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Getting Started
Introduction
Quick Start
Installing the mobile app
Using the Agent
Overview
What it can do
Permissions & safety
Example conversations
Self-Hosting
Requirements
Running the backend
Running the web UI
Configuration & API keys
Mobile App
Overview
Offline-first & sync
Contributing
How to contribute
Extending Trakli
API Reference
Overview
AI
Overview
List the authenticated user's chat sessions
Start a new chat session with a first question
Get a chat session with all its messages
Delete a chat session
Add a follow-up message to an existing chat session
Check AI service health
Confirm and execute an agent-proposed action
Reject an agent-proposed action
Attach files to a chat message (for receipts, statements, etc.)
Export a message canvas document in a given format
Budget
Overview
List all budgets visible to the user
Create a new budget
Show a single budget with its targets and progress
Update a budget (fields are all optional)
Soft-delete a budget
Recompute and return a budget's progress for the current period
List transactions counted toward a budget's current period
Manually close the current period of a rollover-enabled budget
List closed-period snapshots for rollover-enabled budgets
Category
Overview
List all categories
Create a new category
Get a specific category
Update a specific category
Delete a specific category
Create default categories for the user
Currency
Overview
Get current exchange rates from a base currency
Files
Overview
Get a file by ID
Integration
Overview
List installed integrations
Notifications
Overview
List all notifications
Get a specific notification
Delete a notification
Mark a notification as read or sync its client_id
Mark all notifications as read
Get unread notification count
Get notification preferences
Update notification preferences
Reminders
Overview
List all reminders
Create a new reminder
Get a specific reminder
Update a specific reminder
Delete a specific reminder
Snooze a reminder
Pause a reminder
Resume a paused or snoozed reminder
Statistics
Overview
Get financial statistics
Transactions
Overview
List all transactions
Create a new transaction
Add file to a transaction
Removes a file from a transaction
Get a specific transaction
Update a specific transaction
Delete a specific transaction
Refund
Overview
Mark an income transaction as a refund
Remove the refund flag from a transaction
List refunds (paginated, supports sync filters)
Transfers
Overview
List all transfers
Get a specific transfer
Update a transfer (attach client_id for sync)
Delete a specific transfer
Create a new transfer
Authentication
Overview
Handles Firebase Oauth login callback
Register a new user
User login
User logout
Get Oauth redirect URI
Handles Oauth login callback
Send verification code to email or phone
Verify a code for email or phone
Info
Overview
Get server info
Account
Overview
Delete authenticated user account
Admin
Overview
App-wide engagement and usage metrics
Render the outreach email as it will appear to a recipient
Upload an image to embed in an outreach email
Send a personalized outreach email to an audience
List past outreaches
List all users
Get a specific user
Delete a user account
Holdings
Overview
Search CoinGecko for a coin id
Get current prices for assets
Groups
Overview
List all groups
Create a new group
Get a specific group
Update a specific group
Delete a specific group
Import
Overview
Import financial records into Trakli
Get records that could not be imported for an import instance
Get all scheduled imports
Fix records that failed to import
Analyze a document and return transaction suggestions
Confirm and create transactions from reviewed suggestions
Get all import sessions
Get a specific import session
Delete an import session
Party
Overview
List all parties
Create a new party
Get a specific party
Update a specific party
Delete a specific party
Wallet
Overview
List all wallets
Create a new wallet
Get a specific wallet
Update a specific wallet
Delete a specific wallet
Configuration
Overview
Get all configurations for the current user
Add a new configuration
Get a single configuration
Update an existing user configuration
Delete a user configuration
GitHub
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Overview
Reminders
Section titled “Reminders”
Endpoints for managing reminders
Operations
Section titled “ Operations ”
GET
/reminders
POST
/reminders
GET
/reminders/{id}
PUT
/reminders/{id}
DELETE
/reminders/{id}
POST
/reminders/{id}/snooze
POST
/reminders/{id}/pause
POST
/reminders/{id}/resume