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POST
/
budgets
Create a budget
curl --request POST \
  --url https://api.equalsmoney.com/v2/budgets \
  --header 'Authorization: <api-key>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "parentId": "775596ae-2624-40af-a9dc-9756110a4a03",
  "boxId": "a43231c221",
  "name": "Team Party",
  "features": [
    "payments"
  ],
  "currencies": [
    "USD"
  ],
  "type": "accountBalance",
  "status": "active",
  "personaId": "0387819c-a33e-454c-ad84-570bf53cd75f"
}
'
{
  "id": "775596ae-2624-40af-a9dc-9756110a4a03",
  "boxId": "a43231c221",
  "name": "Team Party",
  "accountId": "F50091",
  "parentId": "775596ae-2624-40af-a9dc-9756110a4a03",
  "feature": [
    {
      "id": "string",
      "budgetId": "775596ae-2624-40af-a9dc-9756110a4a03",
      "BudgetId": "775596ae-2624-40af-a9dc-9756110a4a03",
      "payments": true,
      "budgetCards": true,
      "peopleCards": true,
      "forwardDeposits": true,
      "lowBalanceThreshold": 0,
      "lowBalanceCurrencyCode": "AED",
      "createdAt": "2019-08-24T14:15:22Z",
      "updatedAt": "2019-08-24T14:15:22Z"
    }
  ],
  "currency": [
    {
      "id": "string",
      "boxCurrencyId": 0,
      "budgetId": "775596ae-2624-40af-a9dc-9756110a4a03",
      "BudgetId": "775596ae-2624-40af-a9dc-9756110a4a03",
      "currencyCode": "USD",
      "local": "unique",
      "international": "unique",
      "createdAt": "2019-08-24T14:15:22Z",
      "updatedAt": "2019-08-24T14:15:22Z"
    }
  ],
  "balance": [
    {
      "id": "string",
      "currencyCode": "USD",
      "availableBalance": 10,
      "lastUpdatedSequentialId": 0,
      "currency": "USD",
      "BudgetId": "775596ae-2624-40af-a9dc-9756110a4a03",
      "budgetId": "775596ae-2624-40af-a9dc-9756110a4a03",
      "ledgerBalance": 50,
      "pendingBalance": 40,
      "allocatedBalance": 10,
      "ledgerAndAllocatedBalance": 60,
      "activeCurrencyOnBudget": true,
      "createdAt": "2019-08-24T14:15:22Z",
      "updatedAt": "2019-08-24T14:15:22Z"
    }
  ],
  "totalBalance": [
    {
      "id": "string",
      "currencyCode": "USD",
      "availableBalance": 10,
      "lastUpdatedSequentialId": 0,
      "currency": "USD",
      "BudgetId": "775596ae-2624-40af-a9dc-9756110a4a03",
      "budgetId": "775596ae-2624-40af-a9dc-9756110a4a03",
      "ledgerBalance": 50,
      "pendingBalance": 40,
      "allocatedBalance": 10,
      "ledgerAndAllocatedBalance": 60,
      "activeCurrencyOnBudget": true,
      "createdAt": "2019-08-24T14:15:22Z",
      "updatedAt": "2019-08-24T14:15:22Z"
    }
  ],
  "children": [
    {
      "id": "string",
      "currencyCode": "USD",
      "availableBalance": 10,
      "lastUpdatedSequentialId": 0,
      "currency": "USD",
      "BudgetId": "775596ae-2624-40af-a9dc-9756110a4a03",
      "budgetId": "775596ae-2624-40af-a9dc-9756110a4a03",
      "ledgerBalance": 50,
      "pendingBalance": 40,
      "allocatedBalance": 10,
      "ledgerAndAllocatedBalance": 60,
      "activeCurrencyOnBudget": true,
      "createdAt": "2019-08-24T14:15:22Z",
      "updatedAt": "2019-08-24T14:15:22Z"
    }
  ],
  "details": [
    {
      "currency": "USD",
      "sortCode": "12-34-56",
      "accountNumber": "12345678",
      "ibans": [
        {
          "iban": "GB26SPPV23188497371875",
          "bic": "BARCGB22"
        }
      ],
      "accountName": "Equals Money",
      "bankName": "SPECTRUM PAYMENT SERVICES",
      "bankAddress": "Vintners Place, 68 Upper Thames St, London, EC4V 3BJ, United Kingdom",
      "balanceReference": "Balance reference"
    }
  ],
  "settlementDetails": {
    "currencyDetails": [
      {
        "currencyCode": "USD",
        "local": {
          "accountIdentifier": "31510604",
          "bankIdentifier": "10-00-00",
          "payeeName": "ACME",
          "bankName": "Brilliant Bank",
          "bankAddress": {
            "addressLine1": "41 Middle Street",
            "addressLine2": "string",
            "addressLine3": "string",
            "city": "Enfield",
            "postcode": "EN1 3JY",
            "country": "United Kingdom"
          }
        },
        "international": {
          "accountIdentifier": "31510604",
          "bankIdentifier": "10-00-00",
          "payeeName": "ACME",
          "bankName": "Brilliant Bank",
          "bankAddress": {
            "addressLine1": "41 Middle Street",
            "addressLine2": "string",
            "addressLine3": "string",
            "city": "Enfield",
            "postcode": "EN1 3JY",
            "country": "United Kingdom"
          }
        }
      }
    ],
    "balanceReference": "Balance reference"
  },
  "individualBudgetHolder": {
    "id": "b489ea2c-0dd1-4fb1-b345-de5a596a5527",
    "budgetId": "775596ae-2624-40af-a9dc-9756110a4a03",
    "personaId": "775596ae-2624-40af-a9dc-9756110a4a04",
    "createdAt": "2019-08-24T14:15:22Z"
  },
  "priority": 1,
  "level": 1,
  "type": "accountBalance",
  "status": "active",
  "allowCurrencyAlignment": true,
  "createdAt": "2019-08-24T14:15:22Z",
  "updatedAt": "2019-08-24T14:15:22Z"
}

Documentation Index

Fetch the complete documentation index at: https://docs.equalsmoney.com/llms.txt

Use this file to discover all available pages before exploring further.

Authorizations

​
Authorization
string
header
required

Query Parameters

​
accountId
string
required

The ID of the account to work with.

Example:

"F50091"

Body

application/json

Body

​
features
enum<string>[]
required

The feature in a budget.

Available options:
payments,
peopleCards,
budgetCards
​
type
enum<string> | null
required

The budget type.

Available options:
accountBalance,
forwardDeposits,
shared,
individual
​
parentId
string<uuid> | null

The ID of the budget to work with.

Maximum string length: 36
Example:

"775596ae-2624-40af-a9dc-9756110a4a03"

​
boxId
string

The ID of the box to work with.

Example:

"a43231c221"

​
name
string

The name of the budget.

Maximum string length: 75
Example:

"Team Party"

​
currencies
enum<string>[]
Available options:
AED,
AFN,
ALL,
AMD,
ANG,
AOA,
ARS,
AUD,
AWG,
AZN,
BAM,
BBD,
BDT,
BHD,
BIF,
BMD,
BND,
BOB,
BOV,
BRL,
BSD,
BTN,
BWP,
BYN,
BZD,
CAD,
CDF,
CHF,
CLP,
CNY,
COP,
CRC,
CUC,
CUP,
CVE,
CZK,
DJF,
DKK,
DOP,
DZD,
EGP,
ERN,
ETB,
EUR,
FJD,
FKP,
GBP,
GEL,
GGP,
GHS,
GIP,
GMD,
GNF,
GTQ,
GYD,
HKD,
HNL,
HRK,
HTG,
HUF,
IDR,
ILS,
INR,
IQD,
IRR,
ISK,
JMD,
JOD,
JPY,
KES,
KGS,
KHR,
KMF,
KPW,
KRW,
KWD,
KYD,
KZT,
LAK,
LBP,
LKR,
LRD,
LSL,
LTL,
LVL,
LYD,
MAD,
MDL,
MGA,
MKD,
MMK,
MNT,
MOP,
MUR,
MVR,
MWK,
MXN,
MYR,
MZN,
NAD,
NGN,
NIO,
NOK,
NPR,
NZD,
OMR,
PAB,
PEN,
PGK,
PHP,
PKR,
PLN,
PYG,
QAR,
RON,
RSD,
RUB,
RWF,
SAR,
SBD,
SCR,
SEK,
SGD,
SHN,
SLL,
SOS,
SRD,
SSP,
STN,
SYP,
SZL,
THB,
TJS,
TMT,
TND,
TOP,
TRY,
TTD,
TWD,
TZS,
UAH,
UGX,
USD,
UYU,
UZS,
VND,
VUV,
WST,
XAF,
XAG,
XAU,
XCD,
XOF,
XPD,
XPF,
XPT,
YER,
ZAR,
ZMK,
ZMW,
ZWD
​
status
enum<string>
Available options:
active,
archived,
hidden
​
personaId
string<uuid> | null

The ID of the persona that must be assigned to the budget. Required only forindividual budgets.

Maximum string length: 36

Response

201 - application/json

Created

​
id
string<uuid> | null
required

The ID of the budget to work with.

Maximum string length: 36
Example:

"775596ae-2624-40af-a9dc-9756110a4a03"

​
name
string
required

The name of the budget.

Maximum string length: 256
Example:

"Team Party"

​
accountId
string
required

The ID of the account to work with.

Example:

"F50091"

​
boxId
string | null

The ID of the box to work with.

Example:

"a43231c221"

​
parentId
string<uuid> | null

The ID of the budget to work with.

Maximum string length: 36
Example:

"775596ae-2624-40af-a9dc-9756110a4a03"

​
feature
object[]
​
currency
object[]
​
balance
object[] | null
​
totalBalance
object[] | null
​
children
object[] | null
​
details
object[]
​
settlementDetails
object

The settlement details.

​
individualBudgetHolder
object
​
priority
number

Defines the priority of a budget, where 1 is the highest priority.

Example:

1

​
level
number

Defines the hierarchy level of a budget, where 0 is the highest level (accountBalance).

Example:

1

​
type
enum<string>

The budget type.

Available options:
accountBalance,
forwardDeposits,
shared,
individual
​
status
enum<string>
Available options:
active,
archived,
hidden
​
allowCurrencyAlignment
boolean

Whether or not to enable currency alignment on a budget. Currency alignment allows a cardholder to pay in a currency that is different from the budget's currency, with Equals Money doing the conversion.

​
createdAt
string<date-time>

The date the Resource was initially created. ISO 8601 format without milliseconds.

​
updatedAt
string<date-time>

The date the Resource was last modified. ISO 8601 format without milliseconds.