Bilance

Delete an asset for good, with its whole value history; this cannot be undone.

delete_asset

Delete a budget for good, with its limit history; this cannot be undone.

delete_budget

Delete a custom category and its subcategories; this cannot be undone. The user’s transactions in them move to replacementCategoryId. Categories a budget tracks cannot be deleted.

delete_category

Delete a recurring payment for good; its transactions stay. This cannot be undone.

delete_recurring

Delete a tag for good; its transactions stay, untagged. This cannot be undone.

delete_tag

Delete transactions for good; this cannot be undone. Only the user's own manual transactions, and bank transactions the bank may have cancelled, can be deleted.

delete_transactions

Fuzzy title lookup using the same ranking as app AI chat. Returns likely spellings of a merchant or title as they appear in the user’s transactions.

get_similar_transaction_titles

One manually tracked asset’s recorded values over time and, when the asset is unit-based, the buys and sales behind the units held.

get_asset_history

Budget limits, spending and filled percentage for a financial month, calculated by the same code as app AI chat. Includes tag exclusions and historical limits.

get_budgets

Look up the durable outcome of a mutation by its operationId after a timeout or lost response.

get_edit_outcome

Returns the connected Bilance account (its sign-in email and whether partner data is included), the user’s accounts and balances, data freshness, current budgets, tags, remaining usage limits, and the data dictionary (sign conventions, transfer/exclusion semantics, category hierarchy).

get_finance_context

The app AI chat report: category, merchant, tag and savings-rate sections. months (YYYY-MM financial month labels, up to 24) gives monthly reports with budget progress; dateFrom and dateTo give one inclusive period. At most 30 merchants per period.

get_finance_report

Net worth: the user’s manually tracked assets plus their account balances, grouped by asset category. Debts are negative, so the total is assets minus liabilities. Mirrors the app’s net worth screen.

get_net_worth

Detected subscriptions and recurring payments with cadence, last/next expected dates, and monthly cost estimates. Optional date range scopes paymentsInRange (default: last 90 days to next 35 days).

get_recurring_payments

The same annual financial data as app AI chat: yearly trends, budget performance, recurring payments and merchant patterns. guiltyPleasuresCategoryIds and charityCategoryIds optionally mark indulgence and charity categories.

get_year_in_review

Search transactions by date, text, category, account, tag, direction and amount size, with cursor pagination and stable IDs. Each JSON row includes status (pending or booked), tags when present, localDate, nullable localTimeMinutes, and hasCanonicalLocalDateTime. When that flag is true, the local fields are the displayed wall clock, with a null time meaning date-only. When false, the local fields are not meaningful and dateTime is the original UTC instant. localTimeMinutes is minutes after midnight when present. format:"csv" returns a bulk export. Results are paged: pagination.nextCursor, while present, is the cursor for the next page with the same filters.

query_transactions

Aggregated income/expense for a date range, grouped by category, merchant, or tag, at monthly or total granularity. One call answers "top merchants this year", "spend per category per month", etc.

summarize_finances

Ensure bank data is fresh. Idempotent: returns already_fresh when data is recent (uses no refresh), otherwise starts a sync. Up to 3 refreshes per UTC day, shared by all AI apps; each bank also limits how often it can sync. Results include lastSyncCompletedAt and, when refused, nextAllowedAt.

sync_bank_data

Change an account’s name, note, asset category, balance (manual accounts only), account type (bank accounts only), whether its transactions are hidden, whether it counts toward the total balance, or whether a bank account syncs.

update_account

Change an asset’s name, note, asset category, how it is valued, or its recorded values and unit buys and sales. prices and transactions each replace the asset’s whole list, so entries that stay must be sent back. Currency can only be changed in the app.

update_asset

Change a budget’s title, monthly limit, tracked categories or tags, or note, or archive/reactivate it from the current month on.

update_budget

Rename, re-color, re-icon or re-parent a custom category, or hide or show a preset category (a preset category accepts hidden alone).

update_category

Change a recurring payment’s title, frequency or note, stop or resume it, or link and unlink payments.

update_recurring

Change a tag’s title, color or note. Does not change which transactions carry the tag.

update_tag

Edit transactions: category (single or split), title, note, date, tags, star, exclude from statistics, mark as seen. One entry per distinct change, each with only the fields it changes; an entry edits one transaction via transactionId or many identically via transactionIds. Applies immediately. On a partner transaction (shared:<owner>:<id>) only categoryId, categorySplits, excluded, starred and viewed are accepted, while the partner still shares it; an entry with any other field is skipped.

update_transactions