List initial balance
Get the account's initial-balance seed, the synthetic transaction that carries whatever the account held before its first imported transaction.
Authentication
Authorization<token>A SaaSFlow API key (format sf_…) or an OAuth bearer token. Paste only the key — the proxy adds the Bearer prefix. Create an API key in Settings → Company settings → API keys — see API keys.
companyId*string1 <= lengthaccountId*string1 <= lengthInitial-balance transaction of the account
application/json- response
transaction*|The account's initial-balance seed transaction, or null if none exists.
curl -X GET 'https://api.saasflow.com/companies/string/accounts/string/initial_balance'{ "transaction": { "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08", "companyId": "8bb73d03-06b4-47c7-80c7-59301f770eda", "accountId": "3d07c219-0a88-45be-9cfc-91e9d095a1e9", "date": "string", "fromTo": "string", "description": "string", "amountValue": "string", "amountCurrency": "EUR", "categorizationsAutoAssigned": true, "excludeFromAutoCategorization": true, "notes": "string", "source": "string", "assignedUserId": "string", "finApiTransactionId": "string", "plaidTransactionId": "string", "counterpartIban": "string", "endToEndReference": "string", "stripeBalanceTransactionId": "string", "stripeInvoiceId": "string", "stripeCreditNoteId": "string", "stripePaymentIntentId": "string", "stripeBillingEmail": "string", "hubspotPortalId": "string", "hubspotInvoiceId": "string", "hubspotCategorizationResolved": true, "finwayExpenseNumber": "string", "finwayInvoiceNumber": "string", "pleoExpenseId": "string", "paypalTransactionId": "string", "paypalEventCode": "string", "paypalReferenceId": "string", "paypalFeeAmount": "string", "digistore24TransactionId": "string", "digistore24PayoutId": "string", "createdVendorId": "91002d41-22cb-48a3-bc93-148a8439ef7f", "integrationId": "497a18ca-284e-40c0-985d-f72be35d468e", "pending": true, "createdTime": "2019-08-24T14:15:22Z", "createdUserId": "string", "lastUpdatedTime": "2019-08-24T14:15:22Z", "lastUpdatedUserId": "string", "categorizations": { "property1": { "counterparty": { "type": "customer", "id": "string" }, "categoryId": "string", "usingDateRule": { "type": "transactionDate" }, "computedStartDate": "2019-08-24", "computedEndDate": "2019-08-24", "plSplit": { "revenue": 0, "cogs": 0, "cac": 0, "pd": 0, "ga": 0, "no": 0, "neutral": 0 }, "passThroughTax": 0, "transferCounterPosition": { "transactionId": "string", "categorizationId": "string" }, "internalTransitLink": { "transactionId": "string", "categorizationId": "string" }, "sourceNote": "string", "externalInvoiceUrn": "string" }, "property2": { "counterparty": { "type": "customer", "id": "string" }, "categoryId": "string", "usingDateRule": { "type": "transactionDate" }, "computedStartDate": "2019-08-24", "computedEndDate": "2019-08-24", "plSplit": { "revenue": 0, "cogs": 0, "cac": 0, "pd": 0, "ga": 0, "no": 0, "neutral": 0 }, "passThroughTax": 0, "transferCounterPosition": { "transactionId": "string", "categorizationId": "string" }, "internalTransitLink": { "transactionId": "string", "categorizationId": "string" }, "sourceNote": "string", "externalInvoiceUrn": "string" } } }}Remove history
Permanently delete this one account's transactions before beforeDate and replace them with a single balance transaction, so the running balance stays…
Update initial balance
Set or correct the account's opening balance, creating the seed transaction if there is none. value is the balance on date in the account's default…