Import API

Import transactions from files.

Endpoints

Method	Endpoint	Description
POST	/api/v1/import/preview	Preview without saving
POST	/api/v1/import/confirm	Save to database
GET	/api/v1/import/formats	List saved format preferences
POST	/api/v1/import/batch/upload	Upload multiple files
POST	/api/v1/import/batch/confirm	Confirm batch import

Preview Import

POST /api/v1/import/preview
Content-Type: multipart/form-data

Form Fields

Field	Type	Required	Description
file	file	Yes	CSV, QIF, QFX, or OFX file
account_source	string	No	Account name
format_hint	string	No	Override auto-detection

Response

{
  "detected_format": "bofa_bank",
  "transaction_count": 45,
  "total_amount": -1234.56,
  "transactions": [
    {
      "date": "2024-01-15",
      "amount": -45.67,
      "merchant": "GROCERY STORE",
      "description": "GROCERY STORE #123",
      "suggested_bucket": "groceries",
      "is_duplicate": false
    }
  ]
}

Confirm Import

POST /api/v1/import/confirm
Content-Type: multipart/form-data

Form Fields

Field	Type	Required	Description
file	file	Yes	Same file as preview
account_source	string	No	Account name
format_type	string	Yes	Confirmed format
save_format	bool	No	Remember for future

Response

{
  "imported_count": 42,
  "duplicate_count": 3,
  "import_session_id": 15
}

Supported Formats

Format Type	Description
bofa_bank	Bank of America checking/savings
bofa_cc	Bank of America credit card
amex_cc	American Express
venmo	Venmo export
inspira_hsa	Inspira HSA
qif	Quicken Interchange Format
ofx	Open Financial Exchange