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.
Authentication
sf_… API key in the bearerAuth field below.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
1 <= lengthResponse Body
application/json
curl -X GET "https://example.com/companies/string/categories"[ { "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08", "companyId": "8bb73d03-06b4-47c7-80c7-59301f770eda", "name": "string", "emoji": "string", "plTypes": [ "revenue" ], "system": true, "systemKey": "string", "order": -8388608, "createdTime": "2019-08-24T14:15:22Z", "createdUserId": "string", "lastUpdatedTime": "2019-08-24T14:15:22Z", "lastUpdatedUserId": "string", "used": 0, "usedTransactions": 0, "usedPlannedTransactions": 0 }]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`.
Create category
Create a category. `plTypes` decides where transactions in it land in the P&L, and `order` sets its position in the list. Leave `system` at its default of false; system categories are SaaSFlow-managed and behave differently on delete.