the new `group_id` attribute. If the goal is to add multiple new children or remove multiple existing children, it is recommended to first call the `GET /categories/:id` endpoint to get the existing children and then modify the list as desired.<br><br>
+      operationId: updateCategory
+      parameters:
+        - name: id
+          in: path
+          description: ID of the category to update
+          required: true
+          schema:
+            type: integer
+            format: int32
+          examples:
+            category:
+              summary: Example of a category's id
+              value: 83
+            category group:
+              summary: Example of a category group's id
+              value: 86
+            child category:
+              summary: Example of a category belonging to a group
+              value: 315164
+            not found:
+              summary: Example of a category id that does not exist
+              value: 543210
+      requestBody:
+        required: true
+        content:
+          application/json:
+            schema:
+              $ref: "#/components/schemas/updateCategoryRequestObject"
+            examples:
+              Update some category properties:
+                value:
+                  name: Updated Category Name
+                  description: Updated description of the category
+              Update same properties with full object:
+                value:
+                  id: 83
+                  name: Updated Category Name
+                  description: Updated description of the category
+                  is_income: false
+                  exclude_from_budget: true
+                  exclude_from_totals: false
+                  updated_at: "2020-01-28T09:49:03.225Z"
+                  created_at: "2020-01-28T09:49:03.225Z"
+                  is_group: false
+                  group_id: null
+                  archived: false
+                  archived_at: null
+                  order: 0
+              Invalid attempt to convert to category group:
+                value:
+                  id: 83
+                  name: Old Category is now a group!
+                  is_group: true
+              Remove category from a group:
+                value:
+                  id: 86
+                  name: Automobile
+                  description: API Removed a sub category
+                  children:
+                    - 315174
+      responses:
+        "200":
+          description: Category or Category Group updated successfully
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/categoryObject"
+              examples:
+                category:
+                  value:
+                    id: 83
+                    name: Updated Category Name
+                    description: Updated description of the category
+                    is_income: false
+                    exclude_from_budget: false
+                    exclude_from_totals: true
+                    updated_at: "2025-05-26T20:41:18.406Z"
+                    created_at: "2025-01-28T09:49:03.225Z"
+                    is_group: false
+                    order: 0
+                    collapsed: false
+                    archived: false
+                    archived_at: null
+                    group_id: null
+                category group:
                   value:
-                    categories:
-                      - id: 86
-                        name: Automobile
-                        description: Auto related categories
-                        is_income: false
-                        exclude_from_budget: false
-                        exclude_from_totals: false
-                        updated_at: "2025-02-28T09:49:03.238Z"
-                        created_at: "2025-01-28T09:49:03.238Z"
-                        is_group: true
-                        order: 1
-                        collapsed: false
-                        archived: false
-                        group_id: null
-                        archived_at: null
-                        children:
-                          - id: 315174
-                            name: Fuel
-                            description: Fuel and gas expenses
-                            is_income: false
-                            exclude_from_budget: false
-                            exclude_from_totals: false
-                            updated_at: "2025-02-28T09:49:03.238Z"
-                            created_at: "2025-01-28T09:49:03.238Z"
-                            is_group: false
-                            order: 1
-                            collapsed: false
-                            archived: false
-                            group_id: 86
-                            archived_at: null
-                          - id: 315175
-                            name: Maintenance
-                            description: Car maintenance and repairs
-                            is_income: false
-                            exclude_from_budget: false
-                            exclude_from_totals: false
-                            updated_at: "2025-02-28T09:49:03.238Z"
-                            created_at: "2025-01-28T09:49:03.238Z"
-                            is_group: false
-                            order: 2
-                            collapsed: false
-                            archived: false
-                            group_id: 86
-                            archived_at: null
+                    id: 86
+                    name: Automobile
+                    description: API Removed a sub category
+                    is_income: false
+                    exclude_from_budget: false
+                    exclude_from_totals: false
+                    updated_at: "2025-06-22T19:54:30.921Z"
+                    created_at: "2025-01-28T09:49:03.238Z"
+                    is_group: true
+                    order: 2
+                    collapsed: false
+                    archived: false
+                    group_id: null
+                    archived_at: null
+                    children:
                       - id: 315174
                         name: Fuel
                         description: Fuel and gas expenses
@@ -4164,71 +4944,248 @@ paths:
                         exclude_from_totals: false
                         updated_at: "2025-02-28T09:49:03.238Z"
                         created_at: "2025-01-28T09:49:03.238Z"
-                        is_group: false
-                        order: 1
-                        collapsed: false
-                        archived: false
-                        group_id: 86
-                        archived_at: null
-                      - id: 315175
-                        name: Maintenance
-                        description: Car maintenance and repairs
-                        is_income: false
-                        exclude_from_budget: false
-                        exclude_from_totals: false
-                        updated_at: "2025-02-28T09:49:03.238Z"
-                        created_at: "2025-01-28T09:49:03.238Z"
-                        is_group: false
-                        order: 2
-                        collapsed: false
-                        archived: false
                         group_id: 86
-                        archived_at: null
-                      - id: 83
-                        name: Rent
-                        description: Monthly Rent
-                        is_income: false
-                        exclude_from_budget: false
-                        exclude_from_totals: false
-                        updated_at: "2025-02-28T09:49:03.225Z"
-                        created_at: "2025-01-28T09:49:03.225Z"
                         is_group: false
-                        order: 2
-                        collapsed: false
                         archived: false
-                        group_id: null
                         archived_at: null
-                      - id: 88
-                        name: W2 Income
-                        description: null
-                        is_income: true
-                        exclude_from_budget: false
-                        exclude_from_totals: true
-                        updated_at: "2025-02-28T09:49:03.238Z"
-                        created_at: "2025-01-28T09:49:03.238Z"
-                        is_group: false
-                        order: 3
+                        order: 1
                         collapsed: false
-                        archived: false
-                        group_id: null
-                        archived_at: null
         "400":
-          description: Invalid request parameters
+          description: Bad Request
           content:
             application/json:
               schema:
                 $ref: "#/components/schemas/errorResponseObject"
               example:
-                message: Request Validation Failure
+                message: Invalid Request Body
                 errors:
-                  - errMsg: must be equal to one of the allowed values
-                    instancePath: /query/format
-                    schemaPath: "#/properties/query/properties/format/enum"
-                    keyword: enum
-                    params:
-                      allowedValues:
-                        - flattened
-                        - nested
+                  - errMsg: Cannot modify the 'group_id' property of an existing category or
+                      category group
+        "401":
+          $ref: "#/components/responses/unauthorizedToken"
+        "404":
+          description: Not Found
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/errorResponseObject"
+              example:
+                message: Not Found
+                errors:
+                  - errMsg: "There is no category with the id: 543210."
+        "429":
+          $ref: "#/components/responses/rateLimited"
+        "500":
+          $ref: "#/components/responses/serverError"
+    delete:
+      tags:
+        - categories
+      summary: Delete a category or category group
+      description: Attempts to delete the single category or category group specified
+        on the path. By default, this will only work if there are no dependencies,
+        such as existing budgets for the category, categorized transactions,
+        children categories for a category group, categorized recurring items,
+        etc. If there are dependents, this endpoint will return an object that
+        describes the amount and type of existing dependencies.
+      operationId: deleteCategory
+      parameters:
+        - in: path
+          name: id
+          description: ID of the category to delete
+          required: true
+          schema:
+            type: integer
+            format: int32
+          examples:
+            delete category:
+              summary: Simple category delete
+              value: 83
+            delete category group:
+              summary: Attempt to delete category with dependencies
+              value: 84
+            id not found:
+              summary: Example of an id that doesn't exist
+              value: 543210
+        - in: query
+          name: force
+          description: Set to `true` to force deletion even if there are dependencies
+          required: false
+          schema:
+            type: boolean
+            default: false
+      responses:
+        "204":
+          description: No Content
+        "401":
+          $ref: "#/components/responses/unauthorizedToken"
+        "404":
+          description: Not Found
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/errorResponseObject"
+              example:
+                message: Not Found
+                errors:
+                  - errMsg: "There is no category with the id: 543210."
+        "422":
+          description: Unprocessable Content
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/deleteCategoryResponseWithDependencies"
+              examples:
+                delete category with dependencies:
+                  summary: Response to an attempt to delete category with dependencies
+                  value:
+                    category_name: Category to be Deleted
+                    dependents:
+                      budget: 0
+                      category_rules: 1
+                      transactions: 10
+                      children: 0
+                      recurring: 0
+                      plaid_cats: 0
+                delete category group:
+                  summary: Response to attempt to delete a category group with children
+                  value:
+                    category_name: Category Group to be Deleted
+                    dependents:
+                      budget: 0
+                      category_rules: 0
+                      transactions: 0
+                      children: 3
+                      recurring: 0
+                      plaid_cats: 0
+        "429":
+          $ref: "#/components/responses/rateLimited"
+        "500":
+          $ref: "#/components/responses/serverError"
+  /crypto:
+    get:
+      tags:
+        - crypto
+      summary: Get all crypto balances
+      description: Retrieve all crypto balances associated with the user's account, including both manual and synced sources.
+      operationId: getAllCrypto
+      responses:
+        "200":
+          description: A list of crypto balances
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/cryptoListResponseObject"
+              example:
+                crypto:
+                  - id: 22001
+                    source: manual
+                    name: Cold Wallet BTC
+                    display_name: Long-term BTC
+                    institution_name: Ledger
+                    balance: "0.852341920145782301"
+                    currency: btc
+                    coingecko_id: bitcoin
+                    to_base: 53124.72
+                    balance_as_of: "2026-02-25T14:22:10.000Z"
+                    last_import: null
+                    created_by_name: User 1
+                    created_at: "2025-11-12T20:14:32.000Z"
+                    updated_at: "2026-02-25T14:22:10.000Z"
+                  - id: 33004
+                    source: synced
+                    name: ETH
+                    display_name: Coinbase Main
+                    institution_name: Coinbase
+                    balance: "12.004500000000000000"
+                    currency: eth
+                    coingecko_id: ethereum
+                    to_base: 28998.44
+                    balance_as_of: "2026-02-25T14:25:00.000Z"
+                    last_import: "2026-02-25T14:25:01.000Z"
+                    account_status: active
+                    created_by_name: User 1
+                    created_at: "2025-10-02T11:02:09.000Z"
+                    updated_at: "2026-02-25T14:25:01.000Z"
+        "401":
+          $ref: "#/components/responses/unauthorizedToken"
+        "429":
+          $ref: "#/components/responses/rateLimited"
+        "500":
+          $ref: "#/components/responses/serverError"
+
+  /cryptocurrencies:
+    get:
+      tags:
+        - crypto
+      summary: Get all supported cryptocurrencies
+      description: >
+        Retrieve the list of cryptocurrencies currently supported for manual tracking.<p>
+
+        When creating a new manual crypto balance via `POST /crypto/manual`, the
+        `currency` you specify must match the `currency` of one of the entries
+        returned by this endpoint.
+      operationId: getAllCryptocurrencies
+      responses:
+        "200":
+          description: A list of supported cryptocurrencies
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/cryptoCurrencyResponseObject"
+              example:
+                cryptocurrencies:
+                  - id: 1
+                    coingecko_id: bitcoin
+                    currency: btc
+                    full_name: Bitcoin
+                  - id: 2
+                    coingecko_id: ethereum
+                    currency: eth
+                    full_name: Ethereum
+                  - id: 3
+                    coingecko_id: solana
+                    currency: sol
+                    full_name: Solana
+                  - id: 4
+                    coingecko_id: ripple
+                    currency: xrp
+                    full_name: XRP
+        "401":
+          $ref: "#/components/responses/unauthorizedToken"
+        "429":
+          $ref: "#/components/responses/rateLimited"
+        "500":
+          $ref: "#/components/responses/serverError"
+  /crypto/manual:
+    get:
+      tags:
+        - crypto
+      summary: Get all manual crypto balances
+      description: Retrieve all manually managed crypto balances associated with the user's account.
+      operationId: getAllCryptoManual
+      responses:
+        "200":
+          description: A list of manual crypto balances
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/cryptoManualListResponseObject"
+              example:
+                crypto_manual:
+                  - id: 22001
+                    source: manual
+                    name: Cold Wallet BTC
+                    display_name: Long-term BTC
+                    institution_name: Ledger
+                    balance: "0.852341920145782301"
+                    currency: btc
+                    coingecko_id: bitcoin
+                    to_base: 53124.72
+                    balance_as_of: "2026-02-25T14:22:10.000Z"
+                    last_import: null
+                    created_by_name: User 1
+                    created_at: "2025-11-12T20:14:32.000Z"
+                    updated_at: "2026-02-25T14:22:10.000Z"
         "401":
           $ref: "#/components/responses/unauthorizedToken"
         "429":
@@ -4237,94 +5194,117 @@ paths:
           $ref: "#/components/responses/serverError"
     post:
       tags:
-        - categories
-      summary: Create a new category or category group
-      description: Creates a new category with the given name.<br> If the `is_group`
-        attribute is set to true, a category group is created. In this case, the
-        `children` attribute may be set to an array of existing category
-        IDs to add to the newly-created category group.
-      operationId: createCategory
+        - crypto
+      summary: Create a manual crypto balance
+      description: Create a manually managed crypto asset.
+      operationId: createCryptoManual
       requestBody:
         required: true
         content:
           application/json:
             schema:
-              $ref: "#/components/schemas/createCategoryRequestObject"
+              $ref: "#/components/schemas/createCryptoManualRequestObject"
             examples:
-              category:
+              minimum request body:
+                summary: Minimum required fields
                 value:
-                  name: API Created Category
-                  description: Test description of created category
-                  is_income: false
-                  exclude_from_budget: true
-                  exclude_from_totals: false
-                  is_group: false
-              category group:
+                  name: Cold Wallet BTC
+                  balance: "0.852341920145782301"
+                  currency: btc
+              full request body:
+                summary: Full example with optional display fields
                 value:
-                  name: API Created Category Group
-                  description: Test description of Category Group
-                  is_income: false
-                  exclude_from_budget: false
-                  exclude_from_totals: false
-                  is_group: true
-                  children:
-                    - 83
+                  name: Coinbase ETH Holdings
+                  display_name: Trading ETH
+                  institution_name: Coinbase
+                  balance: "12.004500000000000000"
+                  currency: eth
       responses:
         "201":
-          description: Category or Category Group Object with the successfully created
-            category or category group.
+          description: Manual crypto balance created successfully
           content:
             application/json:
               schema:
-                $ref: "#/components/schemas/categoryObject"
+                $ref: "#/components/schemas/cryptoManualObject"
+              example:
+                id: 22045
+                source: manual
+                name: Coinbase ETH Holdings
+                display_name: Trading ETH
+                institution_name: Coinbase
+                balance: "12.004500000000000000"
+                currency: eth
+                coingecko_id: ethereum
+                to_base: 28998.44
+                balance_as_of: "2026-03-01T09:20:41.000Z"
+                last_import: null
+                created_by_name: User 1
+                created_at: "2026-03-01T09:20:41.000Z"
+                updated_at: "2026-03-01T09:20:41.000Z"
+        "400":
+          description: Invalid request body
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/errorResponseObject"
               examples:
-                category:
-                  value:
-                    id: 90
-                    name: API Created Category
-                    description: Test description of created category
-                    is_income: false
-                    exclude_from_budget: true
-                    exclude_from_totals: false
-                    updated_at: "2025-05-26T19:56:52.699Z"
-                    created_at: "2025-05-26T19:56:52.699Z"
-                    is_group: false
-                    group_id: null
-                    archived: false
-                    archived_at: null
-                    order: null
-                    collapsed: false
-                category group:
+                missing required properties:
                   value:
-                    id: 91
-                    name: API Created Category Group
-                    description: Test description of Category Group
-                    is_income: false
-                    exclude_from_budget: false
-                    exclude_from_totals: false
-                    updated_at: "2025-05-27T19:59:45.053Z"
-                    created_at: "2025-05-27T19:59:45.053Z"
-                    is_group: true
-                    group_id: null
-                    archived: false
-                    archived_at: null
-                    order: null
-                    collapsed: false
-                    children:
-                      - id: 83
-                        name: Rent
-                        description: Monthly Rent
-                        is_income: false
-                        exclude_from_budget: false
-                        exclude_from_totals: false
-                        updated_at: "2025-02-28T09:49:03.225Z"
-                        created_at: "2025-01-28T09:49:03.225Z"
-                        is_group: false
-                        order: 1
-                        collapsed: false
-                        archived: false
-                        group_id: null
-                        archived_at: null
+                    message: Request Validation Failure
+                    errors:
+                      - errMsg: "Missing required property 'name' in request body."
+                      - errMsg: "Missing required property 'balance' in request body."
+                      - errMsg: "Missing required property 'currency' in request body."
+        "401":
+          $ref: "#/components/responses/unauthorizedToken"
+        "429":
+          $ref: "#/components/responses/rateLimited"
+        "500":
+          $ref: "#/components/responses/serverError"
+  /crypto/manual/{id}:
+    get:
+      tags:
+        - crypto
+      summary: Get a single manual crypto balance
+      description: Retrieve a single manually managed crypto balance by ID.
+      operationId: getCryptoManualById
+      parameters:
+        - name: id
+          in: path
+          description: ID of the manual crypto balance to retrieve
+          required: true
+          schema:
+            type: integer
+            format: int32
+          examples:
+            existing manual crypto:
+              summary: Existing manual crypto ID
+              value: 22001
+            id not found:
+              summary: Example of an id that doesn't exist
+              value: 99999999
+      responses:
+        "200":
+          description: Manual crypto balance object
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/cryptoManualObject"
+              example:
+                id: 22001
+                source: manual
+                name: Cold Wallet BTC
+                display_name: Long-term BTC
+                institution_name: Ledger
+                balance: "0.852341920145782301"
+                currency: btc
+                coingecko_id: bitcoin
+                to_base: 53124.72
+                balance_as_of: "2026-02-25T14:22:10.000Z"
+                last_import: null
+                created_by_name: User 1
+                created_at: "2025-11-12T20:14:32.000Z"
+                updated_at: "2026-02-25T14:22:10.000Z"
         "400":
           description: Bad Request
           content:
@@ -4332,273 +5312,289 @@ paths:
               schema:
                 $ref: "#/components/schemas/errorResponseObject"
               example:
-                message: Invalid Request Body
+                message: Invalid Path Parameters
                 errors:
-                  - errMsg: Cannot specify a 'group_id' in request body if 'is_group' is also true
+                  - errMsg: "Invalid value type for path parameter: 'id'. Expected 'number', received 'string'."
         "401":
           $ref: "#/components/responses/unauthorizedToken"
+        "404":
+          description: Not Found
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/errorResponseObject"
+              example:
+                message: Not Found
+                errors:
+                  - errMsg: "There is no manual crypto balance with the id: 99999999."
         "429":
           $ref: "#/components/responses/rateLimited"
         "500":
           $ref: "#/components/responses/serverError"
-  /categories/{id}:
-    get:
+    put:
       tags:
-        - categories
-      summary: Get a single category
-      description: Retrieve details of a specific category or category group by its ID.
-      operationId: getCategoryById
+        - crypto
+      summary: Update a manual crypto balance
+      description: >-
+        Modify a manually managed crypto balance.<br><br>
+
+        You may submit the response from `GET /crypto/manual/{id}` as the request body. System-defined properties
+        are accepted and ignored according to the `x-updatable` metadata in the update schema.
+      operationId: updateCryptoManual
       parameters:
         - name: id
           in: path
-          description: ID of the category to retrieve
+          description: ID of the manual crypto balance to update
           required: true
           schema:
             type: integer
             format: int32
           examples:
-            category:
-              summary: Example of a category's id
-              value: 315174
-            category group:
-              summary: Example of a category group's id
-              value: 86
+            existing manual crypto:
+              summary: Existing manual crypto ID
+              value: 22001
             id not found:
               summary: Example of an id that doesn't exist
-              value: 543210
+              value: 99999999
+      requestBody:
+        required: true
+        content:
+          application/json:
+            schema:
+              $ref: "#/components/schemas/updateCryptoManualRequestObject"
+            examples:
+              minimum request body:
+                summary: Update balance only
+                value:
+                  balance: "0.900000000000000000"
+              full get response body:
+                summary: Full object payload with system fields tolerated
+                value:
+                  id: 22001
+                  source: manual
+                  name: Cold Wallet BTC
+                  display_name: Long-term BTC
+                  institution_name: Ledger
+                  balance: "0.900000000000000000"
+                  currency: btc
+                  coingecko_id: bitcoin
+                  to_base: 56011.12
+                  balance_as_of: "2026-03-01T09:41:18.000Z"
+                  last_import: null
+                  created_by_name: User 1
+                  created_at: "2025-11-12T20:14:32.000Z"
+                  updated_at: "2026-02-25T14:22:10.000Z"
       responses:
-        "201":
-          description: Category Object with the requested category or category group.
+        "200":
+          description: Manual crypto balance updated successfully
           content:
             application/json:
               schema:
-                $ref: "#/components/schemas/categoryObject"
-              examples:
-                category:
-                  value:
-                    id: 315174
-                    name: Fuel
-                    description: Fuel and gas expenses
-                    is_income: false
-                    exclude_from_budget: false
-                    exclude_from_totals: false
-                    updated_at: "2025-02-28T09:49:03.238Z"
-                    created_at: "2025-01-28T09:49:03.238Z"
-                    group_id: 86
-                    is_group: false
-                    archived: false
-                    archived_at: null
-                    order: 1
-                    collapsed: false
-                category group:
-                  value:
-                    id: 86
-                    name: Automobile
-                    description: Auto related categories
-                    is_income: false
-                    exclude_from_budget: false
-                    exclude_from_totals: false
-                    updated_at: "2025-02-28T09:49:03.238Z"
-                    created_at: "2025-01-28T09:49:03.238Z"
-                    is_group: true
-                    order: 2
-                    collapsed: false
-                    archived: false
-                    group_id: null
-                    archived_at: null
-                    children:
-                      - id: 315174
-                        name: Fuel
-                        description: Fuel and gas expenses
-                        is_income: false
-                        exclude_from_budget: false
-                        exclude_from_totals: false
-                        updated_at: "2025-02-28T09:49:03.238Z"
-                        created_at: "2025-01-28T09:49:03.238Z"
-                        group_id: 86
-                        is_group: false
-                        archived: false
-                        archived_at: null
-                        order: 1
-                        collapsed: false
-                      - id: 315175
-                        name: Maintenance
-                        description: Car maintenance and repairs
-                        is_income: false
-                        exclude_from_budget: false
-                        exclude_from_totals: false
-                        updated_at: "2025-02-28T09:49:03.238Z"
-                        created_at: "2025-01-28T09:49:03.238Z"
-                        group_id: 86
-                        is_group: false
-                        archived: false
-                        archived_at: null
-                        order: 2
-                        collapsed: false
+                $ref: "#/components/schemas/cryptoManualObject"
+              example:
+                id: 22001
+                source: manual
+                name: Cold Wallet BTC
+                display_name: Long-term BTC
+                institution_name: Ledger
+                balance: "0.900000000000000000"
+                currency: btc
+                coingecko_id: bitcoin
+                to_base: 56011.12
+                balance_as_of: "2026-03-01T09:41:18.000Z"
+                last_import: null
+                created_by_name: User 1
+                created_at: "2025-11-12T20:14:32.000Z"
+                updated_at: "2026-03-01T09:41:18.000Z"
         "400":
           description: Bad Request
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/errorResponseObject"
+              examples:
+                missing updatable properties:
+                  value:
+                    message: Invalid Request Body
+                    errors:
+                      - errMsg: "A request to update a manual crypto balance must include at least one updatable property: name, display_name, institution_name, balance"
+        "401":
+          $ref: "#/components/responses/unauthorizedToken"
+        "404":
+          description: Not Found
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/errorResponseObject"
+              example:
+                message: Not Found
+                errors:
+                  - errMsg: "There is no manual crypto balance with the id: 99999999."
+        "429":
+          $ref: "#/components/responses/rateLimited"
+        "500":
+          $ref: "#/components/responses/serverError"
+    delete:
+      tags:
+        - crypto
+      summary: Delete a manual crypto balance
+      description: Delete a single manually managed crypto asset by ID.<p>
+        If this crypto asset has a balance history, and you do not explicitly set the query parameter`keep_history`, a 422 response will be returned requesting you to explicitly set `keep_history` to `true` or `false`.
+      operationId: deleteCryptoManual
+      parameters:
+        - name: id
+          in: path
+          description: ID of the manual crypto balance to delete
+          required: true
+          schema:
+            type: integer
+            format: int32
+          examples:
+            existing manual crypto:
+              summary: Existing manual crypto ID
+              value: 22001
+            id not found:
+              summary: Example of an id that doesn't exist
+              value: 99999999
+        - name: keep_history
+          in: query
+          description: Explicitly set to `true` to preserve balance history, or `false` to remove associated history during deletion. This must be set if the account has a balance history.
+          required: false
+          schema:
+            type: boolean
+      responses:
+        "204":
+          description: No Content. The crypto asset has been deleted.
+        "401":
+          $ref: "#/components/responses/unauthorizedToken"
+        "404":
+          description: Not Found
           content:
             application/json:
               schema:
                 $ref: "#/components/schemas/errorResponseObject"
               example:
-                message: Request Validation Failure
+                message: Not Found
                 errors:
-                  - errMsg: must be a valid integer
-                    instancePath: /query/ids/0
-                    schemaPath: "#/properties/query/properties/ids/items/type"
-                    keyword: type
-                    params:
-                      type: integer
-        "401":
-          $ref: "#/components/responses/unauthorizedToken"
-        "404":
-          description: Not Found
+                  - errMsg: "There is no manual crypto balance with the id: 99999999."
+        "422":
+          description: Unprocessable Content
           content:
             application/json:
               schema:
                 $ref: "#/components/schemas/errorResponseObject"
               example:
-                message: Not Found
+                message: Explicit confirmation required
                 errors:
-                  - errMsg: There is no category with the id:'543210'`
+                  - errMsg: This crypto manual account has existing balance history. To delete this account, you must explicitly set keep_history to true or false.
+                    crypto_manual_id: 22001
+                    has_balance_history: true
+                    required_parameter: keep_history
+                    allowed_values:
+                      - true
+                      - false
         "429":
           $ref: "#/components/responses/rateLimited"
         "500":
           $ref: "#/components/responses/serverError"
-    put:
+  /crypto/synced:
+    get:
       tags:
-        - categories
-      summary: Update an existing category or category group
-      description: >-
-        Modifies the properties of an existing category or category group.<br><br>
-        
-        You may submit the response from a `GET /categories/{id}` as the request body; however, only certain
-        properties can be updated using this API. The following properties are
-        accepted in the request body but their values will be ignored: `id`, `is_group`,`archived_at`, `updated_at`, `created_at`, and `order`.<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
-        properties that is not listed above. For example, a request body that contains only a `name` property is valid.<br><br>
-
-        It is not possible to use this API to convert a category to a category group, or a vice versa, so while submitting a request body with the `is_group` property is tolerated, it will result in an error response if the value is changed.<br><br>
-
-        It is possible to modify the children of an existing category group with this API by setting the `children` attribute. If this is set, it will replace the existing children with the newly specified children. If the intention is to add or remove a single category, it is more straightforward to update the child category by specifying the new `group_id` attribute. If the goal is to add multiple new children or remove multiple existing children, it is recommended to first call the `GET /categories/:id` endpoint to get the existing children and then modify the list as desired.<br><br>
-      operationId: updateCategory
+        - crypto
+      summary: Get all synced crypto balances
+      description: Retrieves the balances for all synced crypto accounts associated with the user's account.
+      operationId: getAllCryptoSynced
+      responses:
+        "200":
+          description: A list of synced crypto balances
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/cryptoSyncedListResponseObject"
+              example:
+                crypto_synced:
+                  - id: 33004
+                    source: synced
+                    name: ETH
+                    display_name: Coinbase Main
+                    institution_name: Coinbase
+                    balance: "12.004500000000000000"
+                    currency: eth
+                    coingecko_id: ethereum
+                    to_base: 28998.44
+                    balance_as_of: "2026-02-25T14:25:00.000Z"
+                    last_import: "2026-02-25T14:25:01.000Z"
+                    account_status: active
+                    created_by_name: User 1
+                    created_at: "2025-10-02T11:02:09.000Z"
+                    updated_at: "2026-02-25T14:25:01.000Z"
+                  - id: 33004
+                    source: synced
+                    name: BTC
+                    display_name: Coinbase Main
+                    institution_name: Coinbase
+                    balance: "0.100020003000400050"
+                    currency: btc
+                    coingecko_id: bitcoin
+                    to_base: 6231.28
+                    balance_as_of: "2026-02-25T14:25:00.000Z"
+                    last_import: "2026-02-25T14:25:01.000Z"
+                    account_status: active
+                    created_by_name: User 1
+                    created_at: "2025-10-02T11:02:09.000Z"
+                    updated_at: "2026-02-25T14:25:01.000Z"
+        "401":
+          $ref: "#/components/responses/unauthorizedToken"
+        "429":
+          $ref: "#/components/responses/rateLimited"
+        "500":
+          $ref: "#/components/responses/serverError"
+  /crypto/synced/{id}:
+    get:
+      tags:
+        - crypto
+      summary: Get synced crypto balances for a single synced connection
+      description: Retrieves the balances for all currencies connected from the specified synced crypto account ID.
+      operationId: getCryptoSyncedById
       parameters:
         - name: id
           in: path
-          description: ID of the category to update
+          description: Synced crypto account ID
           required: true
           schema:
             type: integer
             format: int32
           examples:
-            category:
-              summary: Example of a category's id
-              value: 83
-            category group:
-              summary: Example of a category group's id
-              value: 86
-            child category:
-              summary: Example of a category belonging to a group
-              value: 315164
-            not found:
-              summary: Example of a category id that does not exist
-              value: 543210
-      requestBody:
-        required: true
-        content:
-          application/json:
-            schema:
-              $ref: "#/components/schemas/updateCategoryRequestObject"
-            examples:
-              Update some category properties:
-                value:
-                  name: Updated Category Name
-                  description: Updated description of the category
-              Update same properties with full object:
-                value:
-                  id: 83
-                  name: Updated Category Name
-                  description: Updated description of the category
-                  is_income: false
-                  exclude_from_budget: true
-                  exclude_from_totals: false
-                  updated_at: "2020-01-28T09:49:03.225Z"
-                  created_at: "2020-01-28T09:49:03.225Z"
-                  is_group: false
-                  group_id: null
-                  archived: false
-                  archived_at: null
-                  order: 0
-              Invalid attempt to convert to category group:
-                value:
-                  id: 83
-                  name: Old Category is now a group!
-                  is_group: true
-              Remove category from a group:
-                value:
-                  id: 86
-                  name: Automobile
-                  description: API Removed a sub category
-                  children:
-                    - 315174
+            existing synced connection:
+              summary: Existing synced account ID
+              value: 33004
+            id not found:
+              summary: Example of an id that doesn't exist
+              value: 99999999
       responses:
         "200":
-          description: Category or Category Group updated successfully
+          description: Synced crypto balances for a single synced account
           content:
             application/json:
               schema:
-                $ref: "#/components/schemas/categoryObject"
-              examples:
-                category:
-                  value:
-                    id: 83
-                    name: Updated Category Name
-                    description: Updated description of the category
-                    is_income: false
-                    exclude_from_budget: false
-                    exclude_from_totals: true
-                    updated_at: "2025-05-26T20:41:18.406Z"
-                    created_at: "2025-01-28T09:49:03.225Z"
-                    is_group: false
-                    order: 0
-                    collapsed: false
-                    archived: false
-                    archived_at: null
-                    group_id: null
-                category group:
-                  value:
-                    id: 86
-                    name: Automobile
-                    description: API Removed a sub category
-                    is_income: false
-                    exclude_from_budget: false
-                    exclude_from_totals: false
-                    updated_at: "2025-06-22T19:54:30.921Z"
-                    created_at: "2025-01-28T09:49:03.238Z"
-                    is_group: true
-                    order: 2
-                    collapsed: false
-                    archived: false
-                    group_id: null
-                    archived_at: null
-                    children:
-                      - id: 315174
-                        name: Fuel
-                        description: Fuel and gas expenses
-                        is_income: false
-                        exclude_from_budget: false
-                        exclude_from_totals: false
-                        updated_at: "2025-02-28T09:49:03.238Z"
-                        created_at: "2025-01-28T09:49:03.238Z"
-                        group_id: 86
-                        is_group: false
-                        archived: false
-                        archived_at: null
-                        order: 1
-                        collapsed: false
+                $ref: "#/components/schemas/cryptoSyncedListResponseObject"
+              example:
+                crypto_synced:
+                  - id: 33004
+                    source: synced
+                    name: ETH
+                    display_name: Coinbase Main
+                    institution_name: Coinbase
+                    balance: "12.004500000000000000"
+                    currency: eth
+                    coingecko_id: ethereum
+                    to_base: 28998.44
+                    balance_as_of: "2026-02-25T14:25:00.000Z"
+                    last_import: "2026-02-25T14:25:01.000Z"
+                    account_status: active
+                    created_by_name: User 1
+                    created_at: "2025-10-02T11:02:09.000Z"
+                    updated_at: "2026-02-25T14:25:01.000Z"
         "400":
           description: Bad Request
           content:
@@ -4606,10 +5602,9 @@ paths:
               schema:
                 $ref: "#/components/schemas/errorResponseObject"
               example:
-                message: Invalid Request Body
+                message: Invalid Path Parameters
                 errors:
-                  - errMsg: Cannot modify the 'group_id' property of an existing category or
-                      category group
+                  - errMsg: "Invalid value type for path parameter: 'id'. Expected 'number', received 'string'."
         "401":
           $ref: "#/components/responses/unauthorizedToken"
         "404":
@@ -4621,50 +5616,72 @@ paths:
               example:
                 message: Not Found
                 errors:
-                  - errMsg: There is no category with the id:'543210'`
+                  - errMsg: "There is no synced crypto connection with the id: 99999999."
         "429":
           $ref: "#/components/responses/rateLimited"
         "500":
           $ref: "#/components/responses/serverError"
-    delete:
+  /crypto/synced/{id}/refresh:
+    post:
       tags:
-        - categories
-      summary: Delete a category or category group
-      description: Attempts to delete the single category or category group specified
-        on the path. By default, this will only work if there are no dependencies,
-        such as existing budgets for the category, categorized transactions,
-        children categories for a category group, categorized recurring items,
-        etc. If there are dependents, this endpoint will return an object that
-        describes the amount and type of existing dependencies.
-      operationId: deleteCategory
+        - crypto
+      summary: Refresh balances for a synced crypto account
+      description: Trigger a balance refresh for the specified synced crypto account. Returns a normalized cryptoSyncedListResponseObject envelope containing the refreshed balances for the account.
+      operationId: refreshCryptoSynced
       parameters:
-        - in: path
-          name: id
-          description: ID of the category to delete
+        - name: id
+          in: path
+          description: Synced crypto account ID
           required: true
           schema:
             type: integer
             format: int32
           examples:
-            delete category:
-              summary: Simple category delete
-              value: 83
-            delete category group:
-              summary: Attempt to delete category with dependencies
-              value: 84
+            existing synced connection:
+              summary: Existing synced account ID
+              value: 33004
             id not found:
               summary: Example of an id that doesn't exist
-              value: 543210
-        - in: query
-          name: force
-          description: Set to `true` to force deletion even if there are dependencies
-          required: false
-          schema:
-            type: boolean
-            default: false
+              value: 99999999
       responses:
-        "204":
-          description: No Content
+        "200":
+          description: Refreshed balances for the synced crypto account
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/cryptoSyncedListResponseObject"
+              example:
+                crypto_synced:
+                  - id: 33004
+                    source: synced
+                    name: ETH
+                    display_name: Coinbase Main
+                    institution_name: Coinbase
+                    balance: "12.004500000000000000"
+                    currency: eth
+                    coingecko_id: ethereum
+                    to_base: 28998.44
+                    balance_as_of: "2026-02-25T14:25:00.000Z"
+                    last_import: "2026-02-25T14:25:01.000Z"
+                    account_status: active
+                    created_by_name: User 1
+                    created_at: "2025-10-02T11:02:09.000Z"
+                    updated_at: "2026-02-25T14:25:01.000Z"
+                  - id: 33004
+                    source: synced
+                    name: BTC
+                    display_name: Coinbase Main
+                    institution_name: Coinbase
+                    balance: "0.100020003000400050"
+                    currency: btc
+                    coingecko_id: bitcoin
+                    to_base: 6231.28
+                    balance_as_of: "2026-02-25T14:25:00.000Z"
+                    last_import: "2026-02-25T14:25:01.000Z"
+                    account_status: active
+                    created_by_name: User 1
+                    created_at: "2025-10-02T11:02:09.000Z"
+                    updated_at: "2026-02-25T14:25:01.000Z"
         "401":
           $ref: "#/components/responses/unauthorizedToken"
         "404":
@@ -4676,36 +5693,7 @@ paths:
               example:
                 message: Not Found
                 errors:
-                  - errMsg: There is no category with the id:'543210'`
-        "422":
-          description: Unprocessable Entity
-          content:
-            application/json:
-              schema:
-                $ref: "#/components/schemas/deleteCategoryResponseWithDependencies"
-              examples:
-                delete category with dependencies:
-                  summary: Response to an attempt to delete category with dependencies
-                  value:
-                    category_name: Category to be Deleted
-                    dependents:
-                      budget: 0
-                      category_rules: 1
-                      transactions: 10
-                      children: 0
-                      recurring: 0
-                      plaid_cats: 0
-                delete category group:
-                  summary: Response to attempt to delete a category group with children
-                  value:
-                    category_name: Category Group to be Deleted
-                    dependents:
-                      budget: 0
-                      category_rules: 0
-                      transactions: 0
-                      children: 3
-                      recurring: 0
-                      plaid_cats: 0
+                  - errMsg: "There is no synced crypto connection with the id: 99999999."
         "429":
           $ref: "#/components/responses/rateLimited"
         "500":
@@ -5139,7 +6127,7 @@ paths:
               example:
                 message: Not Found
                 errors:
-                  - errMsg: There is no manual account with the id:'543210'`
+                  - errMsg: "There is no manual account with the id: 543210."
         "429":
           $ref: "#/components/responses/rateLimited"
         "500":
@@ -5196,7 +6184,7 @@ paths:
               example:
                 message: Not Found
                 errors:
-                  - errMsg: There is no manual account with the id:'543210'`
+                  - errMsg: "There is no manual account with the id: 543210."
         "429":
           $ref: "#/components/responses/rateLimited"
         "500":
@@ -5994,7 +6982,7 @@ paths:
                 apply_rules:
                   type: boolean
                   default: false
-                  description: If `true`, any rules associated with the account specified by
+                  description: If explicitly set to `true`, any rules associated with the account specified by
                     the `manual_account_id` property for each transaction will
                     be applied.
                 skip_duplicates:
@@ -6358,7 +7346,7 @@ paths:
               examples:
                 invalid ids in new transactions:
                   value:
-                    message: Invalid Request Body
+                    message: Request Validation Failure
                     errors:
                       - errMsg: "transactions[0] manual account ID does not exist: 9999999"
                         transaction_index: 0
@@ -6377,7 +7365,7 @@ paths:
                         recurring_id: 88888888
                 duplicate external_ids within request:
                   value:
-                    message: Invalid Request Body
+                    message: Request Validation Failure
                     errors:
                       - errMsg: Duplicate External IDs found in the request body
                         error: Duplicate External ID
@@ -6653,7 +7641,7 @@ paths:
               examples:
                 invalid ids in id list:
                   value:
-                    message: Invalid Request Body
+                    message: Request Validation Failure
                     errors:
                       - errMsg: "transactions[0] manual account ID does not exist: 999999999"
                         transaction_index: 0
@@ -6672,7 +7660,7 @@ paths:
                         recurring_id: 888888888
                 update with errors:
                   value:
-                    message: Invalid Request Body
+                    message: Request Validation Failure
                     errors:
                       - errMsg: "There is no transaction with the id: 9999999"
                         error: Invalid Transaction ID
@@ -6730,7 +7718,7 @@ paths:
                         locked_property: amount
                 duplicate external_ids within request:
                   value:
-                    message: Invalid Request Body
+                    message: Request Validation Failure
                     errors:
                       - errMsg: Duplicate External IDs found in the request body
                         error: Duplicate External ID
@@ -6748,7 +7736,7 @@ paths:
                           - 3
                 invalid ids:
                   value:
-                    message: Invalid Request Body
+                    message: Request Validation Failure
                     errors:
                       - errMsg: "There is no transaction with the id: 1"
                         error: Invalid Transaction ID
@@ -7117,7 +8105,7 @@ paths:
               example:
                 message: Not Found
                 errors:
-                  - errMsg: There is no transaction with the id:'543210'`
+                  - errMsg: "There is no transaction with the id: 543210."
         "429":
           $ref: "#/components/responses/rateLimited"
         "500":
@@ -7256,7 +8244,7 @@ paths:
               example:
                 message: Not Found
                 errors:
-                  - errMsg: There is no transaction with the id:'543210'`
+                  - errMsg: "There is no transaction with the id: 543210."
         "429":
           $ref: "#/components/responses/rateLimited"
         "500":
@@ -7309,7 +8297,7 @@ paths:
               example:
                 message: Not Found
                 errors:
-                  - errMsg: There is no transaction with the id:'543210'`
+                  - errMsg: "There is no transaction with the id: 543210."
         "429":
           $ref: "#/components/responses/rateLimited"
         "500":
@@ -7830,30 +8818,30 @@ paths:
               examples:
                 bad math:
                   value:
-                    message: Invalid Request Body
+                    message: Request Validation Failure
                     errors:
-                      - errMsg: Sums of split transactions do not add up to the original transaction
-                          amount!
+                      - errMsg: Sum of split transactions do not add up to the original transaction amount.
                 split recurring:
                   value:
-                    message: Invalid Request Body
+                    message: Request Validation Failure
                     errors:
-                      - errMsg: You cannot split a recurring transaction!
+                      - errMsg: You cannot split a recurring transaction.
+                        id: 2112150655
                 split group:
                   value:
-                    message: Invalid Request Body
+                    message: Request Validation Failure
                     errors:
-                      - errMsg: You cannot split a grouped transaction!
+                      - errMsg: You cannot split a group transaction. Ungroup it before splitting.
                 split split:
                   value:
-                    message: Invalid Request Body
+                    message: Request Validation Failure
                     errors:
-                      - errMsg: You cannot split an already split transaction!"
+                      - errMsg: You cannot split an already split transaction. Unsplit it before splitting again.
                 missing amount in child transaction:
                   value:
                     message: Invalid Request Body
                     errors:
-                      - errMsg: "child_transactions[0] amount is required."
+                      - errMsg: "child_transactions[0] is missing required property 'amount' in request body."
                         child_transactions_index: 0
                         error: Missing required property
                         invalid_property: amount
@@ -8407,9 +9395,9 @@ paths:
               schema:
                 $ref: "#/components/schemas/errorResponseObject"
               example:
-                message: Invalid Request Body
+                message: Request Validation Failure
                 errors:
-                  - errMsg: "A request to update a tag must include at least one of the following properties: name, description, archived"
+                  - errMsg: "A request to update a tag must include at least one of the following properties: name, description, archived."
         "401":
           $ref: "#/components/responses/unauthorizedToken"
         "404":
@@ -8421,7 +9409,7 @@ paths:
               example:
                 message: Not Found
                 errors:
-                  - errMsg: There is no tag with the id:'543210'`
+                  - errMsg: "There is no tag with the id: 543210."
         "429":
           $ref: "#/components/responses/rateLimited"
         "500":
@@ -8476,9 +9464,9 @@ paths:
               example:
                 message: Not Found
                 errors:
-                  - errMsg: There is no tag with the id:'543210'`
+                  - errMsg: "There is no tag with the id: 543210."
         "422":
-          description: Unprocessable Entity
+          description: Unprocessable Content
           content:
             application/json:
               schema: