added
Create Transactions endpoints
September 23rd, 2025 by Integrations Squad
We are happy to announce the introduction of the Create Transactions endpoints. This outlines all the available endpoints in the Pennylane V2 API. Refer to the api docs for more details.
All endpoints require OAuth2 authentication or a developer token with appropriate scopes:
- Read operations
bank_establishments:readonly
: list bank establishments
- Write operations
bank_accounts:all
: create bank accounttransactions:all
: create, update, categorize a transaction
Bank accounts endpoints:
- Route: GET
/api/external/v2/bank_establishments
- Scopes:
bank_establishments:readonly
- Route: POST
/api/external/v2/bank_accounts
- Scopes:
bank_accounts:all
Transactions endpoints
- Route: POST
/api/external/v2/transactions
- Scopes:
transactions:all
- Route: PUT
/api/external/v2/transactions/{id}
- Scopes:
transactions:all
- Route: PUT
/api/external/v2/transactions/{transaction_id}/categories
- Scopes:
transactions:all