Wallet REST API

Direct Access to Your Financial Data

Integrate your Wallet data with Excel, Power BI, custom applications, and automation tools using our secure REST API.

RESTful
Bearer Token
JSON
Wallet REST API
GET
https://rest.budgetbakers.com/wallet
/v1/api/records
Response:
{
"records": [
{
"id": "a1b2c3d4",
"amount": -42.50,
"recordDate": "2025-10-20",
"category": "Groceries",
"payee": "Whole Foods"
}
]
}

Getting Started

1

Get Wallet Premium

The REST API is available for Wallet Premium subscribers. Upgrade your account to unlock API access.

2

Generate API Token

Go to Settings in the Wallet web app and generate your personal API token. Keep it secure — it grants access to your data.

3

Make Your First Request

Use the base URL and your token to start querying your financial data. See the example on the right.

Available Data

Access all your financial data through 10 dedicated endpoints.

Core Financial Data

GET/v1/api/records

Records

Transactions with filtering by date, amount, category

GET/v1/api/accounts

Accounts

Bank accounts, credit cards, investments

GET/v1/api/categories

Categories

Transaction categories

Planning & Goals

GET/v1/api/budgets

Budgets

Budget definitions and tracking

GET/v1/api/goals

Goals

Savings goals and progress

GET/v1/api/standing-orders

Standing Orders

Recurring transactions and subscriptions

Organization & Tools

GET/v1/api/labels

Labels

Transaction labels and tags

GET/v1/api/record-rules

Record Rules

Auto-categorization rules

GET/v1/api/records/by-id

Records by ID

Look up specific transactions by ID

Monitoring

GET/v1/api/api-usage/stats

API Usage Stats

Monitor your API usage and remaining quota

Full API Reference

Key Concepts

Pagination

Control result sets with limit and offset parameters.

  • limit — 1 to 100 results per request
  • offset — skip N results
  • nextOffset — returned in response for easy paging

Filtering

Use typed prefixes to filter data precisely.

  • eq., contains., contains-i. — text matching
  • gt., gte., lt., lte. — range comparisons
  • Combine multiple filters on any field

Rate Limits & Headers

Token bucket algorithm with clear HTTP headers.

  • 500 requests per hour per token
  • X-RateLimit-Limit, X-RateLimit-Remaining
  • Retry-After header when throttled

Integration Examples

curl

The simplest way to test the API from your terminal.

curl -X GET "https://rest.budgetbakers.com/wallet/v1/api/records?limit=10" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Accept: application/json"

Excel via Power Query

Import transactions directly into Excel for custom analysis and reporting.

  1. 1.Open Excel → Data → Get Data → From Web
  2. 2.Enter: https://rest.budgetbakers.com/wallet/v1/api/records
  3. 3.Add Authorization header with your Bearer token
  4. 4.Transform and load data into your spreadsheet

Power BI Dashboard

Create real-time financial dashboards with automatic data refresh.

  1. 1.Use Web connector in Power BI Desktop
  2. 2.URL: https://rest.budgetbakers.com/wallet/v1/api/records
  3. 3.Configure Bearer token authentication
  4. 4.Set up scheduled refresh and build visualizations

Python Analysis

Analyze your financial data programmatically with Python.

import requests

headers = {'Authorization': 'Bearer YOUR_TOKEN'}
params = {
    'recordDate': 'gte.2025-01-01',
    'limit': 100
}

response = requests.get(
    'https://rest.budgetbakers.com/wallet/v1/api/records',
    headers=headers,
    params=params
)

data = response.json()
for rec in data['records']:
    print(f"{rec['recordDate']}: {rec['payee']} — {rec['amount']}")

Ready to start building?

Explore the full API reference with interactive documentation, request examples, and response schemas.

Interactive API ExplorerTry MCP Integration