Manilo

Create or update income/expense transactions in bulk (up to 1000) — when importing a statement, always send ALL rows in ONE call. After a successful import, give the user a short summary (count, top categories) and the dashboardUrl link from the response. For transfers use transfer_between_accounts; for account rebalance use adjust_account_balance. Items without sync_id create; items with sync_id update. account_id is optional — null means 'unassigned' (no specific account).

upsert_transactions

Soft-delete accounts in bulk (up to 1000). transaction_handling controls what happens to transactions linked to each deleted account: 'detach' (default) nulls the account reference on transactions you own and tombstones other members' non-shared transactions on the account; 'move' reassigns your own transactions to move_target_account_id (tombstones other members' non-shared); 'delete_all' tombstones every non-shared linked transaction. Transactions that also belong to a shared group you're a member of are always detached, never deleted, to protect shared-group data. Linked recurring transactions follow the same rule. Account members are tombstoned automatically. One transaction_handling value applies to every account in the call.

delete_accounts

Soft-delete budgets in bulk (up to 1000).

delete_budgets

Soft-delete custom categories in bulk (up to 1000). Existing transactions referencing the category are unaffected (the reference becomes orphaned and falls back to 'uncategorized' on the client).

delete_categories

Soft-delete category groups in bulk (up to 1000). Categories within the group remain (their CategoryGroupId becomes orphaned).

delete_category_groups

Soft-delete recurring transactions in bulk (up to 1000). Already-generated transaction instances are unaffected.

delete_recurring_transactions

Soft-delete groups in bulk (up to 1000). Dependent group memberships and group-transaction links are tombstoned automatically. Underlying transactions, budgets, and settlements are left intact and remain with their authors as ungrouped personal data.

delete_groups

Soft-delete tags in bulk (up to 1000). Tag links on existing transactions are preserved as-is — only the tag definition is tombstoned.

delete_tags

Soft-delete transactions in bulk (up to 1000). Works for any transaction type (expense, income, transfer, adjustment).

delete_transactions

Returns a short-lived signed URL (60 min) to download the receipt attached to a transaction. The URL points directly at Google Cloud Storage — fetch via plain HTTPS GET. Returns null if the transaction has no receipt or the file metadata is missing.

download_receipt

Returns the live computed balance for one or more accounts using the same formula as the mobile UI: initial_balance + income - expense - transfers_out + transfers_in + adjustments. Each account's balance is in its own currency; pass `currency` to also get a converted figure per account. Pass `account_ids` to filter, or omit to receive every account. Set `include_unassigned` to surface income/expense transactions that have no account assigned (rendered as a synthetic 'Unassigned' bucket).

get_account_balance

Returns a single transaction by sync_id with full details.

get_transaction

Returns the user's profile settings: primary currency, week-start day, app language, date format, decimal places, and timezone offset.

get_user_profile

Returns the user's accounts (personal + shared) paginated. Call this before importing transactions to map rows to account_id; if the statement's account isn't listed, leave account_id null or ask before creating one. Personal accounts paginated server-side; shared accounts (where you're a non-owner member) paginated independently via shared_cursor. SharedItems and PersonalItems each carry their own NextCursor / HasMore — page each axis independently.

list_accounts

Returns the user's configured budgets paginated. A budget can target a category, a group (spending group), both, or neither (overall expense limit). Ordered by createdAt ASC + syncId tiebreaker (Name is optional and can't be used as a stable cursor field).

list_budgets

Returns the user's categories (well-known + custom), each with a 'hints' list of merchant/payee names the user has previously confirmed for that category — prefer those when mapping transaction rows. Call this before importing transactions and assign each row the most plausible existing category — use 'wk-uncategorized' only as a last-resort fallback. Custom categories are paginated server-side (custom_cursor); custom category groups are paginated independently (groups_cursor). Well-known categories are returned only on the first response (when custom_cursor is null) — they're a static set, not paginated.

list_categories

Returns the user's configured recurring transactions paginated. Ordered by nextOccurrence ASC + syncId tiebreaker (so upcoming items appear first). Type is 'income' | 'expense' | 'transfer'.

list_recurring_transactions

Returns the user's groups paginated. Personal groups paginated server-side (cursor); shared groups paginated independently (shared_cursor). Members are joined per-page via a chunked WhereIn query — never a full-collection scan.

list_groups

Returns the FontAwesome icon catalog and the brand color palette accepted by Icon/Color fields on accounts, categories, category groups, and groups. Validate icon/color values BEFORE setting them on entities.

list_supported_icons

Returns the user's tags paginated. Set include_usage=true to also compute the usage count per tag for the current page (one Firestore aggregation query per tag in the page; off by default to keep the common path fast).

list_tags

List transactions with rich filters (date range, type, accounts, categories, group_ids, amount range). Returns a page sorted by date desc; pass the `cursor` from a previous response to fetch the next page. Combining a date range with an amount range is rejected (400) — use aggregate_transactions for that intent. Filtering by group_ids resolves through the user-group-transactions junction (an M2M link, since Transaction has no direct groupId field) and uses in-memory pagination. For totals or 'how much did I spend' questions use aggregate_transactions instead of paging and summing here.

get_transactions

Bring an account's computed balance in line with an external figure (e.g. the bank app's screen) by creating a single signed adjustment entry. Computes delta = expected_balance - current_balance and posts it as a type=Adjustment transaction. Returns the previous and new balance plus the adjustment sync_id. NOT idempotent — calling twice creates two adjustments.

reconcile_account

Record one or more account-to-account transfers in bulk (up to 1000). Each transfer is ONE transaction with type=Transfer, AccountId=source, ToAccountId=destination, CategoryId=null. Cross-currency transfers MUST set both exchange_rate and converted_amount (positive, in destination currency); same-currency transfers MUST leave both null.

transfer_between_accounts

Update one or more fields of the user's profile settings (primary currency, week-start day, language, etc.). Pass only the fields you want to change; nulls preserve current values. Settings are a per-user singleton — there is exactly one row.

update_user_settings

Attach a receipt (JPEG/PNG/HEIC/WebP image or PDF) to an existing transaction. Server fetches the file from the provided HTTPS URL. Max 10MB; identical files (SHA-256) are deduplicated against the user's existing files; replaces any prior receipt on the same transaction. If the file is not yet at a public URL (e.g. it's a chat-attached photo), upload it first to a public host (Dropbox, Imgur, signed cloud-storage URL, etc.) and pass that URL.

upload_receipt