Buxfer

Buxfer Transactions API

Create, edit, delete, list and import transactions.

GitHub OpenAPI

Documentation

📖
Authentication
https://raw.githubusercontent.com/api-evangelist/buxfer/refs/heads/main/authentication/buxfer-authentication.yml

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/buxfer/refs/heads/main/openapi/buxfer-transactions-api-openapi.yml

Other Resources

🔗
Conventions
https://raw.githubusercontent.com/api-evangelist/buxfer/refs/heads/main/conventions/buxfer-conventions.yml
🔗
ErrorCatalog
https://raw.githubusercontent.com/api-evangelist/buxfer/refs/heads/main/errors/buxfer-problem-types.yml
🔗
DataModel
https://raw.githubusercontent.com/api-evangelist/buxfer/refs/heads/main/data-model/buxfer-data-model.yml
🔗
Conformance
https://raw.githubusercontent.com/api-evangelist/buxfer/refs/heads/main/conformance/buxfer-conformance.yml
🔗
Lifecycle
https://raw.githubusercontent.com/api-evangelist/buxfer/refs/heads/main/lifecycle/buxfer-lifecycle.yml

OpenAPI Specification

buxfer-transactions-api-openapi.yml Raw ↑ 
openapi: 3.1.0
info:
  title: Buxfer Accounts Transactions API
  version: '1.0'
  description: 'Faithful OpenAPI representation of the publicly documented Buxfer REST API (https://www.buxfer.com/help/api). Buxfer is a personal finance and money management platform; this API lets a client read accounts, transactions, tags, budgets, reminders, groups, contacts and loans, and create/edit/delete transactions and upload statements. Authentication is a login call that returns an ephemeral token which must be passed as a `token` query parameter on every subsequent request. Responses use a JSON envelope with a `response` object whose `status` is either `OK` or `ERROR: <description>`.'
  contact:
    name: Buxfer Support
    url: https://www.buxfer.com/help/
  x-apievangelist-method: generated
  x-apievangelist-source: https://www.buxfer.com/help/api
servers:
- url: https://www.buxfer.com/api
  description: Buxfer production API
security:
- token: []
tags:
- name: Transactions
  description: Create, edit, delete, list and import transactions.
paths:
  /transaction_add:
    post:
      operationId: addTransaction
      tags:
      - Transactions
      summary: Add a transaction
      description: Create an expense, income, refund, payment, transfer, investment, shared bill, loan or settlement transaction.
      requestBody:
        required: true
        content:
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/TransactionWrite'
      responses:
        '200':
          description: The created transaction.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/TransactionMutationResponse'
        '400':
          description: Validation error in the envelope status.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
  /transaction_edit:
    post:
      operationId: editTransaction
      tags:
      - Transactions
      summary: Edit a transaction
      description: Modify an existing transaction identified by id.
      requestBody:
        required: true
        content:
          application/x-www-form-urlencoded:
            schema:
              allOf:
              - type: object
                required:
                - id
                properties:
                  id:
                    type: integer
              - $ref: '#/components/schemas/TransactionWrite'
      responses:
        '200':
          description: The updated transaction.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/TransactionMutationResponse'
        '400':
          description: Validation error in the envelope status.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
  /transaction_delete:
    post:
      operationId: deleteTransaction
      tags:
      - Transactions
      summary: Delete a transaction
      description: Remove a transaction identified by id.
      requestBody:
        required: true
        content:
          application/x-www-form-urlencoded:
            schema:
              type: object
              required:
              - id
              properties:
                id:
                  type: integer
      responses:
        '200':
          description: Delete acknowledgement (status only).
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StatusResponse'
        '400':
          description: Error in the envelope status.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
  /upload_statement:
    post:
      operationId: uploadStatement
      tags:
      - Transactions
      summary: Upload a statement
      description: Import a bank or credit-card statement into an account.
      requestBody:
        required: true
        content:
          application/x-www-form-urlencoded:
            schema:
              type: object
              required:
              - accountId
              - statement
              properties:
                accountId:
                  type: integer
                statement:
                  type: string
                  description: Raw statement text content.
                dateFormat:
                  type: string
                  enum:
                  - MM/DD/YYYY
                  - DD/MM/YYYY
      responses:
        '200':
          description: Upload result.
          content:
            application/json:
              schema:
                type: object
                properties:
                  response:
                    type: object
                    properties:
                      status:
                        type: string
                      uploaded:
                        type: boolean
                      balance:
                        type: number
        '400':
          description: Error in the envelope status.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
  /transactions:
    get:
      operationId: listTransactions
      tags:
      - Transactions
      summary: List transactions
      description: Retrieve transactions, optionally filtered by account, tag, date range, budget, contact, group or status. Returns at most 100 transactions per page; use the `page` parameter to paginate.
      parameters:
      - name: token
        in: query
        required: true
        schema:
          type: string
      - name: accountId
        in: query
        required: false
        schema:
          type: integer
      - name: accountName
        in: query
        required: false
        schema:
          type: string
      - name: tagId
        in: query
        required: false
        schema:
          type: integer
      - name: tagName
        in: query
        required: false
        schema:
          type: string
      - name: startDate
        in: query
        required: false
        schema:
          type: string
          format: date
      - name: endDate
        in: query
        required: false
        schema:
          type: string
          format: date
      - name: budgetId
        in: query
        required: false
        schema:
          type: integer
      - name: budgetName
        in: query
        required: false
        schema:
          type: string
      - name: contactId
        in: query
        required: false
        schema:
          type: integer
      - name: contactName
        in: query
        required: false
        schema:
          type: string
      - name: groupId
        in: query
        required: false
        schema:
          type: integer
      - name: groupName
        in: query
        required: false
        schema:
          type: string
      - name: status
        in: query
        required: false
        schema:
          type: string
          enum:
          - pending
          - reconciled
          - cleared
      - name: page
        in: query
        required: false
        schema:
          type: integer
          minimum: 1
      responses:
        '200':
          description: A page of transactions.
          content:
            application/json:
              schema:
                type: object
                properties:
                  response:
                    type: object
                    properties:
                      status:
                        type: string
                      numTransactions:
                        type: integer
                      transactions:
                        type: array
                        items:
                          $ref: '#/components/schemas/Transaction'
components:
  schemas:
    TransactionMutationResponse:
      type: object
      properties:
        response:
          type: object
          properties:
            status:
              type: string
            id:
              type: integer
            description:
              type: string
            date:
              type: string
            type:
              type: string
            amount:
              type: number
            expenseAmount:
              type: number
            accountId:
              type: integer
            accountName:
              type: string
            tags:
              type: string
            tagNames:
              type: string
            status_field:
              type: string
            sortDate:
              type: string
    ErrorResponse:
      type: object
      properties:
        response:
          type: object
          properties:
            status:
              type: string
              description: 'Error status string of the form: ERROR: <description>'
              example: 'ERROR: invalid token'
    Transaction:
      type: object
      properties:
        id:
          type: integer
        description:
          type: string
        date:
          type: string
        type:
          type: string
        amount:
          type: number
        accountId:
          type: integer
        tags:
          type: string
        extraInfo:
          type: string
    StatusResponse:
      type: object
      properties:
        response:
          type: object
          properties:
            status:
              type: string
              example: OK
    TransactionWrite:
      type: object
      required:
      - description
      - amount
      - accountId
      - type
      properties:
        description:
          type: string
        amount:
          type: number
        accountId:
          type: integer
        fromAccountId:
          type: integer
          description: Source account for transfers.
        toAccountId:
          type: integer
          description: Destination account for transfers.
        date:
          type: string
          format: date
          description: YYYY-MM-DD.
        tags:
          type: string
          description: Comma-separated tag names.
        type:
          type: string
          enum:
          - expense
          - income
          - refund
          - payment
          - transfer
          - investment_buy
          - investment_sell
          - investment_dividend
          - capital_gain
          - capital_loss
          - sharedBill
          - paidForFriend
          - settlement
          - loan
        status:
          type: string
          enum:
          - cleared
          - pending
        payers:
          type: string
          description: JSON array of payers (sharedBill).
        sharers:
          type: string
          description: JSON array of sharers (sharedBill).
        isEvenSplit:
          type: boolean
          description: Even split flag (sharedBill).
        loanedBy:
          type: string
          description: uid or email (loan).
        borrowedBy:
          type: string
          description: uid or email (loan).
        paidBy:
          type: string
          description: uid or email (paidForFriend).
        paidFor:
          type: string
          description: uid or email (paidForFriend).
  securitySchemes:
    token:
      type: apiKey
      in: query
      name: token
      description: Ephemeral token returned by the login operation, passed as a query parameter on every subsequent request.