> ## 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. # Create a budget > Creates a budget for a given ```accountId```. ## OpenAPI ````yaml /autogenerated/openapi/budgets.openapi.json post /budgets openapi: 3.1.0 info: title: Budgets API version: 2.0.0 description: Version 2 license: name: UNLICENSED url: https://docs.equalsmoney.com servers: - url: https://api.equalsmoney.com/v2 description: Production - url: https://api-sandbox.equalsmoney.com/v2 description: Sandbox security: [] paths: /budgets: post: tags: - Budgets summary: Create a budget description: Creates a budget for a given ```accountId```. operationId: create parameters: - name: accountId in: query schema: description: The ID of the account to work with. type: - string example: F50091 required: true requestBody: description: Body content: application/json: schema: type: - object properties: parentId: type: - string - 'null' format: uuid maxLength: 36 description: The ID of the budget to work with. example: 775596ae-2624-40af-a9dc-9756110a4a03 boxId: type: - string description: The ID of the box to work with. example: a43231c221 name: type: - string maxLength: 75 description: The name of the budget. example: Team Party features: type: - array items: type: - string enum: - payments - peopleCards - budgetCards description: The feature in a budget. currencies: type: - array items: type: - string enum: - 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 example: USD type: type: - string - 'null' enum: - accountBalance - forwardDeposits - shared - individual description: The budget type. status: type: - string enum: - active - archived - hidden personaId: type: - string - 'null' format: uuid maxLength: 36 description: >- The ID of the persona that must be assigned to the budget. Required only for```individual``` budgets. required: - features - type example: 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 responses: '201': description: Created content: application/json: schema: type: - object properties: id: type: - string - 'null' format: uuid maxLength: 36 description: The ID of the budget to work with. example: 775596ae-2624-40af-a9dc-9756110a4a03 boxId: type: - string - 'null' description: The ID of the box to work with. example: a43231c221 name: type: - string maxLength: 256 description: The name of the budget. example: Team Party accountId: description: The ID of the account to work with. type: - string example: F50091 parentId: type: - string - 'null' format: uuid maxLength: 36 description: The ID of the budget to work with. example: 775596ae-2624-40af-a9dc-9756110a4a03 feature: type: - array items: type: - object properties: id: type: - string - 'null' budgetId: type: - string format: uuid maxLength: 36 description: The ID of the budget to work with. example: 775596ae-2624-40af-a9dc-9756110a4a03 BudgetId: type: - string format: uuid maxLength: 36 description: The ID of the budget to work with. example: 775596ae-2624-40af-a9dc-9756110a4a03 payments: type: - boolean description: >- Whether or not the ```payments``` feature is enabled for the budget. budgetCards: type: - boolean description: >- Whether or not the ```budgetCards``` feature is enabled for the budget. peopleCards: type: - boolean description: >- Whether or not the ```peopleCards``` feature is enabled for the budget. forwardDeposits: type: - boolean description: >- Whether or not the ```forwardDeposits``` feature is enabled for the budget. lowBalanceThreshold: type: - number - 'null' description: >- The threshold amount that triggers low balance notifications. lowBalanceCurrencyCode: type: - string - 'null' enum: - AED - AFN - ALL - AMD - ANG - AOA - ARS - AUD - AWG - AZN - BAM - BBD - BDT - BGN - 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 description: >- The ISO currency code for the low balance threshold, required if ```lowBalanceThreshold``` is provided. createdAt: type: - string format: date-time description: >- The date the Resource was initially created. ISO 8601 format without milliseconds. updatedAt: type: - string format: date-time description: >- The date the Resource was last modified. ISO 8601 format without milliseconds. required: - payments - budgetCards - peopleCards currency: type: - array items: type: - object properties: id: type: - string - 'null' boxCurrencyId: type: - number - 'null' budgetId: type: - string format: uuid maxLength: 36 description: The ID of the budget to work with. example: 775596ae-2624-40af-a9dc-9756110a4a03 BudgetId: type: - string format: uuid maxLength: 36 description: The ID of the budget to work with. example: 775596ae-2624-40af-a9dc-9756110a4a03 currencyCode: description: The currency code, in ISO-4217 format. type: - string pattern: ^[A-Z]{3}$ example: USD local: type: - string - 'null' enum: - unique - shared - any international: type: - string - 'null' enum: - unique - shared - any createdAt: type: - string format: date-time description: >- The date the Resource was initially created. ISO 8601 format without milliseconds. updatedAt: type: - string format: date-time description: >- The date the Resource was last modified. ISO 8601 format without milliseconds. required: - budgetId - currencyCode balance: type: - array - 'null' items: type: - object properties: id: type: - string - 'null' currencyCode: description: The currency code, in ISO-4217 format. type: - string pattern: ^[A-Z]{3}$ example: USD availableBalance: type: - number description: The available balance of a box. example: 10 lastUpdatedSequentialId: type: - number - 'null' currency: type: - string pattern: ^[A-Z]{3}$ description: The currency code, in ISO-4217 format. example: USD deprecated: true BudgetId: type: - string format: uuid maxLength: 36 description: The ID of the budget to work with. example: 775596ae-2624-40af-a9dc-9756110a4a03 budgetId: type: - string format: uuid maxLength: 36 description: The ID of the budget to work with. example: 775596ae-2624-40af-a9dc-9756110a4a03 ledgerBalance: type: - number description: The ledger balance of a box. example: 50 pendingBalance: type: - number description: The pending balance of a box. example: 40 allocatedBalance: type: - number description: The allocated balance of a box. example: 10 ledgerAndAllocatedBalance: type: - number description: The sum of the ledger and the allocated balance. example: 60 activeCurrencyOnBudget: type: - boolean description: Whether or not the currency is active on the budget. createdAt: type: - string format: date-time description: >- The date the Resource was initially created. ISO 8601 format without milliseconds. updatedAt: type: - string format: date-time description: >- The date the Resource was last modified. ISO 8601 format without milliseconds. required: - currencyCode - availableBalance totalBalance: type: - array - 'null' items: type: - object properties: id: type: - string - 'null' currencyCode: description: The currency code, in ISO-4217 format. type: - string pattern: ^[A-Z]{3}$ example: USD availableBalance: type: - number description: The available balance of a box. example: 10 lastUpdatedSequentialId: type: - number - 'null' currency: type: - string pattern: ^[A-Z]{3}$ description: The currency code, in ISO-4217 format. example: USD deprecated: true BudgetId: type: - string format: uuid maxLength: 36 description: The ID of the budget to work with. example: 775596ae-2624-40af-a9dc-9756110a4a03 budgetId: type: - string format: uuid maxLength: 36 description: The ID of the budget to work with. example: 775596ae-2624-40af-a9dc-9756110a4a03 ledgerBalance: type: - number description: The ledger balance of a box. example: 50 pendingBalance: type: - number description: The pending balance of a box. example: 40 allocatedBalance: type: - number description: The allocated balance of a box. example: 10 ledgerAndAllocatedBalance: type: - number description: The sum of the ledger and the allocated balance. example: 60 activeCurrencyOnBudget: type: - boolean description: Whether or not the currency is active on the budget. createdAt: type: - string format: date-time description: >- The date the Resource was initially created. ISO 8601 format without milliseconds. updatedAt: type: - string format: date-time description: >- The date the Resource was last modified. ISO 8601 format without milliseconds. required: - currencyCode - availableBalance children: type: - array - 'null' items: type: - object properties: id: type: - string - 'null' currencyCode: description: The currency code, in ISO-4217 format. type: - string pattern: ^[A-Z]{3}$ example: USD availableBalance: type: - number description: The available balance of a box. example: 10 lastUpdatedSequentialId: type: - number - 'null' currency: type: - string pattern: ^[A-Z]{3}$ description: The currency code, in ISO-4217 format. example: USD deprecated: true BudgetId: type: - string format: uuid maxLength: 36 description: The ID of the budget to work with. example: 775596ae-2624-40af-a9dc-9756110a4a03 budgetId: type: - string format: uuid maxLength: 36 description: The ID of the budget to work with. example: 775596ae-2624-40af-a9dc-9756110a4a03 ledgerBalance: type: - number description: The ledger balance of a box. example: 50 pendingBalance: type: - number description: The pending balance of a box. example: 40 allocatedBalance: type: - number description: The allocated balance of a box. example: 10 ledgerAndAllocatedBalance: type: - number description: The sum of the ledger and the allocated balance. example: 60 activeCurrencyOnBudget: type: - boolean description: Whether or not the currency is active on the budget. createdAt: type: - string format: date-time description: >- The date the Resource was initially created. ISO 8601 format without milliseconds. updatedAt: type: - string format: date-time description: >- The date the Resource was last modified. ISO 8601 format without milliseconds. required: - currencyCode - availableBalance details: type: - array items: type: - object properties: currency: description: The currency code, in ISO-4217 format. type: - string pattern: ^[A-Z]{3}$ example: USD sortCode: type: - string - 'null' maxLength: 32 description: The sort code of the bank account. example: 12-34-56 accountNumber: type: - string - 'null' maxLength: 32 description: The number for the bank account. example: '12345678' ibans: type: - array items: type: - object properties: iban: type: - string - 'null' example: GB26SPPV23188497371875 bic: type: - string - 'null' example: BARCGB22 required: - iban - bic accountName: type: - string - 'null' description: The name of the bank account. example: Equals Money bankName: type: - string - 'null' description: The name of the bank. example: SPECTRUM PAYMENT SERVICES bankAddress: type: - string - 'null' description: The address of the bank. example: >- Vintners Place, 68 Upper Thames St, London, EC4V 3BJ, United Kingdom balanceReference: type: - string - 'null' description: Balance reference. example: Balance reference required: - currency - sortCode - accountNumber - ibans deprecated: true description: >- Legacy. The box bank account details, included when `details` is passed to the `include` query parameter. Prefer `settlementDetails` instead. settlementDetails: type: - object - 'null' properties: currencyDetails: type: - array - 'null' items: type: - object properties: currencyCode: description: The currency code, in ISO-4217 format. type: - string pattern: ^[A-Z]{3}$ example: USD local: type: - object properties: accountIdentifier: type: - string - 'null' description: >- The account identifier. This represents an account number, for example an account number for FPS in the UK or an IBAN for SEPA in Europe. example: '31510604' bankIdentifier: type: - string - 'null' description: >- The bank identifier. This identifies the bank itself, for example a sort code in the UK or a routing number in the US. example: 10-00-00 payeeName: type: - string - 'null' description: The name of the payee. example: ACME bankName: type: - string - 'null' description: The name of the bank. example: Brilliant Bank bankAddress: type: - object properties: addressLine1: type: - string - 'null' description: The first line of the bank's address. example: 41 Middle Street addressLine2: type: - string - 'null' description: The second line of the bank's address. addressLine3: type: - string - 'null' description: The third line of the bank's address. city: type: - string - 'null' description: The bank's city. example: Enfield postcode: type: - string - 'null' description: The bank's postal or ZIP code. example: EN1 3JY country: type: - string - 'null' description: The bank's country. example: United Kingdom required: - addressLine1 - addressLine2 - addressLine3 - city - postcode - country description: Details about the bank's address. required: - accountIdentifier - bankIdentifier - payeeName - bankName - bankAddress description: Details about the bank account. international: type: - object properties: accountIdentifier: type: - string - 'null' description: >- The account identifier. This represents an account number, for example an account number for FPS in the UK or an IBAN for SEPA in Europe. example: '31510604' bankIdentifier: type: - string - 'null' description: >- The bank identifier. This identifies the bank itself, for example a sort code in the UK or a routing number in the US. example: 10-00-00 payeeName: type: - string - 'null' description: The name of the payee. example: ACME bankName: type: - string - 'null' description: The name of the bank. example: Brilliant Bank bankAddress: type: - object properties: addressLine1: type: - string - 'null' description: The first line of the bank's address. example: 41 Middle Street addressLine2: type: - string - 'null' description: The second line of the bank's address. addressLine3: type: - string - 'null' description: The third line of the bank's address. city: type: - string - 'null' description: The bank's city. example: Enfield postcode: type: - string - 'null' description: The bank's postal or ZIP code. example: EN1 3JY country: type: - string - 'null' description: The bank's country. example: United Kingdom required: - addressLine1 - addressLine2 - addressLine3 - city - postcode - country description: Details about the bank's address. required: - accountIdentifier - bankIdentifier - payeeName - bankName - bankAddress description: Details about the bank account. balanceReference: type: - string - 'null' description: The balance reference. example: Balance reference required: - currencyDetails - balanceReference description: The settlement details. individualBudgetHolder: type: - object - 'null' properties: id: type: - string format: uuid maxLength: 36 description: The Id of the IndividualBalanceHolder. example: b489ea2c-0dd1-4fb1-b345-de5a596a5527 budgetId: type: - string format: uuid maxLength: 36 description: The ID of the budget to work with. example: 775596ae-2624-40af-a9dc-9756110a4a03 personaId: description: The ID of the person to work with. type: - string format: uuid maxLength: 36 example: 775596ae-2624-40af-a9dc-9756110a4a04 createdAt: type: - string format: date-time description: >- The date the Resource was initially created. ISO 8601 format without milliseconds. required: - budgetId - personaId priority: type: - number description: >- Defines the priority of a budget, where ```1``` is the highest priority. example: 1 level: type: - number description: >- Defines the hierarchy level of a budget, where ```0``` is the highest level (```accountBalance```). example: 1 type: type: - string enum: - accountBalance - forwardDeposits - shared - individual description: The budget type. status: type: - string enum: - active - archived - hidden allowCurrencyAlignment: type: - boolean description: >- 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: type: - string format: date-time description: >- The date the Resource was initially created. ISO 8601 format without milliseconds. updatedAt: type: - string format: date-time description: >- The date the Resource was last modified. ISO 8601 format without milliseconds. required: - id - name - accountId example: 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' security: - CommonAuth: - budgets:create:any x-codeSamples: - lang: Shell label: cURL source: |- curl --request POST \ --url 'https://api.equalsmoney.com/v2/budgets?accountId={{accountId}}' \ --header 'Authorization: ' \ --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" } ' components: securitySchemes: CommonAuth: type: apiKey in: header name: Authorization ````