SaaSFlow
DevelopersAPIReferenceaccounts

Remove history

Permanently delete this one account's transactions before `beforeDate` and replace them with a single balance transaction, so the running balance stays correct while the detail goes away. Useful for trimming a long import back to the period the books actually start from. For the company-wide version that also sets the data start date, use `POST /accounts/remove_history`.

Authentication

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POST
/companies/{companyId}/accounts/{accountId}/remove_history

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

curl -X POST "https://example.com/companies/string/accounts/string/remove_history" \  -H "Content-Type: application/json" \  -d '{    "beforeDate": "string"  }'
{  "success": true}

Switch to manual

Detach an account from the integration feeding it and make it manually managed. Existing transactions stay; new ones stop arriving automatically and the account becomes editable by hand. Use this when a bank connection is being retired but its history should survive. Reconnecting later means setting the integration up again.

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.