Use Asset’s Create Transactions endpoint to quickly add one or more new Transactions for a Business. This is especially useful when you need to capture Transactions that aren’t automatically retrieved via Plaid, ensuring a complete record of money flowing in and out of accounts on a daily basis.

How to Import Transactions

Call the Create Transactions Endpoint: Make a POST request to the Create Transactions endpoint, including an array of Transaction objects and the Business ID. Each Transaction object should have:

  • Description
  • Transaction datetime (UTC ISO-8601)
  • Amount
  • transaction_id
  • linked_account_id
  • Metadata (optional)

Automatic Journal Entries and Categorization
After submission, Asset automatically:

  1. Converts each Transaction into a Journal Entry.
  2. Passes the Journal Entry through our Categorization Pipeline.
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