> ## Documentation Index > Fetch the complete documentation index at: https://docs.bookeeping.ai/llms.txt > Use this file to discover all available pages before exploring further. # Create a Transaction > Create a Transaction ## OpenAPI ````yaml /api-reference/openapi.json post /v1/transactions openapi: 3.0.3 info: title: Bookeeping.ai API version: 1.0.0 description: API for accessing and managing bookkeeping.ai data. servers: - url: https://api.bookeeping.ai/public-api description: USA Virginia Region - url: https://ca-api.bookeeping.ai/public-api description: Canada Toronto Region - url: https://eu-api.bookeeping.ai/public-api description: EU Belgium Region security: - BearerAuth: [] paths: /v1/transactions: post: tags: - Transactions summary: Create a Transaction description: Create a Transaction operationId: createTransaction parameters: - name: force in: query required: false description: Force create the transaction if it already exists schema: type: string requestBody: required: true content: application/json: schema: type: object properties: refNo: type: string nullable: true description: The reference number of the transaction totalAmount: type: number description: >- The total amount of the transaction. Same as the sum of the Total Credit = Total Debit. transactionDate: type: string format: date-time description: The transaction date of the transaction paymentMethod: type: string enum: - CASH - CHEQUE - NEFT - IMPS - UPI - CARD - TRANSFER - OTHER description: The payment method of the transaction isReconciled: type: boolean description: The reconciliation status of the transaction currency: type: string description: >- The currency of the transaction. Use default currency if not provided nullable: true entries: type: array items: type: object properties: id: type: string description: The id of the entry amount: type: number minimum: 0 description: The amount of the entry type: type: string enum: - DEBIT - CREDIT description: The type of the entry parentCategory: type: string enum: - INCOME - OTHER_INCOME - SALES - EXPENSE - DEPRECIATION - COST_OF_GOODS_SOLD - OTHER_EXPENSE - OVERHEAD - CURRENT_ASSET - FIXED_ASSET - INVENTORY - NON_CURRENT_ASSET - PREPAYMENT - LIABILITY - CURRENT_LIABILITY - NON_CURRENT_LIABILITY - TAX_PAYABLE - TAX - EQUITY - OTHER nullable: true description: The parent category of the entry isMain: type: boolean nullable: true description: The main status of the entry note: type: string nullable: true description: The note of the entry category: type: string description: The category id of the entry required: - id - amount - type - category additionalProperties: false description: The entries of the transaction counterParty: type: string pattern: ^[0-9A-Fa-f]{24}$ description: >- The counter party id of the transaction. Expected to be a valid object id like 666666666666666666666666 nullable: true account: type: string pattern: ^[0-9A-Fa-f]{24}$ description: >- The account id of the transaction. Expected to be a valid object id like 666666666666666666666666 nullable: true required: - totalAmount - transactionDate - paymentMethod - isReconciled - entries additionalProperties: false responses: '200': description: Create a Transaction executed successfully headers: x-rate-limiter-daily-limit: description: Maximum number of requests allowed per day schema: type: integer example: 1500 x-rate-limiter-minutely-limit: description: Maximum number of requests allowed per minute schema: type: integer example: 25 x-rate-limiter-daily-usage: description: Number of requests made today schema: type: integer example: 106 x-rate-limiter-minutely-usage: description: Number of requests made in the current minute schema: type: integer example: 1 x-rate-limiter-operation-type: description: Operation type. Either read or write. schema: type: string enum: - read - write content: application/json: schema: type: object properties: message: type: string description: Success message metaData: type: object properties: warnings: type: array items: type: string description: Any validation warnings data: type: object properties: transaction: type: object properties: _id: type: string description: The id of the transaction projectId: type: string description: The project id of the transaction refNo: type: string nullable: true description: The reference number of the transaction currency: type: string description: The currency of the transaction totalAmount: type: number description: >- The total amount of the transaction. Same as the sum of the Total Credit = Total Debit. transactionDate: type: string format: date-time description: The transaction date of the transaction paymentMethod: type: string enum: - CASH - CHEQUE - NEFT - IMPS - UPI - CARD - TRANSFER - OTHER description: The payment method of the transaction source: type: string enum: - BANK - CSV - MANUAL - STRIPE - INVOICE_BILL - QUICKBOOKS_IMPORT - AIRBNB - API_HOOK - SHOPIFY - OTHER description: The source of the transaction originalAmount: type: number nullable: true description: The original amount of the transaction originalCurrency: type: string nullable: true description: The original currency of the transaction isReconciled: type: boolean description: The reconciliation status of the transaction nonProfitAllocations: type: array items: type: object properties: program: type: object properties: _id: type: string description: The id of the program name: type: string description: The name of the program status: type: string enum: - PLANNING - ACTIVE - COMPLETED - CANCELLED description: The status of the program hexColor: type: string nullable: true description: The hex color of the program createdAt: type: string format: date-time description: The created at of the program updatedAt: type: string format: date-time description: The updated at of the program required: - _id - name - status - createdAt - updatedAt additionalProperties: false nullable: true description: The program of the non profit allocation grant: type: object properties: _id: type: string description: The id of the grant name: type: string description: The name of the grant status: type: string enum: - ACTIVE - COMPLETED - CANCELLED description: The status of the grant hexColor: type: string nullable: true description: The hex color of the grant funders: type: array items: type: string nullable: true description: >- The funders of the grant, typically counterparty ids createdAt: type: string format: date-time description: The created at of the grant updatedAt: type: string format: date-time description: The updated at of the grant required: - _id - name - status - createdAt - updatedAt additionalProperties: false nullable: true description: The grant of the non profit allocation percentage: type: number description: The percentage of the non profit allocation note: type: string nullable: true description: The note of the non profit allocation required: - percentage additionalProperties: false description: The non profit allocations of the transaction counterParty: type: object properties: _id: type: string description: The id of the counterparty accountName: type: string nullable: true description: The account name of the counterparty accountNumber: type: string nullable: true description: The account number of the counterparty email: type: string format: email nullable: true description: The email of the counterparty phone: type: string nullable: true description: The phone of the counterparty type: type: string enum: - customer - vendor - both nullable: true description: The type of the counterparty required: - _id additionalProperties: false nullable: true description: The counter party of the transaction account: type: object properties: _id: type: string description: The id of the account accountName: type: string nullable: true description: The account name of the account accountNumber: type: string nullable: true description: The account number of the account accountType: type: string enum: - Depository - Credit - Loan - Investment - Other description: The type of the account required: - _id - accountType additionalProperties: false nullable: true description: The account of the transaction entries: type: array items: type: object properties: id: type: string description: The id of the entry amount: type: number minimum: 0 description: The amount of the entry type: type: string enum: - DEBIT - CREDIT description: The type of the entry parentCategory: type: string enum: - INCOME - OTHER_INCOME - SALES - EXPENSE - DEPRECIATION - COST_OF_GOODS_SOLD - OTHER_EXPENSE - OVERHEAD - CURRENT_ASSET - FIXED_ASSET - INVENTORY - NON_CURRENT_ASSET - PREPAYMENT - LIABILITY - CURRENT_LIABILITY - NON_CURRENT_LIABILITY - TAX_PAYABLE - TAX - EQUITY - OTHER nullable: true description: The parent category of the entry category: type: object properties: _id: type: string description: The id of the category name: type: string description: The name of the category emoji: type: string nullable: true description: The emoji of the category parentCategory: type: string enum: - INCOME - OTHER_INCOME - SALES - EXPENSE - DEPRECIATION - COST_OF_GOODS_SOLD - OTHER_EXPENSE - OVERHEAD - CURRENT_ASSET - FIXED_ASSET - INVENTORY - NON_CURRENT_ASSET - PREPAYMENT - LIABILITY - CURRENT_LIABILITY - NON_CURRENT_LIABILITY - TAX_PAYABLE - TAX - EQUITY - OTHER nullable: true description: The parent category of the category number: type: string nullable: true description: The number of the category group: type: string nullable: true description: The group of the category required: - _id - name additionalProperties: false nullable: true description: The category of the entry isMain: type: boolean nullable: true description: The main status of the entry note: type: string nullable: true description: The note of the entry required: - id - amount - type additionalProperties: false description: The entries of the transaction classes: type: array items: type: object properties: _id: type: string description: The id of the class name: type: string description: The name of the class description: type: string nullable: true description: The description of the class emoji: type: string nullable: true description: The emoji of the class color: type: string nullable: true description: The color of the class required: - _id - name additionalProperties: false description: The classes of the transaction attachmentsIds: type: array items: type: string description: The attachments ids of the transaction nonProfitGrantId: type: string nullable: true description: Non profit grant source transaction id attachedTransactionId: type: string nullable: true description: Attached transaction id createdAt: type: string format: date-time description: The created at of the transaction updatedAt: type: string format: date-time description: The updated at of the transaction required: - _id - projectId - currency - totalAmount - transactionDate - paymentMethod - source - isReconciled - nonProfitAllocations - entries - classes - attachmentsIds - createdAt - updatedAt additionalProperties: false action: type: string enum: - CREATED - ALREADY_EXISTS description: The action of the transaction required: - transaction - action additionalProperties: false description: >- The response of the transaction creation. CREATED if transaction created successfully, ALREADY_EXISTS if similar transaction already exists, send query params force=true to override '400': description: Bad Request - Invalid input parameters content: application/json: schema: type: object properties: error: type: string enum: - BadRequestError message: type: string '401': description: Unauthorized - Invalid or missing API key content: application/json: schema: type: object properties: error: type: string enum: - UnauthorizedError message: type: string '409': description: Conflict - Resource already exists content: application/json: schema: type: object properties: error: type: string enum: - ConflictError message: type: string '429': description: >- Too Many Requests - Rate limit exceeded. Either daily or minutely limit exceeded. If you have any questions, please contact support@bookeeping.ai. content: application/json: schema: type: object properties: error: type: string enum: - TooManyRequestsError message: type: string '500': description: Internal Server Error content: application/json: schema: type: object properties: error: type: string message: type: string security: - BearerAuth: [] components: securitySchemes: BearerAuth: type: http scheme: bearer bearerFormat: API Key description: >- API key for authentication. Get your key from the Dashboard > Settings > API Access. ````