Changelog

A log of changes. Breaking changes will be denoted with 🚨

Feb 6, 2025

• The Assets Object and Plaid Accounts Object now include a to_base property which shows the account balance converted to the user's primary currency.

Feb 3, 2025

• The Update Transaction Object now accepts a plaid_account_id allowing developers to update existing transactions associated with plaid accounts or to move transactions to a plaid account if the "Allow Modifications to Transactions" property is set.
• The bug in the GET /transactions/{id} endpoint where the debit_as_negative query param was ignored has been fixed.

Dec 20, 2024

• The Transaction Insert Object now accepts a plaid_account_id allowing developers to insert transactions associated with plaid accounts if the "Allow Modifications to Transactions" property is set.
• The bug that prevented users from inserting transactions with the same asset_id/external_id as a previously deleted transaction has been fixed.

June 15, 2024

• New endpoint: GET /v1/recurring_items
• Deprecated the GET /v1/recurring_expenses endpoint in favor of the new recurring_items endpoint

March 27, 2024

Updated

• 🚨 Deprecated transaction_id in Recurring Expenses Object (temporarily... it will come back in another form)
• 🚨 Deprecated special statuses for transactions (recurring and recurring_suggested)

January 18, 2024

New

• New endpoint: GET /v1/transactions/group
• New fields for Transaction object and deprecated query parameter (group_id) and fields (type, subtype, quantity, fee, price)

December 20, 2023

New

• New endpoint: POST /v1/plaid_accounts/fetch (experimental)

October 8, 2023

Updated

• New fields for GET /v1/categories: order
• New option for GET /v1/categories: format (flattened or nested)

June 22, 2022

New

• New endpoint: POST /v1/transactions/unsplit

June 4, 2022

New

• Lots of new endpoints for categories with support for category groups

August 31, 2021

Updated

• New fields for GET /v1/budgets: config

June 9, 2021

New

• New endpoint: POST /v1/transactions/group
• New endpoint: DELETE /v1/transactions/group/:transaction_id

Updated

• New option for POST /v1/transactions and PUT /v1/transactions: skip_balance_update
• New fields for GET /v1/transactions: original_name, type, subtype, fees, price, quantity
• New filter options for GET /v1/transactions: status, is_group, group_id

May 27, 2021

New

• New endpoint: GET /v1/budgets
• New endpoint: GET /v1/crypto
• New endpoint: PUT /v1/crypto/manual/:id

Updated

• New fields for GET /v1/assets: display_name and closed_on

March 28, 2020

New

• Pagination options for GET /v1/transactions: limit and offset
• Filter options for GET /v1/transactions: asset_id, recurring_id, plaid_account_id, tag_id, category_id
• New endpoint: GET /v1/budget

Updated

• Support for tags in PUT /v1/transactions/:id and POST /v1/transactions
• 🚨Split object for splitting transactions is moved out of the Transactions object and to a higher-level. We will still support the split property for a few more weeks before removing it completely.

---