Developer API

Would be great to be able to manage rules, especially when ingesting from multiple sources.

From Discord: yeyeh: Is it possible to define an external ID on an account (asset)? I am trying to find a way to link accounts automatically from one source to LunchMoney. Matching on account name could work but if the user decides to alter that, we lose the mapping. If there was an external ID that matched the original source, it will always work. Is there any workaround?

An OpenAPI spec would be helpful as an API developer. Benefits would include live, up-to-date docs when a new field is added as well as an easy to use SwaggerUI

It would be great to make the data queryable via the API.

It would be helpful to have a /accounts endpoint that supported at least GET and DELETE requests. GET would enable getting the id of plaid accounts which can then be used as a filter on GET /transactions requests. I'm also curious what the data model is for manual accounts, and if an endpoint could support working with those as well. It would be nice if some identifier for a manual account could also be obtained and even sent as a filter for GET /transactions.

The Update Asset method allows you to update the current balance of an Asset as well as the freshness timestamp for this balance however specifying a timestamp in the past does not update that Asset's historical balance but rather it's current balance (from the perspective of the net worth view). This limitation makes writing integrations for different account sources (as well as backfill for account values older than the data imported by plaid) significantly less useful. If this method also allowed updating the balance for a range of dates (for backfill) this would be even more useful. Somewhat related to: https://feedback.lunchmoney.app/csv-importing/p/import-backup-file-from-mint-into-lunch-money https://feedback.lunchmoney.app/csv-importing/p/import-net-worth-from-mint

It looks like new tags are created by passing a new string tag to updated or new transactions. It would be nice to be able to create tags separately instead of requiring them to be associated with a transaction at the start.

Get transactions for multiple tags (an OR condition between a few tags)

Right now the only "Synced" account is the default Plaid managed accounts. To support future third-party tools, create an object that is as close to the Plaid object while being manually managed by said third party. This should show similarly as the Plaid accounts and have the option to say what third party added it and other similar labels elsewhere.