WealthTools API Documentation

GET /api/v1/budgets

List budgets

Returns all budgets belonging to the authenticated user

POST /api/v1/budgets

Create a budget

POST /api/v1/budgets/{budget_id}/items

Add a category to a budget

DELETE /api/v1/budgets/{budget_id}/items/{id}

Remove a budget category

PATCH /api/v1/budgets/{budget_id}/items/{id}

Update a budget category

PUT /api/v1/budgets/{budget_id}/items/{id}

Update a budget category

POST /api/v1/budgets/{budget_id}/items/{item_id}/expenses

Record an expense against a budget category

DELETE /api/v1/budgets/{id}

Delete a budget

Soft-deletes a budget along with its categories and expenses

GET /api/v1/budgets/{id}

Get a budget

Returns a budget with its categories and recorded expenses

PATCH /api/v1/budgets/{id}

Update a budget

Updates a budget's name, amount, or dates. Providing `items` fully replaces the existing category list.

PUT /api/v1/budgets/{id}

Update a budget

Updates a budget's name, amount, or dates. Providing `items` fully replaces the existing category list.

POST /api/v1/calculators/credit-card-repayment

Calculate credit card payoff timeline

Calculates how long it will take to pay off credit card debt with fixed monthly payments

POST /api/v1/calculators/investments

Calculate investment growth projections

Projects compound interest and investment growth over time for one or multiple accounts with optional tax treatment

POST /api/v1/calculators/mortgage

Calculate mortgage payments

Calculates monthly mortgage payments, total interest, and amortization details

POST /api/v1/calculators/net-worth

Calculate net worth

Calculates total net worth from assets and liabilities with optional future projections

DELETE /api/v1/expenses/{id}

Delete a recorded expense

PATCH /api/v1/expenses/{id}

Correct a recorded expense

Updates the description or amount of an existing expense.

PUT /api/v1/expenses/{id}

Correct a recorded expense

Updates the description or amount of an existing expense.

POST /api/v1/guest-key

Get a temporary guest API key

Creates a temporary, anonymous account and returns an API key for it — no
signup required. Use the returned key exactly like a personal one
(`Authorization: Bearer <api_key>`) to create and manage budgets.
Save it: budgets created with it can only be reached again by presenting
this same key. This endpoint has its own stricter rate limit, separate
from general API traffic.