Budgeting platform APIs

Budgeting workflows for modern finance apps.

Build spending, planning, and reporting experiences with endpoints for categories, goals, insights, and account movement.

Spend categorization

Classify transactions into budgeting categories and monitor variance over time.

Savings goals

Create goal objects and compare progress against planned monthly contributions.

Budget analytics

Generate daily and monthly summaries with trend data for user dashboards.

Transfers and envelopes

Move balances across envelopes to support zero-based and envelope budgeting models.

API preview

Endpoints designed around financial control.

Use a predictable API shape for budget lists, goals, insights, and transaction sync jobs.

GET /api/budgets
POST /api/budgets/:id/goals
GET /api/budgets/:id/insights?window=30d
POST /api/budgets/:id/transactions/sync