List planned transaction occurrences
List individual dated occurrences of planned transactions within a date range, expanded from recurrence rules. Each item represents one expected cash event on a specific date. Amount semantics: `amount.value` is the **net** amount excluding pass-through taxes (e.g. VAT). When the underlying planned transaction has VAT, the tax portion is returned **separately** as `passThroughTaxAmount` — it is **not** included in `amount.value`. To compute the total gross cash inflow / outflow for a period (e.g. for a cash flow forecast that matches what hits the bank account), sum `amount.value + (passThroughTaxAmount?.value ?? 0)` over all items. To compute net planned revenue / cost (excluding VAT, matching P&L), sum only `amount.value`. Use pagination (`limit`, `offset`) to fetch all items — `totalCount` is the unpaginated total.
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
Query Parameters
Response Body
application/json
curl -X GET "https://example.com/companies/string/planned_transaction_occurrences?startDate=string&endDate=string"{ "items": [ { "id": "string", "plannedTransactionId": "string", "date": "string", "computedStartDate": "string", "computedEndDate": "string", "usingPeriodDays": 0, "amount": { "value": 0, "currency": "string" }, "passThroughTaxAmount": { "value": 0, "currency": "string" }, "accountId": "string", "categoryId": "string", "counterparty": { "type": "customer", "id": "string" }, "counterpartyName": "string", "counterpartyLogoUrl": "string", "name": "string", "startDate": "string", "recurrence": null, "overrides": { "property1": null, "property2": null }, "source": "string" } ], "totalCount": 0}Update planned transaction
Update a planned transaction with the SaaSFlow REST API. Request parameters, response fields, and an interactive playground.
Recurring transactions
Recurring transactions (data endpoint) in the SaaSFlow REST API. Request parameters, response fields, and an interactive playground.