swagger_client.CategoriesApi

All URIs are relative to https://localhost

Method	HTTP request	Description
create_category	POST /api/v1/categories	Create a new category
delete_all_categories	DELETE /api/v1/categories	Delete all categories
delete_category	DELETE /api/v1/categories/{id}	Delete a category
get_and_search_all_categories	GET /api/v1/categories	Get and search all categories
get_cash_flows	GET /api/v1/categories/cashFlows	Get cash flows
get_category	GET /api/v1/categories/{id}	Get a category
get_multiple_categories	GET /api/v1/categories/{ids}	Get multiple categories
train_categorization	POST /api/v1/categories/trainCategorization	Train categorization

create_category

Category create_category(body=body)

Create a new category

Create a new custom category for the authorized user. Must pass the user's access_token.

Example

from __future__ import print_function
import time
import swagger_client
from swagger_client.rest import ApiException
from pprint import pprint

# Configure OAuth2 access token for authorization: finapi_auth
configuration = swagger_client.Configuration()
configuration.access_token = 'YOUR_ACCESS_TOKEN'

# create an instance of the API class
api_instance = swagger_client.CategoriesApi(swagger_client.ApiClient(configuration))
body = swagger_client.CategoryParams() # CategoryParams | Parameters of the new category (optional)

try:
    # Create a new category
    api_response = api_instance.create_category(body=body)
    pprint(api_response)
except ApiException as e:
    print("Exception when calling CategoriesApi->create_category: %s\n" % e)

Parameters

Name	Type	Description	Notes
body	CategoryParams	Parameters of the new category	[optional]

Return type

Category

Authorization

finapi_auth

HTTP request headers

Content-Type: Not defined
Accept: Not defined

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delete_all_categories

IdentifierList delete_all_categories()

Delete all categories

Delete all custom categories of the user that is authorized by the access_token. Must pass the user's access_token. Note that this deletes both parent categories as well as any related sub-categories.

Example

from __future__ import print_function
import time
import swagger_client
from swagger_client.rest import ApiException
from pprint import pprint

# Configure OAuth2 access token for authorization: finapi_auth
configuration = swagger_client.Configuration()
configuration.access_token = 'YOUR_ACCESS_TOKEN'

# create an instance of the API class
api_instance = swagger_client.CategoriesApi(swagger_client.ApiClient(configuration))

try:
    # Delete all categories
    api_response = api_instance.delete_all_categories()
    pprint(api_response)
except ApiException as e:
    print("Exception when calling CategoriesApi->delete_all_categories: %s\n" % e)

Parameters

This endpoint does not need any parameter.

Return type

IdentifierList

Authorization

finapi_auth

HTTP request headers

Content-Type: Not defined
Accept: Not defined

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delete_category

delete_category(id)

Delete a category

Delete a single category of the user that is authorized by the access_token. Must pass the user's access_token. Note that you can only delete user-custom categories (category's where the 'isCustom' flag is true). Also note that when deleting a parent category, all its sub-categories will be deleted as well.

Example

from __future__ import print_function
import time
import swagger_client
from swagger_client.rest import ApiException
from pprint import pprint

# Configure OAuth2 access token for authorization: finapi_auth
configuration = swagger_client.Configuration()
configuration.access_token = 'YOUR_ACCESS_TOKEN'

# create an instance of the API class
api_instance = swagger_client.CategoriesApi(swagger_client.ApiClient(configuration))
id = 789 # int | Category identifier

try:
    # Delete a category
    api_instance.delete_category(id)
except ApiException as e:
    print("Exception when calling CategoriesApi->delete_category: %s\n" % e)

Parameters

Name	Type	Description	Notes
id	int	Category identifier

Return type

void (empty response body)

Authorization

finapi_auth

HTTP request headers

Content-Type: Not defined
Accept: Not defined

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get_and_search_all_categories

PageableCategoryList get_and_search_all_categories(ids=ids, search=search, is_custom=is_custom, page=page, per_page=per_page, order=order)

Get and search all categories

Get a list of all global finAPI categories as well as all custom categories of the authorized user. Must pass the user's access_token. You can set optional search criteria to get only those categories that you are interested in. If you do not specify any search criteria, then this service functions as a 'get all' service.

Example

from __future__ import print_function
import time
import swagger_client
from swagger_client.rest import ApiException
from pprint import pprint

# Configure OAuth2 access token for authorization: finapi_auth
configuration = swagger_client.Configuration()
configuration.access_token = 'YOUR_ACCESS_TOKEN'

# create an instance of the API class
api_instance = swagger_client.CategoriesApi(swagger_client.ApiClient(configuration))
ids = [56] # list[int] | A comma-separated list of category identifiers. If specified, then only categories whose identifier match any of the given identifiers will be regarded. The maximum number of identifiers is 1000. (optional)
search = 'search_example' # str | If specified, then only those categories will be contained in the result whose 'name' contains the given search string (the matching works case-insensitive). If no categories contain the search string in their name, then the result will be an empty list. NOTE: If the given search string consists of several terms (separated by whitespace), then ALL of these terms must be contained in the name in order for a category to get included into the result. (optional)
is_custom = true # bool | If specified, then the result will contain only categories that are either finAPI global (in case of value 'false'), or only categories that have been created by the authorized user (in case of value 'true'). (optional)
page = 1 # int | Result page that you want to retrieve. (optional) (default to 1)
per_page = 20 # int | Maximum number of records per page. Can be at most 500. NOTE: Due to its validation and visualization, the swagger frontend might show very low performance, or even crashes, when a service responds with a lot of data. It is recommended to use a HTTP client like Postman or DHC instead of our swagger frontend for service calls with large page sizes. (optional) (default to 20)
order = ['order_example'] # list[str] | Determines the order of the results. You can order the results by 'id', 'name' and 'isCustom'. The default order is 'id,asc'. You can also order by multiple properties. In that case the order of the parameters passed is important. Example: '/categories?order=isCustom,desc&order=name' will return all custom categories followed by all default categories. Both groups are ordered ascending by name. The general format is: 'property[,asc|desc]', with 'asc' being the default value. Please note that ordering by multiple fields is not supported in our swagger frontend, but you can test this feature with any HTTP tool of your choice (e.g. postman or DHC).  (optional)

try:
    # Get and search all categories
    api_response = api_instance.get_and_search_all_categories(ids=ids, search=search, is_custom=is_custom, page=page, per_page=per_page, order=order)
    pprint(api_response)
except ApiException as e:
    print("Exception when calling CategoriesApi->get_and_search_all_categories: %s\n" % e)

Parameters

Name	Type	Description	Notes
ids	list[int]	A comma-separated list of category identifiers. If specified, then only categories whose identifier match any of the given identifiers will be regarded. The maximum number of identifiers is 1000.	[optional]
search	str	If specified, then only those categories will be contained in the result whose 'name' contains the given search string (the matching works case-insensitive). If no categories contain the search string in their name, then the result will be an empty list. NOTE: If the given search string consists of several terms (separated by whitespace), then ALL of these terms must be contained in the name in order for a category to get included into the result.	[optional]
is_custom	bool	If specified, then the result will contain only categories that are either finAPI global (in case of value 'false'), or only categories that have been created by the authorized user (in case of value 'true').	[optional]
page	int	Result page that you want to retrieve.	[optional] [default to 1]
per_page	int	Maximum number of records per page. Can be at most 500. NOTE: Due to its validation and visualization, the swagger frontend might show very low performance, or even crashes, when a service responds with a lot of data. It is recommended to use a HTTP client like Postman or DHC instead of our swagger frontend for service calls with large page sizes.	[optional] [default to 20]
order	list[str]	Determines the order of the results. You can order the results by 'id', 'name' and 'isCustom'. The default order is 'id,asc'. You can also order by multiple properties. In that case the order of the parameters passed is important. Example: '/categories?order=isCustom,desc&order=name' will return all custom categories followed by all default categories. Both groups are ordered ascending by name. The general format is: 'property[,asc	desc]', with 'asc' being the default value. Please note that ordering by multiple fields is not supported in our swagger frontend, but you can test this feature with any HTTP tool of your choice (e.g. postman or DHC).

Return type

PageableCategoryList

Authorization

finapi_auth

HTTP request headers

Content-Type: Not defined
Accept: Not defined

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get_cash_flows

CashFlowList get_cash_flows(search=search, counterpart=counterpart, account_ids=account_ids, min_bank_booking_date=min_bank_booking_date, max_bank_booking_date=max_bank_booking_date, min_finapi_booking_date=min_finapi_booking_date, max_finapi_booking_date=max_finapi_booking_date, min_amount=min_amount, max_amount=max_amount, direction=direction, label_ids=label_ids, category_ids=category_ids, is_new=is_new, min_import_date=min_import_date, max_import_date=max_import_date, include_sub_cash_flows=include_sub_cash_flows, order=order)

Get cash flows

Get the cash flow(s) (= total income, spending, and balance) for one or several categories. You can specify various criteria such as the time period to calculate the cash flows for, or what categories to do the calculations for. Note that the cash flow for a category may include the cash flows for all of its sub-categories, or not include it, depending on the 'includeSubCashFlows' setting. Must pass the user's access_token.

Example

from __future__ import print_function
import time
import swagger_client
from swagger_client.rest import ApiException
from pprint import pprint

# Configure OAuth2 access token for authorization: finapi_auth
configuration = swagger_client.Configuration()
configuration.access_token = 'YOUR_ACCESS_TOKEN'

# create an instance of the API class
api_instance = swagger_client.CategoriesApi(swagger_client.ApiClient(configuration))
search = 'search_example' # str | If specified, then only transactions that contain the search term in their purpose or counterpart fields will be contained in the result. Note that the search is case insensitive. (optional)
counterpart = 'counterpart_example' # str | The counterpart is the person or institution that received your payment, or that you made the payment to. If this parameter is specified, then only transactions that contain the given term in one (or more) of their counterpart fields ('counterpartName', 'counterpartAccountNumber', 'counterpartIban', 'counterpartBic' or 'counterpartBlz') will be contained in the result. Note that the search is case insensitive. (optional)
account_ids = [56] # list[int] | A comma-separated list of account identifiers. If specified, then only transactions that relate to the given accounts will be regarded. If not specified, then all accounts will be regarded. (optional)
min_bank_booking_date = 'min_bank_booking_date_example' # str | Lower bound for a transaction's booking date as returned by the bank (= original booking date), in the format 'YYYY-MM-DD' (e.g. '2016-01-01'). If specified, then only transactions whose 'bankBookingDate' is equal to or later than the given date will be regarded. (optional)
max_bank_booking_date = 'max_bank_booking_date_example' # str | Upper bound for a transaction's booking date as returned by the bank (= original booking date), in the format 'YYYY-MM-DD' (e.g. '2016-01-01'). If specified, then only transactions whose 'bankBookingDate' is equal to or earlier than the given date will be regarded. (optional)
min_finapi_booking_date = 'min_finapi_booking_date_example' # str | Lower bound for a transaction's booking date as set by finAPI, in the format 'YYYY-MM-DD' (e.g. '2016-01-01'). For details about the meaning of the finAPI booking date, please see the field's documentation in the service's response. (optional)
max_finapi_booking_date = 'max_finapi_booking_date_example' # str | Upper bound for a transaction's booking date as set by finAPI, in the format 'YYYY-MM-DD' (e.g. '2016-01-01'). For details about the meaning of the finAPI booking date, please see the field's documentation in the service's response. (optional)
min_amount = 8.14 # float | If specified, then only transactions whose amount is equal to or greater than the given amount will be regarded. Can contain a positive or negative number with at most two decimal places. Examples: -300.12, or 90.95 (optional)
max_amount = 8.14 # float | If specified, then only transactions whose amount is equal to or less than the given amount will be regarded. Can contain a positive or negative number with at most two decimal places. Examples: -300.12, or 90.95 (optional)
direction = 'all' # str | If specified, then only transactions with the given direction(s) will be regarded. Use 'income' for regarding only received payments (amount >= 0), 'spending' for regarding only outgoing payments (amount < 0), or 'all' to regard both directions. If not specified, the direction defaults to 'all'. (optional) (default to all)
label_ids = [56] # list[int] | A comma-separated list of label identifiers. If specified, then only transactions that have been marked with at least one of the given labels will be contained in the result. (optional)
category_ids = [56] # list[int] | If specified, then the result will contain only those cash flows that relate to the given categories. Note that the cash flow for a category may include/exclude the cash flows of its sub-categories, depending on the 'includeSubCashFlows' setting. To include the cash flow of not categorized transactions, pass the value '0' as categoryId. Note: When this parameter is NOT set, then the result will contain a cash flow for all categories that have transactions associated to them (this includes the 'null'-category for the cash flow of not categorized transactions), more precisely: transactions that fulfill the filter criteria. Categories that have no associated transactions according to the filter criteria will not appear in the result. However, when you specify this parameter, then all specified categories will have a cash flow entry in the result, even if there are no associated transactions for the category (the cash flow will have income, spending and balance all set to zero). (optional)
is_new = true # bool | If specified, then only transactions that have their 'isNew' flag set to true/false will be regarded for the cash flow calculations. (optional)
min_import_date = 'min_import_date_example' # str | Lower bound for a transaction's import date, in the format 'YYYY-MM-DD' (e.g. '2016-01-01'). If specified, then only transactions whose 'importDate' is equal to or later than the given date will be regarded. (optional)
max_import_date = 'max_import_date_example' # str | Upper bound for a transaction's import date, in the format 'YYYY-MM-DD' (e.g. '2016-01-01'). If specified, then only transactions whose 'importDate' is equal to or earlier than the given date will be regarded. (optional)
include_sub_cash_flows = true # bool | If it is true, then the income, spending and balance of a main category results from all transactions that have either this (main) category or any of its subcategories assigned (of course all transactions depends from the other filtering settings); If it is false, then the income, spending and balance of a main category only results from the transactions that have exactly this (main) category assigned. Default value for this parameter is 'true'. (optional) (default to true)
order = ['order_example'] # list[str] | Determines the order of the results. You can order the results by 'income', 'spending', 'balance', 'category.id' or 'category.name'. The default order for this service is 'category.id,asc'. You can also order by multiple properties. In that case the order of the parameters passed is important. Example: '/cashFlows?order=income,desc&order=spending,asc&balance,desc' will return as first result the category with the highest income. If two categories have the same income, it returns the category with the highest spending first (because spending is a negative value) and so on. The general format is: 'property[,asc|desc]', with 'asc' being the default value. Please note that ordering by multiple fields is not supported in our swagger frontend, but you can test this feature with any HTTP tool of your choice (e.g. postman or DHC).  (optional)

try:
    # Get cash flows
    api_response = api_instance.get_cash_flows(search=search, counterpart=counterpart, account_ids=account_ids, min_bank_booking_date=min_bank_booking_date, max_bank_booking_date=max_bank_booking_date, min_finapi_booking_date=min_finapi_booking_date, max_finapi_booking_date=max_finapi_booking_date, min_amount=min_amount, max_amount=max_amount, direction=direction, label_ids=label_ids, category_ids=category_ids, is_new=is_new, min_import_date=min_import_date, max_import_date=max_import_date, include_sub_cash_flows=include_sub_cash_flows, order=order)
    pprint(api_response)
except ApiException as e:
    print("Exception when calling CategoriesApi->get_cash_flows: %s\n" % e)

Parameters

Name	Type	Description	Notes
search	str	If specified, then only transactions that contain the search term in their purpose or counterpart fields will be contained in the result. Note that the search is case insensitive.	[optional]
counterpart	str	The counterpart is the person or institution that received your payment, or that you made the payment to. If this parameter is specified, then only transactions that contain the given term in one (or more) of their counterpart fields ('counterpartName', 'counterpartAccountNumber', 'counterpartIban', 'counterpartBic' or 'counterpartBlz') will be contained in the result. Note that the search is case insensitive.	[optional]
account_ids	list[int]	A comma-separated list of account identifiers. If specified, then only transactions that relate to the given accounts will be regarded. If not specified, then all accounts will be regarded.	[optional]
min_bank_booking_date	str	Lower bound for a transaction's booking date as returned by the bank (= original booking date), in the format 'YYYY-MM-DD' (e.g. '2016-01-01'). If specified, then only transactions whose 'bankBookingDate' is equal to or later than the given date will be regarded.	[optional]
max_bank_booking_date	str	Upper bound for a transaction's booking date as returned by the bank (= original booking date), in the format 'YYYY-MM-DD' (e.g. '2016-01-01'). If specified, then only transactions whose 'bankBookingDate' is equal to or earlier than the given date will be regarded.	[optional]
min_finapi_booking_date	str	Lower bound for a transaction's booking date as set by finAPI, in the format 'YYYY-MM-DD' (e.g. '2016-01-01'). For details about the meaning of the finAPI booking date, please see the field's documentation in the service's response.	[optional]
max_finapi_booking_date	str	Upper bound for a transaction's booking date as set by finAPI, in the format 'YYYY-MM-DD' (e.g. '2016-01-01'). For details about the meaning of the finAPI booking date, please see the field's documentation in the service's response.	[optional]
min_amount	float	If specified, then only transactions whose amount is equal to or greater than the given amount will be regarded. Can contain a positive or negative number with at most two decimal places. Examples: -300.12, or 90.95	[optional]
max_amount	float	If specified, then only transactions whose amount is equal to or less than the given amount will be regarded. Can contain a positive or negative number with at most two decimal places. Examples: -300.12, or 90.95	[optional]
direction	str	If specified, then only transactions with the given direction(s) will be regarded. Use 'income' for regarding only received payments (amount >= 0), 'spending' for regarding only outgoing payments (amount < 0), or 'all' to regard both directions. If not specified, the direction defaults to 'all'.	[optional] [default to all]
label_ids	list[int]	A comma-separated list of label identifiers. If specified, then only transactions that have been marked with at least one of the given labels will be contained in the result.	[optional]
category_ids	list[int]	If specified, then the result will contain only those cash flows that relate to the given categories. Note that the cash flow for a category may include/exclude the cash flows of its sub-categories, depending on the 'includeSubCashFlows' setting. To include the cash flow of not categorized transactions, pass the value '0' as categoryId. Note: When this parameter is NOT set, then the result will contain a cash flow for all categories that have transactions associated to them (this includes the 'null'-category for the cash flow of not categorized transactions), more precisely: transactions that fulfill the filter criteria. Categories that have no associated transactions according to the filter criteria will not appear in the result. However, when you specify this parameter, then all specified categories will have a cash flow entry in the result, even if there are no associated transactions for the category (the cash flow will have income, spending and balance all set to zero).	[optional]
is_new	bool	If specified, then only transactions that have their 'isNew' flag set to true/false will be regarded for the cash flow calculations.	[optional]
min_import_date	str	Lower bound for a transaction's import date, in the format 'YYYY-MM-DD' (e.g. '2016-01-01'). If specified, then only transactions whose 'importDate' is equal to or later than the given date will be regarded.	[optional]
max_import_date	str	Upper bound for a transaction's import date, in the format 'YYYY-MM-DD' (e.g. '2016-01-01'). If specified, then only transactions whose 'importDate' is equal to or earlier than the given date will be regarded.	[optional]
include_sub_cash_flows	bool	If it is true, then the income, spending and balance of a main category results from all transactions that have either this (main) category or any of its subcategories assigned (of course all transactions depends from the other filtering settings); If it is false, then the income, spending and balance of a main category only results from the transactions that have exactly this (main) category assigned. Default value for this parameter is 'true'.	[optional] [default to true]
order	list[str]	Determines the order of the results. You can order the results by 'income', 'spending', 'balance', 'category.id' or 'category.name'. The default order for this service is 'category.id,asc'. You can also order by multiple properties. In that case the order of the parameters passed is important. Example: '/cashFlows?order=income,desc&order=spending,asc&balance,desc' will return as first result the category with the highest income. If two categories have the same income, it returns the category with the highest spending first (because spending is a negative value) and so on. The general format is: 'property[,asc	desc]', with 'asc' being the default value. Please note that ordering by multiple fields is not supported in our swagger frontend, but you can test this feature with any HTTP tool of your choice (e.g. postman or DHC).

Return type

CashFlowList

Authorization

finapi_auth

HTTP request headers

Content-Type: Not defined
Accept: Not defined

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get_category

Category get_category(id)

Get a category

Get a single category that is either a global finAPI category or a custom category of the authorized user. Must pass the category's identifier and the user's access_token.

Example

from __future__ import print_function
import time
import swagger_client
from swagger_client.rest import ApiException
from pprint import pprint

# Configure OAuth2 access token for authorization: finapi_auth
configuration = swagger_client.Configuration()
configuration.access_token = 'YOUR_ACCESS_TOKEN'

# create an instance of the API class
api_instance = swagger_client.CategoriesApi(swagger_client.ApiClient(configuration))
id = 789 # int | Category identifier

try:
    # Get a category
    api_response = api_instance.get_category(id)
    pprint(api_response)
except ApiException as e:
    print("Exception when calling CategoriesApi->get_category: %s\n" % e)

Parameters

Name	Type	Description	Notes
id	int	Category identifier

Return type

Category

Authorization

finapi_auth

HTTP request headers

Content-Type: Not defined
Accept: Not defined

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get_multiple_categories

CategoryList get_multiple_categories(ids)

Get multiple categories

Get a list of multiple categories that are either a global finAPI category or a custom category of the authorized user. Must pass the categories' identifiers and the user's access_token. Categories whose identifiers do not exist or that relate to a different user not be contained in the result (If this applies to all of the given identifiers, then the result will be an empty list). WARNING: This service is deprecated and will be removed at some point. If you want to get multiple categories, please instead use the service 'Get and search all categories' and pass a comma-separated list of identifiers as a parameter 'ids'.

Example

from __future__ import print_function
import time
import swagger_client
from swagger_client.rest import ApiException
from pprint import pprint

# Configure OAuth2 access token for authorization: finapi_auth
configuration = swagger_client.Configuration()
configuration.access_token = 'YOUR_ACCESS_TOKEN'

# create an instance of the API class
api_instance = swagger_client.CategoriesApi(swagger_client.ApiClient(configuration))
ids = [56] # list[int] | Comma-separated list of identifiers of requested categories

try:
    # Get multiple categories
    api_response = api_instance.get_multiple_categories(ids)
    pprint(api_response)
except ApiException as e:
    print("Exception when calling CategoriesApi->get_multiple_categories: %s\n" % e)

Parameters

Name	Type	Description	Notes
ids	list[int]	Comma-separated list of identifiers of requested categories

Return type

CategoryList

Authorization

finapi_auth

HTTP request headers

Content-Type: Not defined
Accept: Not defined

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train_categorization

train_categorization(body=body)

Train categorization

This service allows you to create user-specific categorization rules (for the user that is authorized by the access_token). Pass a categorization sample (=set of transaction data and a target category), and finAPI will train the user's categorization rules so that similar transactions will be categorized accordingly in future. Basically, this service behaves the same as when assigning categories to existing transactions via the 'Edit a transaction' service, with the difference that you can directly pass transaction data to this service, without the need of having any transactions actually imported in finAPI. Must pass the user's access_token.

Example

from __future__ import print_function
import time
import swagger_client
from swagger_client.rest import ApiException
from pprint import pprint

# Configure OAuth2 access token for authorization: finapi_auth
configuration = swagger_client.Configuration()
configuration.access_token = 'YOUR_ACCESS_TOKEN'

# create an instance of the API class
api_instance = swagger_client.CategoriesApi(swagger_client.ApiClient(configuration))
body = swagger_client.CategorizationSample() # CategorizationSample | Categorization sample (optional)

try:
    # Train categorization
    api_instance.train_categorization(body=body)
except ApiException as e:
    print("Exception when calling CategoriesApi->train_categorization: %s\n" % e)

Parameters

Name	Type	Description	Notes
body	CategorizationSample	Categorization sample	[optional]

Return type

void (empty response body)

Authorization

finapi_auth

HTTP request headers

Content-Type: Not defined
Accept: Not defined

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Files

CategoriesApi.md

Latest commit

History

CategoriesApi.md

File metadata and controls

swagger_client.CategoriesApi

create_category

Example

Parameters

Return type

Authorization

HTTP request headers

delete_all_categories

Example

Parameters

Return type

Authorization

HTTP request headers

delete_category

Example

Parameters

Return type

Authorization

HTTP request headers

get_and_search_all_categories

Example

Parameters

Return type

Authorization

HTTP request headers

get_cash_flows

Example

Parameters

Return type

Authorization

HTTP request headers

get_category

Example

Parameters

Return type

Authorization

HTTP request headers

get_multiple_categories

Example

Parameters

Return type

Authorization

HTTP request headers

train_categorization

Example

Parameters

Return type

Authorization

HTTP request headers