FinWise API
SupportChangelog

Create a transaction

Create a manual transaction. You can also send an array to create several at once.

Request body

accountIdstringrequired
Account to post to.
datestringrequired
ISO 8601 date.
amountobjectrequired
Signed amount.
amountnumber
Numeric amount in that currency.
currencyCodestring
ISO 4217 code, e.g. USD, EUR, ZAR.
descriptionstringrequired
Payee / memo.
transactionCategoryIdnullable string
Category to assign.
merchantIdnullable string
Merchant to assign.
notesnullable string
Free-text notes.
linkedPlannedTransactionIdnullable string
Planned transaction this pays. It must be one of yours.
linkedOccurrenceDatenullable string
Which occurrence of the planned transaction this pays, as yyyy-MM-dd. It must be a date the planned transaction falls due, within its activeFrom and endDate, or the request fails with 400. Omitted, the occurrence nearest the transaction's effectiveDate, else its date, is stored. Needs linkedPlannedTransactionId in the same request.
POST/transactions
curl https://api.finwiseapp.io/transactions \
  -X POST \
  -H "Authorization: Bearer fw_..." \
  -H "Content-Type: application/json" \
  -d '{"accountId":"94d2f962-d4e3-4c99-ab47-8c941cea012a","date":"2026-03-14","amount":{"amount":-56.12,"currencyCode":"USD"},"description":"Walmart","transactionCategoryId":"a00cb43b-ab06-447c-8aeb-527680b20a50"}'
const response = await fetch('https://api.finwiseapp.io/transactions', {
  method: 'POST',
  headers: {
    Authorization: 'Bearer fw_...',
    'Content-Type': 'application/json',
  },
  body: JSON.stringify({
  "accountId": "94d2f962-d4e3-4c99-ab47-8c941cea012a",
  "date": "2026-03-14",
  "amount": {
    "amount": -56.12,
    "currencyCode": "USD"
  },
  "description": "Walmart",
  "transactionCategoryId": "a00cb43b-ab06-447c-8aeb-527680b20a50"
}),
})
const data = await response.json()
Response
{
  "id": "9da3aab1-be6c-4e6a-9b03-fd50e9aca541",
  "createdAt": "2026-03-14T14:18:22.304Z",
  "updatedAt": "2026-03-14T14:18:22.304Z",
  "description": "Walmart",
  "originalDescription": "WALMART STORE 1234",
  "accountId": "94d2f962-d4e3-4c99-ab47-8c941cea012a",
  "amount": {
    "amount": -56.12,
    "currencyCode": "USD"
  },
  "date": "2026-03-14T00:00:00.000Z",
  "effectiveDate": null,
  "transactionCategoryId": "a00cb43b-ab06-447c-8aeb-527680b20a50",
  "merchantId": "d4dd1cbe-d349-4089-ad63-b98921426656",
  "parentTransactionId": null,
  "splits": null,
  "isManual": true,
  "isTransfer": null,
  "notes": null,
  "userId": "f472696c-47ac-4873-98cf-2a1069a1cf45",
  "archivedAt": null,
  "needsReview": null,
  "isPending": false,
  "pendingTransactionId": null,
  "linkedPlannedTransactionId": null,
  "linkedOccurrenceDate": null,
  "archiveReason": null,
  "transactionTags": [],
  "fileRecords": []
}