Tags
Tags are labels or identifiers used to categorize or organize financial transactions for better tracking and reporting.
Get All Tags
To get all Tags, make a GET
request to the /api/v3/tags
endpoint. Sample request using axios:
jsconst response = await axios.get("/api/v3/tags");
Sample Response object:
json{
{
"id": 6562,
"business_id": 1,
"name": "ac",
"created_at": "2024-09-03T15:08:23.000000Z",
"updated_at": "2024-09-03T15:08:23.000000Z"
},
{
"id": 135,
"business_id": 1,
"name": "ac",
"created_at": "2021-02-24T13:18:17.000000Z",
"updated_at": "2021-02-24T13:18:17.000000Z"
},
{
"id": 6564,
"business_id": 1,
"name": "ac",
"created_at": "2024-09-03T15:08:23.000000Z",
"updated_at": "2024-09-03T15:08:23.000000Z"
},
{
"id": 23285,
"business_id": 1,
"name": "air-conditioner",
"created_at": "2024-11-04T17:02:39.000000Z",
"updated_at": "2024-11-04T17:02:39.000000Z"
},
{
"id": 6563,
"business_id": 1,
"name": "air-conditioner",
"created_at": "2024-09-03T15:08:23.000000Z",
"updated_at": "2024-09-03T15:08:23.000000Z"
},
{
"id": 2645,
"business_id": 1,
"name": "air-conditioner",
"created_at": "2024-07-12T10:09:27.000000Z",
"updated_at": "2024-07-12T10:09:27.000000Z"
},
{
"id": 136,
"business_id": 1,
"name": "air-conditioner",
"created_at": "2021-02-24T13:18:17.000000Z",
"updated_at": "2021-02-24T13:18:17.000000Z"
},
{
"id": 6565,
"business_id": 1,
"name": "air-conditioner",
"created_at": "2024-09-03T15:08:23.000000Z",
"updated_at": "2024-09-03T15:08:23.000000Z"
},
}
Get a Single Tag
Sample axios request to get a single tag.
jsconst response = axios.get("/api/v3/tags/middleout");
:middleout
represents the tag name of the tag you want to get
Adding a Tag
To add a tag, you will need to enter the tag name to create a tag.
Make a POST
request to /api/v3/tags
endpoint to add a tag. Sample request using axios:
jsconst response = await axios.post(
"/api/v3/tags",
{
name: "test-for-tag", //the name of the tag to be added
},
{
headers: {
accept: "application/json",
authorization: "Bearer <API-KEY>",
"content-type": "application/json",
},
}
);
Here is an example response received after successfully adding a new tag:
json{
"business_id": 1,
"name": "test-for-tag",
"updated_at": "2024-11-07T12:21:21.000000Z",
"created_at": "2024-11-07T12:21:21.000000Z",
"id": 24514
}
Removing a Tag
To remove a tag, make a DELETE
request to the /tag/id
id
- This represents the id of the tag you want to delete
Here is an example response received after successfully removing a tag:
jstag deleted
info
You cannot delete a tag that has been attached to a record(s)