> ## Documentation Index > Fetch the complete documentation index at: https://docs.tight.com/llms.txt > Use this file to discover all available pages before exploring further. # Insert transactions > Push new transactions directly from a bank into the Tight API ## OpenAPI ````yaml https://dev.hurdlr.com/rest/v1/devUtils/documentation?version=5&Authorization=dexfeE6aRK3zwXP4ku5aWm8w&env=sandbox post /v5/banks/transactions openapi: 3.0.1 info: title: Tight API contact: name: Hurdlr, Inc. (dba Tight) url: https://www.tight.com email: api@tight.com version: 6.0.0 servers: - url: https://sandbox.hurdlr.com/rest description: Staging Environment - url: https://prod.hurdlr.com/rest description: Production Environment security: - accessTokenSecurity: [] - basicSecurity: [] tags: - name: Authentication - name: Banks - name: Business & Client Management - name: Invoicing - name: Revenue - name: Investments - name: Payouts - name: Bills - name: Expenses - name: Payroll - name: Reports - name: Accounting - name: Mileage - name: Taxes - name: Time Tracking - name: Imports - name: Files - name: Accountant - name: Audit Trail - name: Support - name: Tax Engine Express - name: Interview Endpoint - name: Ledgering - name: Configuration - name: Templates paths: /v5/banks/transactions: post: tags: - Banks summary: Insert transactions description: Push new transactions directly from a bank into the Tight API operationId: postTransactions requestBody: description: Transaction data content: '*/*': schema: $ref: '#/components/schemas/TransactionParamListPostData' responses: '200': description: Successful operation content: application/json: schema: type: array items: $ref: '#/components/schemas/FormRetVal' security: - accessTokenSecurity: [] components: schemas: TransactionParamListPostData: required: - transactions type: object properties: transactions: type: array description: List of transactions items: $ref: '#/components/schemas/Transaction' description: Parameters for a list of transaction(s) V5 endpoint FormRetVal: type: object properties: result: type: string description: The result of the action performed enum: - SUCCESS - FAILURE errors: $ref: '#/components/schemas/ValidationRetVal' id: type: string description: Id of the entity being acted upon webhook: $ref: '#/components/schemas/EntityUpdateEvent' description: Object containing details about result of the action performed Transaction: required: - amount - apiAccountId - apiTransactionId - description type: object properties: apiTransactionId: type: string description: Id of the transaction record in your DB example: '1123144594' date: type: string description: >- Date that the transaction was incurred. format(yyyy-MM-dd'T'HH:mm:ss.SSSZ) format: date-time amount: type: number description: >- Total value of the transaction; deposits should be positive and withdrawals should be negative example: 500.39 description: type: string description: >- Transaction description from Finicity, MX, Plaid, Unit, bank, or other data source example: United Airlines reviewStatus: type: string description: Review status of the transaction enum: - PARTNER_REVIEW_REQUIRED - USER_REVIEW_REQUIRED - ACCOUNTANT_REVIEW_REQUIRED - RECONCILIATION_STAGED - RECONCILED - RECONCILIATION_DISCREPANCY - ADJUSTMENT_USER_REVIEW_REQUIRED - ADJUSTMENT_ACCOUNTANT_REVIEW_REQUIRED - ADJUSTMENT_RECONCILIATION_STAGED plaidPersonalFinanceCategory: type: string description: >- Transaction Category from Plaid. Either mxCategoryName, finicityCategoryName, segmintCategoryName, spadeCategoryName, plaidPersonalFinanceCategory, or unitType should be populated if available example: FOOD_AND_DRINK_COFFEE finicityCategoryName: type: string description: >- Transaction category from Finicity. Either finicityCategoryName, mxCategoryName, segmintCategoryName, spadeCategoryName, plaidPersonalFinanceCategory, or unitType should be populated if available example: Air Travel segmintCategoryName: type: string description: >- Transaction category from Segmint. Either finicityCategoryName, mxCategoryName, segmintCategoryName, spadeCategoryName, plaidPersonalFinanceCategory, or unitType should be populated if available example: Air Travel spadeCategoryName: type: string description: >- Transaction category from Spade. Either finicityCategoryName, mxCategoryName, segmintCategoryName, spadeCategoryName, plaidPersonalFinanceCategory, or unitType should be populated if available example: Air Travel unitType: type: string description: >- Type from Unit. Either unitType, finicityCategoryName, mxCategoryName, segmintCategoryName, spadeCategoryName or plaidPersonalFinanceCategory should be populated if available enum: - adjustmentTransaction - atmTransaction - bookTransaction - cardReversalTransaction - cardTransaction - chargebackTransaction - checkDepositTransaction - dishonoredAchTransaction - disputeTransaction - feeTransaction - individualApplication - interestTransaction - originatedAchTransaction - paymentAdvanceTransaction - paymentCanceledTransaction - purchaseTransaction - receivedAchTransaction - releaseTransaction - repaidPaymentAdvanceTransaction - returnedAchTransaction - returnedCheckDepositTransaction - wireTransaction merchantCategoryCode: type: integer description: ISO 18245 Merchant Category Code (MCC), if available format: int32 example: 2741 bankAccountId: type: integer description: Id of the transaction's bank account in the Tight API format: int64 example: 459043850 apiAccountId: type: string description: Id of the transaction's bank account in your DB example: fe3mko324njdw apiAccountNo: type: string description: >- Mask of the user's bank account, often the last 4 digits of the account number (used in reporting) example: '5435' apiAccountName: type: string description: Display name for the user's bank account (used in reporting) example: Citi Premier Card apiAccountType: type: string description: Type of the user's bank account example: CREDIT enum: - CREDIT - DEPOSITORY apiInstitutionId: type: string description: >- Name of the institution that the transaction originated from (used in reporting) example: Citi customData: type: object description: >- Custom JSON in which you can store any data with max length of 2000 characters userAccess: type: string description: >- Access level for the user. This field uses the default configuration for the Partner; however, it can be overridden to manipulate how a user can interact with this transaction. enum: - NONE - READ_ONLY - READ_WRITE accountantAccess: type: string description: >- Access level for the accountant. This field uses the default configuration for the Partner; however, it can be overridden to manipulate how an accountant can interact with this transaction enum: - NONE - READ_ONLY - READ_WRITE currencyType: type: string description: Currency type of the transaction enum: - USD - CAD - EUR - GBP - JPY expenseCategoryOverride: $ref: '#/components/schemas/ExpenseCategory' revenueAccountIdOverride: type: integer format: int64 description: List of transactions ValidationRetVal: type: object properties: fieldErrors: type: object additionalProperties: $ref: '#/components/schemas/ValidationError' description: Map of field-level errors, often originating from validation errors globalErrors: type: array description: List of higher-level errors items: $ref: '#/components/schemas/ValidationError' description: Error object containing details errors incurred, if any EntityUpdateEvent: type: object properties: userId: type: string accountantUserId: type: string type: type: string enum: - ENTITY_UPDATE - LIFECYCLE_EVENT - LIFECYCLE ExpenseCategory: type: object properties: id: type: string companyId: type: string name: type: string account: $ref: '#/components/schemas/GlAccount' isCore: type: boolean fixedAssetAccount: $ref: '#/components/schemas/GlAccount' isSuspense: type: boolean hasChilds: type: boolean level: type: integer format: int32 status: type: string enum: - ACTIVE - INACTIVE - DELETED systemGenerated: type: boolean precedence: type: number categoryNo: type: string parentCategoryNo: type: string parentCategory: $ref: '#/components/schemas/ExpenseCategory' apiCategoryId: type: string apiName: type: string enum: - GOOGLELOGIN - LINKEDINLOGIN - DROPBOX - BOX - SKYDRIVE - CLOVER - STRIPE - GOOGLESTORAGE - GOOGLECONTACTS - GOOGLEEMAIL - LINKEDINCONTACTS - PLAID - KNOX - UBER - FACEBOOKLOGIN - FRESHBOOKS - HARVEST - KW - FRESHBOOKS2 - CAPITAL_ONE - SQUARE - S3 - DOTLOOP - XERO_DEPRECATED - REALOGY - UPWORK - SHOPIFY - DEDUCTR - ENTERPRISE - MOXIWORKS - STRIPE_EXPRESS - APPLELOGIN - APPDIRECT - LONEWOLF - USER_IMPORTED - LONEWOLF_TRANSACTIONDESK - SAMPLE_BANK - TAXBOT - THIRD_PARTY_BANK - GUSTO - THIRD_PARTY_PAYMENTS - XERO - UNIT - USER_ENTRY - MOOV - QBO - COLUMN - QUALPAY - BENCH - PARTNER_IMPLEMENTATION - CHECK - RUTTER - WAVE - ADYEN - APRIL - PAYABLI extensionId: type: string idPrefix: type: string enum: - COMPANY - EMPLOYEE - DIMENSION_VALUE - CLASS_LABEL - CUSTOMER - BANK_ACCOUNT - GL_ACCOUNT - TRANSACTION_CATEGORY - BANK_TRANSACTION - PROCESSOR_TRANSACTION - TRANSACTION_LINE_ITEM - VENDOR - TRANSACTION_RULE - REVENUE_RULE - INVOICE - INVOICE_LINE_ITEM - BILL - BILL_LINE_ITEM - PAYROLL - PAYROLL_LINE_ITEM - FINANCIAL_SUMMARY - TASK - CONVERSATION - MESSAGE - REACTION - BUSINESS_TYPE - TEMPLATE_DIMENSION - TEMPLATE_COA - TEMPLATE_GL_ACCOUNT - TEMPLATE_TRANSACTION_RULES - MANUAL_JOURNAL_ENTRY - GL_TRANSACTION - ATTACHMENT - CAR - MILEAGE - INTEGRATION - TIME - TIME_TYPE - TAX_RETURN nameColumnNameForPagination: type: string externalId: type: string ValidationError: type: object properties: type: type: string description: A broad categorization of the error enum: - DUPLICATE - REQUIRED - DELETE - INVALID_VALUE - NOT_MODIFIABLE - GENERAL - INVALID_FORMAT errorMessage: type: string description: Human-friendly message describing this error message: type: string writeOnly: true enum: - DUPLICATE - REQUIRED - DELETE - INVALID_VALUE - NOT_MODIFIABLE - GENERAL - INVALID_FORMAT - INVALID_MAPPING description: List of higher-level errors GlAccount: type: object properties: id: type: string companyId: type: string accountNo: type: string parentAccountNo: type: string name: type: string type: type: string enum: - ASSET - LIABILITY - EQUITY - INCOME - COGS - EXPENSE - OTHER_INCOME - OTHER_EXPENSE - SUSPENSE level: type: integer format: int32 hasChilds: type: boolean isContra: type: boolean assetType: type: string enum: - CASH - AR - OTHER_CURRENT - FIXED - OTHER_NON_CURRENT - FIXED_DEPRECIATION - SALES_TAX_CREDIT - DEFAULT_CASH - CLEARING_ACCOUNT - OTHER_RECEIVABLE - SECURITY_DEPOSIT - INVENTORY - UNMATCHED_TRANSFERS liabType: type: string enum: - AP - CREDIT_CARD - SALES_TAX - OTHER_CURRENT - LONG_TERM - DEFERRED_REVENUE - PAYROLL - ADMIN_STAFF_BENEFITS_PAYABLE - ADMIN_STAFF_BENEFITS_INSURANCE_PAYABLE - PAYROLL_TAXES_PAYABLE - ADMIN_STAFF_BENEFITS_RETIREMENT_PAYABLE equityType: type: string enum: - CAPITAL - DRAW_OR_DISTRIBUTIONS - OPENING_BALANCE - RETAINED_EARNINGS - PAID_IN_CAPITAL - PERSONAL_INCOME_AND_EXPENSES - CONTRIBUTION - FEDERAL_INCOME_TAX - STATE_INCOME_TAX - PERSONAL_INCOME - OTHER_PERSONAL_EXPENSES taxCategory: $ref: '#/components/schemas/TaxCategory' taxCategoryName: type: string extensionId: type: string level0No: type: string level0Name: type: string level1No: type: string level1Name: type: string level2No: type: string level2Name: type: string level3No: type: string level3Name: type: string status: type: string enum: - ACTIVE - INACTIVE incomeType: type: string enum: - SERVICE_INCOME - EXPENSE_MARKUP - DISCOUNT systemGenerated: type: boolean companyIdLong: type: integer format: int64 customerPartnerId: type: integer format: int64 createdDate: type: string format: date-time writeOnly: true idPrefix: type: string enum: - COMPANY - EMPLOYEE - DIMENSION_VALUE - CLASS_LABEL - CUSTOMER - BANK_ACCOUNT - GL_ACCOUNT - TRANSACTION_CATEGORY - BANK_TRANSACTION - PROCESSOR_TRANSACTION - TRANSACTION_LINE_ITEM - VENDOR - TRANSACTION_RULE - REVENUE_RULE - INVOICE - INVOICE_LINE_ITEM - BILL - BILL_LINE_ITEM - PAYROLL - PAYROLL_LINE_ITEM - FINANCIAL_SUMMARY - TASK - CONVERSATION - MESSAGE - REACTION - BUSINESS_TYPE - TEMPLATE_DIMENSION - TEMPLATE_COA - TEMPLATE_GL_ACCOUNT - TEMPLATE_TRANSACTION_RULES - MANUAL_JOURNAL_ENTRY - GL_TRANSACTION - ATTACHMENT - CAR - MILEAGE - INTEGRATION - TIME - TIME_TYPE - TAX_RETURN cfstype: type: string enum: - OPERATING - INVESTING - FINANCING - CASH cogsorExpenseType: type: string enum: - MERCHANT_FEE - OTHER - CONTRACTORS - ADMIN_STAFF_BENEFITS - ADMIN_STAFF_PAYROLL - ADMIN_STAFF_SALARIES - NON_DEDUCTIBLE_SALES_TAX_PAID - INCOME_TAX - REIMBURSABLE_EXPENSES - UNCATEGORIZED_EXPENSES - ADMIN_STAFF_BENEFITS_RETIREMENT - ADMIN_STAFF_BENEFITS_HEALTH_INSURANCE - FEDERAL_INCOME_TAX - STATE_INCOME_TAX externalId: type: string TaxCategory: type: object properties: id: type: string name: type: string displayName: type: string taxCategorySchedC1040Name: type: string taxCategory1065Name: type: string taxCategory1120Name: type: string writeOnly: true taxCategory1120SName: type: string writeOnly: true taxCategoryT2125Name: type: string form1040SchedCLineNumber: type: string form1040SchedCDisplayName: type: string t2125LineNumber: type: string t2125DisplayName: type: string form1065LineNumber: type: string form1065DisplayName: type: string form1120SLineNumber: type: string form1120SDisplayName: type: string entityId: type: integer format: int64 securitySchemes: accessTokenSecurity: type: oauth2 flows: implicit: authorizationUrl: /auth/account scopes: write: '' ````