SaaSFlow
DevelopersAPIReferenceaccounts

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 currency, not a delta. The date has to fall strictly before every other transaction on the account: otherwise you get 422 with `initial_balance_not_first` and the `earliestDate` to go before. Accounts managed by an integration that does not allow hand-set balances are refused with `integration_managed`.

Authentication

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PUT
/companies/{companyId}/accounts/{accountId}/initial_balance

Authorization

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.

In: header

Path Parameters

companyId*string
Length1 <= length
accountId*string
Length1 <= length

Request Body

application/json

TypeScript Definitions

Use the request body type in TypeScript.

Response Body

application/json

application/json

application/json

curl -X PUT "https://example.com/companies/string/accounts/string/initial_balance" \  -H "Content-Type: application/json" \  -d '{    "value": "string",    "date": "string"  }'
{  "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",  "stripeBalanceTransactionId": "string",  "stripeInvoiceId": "string",  "stripeCreditNoteId": "string",  "stripePaymentIntentId": "string",  "stripeBillingEmail": "string",  "hubspotPortalId": "string",  "hubspotInvoiceId": "string",  "hubspotCategorizationResolved": true,  "finwayExpenseNumber": "string",  "finwayInvoiceNumber": "string",  "pleoExpenseId": "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"    }  }}

List initial balance

Get the account's initial-balance seed, the synthetic transaction that carries whatever the account held before its first imported transaction. Returns `{ transaction: null }` when no seed exists, which is the usual reason a running balance looks right in shape but wrong by a constant amount.

List categories

List a company's transaction categories. Each category declares the P&L lines it can post to through `plTypes` (revenue, cogs, cac, pd, ga, no, neutral), which is what lets one category split across the P&L. `used` counts everything currently assigned to the category, both transactions and planned transactions, so a zero there means the category can be deleted outright; `usedTransactions` and `usedPlannedTransactions` break that total down. Categories flagged `system` are created and maintained by SaaSFlow and cannot be deleted at all.