Transactions API · Pasona Finance Tracker API

GET /api/transactions

List transactions

Returns the authenticated user's transactions, ordered by transaction_date descending, paginated 50 per page. Each row is eager-loaded with its account, toAccount, and category.

Response

{
  "current_page": 1,
  "data": [
    {
      "id": 42,
      "user_id": 1,
      "account_id": 1,
      "to_account_id": null,
      "category_id": 2,
      "type": "expense",
      "amount": "25.50",
      "description": "Lunch with team",
      "reference": null,
      "transaction_date": "2026-06-03",
      "is_synced": true,
      "created_at": "2026-06-03T12:00:00Z",
      "updated_at": "2026-06-03T12:00:00Z",
      "account": { "id": 1, "name": "GTBank Checking", "type": "bank" },
      "to_account": null,
      "category": { "id": 2, "name": "Groceries", "type": "expense" }
    }
  ],
  "per_page": 50,
  "total": 1,
  "last_page": 1
}

{ "message": "Unauthenticated." }

POST /api/transactions

Create a transaction

Records a new income, expense, or transfer. The user must have at least one account before creating a transaction.

Request body

Name	Type	Required	Description
`account_id`	integer	Required	ID of the account the transaction is recorded against.
`to_account_id`	integer	Optional	Destination account for `transfer` transactions.
`type`	string	Required	One of: `income`, `expense`, `transfer`.
`category_id`	integer	Optional	Category ID. Required for income/expense, optional for transfer.
`amount`	number	Required	Transaction amount. Always positive.
`description`	string	Optional	Short description. Max `255` characters.
`reference`	string	Optional	External reference (e.g. bank transaction ID). Max `255` characters.
`transaction_date`	date	Required	Date the transaction occurred. `YYYY-MM-DD`.
`force`	boolean	Optional	Set to `true` to skip the duplicate-detection check.

Request body example

{
  "account_id": 1,
  "category_id": 2,
  "type": "expense",
  "amount": 25.50,
  "description": "Lunch with team",
  "transaction_date": "2026-06-03"
}

Responses

{
  "id": 42,
  "user_id": 1,
  "account_id": 1,
  "to_account_id": null,
  "category_id": 2,
  "type": "expense",
  "amount": "25.50",
  "description": "Lunch with team",
  "reference": null,
  "transaction_date": "2026-06-03",
  "is_synced": true,
  "created_at": "2026-06-03T12:00:00Z",
  "updated_at": "2026-06-03T12:00:00Z"
}

{ "message": "You must create at least one account before adding transactions." }

{
  "message": "Potential duplicate detected.",
  "is_duplicate": true
}

{
  "message": "The given data was invalid.",
  "errors": {
    "type": ["The selected type is invalid."]
  }
}

POST /api/transactions/sync requires verified email

Bulk sync (offline)

Accepts a batch of transactions recorded offline and dispatches them to a background queue job (App\Jobs\ProcessSync) for processing. Requires a verified email — the batch-write surface is gated by the verified middleware so we have a way to reach the user if the import misbehaves.

Request body

Name	Type	Required	Description
`transactions`	array	Required	Array of transaction objects. Each must include `account_id`, `type`, `amount`, and `transaction_date`.

Request body example

{
  "transactions": [
    {
      "account_id": 1,
      "type": "expense",
      "amount": 12.00,
      "description": "Coffee",
      "transaction_date": "2026-06-02"
    },
    {
      "account_id": 1,
      "type": "expense",
      "amount": 4.50,
      "description": "Bus fare",
      "transaction_date": "2026-06-02"
    }
  ]
}

Responses

{ "message": "Sync process started in the background." }

{
  "message": "Your email address is not verified.",
  "requires_verified_email": true
}

GET /api/transactions/{id}

Retrieve a transaction

Returns a single transaction with its account, toAccount, and category relations loaded.

PUT /api/transactions/{id}

Update a transaction

Updates one or more fields of an existing transaction. All fields are optional — only the fields you send are updated.

Request body

Name	Type	Required	Description
`account_id`	integer	Optional	New source account.
`to_account_id`	integer	Optional	New destination account for transfers.
`category_id`	integer	Optional	New category.
`type`	string	Optional	One of: `income`, `expense`, `transfer`.
`amount`	number	Optional	New amount.
`description`	string	Optional	New description. Max `255` characters.
`reference`	string	Optional	New reference. Max `255` characters.
`transaction_date`	date	Optional	New date. `YYYY-MM-DD`.

DELETE /api/transactions/{id}

Delete a transaction

Permanently removes a transaction and recalculates the affected account balances.

Response

HTTP/1.1 204 No Content