If your team is planning to optimize activation and retention funnels within your accounting product, your team will certainly be interested in the lifecycle events tracked within the Tight ecosystem, by way of Data Lakes, webhooks, and native analytics integrations including Mixpanel.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.
Events and metadata
Irrespective of what mechanism you’re using to consume the lifecycle events, the following data is available to you on each event:| Field | Description | Format |
|---|---|---|
| id | The unique id of this lifecycle event | Numeric |
| userId | The id in your DB of the client who triggered this event, as passed in when initially registering a user in the Tight API | String |
| accountantUserId | If this event was triggered by a bookkeeper, the id in your DB of the bookkeeper | String |
| date | The timestamp, in milliseconds since the Unix epoch, of this event | Numeric |
| event | The name of this lifecycle event | String |
The Tight API team can customize events to power your ideal user experience. Don’t hesitate to email us at api@tight.com if you are looking for something that you don’t see below.
Accounting Events
Show accountingClosingHistoricalDashShown
Show accountingClosingHistoricalDashShown
No additional metadata fields.
Show accountingClosingCreated
Show accountingClosingCreated
| Field | Description | Format |
|---|---|---|
| entityId | Id of the created closing | Numeric |
| period | Period of the closing | One of the following: "YEAR_END_CLOSING", "MONTH_END_CLOSING" |
| accountId | Id of the account being closed | Numeric |
| transactionCount | Number of transactions in the closing | Numeric |
| startDate | Start date of the closing period, in milliseconds since the Unix epoch | Numeric |
| endDate | End date of the closing period, in milliseconds since the Unix epoch | Numeric |
Show accountingClosingCreationCanceled*
Show accountingClosingCreationCanceled*
| Field | Description | Format |
|---|---|---|
| accountId | Id of the account being closed | Numeric |
| period | Period of the closing | One of the following: "YEAR_END_CLOSING", "MONTH_END_CLOSING" |
| transactionCount | Number of transactions in the closing | Numeric |
| startDate | Start date of the closing period, in milliseconds since the Unix epoch | Numeric |
| endDate | End date of the closing period, in milliseconds since the Unix epoch | Numeric |
Show accountingClosingCompleted
Show accountingClosingCompleted
| Field | Description | Format |
|---|---|---|
| entityId | Id of the completed closing | Numeric |
| period | Period of the closing | One of the following: "YEAR_END_CLOSING", "MONTH_END_CLOSING" |
| accountId | Id of the account being closed | Numeric |
| transactionCount | Number of transactions in the closing | Numeric |
| startDate | Start date of the closing period, in milliseconds since the Unix epoch | Numeric |
| endDate | End date of the closing period, in milliseconds since the Unix epoch | Numeric |
Show accountingClosingEdited
Show accountingClosingEdited
| Field | Description | Format |
|---|---|---|
| entityId | Id of the edited closing | Numeric |
| period | Period of the closing | One of the following: "YEAR_END_CLOSING", "MONTH_END_CLOSING" |
| accountId | Id of the account being closed | Numeric |
| transactionCount | Number of transactions in the closing | Numeric |
| startDate | Start date of the closing period, in milliseconds since the Unix epoch | Numeric |
| endDate | End date of the closing period, in milliseconds since the Unix epoch | Numeric |
Show accountingClosingEditCanceled*
Show accountingClosingEditCanceled*
| Field | Description | Format |
|---|---|---|
| entityId | Id of the closing being edited | Numeric |
| period | Period of the closing | One of the following: "YEAR_END_CLOSING", "MONTH_END_CLOSING" |
| accountId | Id of the account being closed | Numeric |
| transactionCount | Number of transactions in the closing | Numeric |
| startDate | Start date of the closing period, in milliseconds since the Unix epoch | Numeric |
| endDate | End date of the closing period, in milliseconds since the Unix epoch | Numeric |
Show accountingClosingDeleted
Show accountingClosingDeleted
| Field | Description | Format |
|---|---|---|
| entityId | Id of the deleted closing | Numeric |
| period | Period of the closing | One of the following: "YEAR_END_CLOSING", "MONTH_END_CLOSING" |
| accountId | Id of the account being closed | Numeric |
| transactionCount | Number of transactions in the closing | Numeric |
| startDate | Start date of the closing period, in milliseconds since the Unix epoch | Numeric |
| endDate | End date of the closing period, in milliseconds since the Unix epoch | Numeric |
Show accountingCoAShown*
Show accountingCoAShown*
No additional metadata fields.
Show accountingCoABalanceSheetPressed*
Show accountingCoABalanceSheetPressed*
No additional metadata fields.
Show accountingGLShown*
Show accountingGLShown*
| Field | Description | Format |
|---|---|---|
| entityId | Id of the GL account being viewed | Numeric |
| accountNo | Account number of the GL account being viewed | Numeric |
| type | Type of the GL account being viewed | One of the following: "ASSET", "LIABILITY", "EQUITY", "INCOME", "EXPENSE", "COGS", "OTHER_INCOME", "OTHER_EXPENSE", "SUSPENSE" |
Show accountingGLAccountCreated
Show accountingGLAccountCreated
| Field | Description | Format |
|---|---|---|
| entityId | Id of the created GL account | Numeric |
| accountNo | Account number of the created GL account | Numeric |
| type | Type of the created GL account | One of the following: "ASSET", "LIABILITY", "EQUITY", "INCOME", "EXPENSE", "COGS", "OTHER_INCOME", "OTHER_EXPENSE", "SUSPENSE" |
Show accountingGLAccountEdited
Show accountingGLAccountEdited
| Field | Description | Format |
|---|---|---|
| entityId | Id of the edited GL account | Numeric |
| accountNo | Account number of the edited GL account | Numeric |
| type | Type of the edited GL account | One of the following: "ASSET", "LIABILITY", "EQUITY", "INCOME", "EXPENSE", "COGS", "OTHER_INCOME", "OTHER_EXPENSE", "SUSPENSE" |
Show accountingGLAccountDeleted
Show accountingGLAccountDeleted
| Field | Description | Format |
|---|---|---|
| entityId | Id of the deleted GL account | Numeric |
| accountNo | Account number of the deleted GL account | Numeric |
| type | Type of the deleted GL account | One of the following: "ASSET", "LIABILITY", "EQUITY", "INCOME", "EXPENSE", "COGS", "OTHER_INCOME", "OTHER_EXPENSE", "SUSPENSE" |
Show accountingGLDownloaded
Show accountingGLDownloaded
| Field | Description | Format |
|---|---|---|
| entityId | Id of the GL account downloaded | Numeric |
Show accountingImportScreenShown*
Show accountingImportScreenShown*
No additional metadata fields.
Show accountingImportStarted
Show accountingImportStarted
| Field | Description | Format |
|---|---|---|
| apiName | Name of the service the data was imported from | One of the following: "QBO", "XERO", "BENCH" |
| hasChartOfAccounts | Whether a chart of accounts was provided | Boolean |
| hasJournalReport | Whether a journal report was provided | Boolean |
| hasBeginningBalanceSheet | Whether a beginning balance sheet was provided | Boolean |
| hasEndingBalanceSheet | Whether an ending balance sheet was provided | Boolean |
| hasInvoiceFile | Whether an invoices file was provided | Boolean |
| hasEndingProfitAndLoss | Whether an ending profit and loss statement was provided | Boolean |
Show accountingImportMappingStepCompleted
Show accountingImportMappingStepCompleted
| Field | Description | Format |
|---|---|---|
| apiName | Name of the service the data was imported from | One of the following: "QBO", "XERO", "BENCH" |
Show accountingImportCompleted
Show accountingImportCompleted
| Field | Description | Format |
|---|---|---|
| apiName | Name of the service the data was imported from | One of the following: "QBO", "XERO", "BENCH" |
| transactionCount | Number of transactions imported | Numeric |
| invoiceCount | Number of invoices imported | Numeric |
Show accountingJournalShown*
Show accountingJournalShown*
No additional metadata fields.
Show accountingJournalTrialBalancePressed*
Show accountingJournalTrialBalancePressed*
No additional metadata fields.
Show accountingJournalEntryCreated
Show accountingJournalEntryCreated
| Field | Description | Format |
|---|---|---|
| entityId | Id of the created journal entry | Numeric |
Show accountingJournalEntryEdited
Show accountingJournalEntryEdited
| Field | Description | Format |
|---|---|---|
| entityId | Id of the edited journal entry | Numeric |
Show accountingJournalEntryDeleted
Show accountingJournalEntryDeleted
| Field | Description | Format |
|---|---|---|
| entityId | Id of the deleted journal entry | Numeric |
Business Intelligence Tile Events
Show biTilePressed*
Show biTilePressed*
| Field | Description | Format |
|---|---|---|
| name | Name of the Business Intelligence Tile that was pressed | String |
Show biTileBannerPressed*
Show biTileBannerPressed*
| Field | Description | Format |
|---|---|---|
| name | Name of the Business Intelligence Onboarding Banner that was pressed | String |
Bank Events
Show bankAccountCreated
Show bankAccountCreated
| Field | Description | Format |
|---|---|---|
| entityId | Unique identifier of the bank account | Number |
| apiName | Name of the API, e.g. "PLAID", that the bank account belongs to | String |
| type | Type of bank account | One of the following: "CREDIT", "DEPOSITORY" |
Show bankAccountEdited
Show bankAccountEdited
| Field | Description | Format |
|---|---|---|
| entityId | Unique identifier of the bank account | Number |
| apiName | Name of the API, e.g. "PLAID", that the bank account belongs to | String |
| type | Type of bank account | One of the following: "CREDIT", "DEPOSITORY" |
Show bankAccountDeleted
Show bankAccountDeleted
| Field | Description | Format |
|---|---|---|
| entityId | Unique identifier of the bank account | Number |
| apiName | Name of the API, e.g. "PLAID", that the bank account belongs to | String |
| type | Type of bank account | One of the following: "CREDIT", "DEPOSITORY" |
Show bankAccountMerged
Show bankAccountMerged
| Field | Description | Format |
|---|---|---|
| entityId | Unique identifier of the bank account | Number |
| apiName | Name of the API, e.g. "PLAID", that the bank account belongs to | String |
| type | Type of bank account | One of the following: "CREDIT", "DEPOSITORY" |
| mergedIntoId | Unique identifier of the account this account was merged into | Number |
Show bankLinkScreenShown*
Show bankLinkScreenShown*
No additional metadata fields.
Show bankLinkBankSelected*
Show bankLinkBankSelected*
| Field | Description | Format |
|---|---|---|
| bankName | Name of the selected bank | String |
| apiName | Name of the API, e.g. "PLAID", used for the bank connection | String |
Show bankLinked
Show bankLinked
| Field | Description | Format |
|---|---|---|
| entityId | Unique identifier of the bank connection | Number |
| apiName | Name of the API, e.g. "PLAID", used for the bank connection | String |
| numAccounts | Number of accounts linked in this connection | Number |
Show bankLinkError
Show bankLinkError
| Field | Description | Format |
|---|---|---|
| entityId | Unique identifier of the bank connection | Number |
| apiName | Name of the API, e.g. "PLAID", used for the bank connection | String |
Show bankLinkRepaired
Show bankLinkRepaired
| Field | Description | Format |
|---|---|---|
| entityId | Unique identifier of the bank connection | Number |
| apiName | Name of the API used for the bank connection | String |
Show bankStatementIngested
Show bankStatementIngested
| Field | Description | Format |
|---|---|---|
| bankAccountId | Unique identifier of the bank account for this statement | Number |
| closingId | Unique identifier of the closing for this statement, if available | Number |
| statementDate | Date of the statement, formatted as YYYY-MM | String |
| statementUrl | Link to the statement PDF | String |
Show bankUnlinked
Show bankUnlinked
| Field | Description | Format |
|---|---|---|
| entityId | Unique identifier of the bank connection | Number |
| apiName | Name of the API, e.g. "PLAID", used for the bank connection | String |
| numAccounts | Number of accounts unlinked in this connection | Number |
Business Events
Show businessCreated
Show businessCreated
| Field | Description | Format |
|---|---|---|
| entityId | Unique identifier of the created business | Numeric |
Show businessEdited
Show businessEdited
| Field | Description | Format |
|---|---|---|
| entityId | Unique identifier of the edited business | Numeric |
Show businessDeleted
Show businessDeleted
| Field | Description | Format |
|---|---|---|
| entityId | Unique identifier of the deleted business | Numeric |
Client Events
Show clientCreated
Show clientCreated
| Field | Description | Format |
|---|---|---|
| entityId | Unique identifier of the created client | Number |
| businessId | Unique identifier of the associated business | Number |
Show clientEdited
Show clientEdited
| Field | Description | Format |
|---|---|---|
| entityId | Unique identifier of the edited client | Number |
| businessId | Unique identifier of the associated business | Number |
Show clientDeleted
Show clientDeleted
| Field | Description | Format |
|---|---|---|
| entityId | Unique identifier of the deleted client | Number |
| businessId | Unique identifier of the associated business | Number |
Company Events
Show companyCreated
Show companyCreated
No additional metadata fields.
Show companyDeleted
Show companyDeleted
No additional metadata fields.
Show companyDataPermanentlyDeleted
Show companyDataPermanentlyDeleted
No additional metadata fields.
Invoicing Events
Show invoiceCanceled
Show invoiceCanceled
| Field | Description | Format |
|---|---|---|
| entityId | Id of the invoice canceled | Numeric |
| type | Type of the invoice before it was canceled | One of the following: "OPEN", "CANCELLED", "DRAFT", "REFUNDED", "SCHEDULED" |
Show invoiceDashShown*
Show invoiceDashShown*
No additional metadata fields.
Show invoiceDrafted
Show invoiceDrafted
| Field | Description | Format |
|---|---|---|
| entityId | Id of the invoice drafted | Numeric |
Show invoiceEdited
Show invoiceEdited
| Field | Description | Format |
|---|---|---|
| entityId | Id of the invoice edited | Numeric |
| type | The type of the invoice edited | One of the following: "DRAFT", "OPEN", "SCHEDULED", "RECURRING" |
Show invoicePaid
Show invoicePaid
| Field | Description | Format |
|---|---|---|
| entityId | Id of the paid invoice | Numeric |
| dueDate | Due date of the invoice, in milliseconds since the Unix epoch | Numeric |
| paymentMethod | Payment method used to pay the invoice | One of the following: "DIRECT", "CREDIT", "ACH" |
| autoCharge | Whether this invoice was automatically charged to a stored payment method | Boolean |
Show invoicePaymentProcessingSetupStarted*
Show invoicePaymentProcessingSetupStarted*
| Field | Description | Format |
|---|---|---|
| paymentProcessor | Which payment processor the user is starting to set up | One of the following: "STRIPE", "QUALPAY", "MOOV" |
| source | Where the user entered payment processing setup from | One of the following: "INVOICE_DASH", "INVOICE_SETTINGS", "INVOICE_SETUP", "INVOICE_FORM" |
Show invoicePaymentProcessingSetupCompleted
Show invoicePaymentProcessingSetupCompleted
| Field | Description | Format |
|---|---|---|
| paymentProcessor | Which payment processor the user set up | One of the following: "STRIPE", "QUALPAY", "MOOV" |
Show invoiceRefunded
Show invoiceRefunded
| Field | Description | Format |
|---|---|---|
| entityId | Id of the invoice refunded | Numeric |
Show invoiceScheduled
Show invoiceScheduled
| Field | Description | Format |
|---|---|---|
| entityId | Id of the scheduled invoice | Numeric |
| scheduledDate | Date the invoice is scheduled to send, in milliseconds since the Unix epoch | Numeric |
Show invoiceSent
Show invoiceSent
| Field | Description | Format |
|---|---|---|
| entityId | Id of the invoice sent | Numeric |
| frequency | The recurrence frequency of the invoice | One of the following: "ONE_TIME", "WEEKLY", "BI_WEEKLY", "MONTHLY", "YEARLY", "AFTER_TWO_MINS" (note: "AFTER_TWO_MINS" is solely for dev/testing purposes) |
| sendMethod | How the invoice was sent | One of the following: "CREATE_LINK", "SEND_EMAIL", "SEND_QUOTE" |
| acceptCash | Whether the invoice can be paid with cash | Boolean |
| acceptCredit | Whether the invoice can be paid with a credit card | Boolean |
| acceptACH | Whether the invoice can be paid with an ACH payment | Boolean |
| autoCharge | Whether the invoice will automatically charge a stored payment method | Boolean |
Show invoiceSettingsEdited*
Show invoiceSettingsEdited*
| Field | Description | Format |
|---|---|---|
| brandColorEdited | Whether the user edited their custom brand color | Boolean |
| logoEdited | Whether the user edited their custom logo | Boolean |
| defaultNoteEdited | Whether the user edited their default invoice note | Boolean |
| defaultTermEdited | Whether the user edited their default invoice term | Boolean |
| defaultMarkupPercentEdited | Whether the user edited their default expense markup percent | Boolean |
| defaultHourlyRateEdited | Whether the user edited their default hourly rate | Boolean |
| hasDueDateReminder | Whether the user automatically sends a reminder to pay on the invoice’s due date | Boolean |
| hasThreeDayReminder | Whether the user automatically sends a reminder to pay three days after the invoice’s due date | Boolean |
| hasWeeklyReminder | Whether the user automatically sends a reminder to pay an invoice weekly after the invoice’s due date | Boolean |
Show invoiceSetupStarted*
Show invoiceSetupStarted*
No additional metadata fields.
Show invoiceSetupBusinessInfoStepCompleted*
Show invoiceSetupBusinessInfoStepCompleted*
| Field | Description | Format |
|---|---|---|
| firstNameAdded | Whether the user added their first name to their invoices | Boolean |
| lastNameAdded | Whether the user added their last name to their invoices | Boolean |
| address1Added | Whether the user added a first line to their business address | Boolean |
| address2Added | Whether the user added a second line to their business address | Boolean |
| cityAdded | Whether the user added a city to their business address | Boolean |
| stateAdded | Whether the user added a state to their business address | Boolean |
| zipAdded | Whether the user added a zip code to their business address | Boolean |
| phoneAdded | Whether the user added a business phone number to their invoices | Boolean |
Show invoiceSetupCustomizationStepCompleted*
Show invoiceSetupCustomizationStepCompleted*
| Field | Description | Format |
|---|---|---|
| logoAdded | Whether the user added a custom logo to their invoices | Boolean |
| colorAdded | Whether the user added a custom brand color to their invoices | Boolean |
| skipped | Whether the user skipped this step of invoice setup | Boolean |
Show invoiceSetupCompleted
Show invoiceSetupCompleted
No additional metadata fields.
Show invoiceSetupCanceled*
Show invoiceSetupCanceled*
| Field | Description | Format |
|---|---|---|
| step | Which step of invoice setup the user canceled from | One of the following: "BUSINESS_INFO", "CUSTOMIZATION", "PAYMENT_PROCESSING" |
Show invoiceViewedByClient*
Show invoiceViewedByClient*
| Field | Description | Format |
|---|---|---|
| entityId | Id of the invoice viewed | Numeric |
Show invoiceViewedByUser*
Show invoiceViewedByUser*
| Field | Description | Format |
|---|---|---|
| entityId | Id of the invoice viewed | Numeric |
Integration Events
Show integrationLinked
Show integrationLinked
| Field | Description | Format |
|---|---|---|
| entityId | Unique identifier of the integration | Number |
| apiName | Name of the API integration, e.g. "UNIT", "SQUARE" | String |
Show integrationUnlinked
Show integrationUnlinked
| Field | Description | Format |
|---|---|---|
| entityId | Unique identifier of the integration | Number |
| apiName | Name of the API integration, e.g. "UNIT", "SQUARE" | String |
Show integrationError
Show integrationError
| Field | Description | Format |
|---|---|---|
| entityId | Unique identifier of the integration | Number |
| apiName | Name of the API integration, e.g. "UNIT", "SQUARE" | String |
Show integrationRepaired
Show integrationRepaired
| Field | Description | Format |
|---|---|---|
| entityId | Unique identifier of the integration | Number |
| apiName | Name of the API integration, e.g. "UNIT", "SQUARE" | String |
Mileage Events
Show mileageDashShown*
Show mileageDashShown*
No additional metadata fields.
Show mileageCreated
Show mileageCreated
| Field | Description | Format |
|---|---|---|
| entityId | Unique identifier of the mileage entry | Number |
| count | Number of mileage entries created | Number |
Show mileageEdited
Show mileageEdited
| Field | Description | Format |
|---|---|---|
| entityId | Unique identifier of the mileage entry | Number |
Show mileageDeleted
Show mileageDeleted
| Field | Description | Format |
|---|---|---|
| entityId | Unique identifier of the mileage entry | Number |
Payroll Events
Show payrollDashShown*
Show payrollDashShown*
No additional metadata fields.
Show payrollAccountCreated
Show payrollAccountCreated
| Field | Description | Format |
|---|---|---|
| entityId | Unique identifier of the payroll account | Number |
| apiName | Name of the payroll provider | One of the following: "GUSTO", "CHECK" |
Show payrollIngestionStarted
Show payrollIngestionStarted
| Field | Description | Format |
|---|---|---|
| apiName | Name of the payroll provider | One of the following: "GUSTO", "CHECK" |
| type | Method of ingestion: "AUTO" for direct integration, "MANUAL" for API upload | One of the following: "AUTO", "MANUAL" |
Show payrollIngestionCompleted
Show payrollIngestionCompleted
| Field | Description | Format |
|---|---|---|
| apiName | Name of the payroll provider | One of the following: "GUSTO", "CHECK" |
| type | Method of ingestion: "AUTO" for direct integration, "MANUAL" for API upload | One of the following: "AUTO", "MANUAL" |
Reporting Events
Show reportDashShown*
Show reportDashShown*
No additional metadata fields.
Show reportDownloaded
Show reportDownloaded
| Field | Description | Format |
|---|---|---|
| reportName | Name of the report that was downloaded | String |
| fileFormat | Format of the downloaded report file | One of the following: "PDF", "CSV", "XLS", "XLSX" |
Show reportRowPressed*
Show reportRowPressed*
| Field | Description | Format |
|---|---|---|
| reportName | Name of the report where the row was pressed | String |
| rowName | Name of the row that was pressed | String |
Show reportSent
Show reportSent
| Field | Description | Format |
|---|---|---|
| reportName | Name of the report that was sent | String |
| fileFormat | Format of the sent report file | One of the following: "PDF", "CSV", "XLS", "XLSX" |
Show reportShown*
Show reportShown*
| Field | Description | Format |
|---|---|---|
| reportName | Name of the report being viewed | String |
| startDate | Start date of the report’s date range | Date |
| endDate | End date of the report’s date range | Date |
| grouping | How the report data is grouped | String |
Tax Events
Show taxDashShown*
Show taxDashShown*
No additional metadata fields.
Show taxDashScheduleCPressed*
Show taxDashScheduleCPressed*
No additional metadata fields.
Show taxDashTaxDetailsPressed*
Show taxDashTaxDetailsPressed*
No additional metadata fields.
Show taxDashFileTaxesPressed*
Show taxDashFileTaxesPressed*
No additional metadata fields.
Show taxSetupStarted*
Show taxSetupStarted*
No additional metadata fields.
Show taxSetupStateStepCompleted*
Show taxSetupStateStepCompleted*
| Field | Description | Format |
|---|---|---|
| state | State or Province selected in the setup process | String |
Show taxSetupFilingStatusStepCompleted*
Show taxSetupFilingStatusStepCompleted*
| Field | Description | Format |
|---|---|---|
| federalStatus | Federal filing status selected in the setup process | String |
| skipped | Whether this step was skipped | Boolean |
Show taxSetupSalaryStepCompleted*
Show taxSetupSalaryStepCompleted*
| Field | Description | Format |
|---|---|---|
| hasSalaryIncome | Whether the user has income from a full-time job or other employment | Boolean |
Show taxSetupDisclaimerStepCompleted
Show taxSetupDisclaimerStepCompleted
No additional metadata fields.
Show taxSetupCompleted
Show taxSetupCompleted
No additional metadata fields.
Show taxSetupEdited
Show taxSetupEdited
| Field | Description | Format |
|---|---|---|
| countryCode | Country code, ex: "US", "CA" | String |
| federalStatus | Federal filing status, ex: "SINGLE", "MARRIED" | String |
| stateStatus | State filing status, ex: "SINGLE", "MARRIED" | String |
| state | State or Province | String |
| hasSalaryIncome | Whether the user has income from a full-time job or other employment | Boolean |
| useUserWageWitholdingEstimate | Whether to use user’s wage withholding estimate instead of the app’s estimate | Boolean |
| useMileageDeduction | Whether to use the Standard Mileage Rate method for mileage deduction | Boolean |
| useSimpleHomeOfficeDeduction | Whether to use simple home office deduction | Boolean |
| useUserBusinessIncomeEstimate | Whether to use user’s business income estimate instead of the app’s estimate | Boolean |
| numDependents | Number of dependents | Number |
| automateSalesTax | Whether to automate sales tax (CA only) | Boolean |
| useUserVehicleUsePercent | Whether to use user’s vehicle use percentage instead of the app’s estimate | Number |
Show taxSetupCanceled*
Show taxSetupCanceled*
| Field | Description | Format |
|---|---|---|
| step | Step at which the setup was canceled | One of the following: "STATE", "FILING_STATUS", "SALARY", "DISCLAIMER" |
Show taxFilingStarted
Show taxFilingStarted
| Field | Description | Format |
|---|---|---|
| apiName | Name of the tax filing service | String |
Show taxFilingCompleted
Show taxFilingCompleted
| Field | Description | Format |
|---|---|---|
| apiName | Name of the tax filing service | String |
Transaction Events
Show transactionDashShown*
Show transactionDashShown*
| Field | Description | Format |
|---|---|---|
| type | Which transaction dash is being viewed | One of the following: "EXPENSE", "REVENUE", "ALL" |
Show transactionCreated
Show transactionCreated
| Field | Description | Format |
|---|---|---|
| entityId | Unique identifier of the transaction | Number |
| apiName | Name of the integration or source of the transaction | String |
| type | Type of transaction | One of the following: "EXPENSE", "REVENUE", "BANK_TRANSFER", "TAX_PAYMENT" |
| reviewStatus | Current review status of the transaction | One of the following: "PARTNER_REVIEW_REQUIRED", "USER_REVIEW_REQUIRED", "ACCOUNTANT_REVIEW_REQUIRED", "RECONCILIATION_DISCREPANCY" |
| category | Category of the expense, not applicable for other transaction types | String |
| count | Number of transactions created | Number |
| needsReviewCount | Number of transactions that need review | Number |
Show transactionEdited
Show transactionEdited
| Field | Description | Format |
|---|---|---|
| entityId | Unique identifier of the transaction | Number |
| apiName | Name of the integration or source of the transaction | String |
| type | Type of transaction | One of the following: "EXPENSE", "REVENUE", "BANK_TRANSFER", "TAX_PAYMENT" |
| reviewStatus | Current review status of the transaction | One of the following: "PARTNER_REVIEW_REQUIRED", "USER_REVIEW_REQUIRED", "ACCOUNTANT_REVIEW_REQUIRED", "RECONCILIATION_DISCREPANCY" |
| category | Category of the expense, not applicable for other transaction types | String |
| count | Number of transactions edited | Number |
Show transactionDeleted
Show transactionDeleted
| Field | Description | Format |
|---|---|---|
| entityId | Unique identifier of the transaction | Number |
| apiName | Name of the integration or source of the transaction | String |
| type | Type of transaction | One of the following: "EXPENSE", "REVENUE", "BANK_TRANSFER", "TAX_PAYMENT" |
| reviewStatus | Current review status of the transaction | One of the following: "PARTNER_REVIEW_REQUIRED", "USER_REVIEW_REQUIRED", "ACCOUNTANT_REVIEW_REQUIRED", "RECONCILIATION_DISCREPANCY" |
| category | Category of the expense, not applicable for other transaction types | String |
| count | Number of transactions deleted | Number |
Show transactionIngestStarted
Show transactionIngestStarted
| Field | Description | Format |
|---|---|---|
| apiName | Name of the integration or source being ingested | String |
Show transactionIngestCompleted
Show transactionIngestCompleted
| Field | Description | Format |
|---|---|---|
| apiName | Name of the integration or source being ingested | String |
| count | Number of transactions ingested | Number |
Show transactionRecategorized
Show transactionRecategorized
| Field | Description | Format |
|---|---|---|
| entityId | Unique identifier of the transaction | Number |
| apiName | Name of the integration or source of the transaction | String |
| type | Type of the transaction | "EXPENSE" only |
| oldCategory | Old category of the transaction | String |
| category | New category of the transaction | String |
| reviewStatus | Current review status of the transaction | One of the following: "PARTNER_REVIEW_REQUIRED", "USER_REVIEW_REQUIRED", "ACCOUNTANT_REVIEW_REQUIRED", "RECONCILIATION_DISCREPANCY" |
Show transactionReceiptAdded
Show transactionReceiptAdded
| Field | Description | Format |
|---|---|---|
| entityId | Unique identifier of the transaction | Number |
Show transactionReceiptDeleted
Show transactionReceiptDeleted
| Field | Description | Format |
|---|---|---|
| entityId | Unique identifier of the transaction | Number |
Show transactionRuleSuggested
Show transactionRuleSuggested
| Field | Description | Format |
|---|---|---|
| entityId | Unique identifier of the transaction rule | Number |
| type | Type of transactions the rule applies to | One of the following: "REVENUE", "EXPENSE" |
| matchType | Type of matching algorithm applied | One of the following: "EXACT_NAME", "NON_EXACT_NAME" |
Show transactionRuleApproved
Show transactionRuleApproved
| Field | Description | Format |
|---|---|---|
| entityId | Unique identifier of the transaction rule | Number |
| type | Type of transactions the rule applies to | One of the following: "REVENUE", "EXPENSE" |
| matchType | Type of matching algorithm applied | One of the following: "EXACT_NAME", "NON_EXACT_NAME" |
Show transactionRuleRejected
Show transactionRuleRejected
| Field | Description | Format |
|---|---|---|
| entityId | Unique identifier of the transaction rule | Number |
| type | Type of transactions the rule applies to | One of the following: "REVENUE", "EXPENSE" |
| matchType | Type of matching algorithm applied | One of the following: "EXACT_NAME", "NON_EXACT_NAME" |
Show transactionRuleCreated
Show transactionRuleCreated
| Field | Description | Format |
|---|---|---|
| entityId | Unique identifier of the transaction rule | Number |
| type | Type of transactions the rule applies to | One of the following: "REVENUE", "EXPENSE" |
| matchType | Type of matching algorithm applied | One of the following: "EXACT_NAME", "NON_EXACT_NAME" |
Show transactionRuleEdited
Show transactionRuleEdited
| Field | Description | Format |
|---|---|---|
| entityId | Unique identifier of the transaction rule | Number |
| type | Type of transactions the rule applies to | One of the following: "REVENUE", "EXPENSE" |
| matchType | Type of matching algorithm applied | One of the following: "EXACT_NAME", "NON_EXACT_NAME" |
Show transactionRuleDeleted
Show transactionRuleDeleted
| Field | Description | Format |
|---|---|---|
| entityId | Unique identifier of the transaction rule | Number |
| type | Type of transactions the rule applies to | One of the following: "REVENUE", "EXPENSE" |
| matchType | Type of matching algorithm applied | One of the following: "EXACT_NAME", "NON_EXACT_NAME" |
Events marked with * are only available via the Embedded Experience.