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. To stop a recurring item from a date onward while keeping its history in the forecast, set the recurrence `end` instead.

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: `amountValue` is net of pass-through tax. Returns 404 if it does not exist or belongs to another company.

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 future occurrence rather than just the next one, and moving `startDate` shifts the entire series. Returns 404 if it does not exist or belongs to another company.