Record a transaction

Writes to the ledger. Send a **positive** `amount` in cents — the `type` decides the sign, so an expense is stored negative without the caller having to know that. The write posts the double-entry journal for it and re-runs the tax liability that depends on it, so the books and the liability never disagree with the ledger. Raise something not yet settled with `status: "PENDING"` and a `dueDate`; it then appears in payables until you mark it paid.

Required scope

The access token must carry this scope. A token missing it gets 403 Forbidden. Grant them to an API client under Settings → Company → API, and to a teammate under Employee → Permissions.

transactions:write

Request Body

Property	Type	Required	Description
`type`	string	Required	EXPENSE, DEDUCTION and TAX_PAYMENT are stored negative; the rest positive.
`amount`	number	Required	Cents, positive. At least 1.
`description`	string	Required	What it was for.
`date`	string	Required	ISO 8601.
`status`	string	Optional	PENDING for something not yet settled; defaults to confirmed.
`dueDate`	string	Optional	ISO 8601.
`notes`	string	Optional
`locationId`	string	Optional	Attribute to a location.
`legalEntityId`	string	Optional	Attribute to an entity.
`irsCategory`	string	Optional	Drives how it lands in the tax figures.
`taxYear`	number	Optional
`taxQuarter`	number	Optional	1–4.
`counterpartyName`	string	Optional
`counterpartyEmail`	string	Optional

POSTExample request

curl

curl -X POST "https://www.pxb.app/api/public/v1/transactions" \
  -H "Authorization: Bearer your_access_token" \
  -H "Content-Type: application/json" \
  -d '{
    "type": "EXPENSE",
    "amount": 48000,
    "description": "Q3 hosting",
    "date": "2026-08-01T00:00:00.000Z",
    "status": "PENDING",
    "dueDate": "2026-09-01T00:00:00.000Z",
    "irsCategory": "Utilities"
  }'

200Example response

json

{
  "message": "Transaction created!",
  "content": {
    "transaction": {
      "id": "txn_4410",
      "type": "EXPENSE",
      "status": "PENDING",
      "amount": -48000,
      "description": "Q3 hosting",
      "counterpartyName": "Cloud Co",
      "irsCategory": "Utilities",
      "date": "2026-08-01T00:00:00.000Z",
      "dueDate": "2026-09-01T00:00:00.000Z",
      "legalEntityId": "le_7788",
      "createdAt": "2026-08-01T09:00:00.000Z",
      "updatedAt": "2026-08-01T09:00:00.000Z"
    }
  }
}

In the console

The same thing done by hand, for anyone comparing the API against the screen they already use.

Finances → Ledger

/finances/ledger

Open the Ledger.
Add a transaction.