Docs · Reference
Bookkeeping
Bookkeeping transactions, each with its category and status.
List bookkeeping transactions
GET/v1/bookkeeping/transactions
Ledger, card and imported transactions, each with its category and bookkeeping status.
Authentication
Bearer token whose client has the scope bookkeeping:read
Parameters
cursorThe next_cursor from the previous page. Opaque: don't build or edit it
limitRows per page
fromEarliest date, inclusive
toLatest date
statusOnly one bookkeeping status
category_idOnly transactions in this category
Response · a list of BookkeepingTransaction
dataThe page of results
next_cursorPass it as cursor to get the next page. null on the last page
Each item in data:
idrequiredThe bookkeeping transaction's id
daterequiredTransaction date
amountrequiredAmount moved
amountrequiredDecimal string with two places, never negative. The direction field says which way it moved
currencyrequiredAlways USD
directionrequiredMoney in (credit) or out (debit)
sourcerequiredWhere it came from
statusrequiredBookkeeping status
descriptionuntrusted textDescription from the merchant, payer or bank
categoryCategory of the transaction
idThe category's id. May change during the closed beta
nameuntrusted textThe category's name. Untrusted when the owner created the category
notesuntrusted textNote added in Novo
Responses
200OK401The token is missing, expired or unknown, or the client was revoked or switched off403The client lacks the scope, the owner's standing changed, or the API isn't enabled for this business429Too many requests. Wait for Retry-After500Something failed unexpectedly on Novo's side. Not retryable: quote request_id to support503Something the answer depends on is unavailable. Retry after Retry-After
curl "https://$NOVO_API_HOST/v1/bookkeeping/transactions" \
-H "Authorization: Bearer $ACCESS_TOKEN"{
"data": [
{
"id": "bkt_example_01",
"date": "2026-10-01",
"amount": {
"amount": "84.20",
"currency": "USD"
},
"direction": "debit",
"source": "card",
"status": "EXAMPLE_STATUS",
"description": "EXAMPLE MERCHANT",
"category": {
"id": "cat_example_01",
"name": "Supplies"
}
}
],
"next_cursor": "example_cursor"
}Planned for bookkeeping
- Upload receipts
Not available yet, and no endpoints are published for it. They’ll appear here once the contract defines them. Anything marked “needs your approval” waits for the account owner to approve it on their phone, every time. Tell us what you need first when you ask for a seat.