Wallet REST API

Read & Manage Your Financial Data

Read and manage your Wallet data — transactions, accounts, budgets and more — from Excel, Power BI, scripts, and automation tools over a secure REST API.

Full API ReferenceOpenAPI spec
Wallet REST API
GET
https://rest.budgetbakers.com/wallet
/v1/api/records?limit=30
Response:
{
"records": [
{
"id": "3643bf2e-…",
"counterParty": "Billa",
"amount": { "value": -612, "currencyCode": "CZK" },
"recordDate": "2026-06-09T11:09:00Z",
"category": { "name": "Groceries", … },
"recordType": "expense",
"paymentType": "debit_card"
}, …
]
}

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 — try it live in the interactive API explorer.

Available Data

Full read access to everything — and create, update and delete where it matters.

Core Financial Data

GETPOSTPATCH/v1/api/records

Records

Transactions with rich filtering — create up to 20 and update up to 10 per request

GETPOSTPATCH/v1/api/accounts

Accounts

Bank accounts, cards and cash — list them, open new ones, rename and update

GETPOSTPATCH/v1/api/categories

Categories

The category tree — add custom subcategories and rename your own

Planning and Organisation

GETPOSTPATCH/v1/api/budgets

Budgets

Budget definitions and tracking — create and adjust them

GET/v1/api/goals

Goals

Savings goals and progress

GET/v1/api/standing-orders

Standing Orders

Recurring payments — /items lists the generated occurrences

GETPOSTPATCH/v1/api/labels

Labels

Transaction labels — list, create, rename and recolor

GET/v1/api/record-rules

Record Rules

Auto-categorization rules

Maintenance & Monitoring

GET/v1/api/{type}/references

Entity References

Batch lookup of related entities — a safe pre-check before deletes

DELETE/v1/api/{type}

Delete Entities

Delete up to 10 records, budgets, accounts, labels, and more per request

GET/v1/api/api-usage/stats

API Usage Stats

Monitor your API usage and remaining quota

Key Concepts

Pagination

Control result sets with limit and offset parameters.

  • limit — up to 200 results per request (default 30)
  • offset — skip N results
  • nextOffset — returned when more results exist

Filtering

Use typed prefixes to filter data precisely.

  • eq., contains., contains-i. — text matching
  • gt., gte., lt., lte. — range comparisons
  • Repeat a filter (up to 2×) for AND ranges

Rate Limits & Headers

Token-bucket limiting that allows short bursts, with clear HTTP headers.

  • 300 requests per hour per client
  • X-RateLimit-Limit, X-RateLimit-Remaining
  • 429 + Retry-After when throttled

Batch Writes

Write in small, predictable batches — items are processed independently.

  • POST /records — up to 20 items
  • PATCH — up to 10 items
  • DELETE — up to 10 IDs

Good to Know

Currency conversion

REST API leverages historical forex rates automatically for cross-currency operations. Conversion follows a best-effort approach — rates are sourced from public market data and may differ slightly from bank or exchange rates.

Totals & sorting

withTotal=true returns the total match count alongside the page; sortBy orders results by any supported field (+ ascending, - descending).

Sync status

Your first API token triggers an initial data sync (requests return 409 until it completes). After that, the X-Last-Data-Change-At and X-Sync-In-Progress headers tell you how fresh the data is.

Partial success (HTTP 207)

Batch items are processed independently — mixed outcomes return a per-item result summary. Add validation=strict to fail fast instead.

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=30" \
  -H "Accept: application/json" \
  -H "Authorization: Bearer YOUR_TOKEN"

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']:
    amount = rec['amount']
    print(f"{rec['recordDate'][:10]} {rec['counterParty']}: "
          f"{amount['value']} {amount['currencyCode']}")

Ready to start building?

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

Interactive API ExplorerTry MCP Integration