Accounts

Accounts: Set Aside Money developer API reference.

Your connected bank and card accounts, their balances, and the connections behind them.

List accounts

GET /v1/accounts · Required scope: data.read

Returns every visible account, sorted by name.

curl https://api.setaside.money/v1/accounts \
  -H "Authorization: Bearer $SETASIDE_API_KEY"

[
  {
    "id": "3f9a1c22-88b1-4a0e-9d77-2c5e6b0f1a44",
    "name": "Everyday Checking",
    "type": "depository",
    "subtype": "checking",
    "currency": "USD",
    "balance": 428310
  }
]

Field	Type	Notes
id	uuid	Use this as account_id elsewhere.
name	string	As shown in the app.
type	string	depository, credit, investment, loan, or unclassified.
subtype	string, nullable	For example checking or savings.
currency	string	ISO 4217.
balance	integer	Cents.

Responses can carry more fields than are listed here. Read what you need and ignore the rest, per versioning.

Account totals

GET /v1/accounts/summary · Required scope: data.read

Balance rollups across all accounts, which is what the app shows at the top of the screen. Cheaper than listing every account and summing them yourself.

Connections

GET /v1/connections · Required scope: data.read

The bank connections behind your accounts and their sync state. Useful for noticing a connection that needs attention.

curl https://api.setaside.money/v1/connections \
  -H "Authorization: Bearer $SETASIDE_API_KEY"

Connections are read only here. Connecting or disconnecting a bank is not reachable with an API key, because those flows involve the provider’s own consent screens and credentials.