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ActualBudget

Consume ActualBudget API

Actions4

Get Transactions

AI-generated

Overview

The ActualBudget node integrates with the ActualBudget API to perform budget-related operations. Specifically, the 'Get Transactions' operation retrieves transactions from a specified account within a given date range. This is useful for workflows that need to analyze or process financial transactions over a specific period, such as generating reports or syncing data with other systems.

Use Case Examples

  1. Retrieve all transactions for account ID '12345' from 2024-01-01 to 2024-01-31 to analyze monthly spending.
  2. Fetch transactions within a date range to update a financial dashboard or trigger alerts based on spending patterns.

Properties

Name Meaning
Budget ID The ID of the Budget you are working on/with.
Account ID The ID of the Account you are working on/with.
Start Date Start date in YYYY-MM-DD format (inclusive) for filtering transactions.
End Date End date in YYYY-MM-DD format (inclusive) for filtering transactions.

Output

JSON

  • id - Transaction ID
  • date - Transaction date
  • amount - Transaction amount in millicents
  • payee - Payee ID
  • category - Category ID
  • notes - Notes or description of the transaction
  • cleared - Boolean indicating if the transaction is cleared
  • reconciled - Boolean indicating if the transaction is reconciled
  • is_parent - Boolean indicating if the transaction is a parent transaction
  • is_child - Boolean indicating if the transaction is a child transaction (split transaction)
  • parent_id - ID of the parent transaction if this is a child transaction
  • imported_id - Imported transaction ID from external source
  • error - Error information if any associated with the transaction
  • imported_payee - Imported payee description from external source
  • starting_balance_flag - Boolean flag indicating if this transaction is a starting balance
  • transfer_id - ID of the transfer transaction if applicable
  • sort_order - Sort order for the transaction
  • raw_synced_data - Raw synced data as JSON string

Dependencies

  • ActualBudget API key credential

Troubleshooting

  • Ensure 'startDate' and 'endDate' are in YYYY-MM-DD format and 'startDate' is not after 'endDate'.
  • Verify that 'budgetId' and 'accountId' are correctly set and correspond to existing budget and account in ActualBudget.
  • Handle API errors gracefully, such as authentication failures or network issues, by checking credentials and connectivity.

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