Create a manual transaction

post

https://api.wingspan.app/v3/finance/transactions

Creates a manually tracked income or expense transaction (e.g. cash transactions not synced from a bank). A subcategory belongs to the supplied wsCategory; custom child names are accepted only where the category catalog allows them.

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Body Params

name

string

required

amount

double

required

A monetary amount as a JSON number in major units, with decimal places carrying the minor units defined for its currency (USD/EUR: 2, JPY: 0, BHD: 3, ...) — e.g. 100.00. Never a string and never minor-unit (cent) integers. The currency comes from the enclosing resource's currency field; amounts with more decimal places than the currency supports are rejected with 422 ValidationError. Wingspan converts to exact minor units at the service boundary, so callers never need sub-minor-unit precision.

currency

string

enum

required

ISO 4217 currency code

type

string

enum

required

date

required

isBusiness

boolean

Defaults to true

wsCategory

string

subcategory

string

length between 1 and 255

Built-in or custom second-level name under wsCategory

note

string

metadata

object

Free-form key-value pairs. Max 50 keys; key length at most 40 characters; value length at most 500 characters. Where a list endpoint declares metadata filtering, it uses the QueryQL namespace via filter[metadata.{key}][eq]=value or filter[metadata.{key}][in][]=value. Endpoints that do not declare the dynamic Metadata filter do not support Metadata filtering.

Headers

Idempotency-Key

string

length between 1 and 255

^[\x21-\x7e]{1,255}$

Optional idempotency token for authenticated POST and PATCH requests. Reusing the same key and body returns the cached response for 24 hours, except credential operations that explicitly document a 409 because one-time secret material is never cached; reusing it with a different body returns 409 IdempotencyKeyConflict. Use 1-255 printable ASCII characters.

X-Wingspan-Account

string

^(?:[A-Za-z0-9_.]{22}|[a-f0-9]{24})$

Select the Account for an Account-scoped operation. A direct ServiceAccount API key MUST supply this header, and the target must be within the ServiceAccount owner's or Authorization grant's Account boundary. A Person bearer may select an Account on which it has an active Stakeholder, and an Account session may select its bound Account (or a descendant only when the session explicitly includes descendants).

string

enum

Defaults to application/json

Generated from available response content types

Allowed:

Responses

Language

Credentials

Bearer

JWT

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Response

Click Try It! to start a request and see the response here! Or choose an example:

application/json

application/problem+json

201Transaction created

400Malformed request syntax

401Unauthenticated

403Forbidden

422Validation error