Transactions

Transactions are also available via the Public API using API keys: GET https://taxmtd.uk/api/v1/transactions. See Authentication for details.

List Transactions#

Retrieve all transactions, optionally filtered by period, category, or source.

periodIdnumber

Filter by assessment period ID

categorystring

Filter by expense category slug

sourcestring

Filter by source account (e.g., "NatWest", "PayPal")

excludedboolean

Include or exclude transferred/personal transactions

// All transactions
const txns = await $fetch('https://taxmtd.uk/api/transactions')

// Filtered by period
const filtered = await $fetch('https://taxmtd.uk/api/transactions', {
  params: { periodId: 1, category: 'transport-travel' }
})

// Response shape
interface Transaction {
  id: number
  date: string
  description: string
  amount: number
  category: string | null
  categoryLabel: string | null
  aiReasoning: string | null
  isPersonal: boolean
  isExcluded: boolean
  sourceAccount: string | null
  periodId: number | null
}

Import Transactions (CSV)#

Upload a bank statement CSV. TaxMTD auto-detects bank format.

const result = await $fetch('https://taxmtd.uk/api/upload', {
  method: 'POST',
  body: {
    csv: csvContent,
    periodStart: '2026-01-30',
    periodEnd: '2026-02-27',
    periodLabel: 'Jan 2026'
  }
})
// Returns: { data: { stats: { total, income, expenses, excluded }, bankLabel } }

Update Transaction#

Update the category, personal flag, or exclusion status.

await $fetch('https://taxmtd.uk/api/transactions', {
  method: 'PUT',
  body: {
    id: 42,
    category: 'office-equipment',
    categoryLabel: 'Office & Equipment',
    isPersonal: false,
    isExcluded: false
  }
})

Transaction Splits#

Split a transaction into multiple categories (e.g., 60% business, 40% personal).

// Get splits for a transaction
const splits = await $fetch('https://taxmtd.uk/api/transaction-splits', {
  params: { transactionId: 42 }
})

// Create splits
await $fetch('https://taxmtd.uk/api/transaction-splits', {
  method: 'POST',
  body: {
    transactionId: 42,
    splits: [
      { category: 'office-equipment', categoryLabel: 'Office & Equipment', percentage: 60, amount: 17.99 },
      { category: null, categoryLabel: 'Personal', percentage: 40, amount: 12.00, isPersonal: true }
    ]
  }
})

// Delete splits
await $fetch('https://taxmtd.uk/api/transaction-splits', {
  method: 'DELETE',
  body: { transactionId: 42 }
})

Find Similar Transactions#

Find transactions with similar descriptions for batch categorisation.

const similar = await $fetch('https://taxmtd.uk/api/transactions-similar', {
  params: { description: 'AMAZON' }
})
// Returns transactions matching the pattern