FinWise API

Set a budget

Set the amount for a category from a given period onward.

Request body

transactionCategoryIdstring

Category to budget.

amountobject

Budgeted amount.

amountnumber

Numeric amount in that currency.

currencyCodestring

ISO 4217 code, e.g. USD, EUR, ZAR.

transactionCategoryGroupIdstring

Group to budget, instead of a single category.

appliesFromBudgetPeriodstringrequired

First period this amount applies to, ISO 8601.

appliesToBudgetPeriodnullable string

Last period this amount applies to. Omit to keep it open-ended.

transactionTypeenumrequired

debit or credit.

POST/category-budgets

curl https://api.finwiseapp.io/category-budgets \
  -X POST \
  -H "Authorization: Bearer fw_..." \
  -H "Content-Type: application/json" \
  -d '{"transactionCategoryId":"a00cb43b-ab06-447c-8aeb-527680b20a50","amount":{"amount":600,"currencyCode":"USD"},"appliesFromBudgetPeriod":"2026-03-01","appliesToBudgetPeriod":null,"transactionType":"debit"}'

const response = await fetch('https://api.finwiseapp.io/category-budgets', {
  method: 'POST',
  headers: {
    Authorization: 'Bearer fw_...',
    'Content-Type': 'application/json',
  },
  body: JSON.stringify({
  "transactionCategoryId": "a00cb43b-ab06-447c-8aeb-527680b20a50",
  "amount": {
    "amount": 600,
    "currencyCode": "USD"
  },
  "appliesFromBudgetPeriod": "2026-03-01",
  "appliesToBudgetPeriod": null,
  "transactionType": "debit"
}),
})
const data = await response.json()

Response

{
  "id": "22bb33cc-44dd-4eef-9f00-556677889900",
  "createdAt": "2026-03-01T00:00:00.000Z",
  "updatedAt": "2026-03-01T00:00:00.000Z",
  "userId": "f472696c-47ac-4873-98cf-2a1069a1cf45",
  "transactionCategoryId": "a00cb43b-ab06-447c-8aeb-527680b20a50",
  "transactionCategoryGroupId": null,
  "amount": {
    "amount": 600,
    "currencyCode": "USD"
  },
  "appliesFromBudgetPeriod": "2026-03-01T00:00:00.000Z",
  "appliesToBudgetPeriod": null,
  "transactionType": "debit"
}