Docs/API Reference
Transactions
List, create, categorize and confirm transactions, and attach receipts.
Transactions (LedgerEvents) are the core entity in Solarium. Each transaction flows through a lifecycle: created → classified → confirmed → synced. Use createLedgerEvent for manual entries, or import via bank statement. Classify with updateStagedEntry (set category + payment account), then confirm to post to the books.
Endpoints
POSTList TransactionsReturns a paginated, filterable list of ledger events. Supports status filtering, date ranges, amount ranges, account/category scoping, and full-text search.POSTGet a TransactionReturns the full detail for a single ledger event, including attached receipts, journal entry, and classification data.POSTCreate a TransactionCreates a new ledger event (manual entry). The event starts in needs_review status and must be classified and confirmed before it posts to the books.POSTUpdate a TransactionUpdates mutable fields on an existing ledger event. Only events in needs_review or pending status can be updated. To record a foreign-currency transaction, pass originalCurrency (and optionally chargedAmount) — see below.POSTConfirm a TransactionConfirms a classified ledger event, posting it to the books by creating a journal entry. The event must have a category and payment account assigned before confirming.POSTReject a TransactionRejects a ledger event, moving it to ignored status. Rejected events are excluded from the books and review queue.POSTClassify TransactionAssigns classification data to a staged ledger event. Supports three modes: intent (category + payment, server builds the balanced lines — with optional single or multi-component tax), transfer (two owned accounts, no category), and raw (client sends pre-built double-entry lines). This is the primary way to prepare a transaction for confirmation.POSTAttach Receipt to TransactionAttaches an uploaded receipt (image or PDF) to a ledger event. The file must already be uploaded to S3 — pass the s3Key returned from the upload endpoint.