get_payees

Create a category inside an existing category group

Create a new category group (the top-level buckets that hold categories)

Create an automation rule: a condition (e.g. importedpayee contains "X" — use importedpayee, not payee, to match a payee the first time it is ever imported) plus an action (e.g. set category = id). Runs on future imports only, never retroactively. An action that sets payee to a transfer payee does n

Create a scheduled/recurring transaction

Record an expense/income, with optional splits at creation

Permanently delete a category. Requires confirmdelete: true; if it has transactions, transfercategoryid is mandatory

Permanently delete a category group and every category inside it. Requires confirmdelete: true; if any of them have transactions, transfercategoryid is mandatory

Delete an automation rule. Past transactions keep whatever it already applied; only future imports change

The payee that represents a specific account in a transfer — a shortcut over getpayees

Accounts with current balance; includes off-budget accounts (pensions, funds, mortgage) by default

Mean, median and max spending per category over the last N full months — input for preparing the budget

A month's budget state: to-budget, income, totals and budgeted/spent/balance per category

Category groups and categories with their IDs (needed by the write tools)

Full net worth: on-budget + off-budget with a per-account breakdown

Automation rules with their IDs; rules run on imported transactions and are how recurring movements classify themselves

Scheduled/recurring transactions configured in Actual (name, next date, amount)

Spending aggregated by category, payee or month. Always excludes transfers

Transactions by date range with optional filters (account, category, text, amount, uncategorized). Excludes transfers. Paginated (max 200)

Assign budget in bulk to several categories of a month

Turn an ordinary transaction into a transfer with another account, by pointing it at that account's transfer payee. Actual creates and links the matching transaction on the other account

Split a transaction into real parts, in place (same id)

Move assigned budget between categories

Rename a category, move it to another group, or archive it (hidden: true) — the non-destructive alternative to deletecategory

Rename a category group or archive it (hidden: true) — the non-destructive alternative to deletecategorygroup

Category notes and goal templates

Replace an automation rule — Actual's API takes the whole object, so resend every field you want to keep

Fix a transaction (amount, category, payee, notes, date). categoryid: null uncategorizes it; payeeid sets a known payee, payeename resolves/creates one