Equity Rank

Equity Rank Money API

The money API from Equity Rank — 16 operation(s) for money.

GitHub OpenAPI

Operations 21

GET /api/money/bootstrap Bootstrap #
GET /api/money/overview Overview #
GET /api/money/cashflow Cashflow #
POST /api/money/accounts Create Account #
PATCH /api/money/accounts/{account_id} Update Account #
DELETE /api/money/accounts/{account_id} Delete Account #
GET /api/money/transactions List Transactions #
POST /api/money/transactions Create Transaction #
PATCH /api/money/transactions/{txn_id} Update Transaction #
DELETE /api/money/transactions/{txn_id} Delete Transaction #
POST /api/money/transactions/import-csv Import Csv #
POST /api/money/categories Create Category #
DELETE /api/money/categories/{category_id} Delete Category #
GET /api/money/budgets Get Budgets #
PUT /api/money/budgets Put Budgets #
DELETE /api/money/budgets/{category_id} Delete Budget #
GET /api/money/rules List Rules #
POST /api/money/rules Create Rule #
DELETE /api/money/rules/{rule_id} Delete Rule #
GET /api/money/recurring Recurring #
GET /api/money/net-worth-history Net Worth History #

Specifications

⚙
OpenAPI
https://artifacts.apis.io/equity-rank-com/openapi/equity-rank-com-money-api-openapi.yml

Schemas & Data

📊
JSONSchema
https://artifacts.apis.io/equity-rank-com/json-schema/equity-rank-com-txn-patch-schema.json
📊
JSONSchema
https://artifacts.apis.io/equity-rank-com/json-schema/equity-rank-com-account-patch-schema.json
📊
JSONSchema
https://artifacts.apis.io/equity-rank-com/json-schema/equity-rank-com-txn-create-schema.json
📊
JSONSchema
https://artifacts.apis.io/equity-rank-com/json-schema/equity-rank-com-category-create-schema.json
📊
JSONSchema
https://artifacts.apis.io/equity-rank-com/json-schema/equity-rank-com-account-create-schema.json
📊
JSONSchema
https://artifacts.apis.io/equity-rank-com/json-schema/equity-rank-com-csv-import-request-schema.json

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OpenAPI Specification

equity-rank-com-money-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: Equity Rank Com Money API
  version: 0.1.0
  description: 'Operations tagged money across 2 of this provider''s published API definitions: openapi.json, equity-rank-com-openapi.yml. Each path carries the servers of the definition it was published in.'
tags:
- name: money
paths:
  /api/money/bootstrap:
    get:
      tags:
      - money
      summary: Bootstrap
      operationId: bootstrap_api_money_bootstrap_get
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                additionalProperties: true
                type: object
                title: Response Bootstrap Api Money Bootstrap Get
      security:
      - HTTPBearer: []
  /api/money/overview:
    get:
      tags:
      - money
      summary: Overview
      operationId: overview_api_money_overview_get
      security:
      - HTTPBearer: []
      parameters:
      - name: month
        in: query
        required: false
        schema:
          anyOf:
          - type: string
          - type: 'null'
          title: Month
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
                title: Response Overview Api Money Overview Get
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/money/cashflow:
    get:
      tags:
      - money
      summary: Cashflow
      operationId: cashflow_api_money_cashflow_get
      security:
      - HTTPBearer: []
      parameters:
      - name: months
        in: query
        required: false
        schema:
          type: integer
          default: 6
          title: Months
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
                title: Response Cashflow Api Money Cashflow Get
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/money/accounts:
    post:
      tags:
      - money
      summary: Create Account
      operationId: create_account_api_money_accounts_post
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/AccountCreate'
        required: true
      responses:
        '201':
          description: Successful Response
          content:
            application/json:
              schema:
                additionalProperties: true
                type: object
                title: Response Create Account Api Money Accounts Post
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
      security:
      - HTTPBearer: []
  /api/money/accounts/{account_id}:
    patch:
      tags:
      - money
      summary: Update Account
      operationId: update_account_api_money_accounts__account_id__patch
      security:
      - HTTPBearer: []
      parameters:
      - name: account_id
        in: path
        required: true
        schema:
          type: string
          title: Account Id
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/AccountPatch'
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
                title: Response Update Account Api Money Accounts  Account Id  Patch
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
    delete:
      tags:
      - money
      summary: Delete Account
      operationId: delete_account_api_money_accounts__account_id__delete
      security:
      - HTTPBearer: []
      parameters:
      - name: account_id
        in: path
        required: true
        schema:
          type: string
          title: Account Id
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
                title: Response Delete Account Api Money Accounts  Account Id  Delete
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/money/transactions:
    get:
      tags:
      - money
      summary: List Transactions
      operationId: list_transactions_api_money_transactions_get
      security:
      - HTTPBearer: []
      parameters:
      - name: from_date
        in: query
        required: false
        schema:
          anyOf:
          - type: string
          - type: 'null'
          title: From Date
      - name: to_date
        in: query
        required: false
        schema:
          anyOf:
          - type: string
          - type: 'null'
          title: To Date
      - name: account_id
        in: query
        required: false
        schema:
          anyOf:
          - type: string
          - type: 'null'
          title: Account Id
      - name: category_id
        in: query
        required: false
        schema:
          anyOf:
          - type: string
          - type: 'null'
          title: Category Id
      - name: q
        in: query
        required: false
        schema:
          anyOf:
          - type: string
          - type: 'null'
          title: Q
      - name: limit
        in: query
        required: false
        schema:
          type: integer
          default: 50
          title: Limit
      - name: offset
        in: query
        required: false
        schema:
          type: integer
          default: 0
          title: Offset
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
                title: Response List Transactions Api Money Transactions Get
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
    post:
      tags:
      - money
      summary: Create Transaction
      operationId: create_transaction_api_money_transactions_post
      security:
      - HTTPBearer: []
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/TxnCreate'
      responses:
        '201':
          description: Successful Response
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
                title: Response Create Transaction Api Money Transactions Post
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/money/transactions/{txn_id}:
    patch:
      tags:
      - money
      summary: Update Transaction
      operationId: update_transaction_api_money_transactions__txn_id__patch
      security:
      - HTTPBearer: []
      parameters:
      - name: txn_id
        in: path
        required: true
        schema:
          type: string
          title: Txn Id
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/TxnPatch'
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
                title: Response Update Transaction Api Money Transactions  Txn Id  Patch
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
    delete:
      tags:
      - money
      summary: Delete Transaction
      operationId: delete_transaction_api_money_transactions__txn_id__delete
      security:
      - HTTPBearer: []
      parameters:
      - name: txn_id
        in: path
        required: true
        schema:
          type: string
          title: Txn Id
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
                title: Response Delete Transaction Api Money Transactions  Txn Id  Delete
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/money/transactions/import-csv:
    post:
      tags:
      - money
      summary: Import Csv
      operationId: import_csv_api_money_transactions_import_csv_post
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CsvImportRequest'
        required: true
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                additionalProperties: true
                type: object
                title: Response Import Csv Api Money Transactions Import Csv Post
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
      security:
      - HTTPBearer: []
  /api/money/categories:
    post:
      tags:
      - money
      summary: Create Category
      operationId: create_category_api_money_categories_post
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CategoryCreate'
        required: true
      responses:
        '201':
          description: Successful Response
          content:
            application/json:
              schema:
                additionalProperties: true
                type: object
                title: Response Create Category Api Money Categories Post
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
      security:
      - HTTPBearer: []
  /api/money/categories/{category_id}:
    delete:
      tags:
      - money
      summary: Delete Category
      operationId: delete_category_api_money_categories__category_id__delete
      security:
      - HTTPBearer: []
      parameters:
      - name: category_id
        in: path
        required: true
        schema:
          type: string
          title: Category Id
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
                title: Response Delete Category Api Money Categories  Category Id  Delete
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/money/budgets:
    get:
      tags:
      - money
      summary: Get Budgets
      operationId: get_budgets_api_money_budgets_get
      security:
      - HTTPBearer: []
      parameters:
      - name: month
        in: query
        required: false
        schema:
          anyOf:
          - type: string
          - type: 'null'
          title: Month
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
                title: Response Get Budgets Api Money Budgets Get
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
    put:
      tags:
      - money
      summary: Put Budgets
      operationId: put_budgets_api_money_budgets_put
      security:
      - HTTPBearer: []
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/BudgetsPut'
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
                title: Response Put Budgets Api Money Budgets Put
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/money/budgets/{category_id}:
    delete:
      tags:
      - money
      summary: Delete Budget
      operationId: delete_budget_api_money_budgets__category_id__delete
      security:
      - HTTPBearer: []
      parameters:
      - name: category_id
        in: path
        required: true
        schema:
          type: string
          title: Category Id
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
                title: Response Delete Budget Api Money Budgets  Category Id  Delete
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/money/rules:
    get:
      tags:
      - money
      summary: List Rules
      operationId: list_rules_api_money_rules_get
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                additionalProperties: true
                type: object
                title: Response List Rules Api Money Rules Get
      security:
      - HTTPBearer: []
    post:
      tags:
      - money
      summary: Create Rule
      operationId: create_rule_api_money_rules_post
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/RuleCreate'
        required: true
      responses:
        '201':
          description: Successful Response
          content:
            application/json:
              schema:
                additionalProperties: true
                type: object
                title: Response Create Rule Api Money Rules Post
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
      security:
      - HTTPBearer: []
  /api/money/rules/{rule_id}:
    delete:
      tags:
      - money
      summary: Delete Rule
      operationId: delete_rule_api_money_rules__rule_id__delete
      security:
      - HTTPBearer: []
      parameters:
      - name: rule_id
        in: path
        required: true
        schema:
          type: string
          title: Rule Id
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
                title: Response Delete Rule Api Money Rules  Rule Id  Delete
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/money/recurring:
    get:
      tags:
      - money
      summary: Recurring
      operationId: recurring_api_money_recurring_get
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                additionalProperties: true
                type: object
                title: Response Recurring Api Money Recurring Get
      security:
      - HTTPBearer: []
  /api/money/net-worth-history:
    get:
      tags:
      - money
      summary: Net Worth History
      description: 'Month-end net worth for the last `months` months, plus today.


        Points carry `estimated`: false means a stored snapshot (what the balances

        actually were on the day the cron ran), true means a reconstruction from the

        transaction ledger for a date before snapshots began. The distinction is

        surfaced rather than smoothed over — a reconstruction is only as complete as

        the transactions behind it, and an account with no imported history

        reconstructs as a flat line at its current balance.'
      operationId: net_worth_history_api_money_net_worth_history_get
      security:
      - HTTPBearer: []
      parameters:
      - name: months
        in: query
        required: false
        schema:
          type: integer
          default: 12
          title: Months
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
                title: Response Net Worth History Api Money Net Worth History Get
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
components:
  schemas:
    RuleCreate:
      properties:
        pattern:
          type: string
          maxLength: 80
          minLength: 1
          title: Pattern
        category_id:
          type: string
          format: uuid
          title: Category Id
        priority:
          type: integer
          maximum: 1000.0
          minimum: 0.0
          title: Priority
          default: 0
      type: object
      required:
      - pattern
      - category_id
      title: RuleCreate
    TxnCreate:
      properties:
        account_id:
          type: string
          format: uuid
          title: Account Id
        txn_date:
          type: string
          title: Txn Date
        amount:
          type: number
          title: Amount
        payee:
          type: string
          maxLength: 120
          title: Payee
          default: ''
        note:
          anyOf:
          - type: string
            maxLength: 500
          - type: 'null'
          title: Note
        category_id:
          anyOf:
          - type: string
            format: uuid
          - type: 'null'
          title: Category Id
        is_transfer:
          type: boolean
          title: Is Transfer
          default: false
      type: object
      required:
      - account_id
      - txn_date
      - amount
      title: TxnCreate
    CsvImportRequest:
      properties:
        account_id:
          type: string
          format: uuid
          title: Account Id
        csv_text:
          type: string
          title: Csv Text
        mapping:
          additionalProperties:
            anyOf:
            - type: string
            - type: 'null'
          type: object
          title: Mapping
        flip_sign:
          type: boolean
          title: Flip Sign
          default: false
      type: object
      required:
      - account_id
      - csv_text
      - mapping
      title: CsvImportRequest
    BudgetsPut:
      properties:
        items:
          items:
            $ref: '#/components/schemas/BudgetItem'
          type: array
          maxItems: 100
          title: Items
      type: object
      required:
      - items
      title: BudgetsPut
    HTTPValidationError:
      properties:
        detail:
          items:
            $ref: '#/components/schemas/ValidationError'
          type: array
          title: Detail
      type: object
      title: HTTPValidationError
    AccountCreate:
      properties:
        name:
          type: string
          maxLength: 60
          minLength: 1
          title: Name
        account_type:
          type: string
          title: Account Type
          default: checking
        institution:
          anyOf:
          - type: string
            maxLength: 80
          - type: 'null'
          title: Institution
        balance:
          type: number
          title: Balance
          default: 0.0
        include_in_net_worth:
          type: boolean
          title: Include In Net Worth
          default: true
      type: object
      required:
      - name
      title: AccountCreate
    CategoryCreate:
      properties:
        name:
          type: string
          maxLength: 40
          minLength: 1
          title: Name
        parent_id:
          anyOf:
          - type: string
            format: uuid
          - type: 'null'
          title: Parent Id
        kind:
          type: string
          title: Kind
          default: expense
        icon:
          anyOf:
          - type: string
            maxLength: 8
          - type: 'null'
          title: Icon
        color:
          anyOf:
          - type: string
            maxLength: 9
          - type: 'null'
          title: Color
      type: object
      required:
      - name
      title: CategoryCreate
    TxnPatch:
      properties:
        txn_date:
          anyOf:
          - type: string
          - type: 'null'
          title: Txn Date
        amount:
          anyOf:
          - type: number
          - type: 'null'
          title: Amount
        payee:
          anyOf:
          - type: string
            maxLength: 120
          - type: 'null'
          title: Payee
        note:
          anyOf:
          - type: string
            maxLength: 500
          - type: 'null'
          title: Note
        category_id:
          anyOf:
          - type: string
            format: uuid
          - type: 'null'
          title: Category Id
        clear_category:
          type: boolean
          title: Clear Category
          default: false
        is_transfer:
          anyOf:
          - type: boolean
          - type: 'null'
          title: Is Transfer
        create_rule:
          type: boolean
          title: Create Rule
          default: false
        rule_pattern:
          anyOf:
          - type: string
            maxLength: 80
          - type: 'null'
          title: Rule Pattern
      type: object
      title: TxnPatch
    AccountPatch:
      properties:
        name:
          anyOf:
          - type: string
            maxLength: 60
            minLength: 1
          - type: 'null'
          title: Name
        account_type:
          anyOf:
          - type: string
          - type: 'null'
          title: Account Type
        institution:
          anyOf:
          - type: string
            maxLength: 80
          - type: 'null'
          title: Institution
        balance:
          anyOf:
          - type: number
          - type: 'null'
          title: Balance
        include_in_net_worth:
          anyOf:
          - type: boolean
          - type: 'null'
          title: Include In Net Worth
        is_archived:
          anyOf:
          - type: boolean
          - type: 'null'
          title: Is Archived
      type: object
      title: AccountPatch
    ValidationError:
      properties:
        loc:
          items:
            anyOf:
            - type: string
            - type: integer
          type: array
          title: Location
        msg:
          type: string
          title: Message
        type:
          type: string
          title: Error Type
        input:
          title: Input
        ctx:
          type: object
          title: Context
      type: object
      required:
      - loc
      - msg
      - type
      title: ValidationError
    BudgetItem:
      properties:
        category_id:
          type: string
          format: uuid
          title: Category Id
        amount:
          type: number
          maximum: 1000000000.0
          exclusiveMinimum: 0.0
          title: Amount
      type: object
      required:
      - category_id
      - amount
      title: BudgetItem
  securitySchemes:
    HTTPBearer:
      type: http
      scheme: bearer
x-refined-from:
- openapi.json
- equity-rank-com-openapi.yml