Budget is an event feature used to organize spending and track [allocations](https://support.cvent.com/s/communityarticle/Setting-Up-Budget-Allocations). Use this API to view budget items, cards and card transactions related to the budget module.
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openapi: 3.0.2
info:
title: Cvent REST APIs — Budget
version: ea
description: Budget is an event feature used to organize spending and track [allocations](https://support.cvent.com/s/communityarticle/Setting-Up-Budget-Allocations).
Use this API to view budget items, cards and card transactions related to the budget module.
contact:
name: Cvent Development Platform
url: https://developers.cvent.com/
externalDocs:
description: Cvent REST API documentation
url: https://developers.cvent.com/documentation
servers:
- url: https://api-platform.cvent.com/ea
- url: https://api-platform-eur.cvent.com/ea
tags:
- name: Budget
description: Budget is an event feature used to organize spending and track [allocations](https://support.cvent.com/s/communityarticle/Setting-Up-Budget-Allocations).
Use this API to view budget items, cards and card transactions related to the budget module.
paths:
/budget-items:
get:
security:
- OAuth2.clientCredentials:
- budget/budget-items:read
- OAuth2.authorizationCode:
- budget/budget-items:read
summary: List Budget Items
description: Gets a paginated list of budget items across all events linked to the account associated with the access
token. The data can be filtered by the specified after and before date parameters, based on the last modified date,
for a maximum duration of 1 year per request.
operationId: getAccountBudgetItems
parameters:
- $ref: '#/components/parameters/afterRequired'
- $ref: '#/components/parameters/beforeRequired'
- $ref: '#/components/parameters/limit'
- $ref: '#/components/parameters/token'
- name: filter
in: query
required: false
description: 'Use filter query parameters to limit results
to data that matches your criteria. See
[Filters](/docs/rest-api/reference/filters) for details.
Supported fields and operators are listed below:
| Field | Operators |
|:-----------------|:-----------|
| event.id | `eq`, `ne` |
| rfp.id | `eq`, `ne` |
| budgetVersion.id | `eq`, `ne` |
| id | `eq`, `ne` |
| category.id | `eq`, `ne` |
| category.name | `eq`, `ne` |
| subCategory.id | `eq`, `ne` |
| subCategory.name | `eq`, `ne` |
The following logical operators are supported for combining filters:
* and
* or
'
schema:
type: string
example: event.id eq 'e7120b27-ca4c-46c1-b5de-cbe5ea0e26d5' and budgetVersion.id ne 'e7120b27-ca4c-46c1-b5de-cbe5ea0e26d5'
tags:
- Budget
responses:
'200':
description: Successfully retrieved a paginated list of budget items across all events linked to the account, filtered
by the specified after and before date parameters.
headers: {}
content:
application/json:
schema:
$ref: '#/components/schemas/account-budget-items-paginated-response'
'400':
$ref: '#/components/responses/BadRequest1'
'401':
$ref: '#/components/responses/Unauthorized1'
'403':
$ref: '#/components/responses/Forbidden1'
'404':
$ref: '#/components/responses/NotFound1'
'429':
$ref: '#/components/responses/TooManyRequests1'
deprecated: false
externalDocs:
description: More about OAuth2 authorization code support for administrators
url: '#oauth2-auth-code-planner-admin'
/budget-vendors:
get:
security:
- OAuth2.clientCredentials:
- budget/budget-vendors:read
- OAuth2.authorizationCode:
- budget/budget-vendors:read
summary: List Account Vendors
description: Gets a paginated list of account-level budget vendors configured in Admin > Budget > Vendors for your account.
Event-scoped vendors and CSN-only vendors are not included in this endpoint.
operationId: getAccountVendors
parameters:
- $ref: '#/components/parameters/after'
- $ref: '#/components/parameters/before'
- $ref: '#/components/parameters/limit'
- $ref: '#/components/parameters/token'
- name: filter
in: query
required: false
description: 'Use filter query parameters to limit results
to data that matches your criteria. See
[Filters](/docs/rest-api/reference/filters) for details.
Supported fields and operators are listed below:
| Field | Operators |
|:--------------|:-----------------------------------|
| id | `eq`, `ne` |
| lastModified | `eq`, `ne`, `lt`, `le`, `gt`, `ge` |
| active | `eq`, `ne` |
The following logical operators are supported for combining filters:
* and
* or
'
schema:
type: string
example: active eq true and id eq '5b5a6e5c-1234-4af5-9d1f-9bcb9e7c1234' and lastModified ge '2025-01-01T00:00:00Z'
tags:
- Budget
responses:
'200':
description: Successfully retrieved a paginated list of vendors.
headers: {}
content:
application/json:
schema:
$ref: '#/components/schemas/budget-vendors-paginated-response'
'400':
$ref: '#/components/responses/BadRequest1'
'401':
$ref: '#/components/responses/Unauthorized1'
'403':
$ref: '#/components/responses/Forbidden1'
'404':
$ref: '#/components/responses/NotFound1'
'429':
$ref: '#/components/responses/TooManyRequests1'
deprecated: false
externalDocs:
description: More about OAuth2 authorization code support for administrators
url: '#oauth2-auth-code-planner-admin'
/cards:
get:
security:
- OAuth2.clientCredentials:
- budget/cards:read
- OAuth2.authorizationCode:
- budget/cards:read
summary: List Cards
description: Gets a paginated list of payment cards associated to the account of the access token.
operationId: getCards
parameters:
- $ref: '#/components/parameters/limit'
- $ref: '#/components/parameters/token'
- name: filter
in: query
required: false
description: 'Use filter query parameters to limit results
to data that matches your criteria. See
[Filters](/docs/rest-api/reference/filters) for details.
Supported fields and operators are listed below:
| Field | Operators |
|:---------|:----------|
| event.id | `eq` |
'
schema:
type: string
example: event.id eq 'E05029A8-39F5-49DF-8450-2EB41B302421'
tags:
- Budget
responses:
'200':
description: Successfully retrieved a Paginated list of Cards.
headers: {}
content:
application/json:
schema:
$ref: '#/components/schemas/card-details-paginated-response'
'400':
$ref: '#/components/responses/BadRequest1'
'401':
$ref: '#/components/responses/Unauthorized1'
'403':
$ref: '#/components/responses/Forbidden1'
'429':
$ref: '#/components/responses/TooManyRequests1'
deprecated: false
externalDocs:
description: More about OAuth2 authorization code support for administrators
url: '#oauth2-auth-code-planner-admin'
/cards/transactions:
get:
security:
- OAuth2.clientCredentials:
- budget/transactions:read
- OAuth2.authorizationCode:
- budget/transactions:read
summary: List Card Transactions
description: Gets a paginated list of card transactions associated with the account of the access token.
operationId: getCardTransactions
parameters:
- $ref: '#/components/parameters/after'
- $ref: '#/components/parameters/before'
- $ref: '#/components/parameters/limit'
- $ref: '#/components/parameters/token'
- name: filter
in: query
required: false
description: 'Use filter query parameters to limit results
to data that matches your criteria. See
[Filters](/docs/rest-api/reference/filters) for details.
Supported fields and operators are listed below:
| Field | Operators |
|:-------------------------------|:-----------------------|
| event.id | `eq` |
| type | `eq`, `ne` |
| status | `eq`, `ne` |
| fromDate | `gt`, `ge` |
| toDate | `lt`, `le` |
| reconciliations.reconciledDate | `lt`, `le`, `gt`, `ge` |
The following logical operators are supported for combining filters:
* and
* or
'
schema:
type: string
example: event.id eq 'E05029A8-39F5-49DF-8450-2EB41B302421' and type ne 'Virtual' and status eq 'Active' or status
eq 'Inactive'
tags:
- Budget
responses:
'200':
description: Successfully retrieved a paginated list of card transactions.
headers: {}
content:
application/json:
schema:
$ref: '#/components/schemas/card-transaction-paginated-response'
'400':
$ref: '#/components/responses/BadRequest1'
'401':
$ref: '#/components/responses/Unauthorized1'
'403':
$ref: '#/components/responses/Forbidden1'
'429':
$ref: '#/components/responses/TooManyRequests1'
deprecated: false
externalDocs:
description: More about OAuth2 authorization code support for administrators
url: '#oauth2-auth-code-planner-admin'
post:
security:
- OAuth2.clientCredentials:
- budget/transactions:write
- OAuth2.authorizationCode:
- budget/transactions:write
summary: Create Card Transaction
description: Creates a single card transaction record.
operationId: createCardTransaction
tags:
- Budget
requestBody:
description: Single card transaction record to be created.
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/card-transaction-create'
responses:
'201':
description: Successfully created a transaction record.
headers: {}
content:
application/json:
schema:
$ref: '#/components/schemas/card-transaction-create-response'
'400':
$ref: '#/components/responses/BadRequest1'
'401':
$ref: '#/components/responses/Unauthorized1'
'403':
$ref: '#/components/responses/Forbidden1'
'429':
$ref: '#/components/responses/TooManyRequests1'
deprecated: false
externalDocs:
description: More about OAuth2 authorization code support for administrators
url: '#oauth2-auth-code-planner-admin'
/cards/transactions/{transactionId}:
parameters:
- $ref: '#/components/parameters/transactionIdPathParam'
delete:
security:
- OAuth2.clientCredentials:
- budget/transactions:delete
- OAuth2.authorizationCode:
- budget/transactions:delete
summary: Delete Card Transaction
description: Deletes a card transaction record.
operationId: deleteCardTransaction
tags:
- Budget
responses:
'204':
description: Successfully deleted a transaction record.
headers: {}
'401':
$ref: '#/components/responses/Unauthorized1'
'403':
$ref: '#/components/responses/Forbidden1'
'404':
$ref: '#/components/responses/NotFound1'
'409':
$ref: '#/components/responses/Conflict1'
'429':
$ref: '#/components/responses/TooManyRequests1'
deprecated: false
externalDocs:
description: More about OAuth2 authorization code support for administrators
url: '#oauth2-auth-code-planner-admin'
put:
security:
- OAuth2.clientCredentials:
- budget/transactions:write
- OAuth2.authorizationCode:
- budget/transactions:write
summary: Update Card Transaction
description: Updates a card transaction record.
operationId: updateCardTransaction
tags:
- Budget
requestBody:
description: Single card transaction record to be updated.
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/card-transaction-update'
responses:
'200':
description: Successfully updated a transaction record.
headers: {}
content:
application/json:
schema:
$ref: '#/components/schemas/card-transaction-create-response'
'400':
$ref: '#/components/responses/BadRequest1'
'401':
$ref: '#/components/responses/Unauthorized1'
'403':
$ref: '#/components/responses/Forbidden1'
'404':
$ref: '#/components/responses/NotFound1'
'429':
$ref: '#/components/responses/TooManyRequests1'
deprecated: false
externalDocs:
description: More about OAuth2 authorization code support for administrators
url: '#oauth2-auth-code-planner-admin'
/currencies/{currency}/conversion-rates:
parameters:
- $ref: '#/components/parameters/currency'
get:
security:
- OAuth2.clientCredentials:
- budget/currency-conversion-rate:read
- OAuth2.authorizationCode:
- budget/currency-conversion-rate:read
summary: List Currency Conversion Rates
description: Gets a paginated list of conversion rates for a currency in an account.
operationId: getCurrencyConversionRate
parameters:
- $ref: '#/components/parameters/limit'
- $ref: '#/components/parameters/token'
- $ref: '#/components/parameters/after'
- $ref: '#/components/parameters/before'
- name: filter
in: query
required: false
description: 'Use filter query parameters to limit results
to data that matches your criteria. See
[Filters](/docs/rest-api/reference/filters) for details.
Supported fields and operators are listed below:
| Field | Operators |
|:----------|:-----------------------------|
| id | `eq` |
| startDate | `gt`, `ge`, `lt`, `le`, `eq` |
| endDate | `gt`, `ge`, `lt`, `le`, `eq` |
The following logical operators are supported for combining filters:
* and
* or
'
schema:
type: string
example: 'startDate eq ''2020-02-07'' '
tags:
- Budget
responses:
'200':
description: Successfully retrieved a paginated list of currency conversion rates.
headers: {}
content:
application/json:
schema:
$ref: '#/components/schemas/currency-conversion-rate-paginated-response'
'400':
$ref: '#/components/responses/BadRequest1'
'401':
$ref: '#/components/responses/Unauthorized1'
'403':
$ref: '#/components/responses/Forbidden1'
'404':
$ref: '#/components/responses/NotFound1'
'429':
$ref: '#/components/responses/TooManyRequests1'
deprecated: false
externalDocs:
description: More about OAuth2 authorization code support for administrators
url: '#oauth2-auth-code-planner-admin'
post:
security:
- OAuth2.clientCredentials:
- budget/currency-conversion-rate:write
- OAuth2.authorizationCode:
- budget/currency-conversion-rate:write
summary: Create Conversion Rate
description: Create conversion rate for a currency in an account.
operationId: createCurrencyConversionRate
tags:
- Budget
requestBody:
description: Currency conversion rate to be created.
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/currency-conversion-rate'
responses:
'201':
description: Successfully created a conversion rate for the currency.
headers: {}
content:
application/json:
schema:
$ref: '#/components/schemas/currency-conversion-rate-response'
'400':
$ref: '#/components/responses/BadRequest1'
'401':
$ref: '#/components/responses/Unauthorized1'
'403':
$ref: '#/components/responses/Forbidden1'
'404':
$ref: '#/components/responses/NotFound1'
'429':
$ref: '#/components/responses/TooManyRequests1'
externalDocs:
description: More about OAuth2 authorization code support for administrators
url: '#oauth2-auth-code-planner-admin'
/currencies/{currency}/conversion-rates/{conversionRateId}:
parameters:
- $ref: '#/components/parameters/currency'
- $ref: '#/components/parameters/conversionRateId'
put:
security:
- OAuth2.clientCredentials:
- budget/currency-conversion-rate:write
- OAuth2.authorizationCode:
- budget/currency-conversion-rate:write
summary: Update Conversion Rate
description: Updates a conversion rate for a currency in an account.
operationId: updateCurrencyConversionRate
tags:
- Budget
requestBody:
description: The currency conversion rate to be updated.
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/currency-conversion-rate-request'
responses:
'200':
description: Successfully updated currency conversion rate.
headers: {}
content:
application/json:
schema:
$ref: '#/components/schemas/currency-conversion-rate-response'
'400':
$ref: '#/components/responses/BadRequest1'
'401':
$ref: '#/components/responses/Unauthorized1'
'403':
$ref: '#/components/responses/Forbidden1'
'404':
$ref: '#/components/responses/NotFound1'
'429':
$ref: '#/components/responses/TooManyRequests1'
deprecated: false
externalDocs:
description: More about OAuth2 authorization code support for administrators
url: '#oauth2-auth-code-planner-admin'
delete:
security:
- OAuth2.clientCredentials:
- budget/currency-conversion-rate:delete
- OAuth2.authorizationCode:
- budget/currency-conversion-rate:delete
summary: Delete Conversion Rate
description: Deletes conversion rate defined for currency.
operationId: deleteCurrencyConversionRate
tags:
- Budget
responses:
'204':
description: Successfully deleted a currency conversion rate record.
headers: {}
'401':
$ref: '#/components/responses/Unauthorized1'
'403':
$ref: '#/components/responses/Forbidden1'
'404':
$ref: '#/components/responses/NotFound1'
'429':
$ref: '#/components/responses/TooManyRequests1'
deprecated: false
externalDocs:
description: More about OAuth2 authorization code support for administrators
url: '#oauth2-auth-code-planner-admin'
/events/{id}/budget-items:
parameters:
- $ref: '#/components/parameters/id4'
get:
security:
- OAuth2.clientCredentials:
- budget/budget-items:read
- OAuth2.authorizationCode:
- budget/budget-items:read
summary: List Event Budget Items
description: Gets a paginated list of budget items for event associated to the account of the access token.
operationId: getBudgetItems
parameters:
- $ref: '#/components/parameters/after'
- $ref: '#/components/parameters/before'
- $ref: '#/components/parameters/limit'
- $ref: '#/components/parameters/token'
- name: filter
in: query
required: false
description: 'Use filter query parameters to limit results
to data that matches your criteria. See
[Filters](/docs/rest-api/reference/filters) for details.
Supported fields and operators are listed below:
| Field | Operators | Notes |
|:--------------------|:-----------------------------------|:----------------------------------------------------------------------------------------------------------------------------------------------|
| id | `eq` | |
| costType | `eq`, `ne` | |
| category.id | `eq`, `ne` | |
| category.name | `eq`, `ne` | |
| subCategory.id | `eq`, `ne` | |
| subCategory.name | `eq`, `ne` | |
| status | `eq`, `ne` | |
| vendor.id | `eq`, `ne` | |
| vendor.name | `eq`, `ne` | |
| date | `gt`, `ge`, `lt`, `le` | |
| customFields.{uuid} | `eq`, `ne`, `lt`, `le`, `gt`, `ge` | |
| deleted | `eq`, `ne` | Budget items that are deleted are available for 3 months
after deletion. After this, they are removed and no longer appear in search results. |
The following logical operators are supported for combining filters:
* and
* or
'
schema:
type: string
example: category.name eq 'Accommodation' and status ne 'Estimated'
tags:
- Budget
responses:
'200':
description: Successfully retrieved a Paginated list of Budget Items.
headers: {}
content:
application/json:
schema:
$ref: '#/components/schemas/budget-items-paginated-response'
'400':
$ref: '#/components/responses/BadRequest1'
'401':
$ref: '#/components/responses/Unauthorized1'
'403':
$ref: '#/components/responses/Forbidden1'
'404':
$ref: '#/components/responses/NotFound1'
'429':
$ref: '#/components/responses/TooManyRequests1'
deprecated: false
externalDocs:
description: More about OAuth2 authorization code support for administrators
url: '#oauth2-auth-code-planner-admin'
post:
security:
- OAuth2.clientCredentials:
- budget/budget-items:write
- OAuth2.authorizationCode:
- budget/budget-items:write
summary: Create Budget Item
description: Create single Budget Item based on the values provided.
operationId: createBudgetItem
tags:
- Budget
requestBody:
description: Budget Item to be created
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/budget-item'
responses:
'201':
description: Successfully created a Budget Item.
headers: {}
content:
application/json:
schema:
$ref: '#/components/schemas/budget-item-response'
'400':
$ref: '#/components/responses/BadRequest1'
'401':
$ref: '#/components/responses/Unauthorized1'
'403':
$ref: '#/components/responses/Forbidden1'
'404':
$ref: '#/components/responses/NotFound1'
'429':
$ref: '#/components/responses/TooManyRequests1'
externalDocs:
description: More about OAuth2 authorization code support for administrators
url: '#oauth2-auth-code-planner-admin'
/events/{id}/budget-items/allocations:
parameters:
- $ref: '#/components/parameters/id4'
get:
security:
- OAuth2.clientCredentials:
- budget/budget-items:read
- OAuth2.authorizationCode:
- budget/budget-items:read
summary: List Budget Allocations
description: Gets a paginated list of budget allocations for all budget items within an event.
operationId: getBudgetAllocations
tags:
- Budget
responses:
'200':
description: Successfully retrieved a paginated list of budget allocations for all budget items within an event.
headers: {}
content:
application/json:
schema:
$ref: '#/components/schemas/budget-allocations-paginated-list-response'
'400':
$ref: '#/components/responses/BadRequest1'
'401':
$ref: '#/components/responses/Unauthorized1'
'403':
$ref: '#/components/responses/Forbidden1'
'404':
$ref: '#/components/responses/NotFound1'
'429':
$ref: '#/components/responses/TooManyRequests1'
deprecated: false
parameters:
- $ref: '#/components/parameters/after'
- $ref: '#/components/parameters/before'
- $ref: '#/components/parameters/limit'
- $ref: '#/components/parameters/token'
- name: filter
in: query
required: false
description: 'Use filter query parameters to limit results
to data that matches your criteria. See
[Filters](/docs/rest-api/reference/filters) for details.
Supported fields and operators are listed below:
| Field | Operators |
|:-----------------|:-----------------------------|
| budgetVersion.id | `eq` |
| budgetItem.id | `eq` |
| category.id | `eq`, `ne` |
| subcategory.id | `eq`, `ne` |
| generalLedger.id | `eq`, `ne` |
| value | `lt`, `le`, `gt`, `ge`, `eq` |
The following logical operators are supported for combining filters:
* and
* or
'
schema:
type: string
example: category.id eq 'e9ee2669-65db-46f8-872c-dbafbf9b0e92' or value lt 1000
/events/{id}/budget-items/{budgetItemId}:
parameters:
- $ref: '#/components/parameters/id4'
- $ref: '#/components/parameters/budgetItemId'
put:
security:
- OAuth2.clientCredentials:
- budget/budget-items:write
- OAuth2.authorizationCode:
- budget/budget-items:write
summary: Update Budget Item
description: Update single Budget Item based on the values provided.
operationId: updateBudgetItem
tags:
- Budget
requestBody:
description: Budget Item to be updated
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/budget-item'
responses:
'200':
description: Successfully updated a Budget Item.
headers: {}
content:
application/json:
schema:
$ref: '#/components/schemas/budget-item-response'
'400':
$ref: '#/components/responses/BadRequest1'
'401':
$ref: '#/components/responses/Unauthorized1'
'403':
$ref: '#/components/responses/Forbidden1'
'404':
$ref: '#/components/responses/NotFound1'
'429':
$ref: '#/components/responses/TooManyRequests1'
externalDocs:
description: More about OAuth2 authorization code support for administrators
url: '#oauth2-auth-code-planner-admin'
/events/{id}/budget-items/{budgetItemId}/allocations:
parameters:
- $ref: '#/components/parameters/id4'
- $ref: '#/components/parameters/budgetItemId'
put:
security:
- OAuth2.clientCredentials:
- budget/budget-items:write
- OAuth2.authorizationCode:
- budget/budget-items:write
summary: Update Budget Allocations
description: Bulk add or update budget allocations in a budget item. If budget allocations already exist for the budget
item, they will be updated.
operationId: updateBudgetAllocations
tags:
- Budget
requestBody:
description: The budget allocations to upsert.
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/budget-allocations-list'
responses:
'200':
description: Successfully updated the budget allocations in the budget item.
headers: {}
content:
application/json:
schema:
$ref: '#/components/schemas/budget-allocations-list'
'400':
$ref: '#/components/responses/BadRequest1'
'401':
$ref: '#/components/responses/Unauthorized1'
'403':
$ref: '#/components/responses/Forbidden1'
'404':
$ref: '#/components/responses/NotFound1'
'429':
$ref: '#/components/responses/TooManyRequests1'
deprecated: false
delete:
security:
- OAuth2.clientCredentials:
- budget/budget-items:delete
- OAuth2.authorizationCode:
- budget/budget-items:delete
summary: Delete Budget Allocations
description: Delete all budget allocations for a given budget item.
operationId: deleteBudgetAllocations
tags:
- Budget
responses:
'204':
description: Successfully deleted all budget allocations for the budget item.
headers: {}
'401':
$ref: '#/components/responses/Unauthorized1'
'403':
$ref: '#/compon
# --- truncated at 32 KB (143 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/cvent/refs/heads/main/openapi/cvent-budget-api-openapi.yml