Transactions

Transactions: Set Aside Money developer API reference.

Read, filter, create, and update transactions.

List transactions

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

Paginated. See pagination for reading more than one page.

Parameter	Type	Notes
page	integer	Defaults to 1.
limit	integer	Defaults to 50, maximum 200.
type	string	expense, income, or transfer.
account_id	uuid	Restrict to one account.
category_id	uuid	Restrict to one category.
expense_goal_id	uuid	Only transactions assigned to this Expense.
search	string	Case-insensitive match on the merchant text.
from	date	Inclusive, YYYY-MM-DD.
to	date	Inclusive, YYYY-MM-DD.
sort	string	booked_at (default) or created_at.

curl "https://api.setaside.money/v1/transactions?from=2026-07-01&to=2026-07-31&type=expense&limit=100" \
  -H "Authorization: Bearer $SETASIDE_API_KEY"

{
  "data": [
    {
      "id": "7c1e93a4-2f60-4b18-a5d2-9e3f0c7b6a51",
      "account_id": "3f9a1c22-88b1-4a0e-9d77-2c5e6b0f1a44",
      "concept": "Blue Bottle Coffee",
      "amount": -1250,
      "booked_at": "2026-07-14",
      "type": "expense",
      "category_id": "1a2b3c4d-5e6f-4a7b-8c9d-0e1f2a3b4c5d",
      "expense_goal_id": null
    }
  ],
  "total": 213,
  "page": 1,
  "pages": 3
}

Amounts are integer cents. Spending is negative, income is positive.

Summarize transactions

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

Totals for the same filters as the list endpoint, without transferring the rows.

Get one transaction

GET /v1/transactions/{id} · Required scope: data.read

Create a transaction

POST /v1/transactions · Required scope: data.write

Records a manual transaction, for cash or anything a bank feed will not deliver.

Field	Required	Notes
account_id	yes	Which account it belongs to.
amount	yes	Integer cents. Negative for spending.
concept	yes	The merchant or description, up to 200 characters.
booked_at	yes	YYYY-MM-DD.
type	no	expense, income, or transfer. Inferred from the sign otherwise.
category_id	no
expense_goal_id	no	Assign it to an Expense at the same time.
notes	no	Up to 2000 characters.

curl -X POST https://api.setaside.money/v1/transactions \
  -H "Authorization: Bearer $SETASIDE_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: cash-2026-08-08-market" \
  -d '{
    "account_id": "3f9a1c22-88b1-4a0e-9d77-2c5e6b0f1a44",
    "amount": -2400,
    "concept": "Farmers market",
    "booked_at": "2026-08-08"
  }'

Send an Idempotency-Key so that a script retrying after a timeout does not create a second transaction. Derive it from the source event rather than generating a random value per attempt.

Update a transaction

PATCH /v1/transactions/{id} · Required scope: data.write

Send only the fields you are changing. Sending an empty body is a 400, not a no-op, so a bug in your code cannot look like a successful write.

curl -X PATCH https://api.setaside.money/v1/transactions/7c1e93a4-2f60-4b18-a5d2-9e3f0c7b6a51 \
  -H "Authorization: Bearer $SETASIDE_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "concept": "Blue Bottle", "category_id": "1a2b3c4d-5e6f-4a7b-8c9d-0e1f2a3b4c5d" }'

Assign a transaction to an Expense

POST /v1/transactions/{id}/expense · Required scope: data.write

Files the transaction against an Expense, which draws down that Expense’s balance exactly as it does in the app. Pass null to clear an assignment.

curl -X POST https://api.setaside.money/v1/transactions/7c1e93a4-2f60-4b18-a5d2-9e3f0c7b6a51/expense \
  -H "Authorization: Bearer $SETASIDE_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "expense_goal_id": "5d4c3b2a-1f0e-4d9c-8b7a-6e5f4d3c2b1a" }'

This is the endpoint most automations end up using: match a merchant, assign the Expense, done.