Financial Categories

Financial Categories

Entity-scoped reporting categories shared by saved items, document lines, revenue analytics, and future expense reporting.

Endpoints

IntroductionPOST/financial-categoriesGET/financial-categoriesGET/financial-categories/revenue-summaryPATCH/financial-categories/{id}PATCH/financial-categories/document-items/batchPATCH/financial-categories/document-items/{id}DELETE/financial-categories/{id}

The Financial Categorie object

object

Attributes

idstring

Other attributesExpand all

entity_idstring

namestring

colorstringnullable

sort_orderinteger

archived_atstring<date-time>nullable

created_atstring<date-time>

updated_atstring<date-time>

---

Create a financial category

POST/financial-categories

Create a financial category

Request

Header parameters

entity_idstringoptional

Entity ID on which the request is made. Auto-selected when only one entity exists, required when multiple entities exist.

Body parameters

namestringrequired

Other parametersExpand all

colorstringoptionalnullable

sort_orderintegeroptionalnullable

cURLNode.js SDKFetchPythonGoRubyPHP

Copy

curl -X POST "https://eu.spaceinvoices.com/financial-categories" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "x-entity-id: YOUR_ENTITY_ID" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Consulting",
    "color": "#93c5fd",
    "sort_order": 0
  }'

Response

Returns

idstring

Other parametersExpand all

entity_idstring

namestring

colorstringnullable

sort_orderinteger

archived_atstring<date-time>nullable

created_atstring<date-time>

updated_atstring<date-time>

json

Copy

{
  "id": "fcat_abc123",
  "entity_id": "ent_abc123",
  "name": "Consulting",
  "color": "#93c5fd",
  "sort_order": 0,
  "archived_at": null,
  "created_at": "2026-04-15T10:00:00.000Z",
  "updated_at": "2026-04-15T10:00:00.000Z"
}

---

List financial categories

GET/financial-categories

List financial categories

Request

Header parameters

entity_idstringoptional

Entity ID on which the request is made. Auto-selected when only one entity exists, required when multiple entities exist.

Query parameters

include_archivedbooleanoptional

cURLNode.js SDKFetchPythonGoRubyPHP

Copy

curl "https://eu.spaceinvoices.com/financial-categories" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "x-entity-id: YOUR_ENTITY_ID"

Response

Returns

dataarray of objectsShow child attributes

json

Copy

{
  "data": [
    {
      "id": "fcat_abc123",
      "entity_id": "ent_abc123",
      "name": "Consulting",
      "color": "#93c5fd",
      "sort_order": 0,
      "archived_at": null,
      "created_at": "2026-04-15T10:00:00.000Z",
      "updated_at": "2026-04-15T10:00:00.000Z"
    }
  ]
}

---

Get accrued revenue grouped by financial category

GET/financial-categories/revenue-summary

Get accrued revenue grouped by financial category

Request

Header parameters

entity_idstringoptional

Entity ID on which the request is made. Auto-selected when only one entity exists, required when multiple entities exist.

Query parameters

date_fromstringrequired

Start date filter (ISO 8601 date).

date_tostringrequired

End date filter (ISO 8601 date).

cURLNode.js SDKFetchPythonGoRubyPHP

Copy

curl "https://eu.spaceinvoices.com/financial-categories/revenue-summary?date_from=2026-01-01&date_to=2026-12-31" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "x-entity-id: YOUR_ENTITY_ID"

Response

Returns

dataarray of objectsShow child attributes

Other parametersExpand all

totalnumber

currency_codestring

date_fromstring

date_tostring

json

Copy

{
  "data": [
    {
      "financial_category_id": "fcat_abc123",
      "name": "Consulting",
      "color": "#93c5fd",
      "amount": 12000,
      "percentage": 75,
      "currency_code": "EUR"
    },
    {
      "financial_category_id": null,
      "name": "Uncategorized",
      "color": null,
      "amount": 4000,
      "percentage": 25,
      "currency_code": "EUR"
    }
  ],
  "total": 16000,
  "currency_code": "EUR",
  "date_from": "2026-01-01",
  "date_to": "2026-12-31"
}

---

Update a financial category

PATCH/financial-categories/{id}

Update a financial category

Request

Header parameters

entity_idstringoptional

Entity ID on which the request is made. Auto-selected when only one entity exists, required when multiple entities exist.

Path parameters

idstring<resource-id>required

Unique resource identifier

Body parameters

namestringoptionalnullable

colorstringoptionalnullable

sort_orderintegeroptionalnullable

cURLNode.js SDKFetchPythonGoRubyPHP

Copy

curl -X PATCH "https://eu.spaceinvoices.com/financial-categories/{id}" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "x-entity-id: YOUR_ENTITY_ID" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Consulting retainer",
    "color": "#60a5fa"
  }'

Response

Returns

idstring

Other parametersExpand all

entity_idstring

namestring

colorstringnullable

sort_orderinteger

archived_atstring<date-time>nullable

created_atstring<date-time>

updated_atstring<date-time>

json

Copy

{
  "id": "fcat_abc123",
  "entity_id": "ent_abc123",
  "name": "Consulting retainer",
  "color": "#60a5fa",
  "sort_order": 0,
  "archived_at": null,
  "created_at": "2026-04-15T10:00:00.000Z",
  "updated_at": "2026-04-15T12:00:00.000Z"
}

---

Atomically update saved categories for multiple document line items

PATCH/financial-categories/document-items/batch

Atomically update saved categories for multiple document line items

Request

Header parameters

entity_idstringoptional

Entity ID on which the request is made. Auto-selected when only one entity exists, required when multiple entities exist.

Body parameters

assignmentsarray of objectsrequiredShow child attributes

Atomic batch of saved document line category updates.

cURLNode.js SDKFetchPythonGoRubyPHP

Copy

curl -X PATCH "https://eu.spaceinvoices.com/financial-categories/document-items/batch" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "x-entity-id: YOUR_ENTITY_ID" \
  -H "Content-Type: application/json" \
  -d '{
    "assignments": [
      {
        "id": "item_abc123",
        "financial_category_id": "fcat_abc123"
      },
      {
        "id": "item_def456",
        "financial_category_id": null
      }
    ]
  }'

Response

json

Copy

[
  {
    "document_item_id": "item_abc123",
    "financial_category_id": "fcat_abc123"
  },
  {
    "document_item_id": "item_def456",
    "financial_category_id": null
  }
]

---

Update the saved category for a document line item

PATCH/financial-categories/document-items/{id}

Update the saved category for a document line item

Request

Header parameters

entity_idstringoptional

Entity ID on which the request is made. Auto-selected when only one entity exists, required when multiple entities exist.

Path parameters

idstring<resource-id>required

Unique resource identifier

Body parameters

financial_category_idstringrequirednullable

Category to assign to this saved document line. Use null to explicitly mark the line as uncategorized.

cURLNode.js SDKFetchPythonGoRubyPHP

Copy

curl -X PATCH "https://eu.spaceinvoices.com/financial-categories/document-items/{id}" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "x-entity-id: YOUR_ENTITY_ID" \
  -H "Content-Type: application/json" \
  -d '{
    "financial_category_id": "fcat_abc123"
  }'

Response

Returns

document_item_idstring

financial_category_idstringnullable

json

Copy

{
  "document_item_id": "item_abc123",
  "financial_category_id": "fcat_abc123"
}

---

Archive a financial category

DELETE/financial-categories/{id}

Archive a financial category

Request

Header parameters

entity_idstringoptional

Entity ID on which the request is made. Auto-selected when only one entity exists, required when multiple entities exist.

Path parameters

idstring<resource-id>required

Unique resource identifier

cURLNode.js SDKFetchPythonGoRubyPHP

Copy

curl -X DELETE "https://eu.spaceinvoices.com/financial-categories/{id}" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "x-entity-id: YOUR_ENTITY_ID"

---