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Actual Budget API

Integration with Actual Budget - an open-source personal finance app.

Prerequisites

Install the Actual API package:

npm install @actual-app/api

Quick Start

const api = require("@actual-app/api");

async function main() {
  await api.init({
    dataDir: "/path/to/actual-data",
    serverURL: "https://actual.example.com", // Optional: for sync server
    password: "your-password", // Optional: for sync server
  });

  await api.downloadBudget("budget-sync-id");

  // Work with the budget...
  const accounts = await api.getAccounts();
  console.log(accounts);

  await api.shutdown();
}

main();

API Overview

Initialization

• init(config) - Initialize the API connection
• shutdown() - Close the connection cleanly
• downloadBudget(syncId, options?) - Download budget from sync server
• loadBudget(syncId) - Load budget from local file
• getBudgets() - List all budget files
• sync() - Synchronize with server
• runImport(budgetName, func) - Create budget with importer function
• runBankSync(accountId?) - Sync linked bank accounts

Budgets

• getBudgetMonths() - Get all budget months
• getBudgetMonth(month) - Get budget for specific month (YYYY-MM)
• setBudgetAmount(month, categoryId, amount) - Set budgeted amount
• setBudgetCarryover(month, categoryId, flag) - Enable/disable carryover
• holdBudgetForNextMonth(month, amount) - Hold funds for next month
• resetBudgetHold(month) - Reset held funds

Transactions

• importTransactions(accountId, transactions[]) - Import with deduplication
• addTransactions(accountId, transactions[], runTransfers?, learnCategories?) - Add raw transactions
• getTransactions(accountId, startDate, endDate) - Get transactions in date range
• updateTransaction(id, fields) - Update transaction fields
• deleteTransaction(id) - Delete a transaction

Accounts

• getAccounts() - Get all accounts
• createAccount(account, initialBalance?) - Create new account
• updateAccount(id, fields) - Update account fields
• closeAccount(id, transferAccountId?, transferCategoryId?) - Close account
• reopenAccount(id) - Reopen closed account
• deleteAccount(id) - Delete account permanently
• getAccountBalance(id, cutoff?) - Get account balance
• getIDByName(type, name) - Look up ID by name

Categories

• getCategories() - Get all categories
• createCategory(category) - Create category
• updateCategory(id, fields) - Update category
• deleteCategory(id) - Delete category

Category Groups

• getCategoryGroups() - Get all category groups
• createCategoryGroup(group) - Create group
• updateCategoryGroup(id, fields) - Update group
• deleteCategoryGroup(id) - Delete group

Payees

• getPayees() - Get all payees
• createPayee(payee) - Create payee
• updatePayee(id, fields) - Update payee
• deletePayee(id) - Delete payee
• mergePayees(targetId, sourceIds[]) - Merge multiple payees
• getPayeeRules(payeeId) - Get rules for a payee

Rules

• getRules() - Get all rules
• getPayeeRules(payeeId) - Get rules for payee
• createRule(rule) - Create rule
• updateRule(rule) - Update rule (pass full RuleEntity with id)
• deleteRule(id) - Delete rule

Schedules

• getSchedules() - Get all schedules
• createSchedule(schedule) - Create schedule
• updateSchedule(id, fields, resetNextDate?) - Update schedule (resetNextDate recalculates next occurrence)
• deleteSchedule(id) - Delete schedule

Data Types

Primitives

Transaction Object

{
  id: 'uuid',              // Optional for create
  account: 'account-id',   // Required
  date: '2024-01-15',      // Required
  amount: 12030,           // Integer cents
  payee: 'payee-id',       // Optional (create only, overrides payee_name)
  payee_name: 'Kroger',    // Optional (create only)
  imported_payee: 'KROGER #1234', // Optional
  category: 'category-id', // Optional
  notes: 'Groceries',      // Optional
  imported_id: 'bank-123', // Optional (for dedup)
  transfer_id: 'uuid',     // Optional (internal use)
  cleared: true,           // Optional
  subtransactions: []      // Optional (for splits, create/get only)
}

Account Object

{
  id: 'uuid',
  name: 'Checking Account',
  type: 'checking',        // checking, savings, credit, investment, mortgage, debt, other
  offbudget: false,
  closed: false
}

Category Object

{
  id: 'uuid',
  name: 'Food',
  group_id: 'group-uuid',  // Required
  is_income: false
}

Category Group Object

{
  id: 'uuid',
  name: 'Bills',
  is_income: false,
  categories: []           // Populated in get only
}

Payee Object

{
  id: 'uuid',
  name: 'Kroger',
  transfer_acct: 'account-id',  // If this payee is a transfer target
  favorite: false
}

Common Patterns

Import Bank Transactions

const transactions = [
  {
    date: "2024-01-15",
    amount: -4500, // Negative = expense
    payee_name: "Netflix",
    imported_id: "netflix-jan-2024-001",
  },
];

const result = await api.importTransactions(accountId, transactions);
console.log("Added:", result.added);
console.log("Updated:", result.updated);
console.log("Errors:", result.errors);

Batch Operations

await api.batchBudgetUpdates(async () => {
  await api.setBudgetAmount("2024-01", foodCategoryId, 50000);
  await api.setBudgetAmount("2024-01", gasCategoryId, 20000);
  await api.setBudgetAmount("2024-01", funCategoryId, 10000);
});

Split Transactions

await api.addTransactions(
  accountId,
  [
    {
      date: "2024-01-15",
      amount: -12000,
      payee_name: "Costco",
      subtransactions: [
        { amount: -8000, category: foodCategoryId, notes: "Groceries" },
        { amount: -4000, category: householdCategoryId, notes: "Supplies" },
      ],
    },
  ],
  false,
  false,
);

Create Transfer

// Find transfer payee for destination account
const payees = await api.getPayees();
const transferPayee = payees.find((p) => p.transfer_acct === targetAccountId);

await api.addTransactions(sourceAccountId, [
  {
    date: "2024-01-15",
    amount: -100000,
    payee: transferPayee.id, // This creates the transfer
  },
]);

Close Account with Balance Transfer

// Close account, transferring balance to another account
await api.closeAccount(
  oldAccountId,
  targetAccountId, // Transfer balance here
  categoryId, // Optional: category for the transfer (if off-budget)
);

Error Handling

Always wrap API calls in try-catch and ensure shutdown() is called:

async function main() {
  try {
    await api.init({ dataDir: "/path/to/data" });
    // ... do work
  } catch (err) {
    console.error("Budget error:", err.message);
  } finally {
    await api.shutdown();
  }
}

Querying Data (ActualQL)

Run custom queries for advanced filtering:

// Using aqlQuery (recommended)
const result = await api.aqlQuery({
  table: "transactions",
  select: ["date", "amount", "payee.name"],
  where: {
    date: { gte: "2024-01-01" },
    amount: { lt: 0 },
  },
});

// Using query builder
const result = await api.aqlQuery(
  api
    .q("transactions")
    .filter({ account: "account-id" })
    .select(["date", "amount", "payee"]),
);

Query Builder Methods: filter(), unfilter(), select(), calculate(), groupBy(), orderBy(), limit(), offset()

Bank Sync

Trigger automatic bank synchronization:

await api.runBankSync(accountId);

Utilities

Convert between decimal and integer amounts:

// Decimal to integer ($12.34 → 1234)
const integer = api.utils.amountToInteger(12.34);

// Integer to decimal (1234 → 12.34)
const decimal = api.utils.integerToAmount(1234);

Full API Reference

For complete method signatures and all fields, see references/api-reference.md.