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How it works

The following diagram describes the different steps required to exchange funds internally with Equals Money. Click on the image to enlarge it. Diagram showing the steps required to exchange funds internally

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Exchange currencies within a budget

POST /v2/orders/trade

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Before you start

To exchange currencies within a budget, you first need to create a quote where:
  • type.from and type.to are set to balance
  • at least one of sourceCurrency.amount or targetCurrency.amount is provided
  • sourceCurrency.currency.budgetId and targetCurrency.currency.budgetId are set to the ID of the parent budget
For example, to convert 10 GBP to USD: 
curl -i -X POST \
  'https://api.equalsmoney.com/v2/orders/quote?accountId=F12345' \
  -H 'Authorization: ApiKey YOUR_API_KEY_HERE' \
  -H 'Content-Type: application/json' \
  -d '{
    "sourceCurrency": {
      "amount": 10,
      "currency": {
        "budgetId": "b489ea2c-0dd1-4fb1-b345-de5a596a5527",
        "currencyCode": "GBP"
      }
    },
    "targetCurrency": {
      "currency": {
        "budgetId": "b489ea2c-0dd1-4fb1-b345-de5a596a5527",
        "currencyCode": "USD"
      }
    },
    "settlementDate": "20231001",
    "type": {
      "from": "balance",
      "to": "balance"
    }
  }'

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Request

Use this request to exchange currencies within a budget, using the orderId and quoteRequestId returned when you created a quote. 
curl -i -X POST \
  'https://api.equalsmoney.com/v2/orders/trade?accountId=F12345' \
  -H 'Authorization: ApiKey YOUR_API_KEY_HERE' \
  -H 'Content-Type: application/json' \
  -d '{
    "orderId": "FPLZQVE5G2ZZKS",
    "quoteRequestId": "SLQMQKRV8NR32DA3T0GZ7OC1SNDKO7X1HH"
  }'

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Query parameters

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accountId
string
required
The ID of the account that you’re creating an order for.Allowable values: An existing accountId

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Request body schema

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orderId
string
required
The ID of the order.Allowable values: An existing orderId (≤ 36 characters)
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quoteRequestId
string
required
The ID of the quote request.Allowable values: An existing quoteRequestId (≤ 36 characters)

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Response

If your request is successful, you’ll receive a 200 response. 
{
  "orderId": "FPLZQVE5G2ZZKS",
  "quoteRequestId": "SLQMQKRV8NR32DA3T0GZ7OC1SNDKO7X1HH",
  "settlement": {
    "date": "20230825",
    "price": {
      "amount": 10,
      "currency": "EUR"
    },
    "charges": {
      "fee": 0
    }
  },
  "quote": {
    "rate": 1,
    "inverseRate": 1,
    "fromGbpAmount": 10,
    "from": {
      "amount": 10,
      "currency": "GBP"
    },
    "to": {
      "amount": 10,
      "currency": "EUR"
    },
    "direction": "1"
  }
}
For more detailed information about this request and its response, see the API reference.