Budget lines

A budget amount for one ledger account, fiscal period, and optional cost center.

Fields

The API name is what the API, MCP and the CLI use.

NameAPI nameTypeRequiredDescription
IDidRecord IDYes
BudgetaccountingbudgetIdReferenceYes
Ledger accountaccountingledgeraccountIdReferenceYes
Fiscal periodaccountingfiscalyearperiodIdReferenceYes
Cost centeraccountingcostcenterIdReference
AmountamountCurrencyYesMonetary amount in the applicable currency for this record.
DescriptiondescriptionText Area
Created bycreatedByUser
Created atcreatedAtDate and TimeYes
Updated byupdatedByUser
Updated atupdatedAtDate and TimeYes
Approved byapprovedByUser
Approved atapprovedAtDate and Time
Blocked byblockedByUser
Blocked atblockedAtDate and Time
Archived byarchivedByUser
Archived atarchivedAtDate and Time

Relations

Owned records (solid line) are deleted with their owner. Grouped records (dashed line) can exist alone.

Budget linesBudgets
FieldPoints toKind
Budget accountingbudgetIdBudgetsowned by
Ledger account accountingledgeraccountIdChart of accountsreference
Fiscal period accountingfiscalyearperiodIdFiscal periodsreference
Cost center accountingcostcenterIdCost centersreference

Actions

What you can do with a record. Every action also sends the webhook event accountingbudgetentries.<action>. Reads (find, get, count) work on every table.

NameAPI nameDescriptionWhere
CreatecreateAdd a new budget line.App · API · MCP · CLI
EditupdateSave changes to this budget line.App · API · MCP · CLI
DeletedeleteDelete this budget line and the data that belongs with it. This cannot be undone.App · API · MCP · CLI