SaaSFlow
DevelopersAPIReferenceplanned_transactions

Delete planned transaction

Delete a planned transaction and every occurrence it would have produced, past and future, which changes the cash flow forecast for all of them.

Authentication

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DELETE
/companies/{companyId}/planned_transactions/{plannedTransactionId}

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
plannedTransactionId*string
Length1 <= length

Response Body

application/json

curl -X DELETE "https://example.com/companies/string/planned_transactions/string"
{  "success": true}

Retrieve planned transaction

Retrieve a single planned transaction by id, meaning the recurrence rule rather than its dated occurrences. Same amount semantics as the list endpoint…

Update planned transaction

Update a planned transaction. Only the fields you send change. Edits apply to the whole rule, so changing the amount or the recurrence rewrites every…