SaaSFlow
DevelopersAPIReferenceplanned_transactions

Update planned transaction

Update a planned transaction with the SaaSFlow REST API. Request parameters, response fields, and an interactive playground.

Authentication

You're not signed in. Either sign in at app.saasflow.com and reload (then pick sessionCookie), or paste a SaaSFlow sf_… API key in the bearerAuth field below.
PUT
/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
plannedTransactionId*string

Request Body

application/json

TypeScript Definitions

Use the request body type in TypeScript.

Response Body

application/json

application/json

curl -X PUT "https://example.com/companies/string/planned_transactions/string" \  -H "Content-Type: application/json" \  -d '{}'
{  "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"}
{  "error": "string"}

Delete planned transaction

Delete a planned transaction with the SaaSFlow REST API. Request parameters, response fields, and an interactive playground.

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.