Update a budget plan
curl --request PATCH \
--url https://api.finta.io/v2/budget-plans/{id} \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"name": "<string>",
"accountIds": [
"3c90c3cc-0d44-4b50-8888-8dd25736052a"
],
"isDefault": true
}
'import requests
url = "https://api.finta.io/v2/budget-plans/{id}"
payload = {
"name": "<string>",
"accountIds": ["3c90c3cc-0d44-4b50-8888-8dd25736052a"],
"isDefault": True
}
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.patch(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'PATCH',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({
name: '<string>',
accountIds: ['3c90c3cc-0d44-4b50-8888-8dd25736052a'],
isDefault: true
})
};
fetch('https://api.finta.io/v2/budget-plans/{id}', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api.finta.io/v2/budget-plans/{id}",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "PATCH",
CURLOPT_POSTFIELDS => json_encode([
'name' => '<string>',
'accountIds' => [
'3c90c3cc-0d44-4b50-8888-8dd25736052a'
],
'isDefault' => true
]),
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>",
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://api.finta.io/v2/budget-plans/{id}"
payload := strings.NewReader("{\n \"name\": \"<string>\",\n \"accountIds\": [\n \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n ],\n \"isDefault\": true\n}")
req, _ := http.NewRequest("PATCH", url, payload)
req.Header.Add("Authorization", "Bearer <token>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.patch("https://api.finta.io/v2/budget-plans/{id}")
.header("Authorization", "Bearer <token>")
.header("Content-Type", "application/json")
.body("{\n \"name\": \"<string>\",\n \"accountIds\": [\n \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n ],\n \"isDefault\": true\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.finta.io/v2/budget-plans/{id}")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Patch.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"name\": \"<string>\",\n \"accountIds\": [\n \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n ],\n \"isDefault\": true\n}"
response = http.request(request)
puts response.read_body{
"plan": {
"id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>",
"method": "standard",
"accountScope": "All",
"isDefault": true,
"accountIds": [
"3c90c3cc-0d44-4b50-8888-8dd25736052a"
],
"budgetCount": 123
},
"fieldsChanged": [
"<string>"
]
}{
"error": {
"code": "STORAGE_MODE_REQUIRED",
"message": "<string>"
}
}{
"error": "Missing or invalid Authorization header"
}{
"error": {
"code": "STORAGE_MODE_REQUIRED",
"message": "<string>"
}
}{
"error": {
"code": "STORAGE_MODE_REQUIRED",
"message": "<string>"
}
}{
"error": {
"code": "RATE_LIMITED",
"message": "Per-minute rate limit exceeded (standard plan)"
}
}Budgets
Update a budget plan
Rename a plan, change its accounts or method, or make it the default. Changing accounts or method changes every past month’s numbers too. To stop a plan being the default, make another plan the default.
PATCH
/
budget-plans
/
{id}
Update a budget plan
curl --request PATCH \
--url https://api.finta.io/v2/budget-plans/{id} \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"name": "<string>",
"accountIds": [
"3c90c3cc-0d44-4b50-8888-8dd25736052a"
],
"isDefault": true
}
'import requests
url = "https://api.finta.io/v2/budget-plans/{id}"
payload = {
"name": "<string>",
"accountIds": ["3c90c3cc-0d44-4b50-8888-8dd25736052a"],
"isDefault": True
}
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.patch(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'PATCH',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({
name: '<string>',
accountIds: ['3c90c3cc-0d44-4b50-8888-8dd25736052a'],
isDefault: true
})
};
fetch('https://api.finta.io/v2/budget-plans/{id}', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api.finta.io/v2/budget-plans/{id}",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "PATCH",
CURLOPT_POSTFIELDS => json_encode([
'name' => '<string>',
'accountIds' => [
'3c90c3cc-0d44-4b50-8888-8dd25736052a'
],
'isDefault' => true
]),
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>",
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://api.finta.io/v2/budget-plans/{id}"
payload := strings.NewReader("{\n \"name\": \"<string>\",\n \"accountIds\": [\n \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n ],\n \"isDefault\": true\n}")
req, _ := http.NewRequest("PATCH", url, payload)
req.Header.Add("Authorization", "Bearer <token>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.patch("https://api.finta.io/v2/budget-plans/{id}")
.header("Authorization", "Bearer <token>")
.header("Content-Type", "application/json")
.body("{\n \"name\": \"<string>\",\n \"accountIds\": [\n \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n ],\n \"isDefault\": true\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.finta.io/v2/budget-plans/{id}")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Patch.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"name\": \"<string>\",\n \"accountIds\": [\n \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n ],\n \"isDefault\": true\n}"
response = http.request(request)
puts response.read_body{
"plan": {
"id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>",
"method": "standard",
"accountScope": "All",
"isDefault": true,
"accountIds": [
"3c90c3cc-0d44-4b50-8888-8dd25736052a"
],
"budgetCount": 123
},
"fieldsChanged": [
"<string>"
]
}{
"error": {
"code": "STORAGE_MODE_REQUIRED",
"message": "<string>"
}
}{
"error": "Missing or invalid Authorization header"
}{
"error": {
"code": "STORAGE_MODE_REQUIRED",
"message": "<string>"
}
}{
"error": {
"code": "STORAGE_MODE_REQUIRED",
"message": "<string>"
}
}{
"error": {
"code": "RATE_LIMITED",
"message": "Per-minute rate limit exceeded (standard plan)"
}
}Authorizations
A Finta API key from API settings, or an OAuth access token issued to an authorized app. Send either as Authorization: Bearer <token>.
Path Parameters
Plan id or name
Required string length:
1 - 100Body
application/json
Required string length:
1 - 100Accounts the plan covers, or null for every account
Minimum array length:
1Make this the default plan. The previous default loses the flag.
Available options:
true standard compares spending to a monthly plan. envelope plans only what the user assigns from Ready to Assign.
Available options:
standard, envelope