SaaSFlow
DevelopersAPIReferenceplanned_transactions

List planned transactions

List planned transactions for a company. Each row is a recurrence rule — to get individual dated occurrences (and to compute totals for a date range), use the `planned_transaction_occurrences` endpoint instead. Amount semantics: `amountValue` is the **net** amount excluding pass-through taxes (e.g. VAT). When `passThroughTaxAmount` is non-null, the **gross cash impact** on the bank account is `amountValue + passThroughTaxAmount`. For "planned cash inflow / outflow" questions, sum the gross amount; for "planned revenue / cost net of VAT", sum `amountValue` only.

Authentication

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GET
/companies/{companyId}/planned_transactions

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

Response Body

application/json

curl -X GET "https://example.com/companies/string/planned_transactions"
[  {    "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08",    "companyId": "8bb73d03-06b4-47c7-80c7-59301f770eda",    "accountId": "string",    "name": "string",    "startDate": "string",    "amountValue": "string",    "amountCurrency": "EUR",    "passThroughTaxAmount": "string",    "categoryId": "string",    "counterparty": {      "type": "customer",      "id": "string"    },    "usingDateRule": {      "type": "transactionDate"    },    "recurrence": {      "frequency": "day",      "interval": 0,      "lastDayOfMonth": true,      "end": {        "type": "date",        "date": "string"      }    },    "overrides": {      "property1": null,      "property2": null    },    "source": "string",    "externalId": "string",    "externalSubscriptionId": "string",    "createdTime": "2019-08-24T14:15:22Z",    "createdUserId": "string",    "lastUpdatedTime": "2019-08-24T14:15:22Z",    "lastUpdatedUserId": "string"  }]