Code or split a transaction

curl --request PUT \
  --url https://api.grainledger.com/api/v1/transactions/{id}/coding \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "lines": [
    {
      "accountId": "cm787qqq898rrr",
      "amount": 184.32
    }
  ]
}
'

{
  "id": "<string>",
  "externalId": "<string>",
  "description": "<string>",
  "amount": 1,
  "direction": "INFLOW",
  "transactionType": "DEPOSIT",
  "date": "2023-11-07T05:31:56Z",
  "referenceNumber": "<string>",
  "source": "MANUAL",
  "reviewStatus": "DRAFT",
  "isReconciled": true,
  "is1099Excluded": true,
  "bankAccount": {
    "id": "<string>",
    "name": "<string>",
    "mask": "<string>",
    "accountType": "<string>"
  },
  "sourceAccount": {
    "id": "<string>",
    "accountNumber": "<string>",
    "name": "<string>",
    "accountType": "<string>"
  },
  "fund": {
    "id": "<string>",
    "name": "<string>",
    "fundType": "<string>"
  },
  "vendor": {
    "id": "<string>",
    "name": "<string>"
  },
  "dimensions": [
    {
      "dimensionId": "<string>",
      "dimensionValueId": "<string>",
      "dimensionName": "<string>",
      "dimensionValueName": "<string>"
    }
  ],
  "coding": {
    "status": "UNCATEGORIZED",
    "journalEntryId": "<string>",
    "entryNumber": "<string>",
    "isSplit": true,
    "lines": [
      {
        "id": "<string>",
        "account": {
          "id": "<string>",
          "accountNumber": "<string>",
          "name": "<string>",
          "accountType": "<string>"
        },
        "fund": {
          "id": "<string>",
          "name": "<string>",
          "fundType": "<string>"
        },
        "amount": 123,
        "memo": "<string>",
        "dimensions": [
          {
            "dimensionId": "<string>",
            "dimensionValueId": "<string>",
            "dimensionName": "<string>",
            "dimensionValueName": "<string>"
          }
        ]
      }
    ],
    "missingRequiredDimensions": [
      {
        "dimensionId": "<string>",
        "dimensionName": "<string>"
      }
    ]
  },
  "suggestion": {
    "account": {
      "id": "<string>",
      "accountNumber": "<string>",
      "name": "<string>",
      "accountType": "<string>"
    },
    "fund": {
      "id": "<string>",
      "name": "<string>",
      "fundType": "<string>"
    },
    "confidence": 50
  },
  "attachmentCount": 1,
  "canManage": true,
  "createdAt": "2023-11-07T05:31:56Z",
  "updatedAt": "2023-11-07T05:31:56Z"
}

{
  "code": "forbidden",
  "message": "You do not have access to this organization.",
  "error": "You do not have access to this organization.",
  "details": {
    "fields": [
      {
        "field": "amount",
        "code": "invalid_type"
      }
    ]
  }
}

{
  "code": "forbidden",
  "message": "You do not have access to this organization.",
  "error": "You do not have access to this organization.",
  "details": {
    "fields": [
      {
        "field": "amount",
        "code": "invalid_type"
      }
    ]
  }
}

{
  "code": "forbidden",
  "message": "You do not have access to this organization.",
  "error": "You do not have access to this organization.",
  "details": {
    "fields": [
      {
        "field": "amount",
        "code": "invalid_type"
      }
    ]
  }
}

{
  "code": "forbidden",
  "message": "You do not have access to this organization.",
  "error": "You do not have access to this organization.",
  "details": {
    "fields": [
      {
        "field": "amount",
        "code": "invalid_type"
      }
    ]
  }
}

{
  "code": "forbidden",
  "message": "You do not have access to this organization.",
  "error": "You do not have access to this organization.",
  "details": {
    "fields": [
      {
        "field": "amount",
        "code": "invalid_type"
      }
    ]
  }
}

{
  "code": "forbidden",
  "message": "You do not have access to this organization.",
  "error": "You do not have access to this organization.",
  "details": {
    "fields": [
      {
        "field": "amount",
        "code": "invalid_type"
      }
    ]
  }
}

{
  "code": "forbidden",
  "message": "You do not have access to this organization.",
  "error": "You do not have access to this organization.",
  "details": {
    "fields": [
      {
        "field": "amount",
        "code": "invalid_type"
      }
    ]
  }
}

{
  "code": "forbidden",
  "message": "You do not have access to this organization.",
  "error": "You do not have access to this organization.",
  "details": {
    "fields": [
      {
        "field": "amount",
        "code": "invalid_type"
      }
    ]
  }
}

PUT

https://api.grainledger.com

api

transactions

{id}

coding

curl --request PUT \
  --url https://api.grainledger.com/api/v1/transactions/{id}/coding \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "lines": [
    {
      "accountId": "cm787qqq898rrr",
      "amount": 184.32
    }
  ]
}
'

{
  "id": "<string>",
  "externalId": "<string>",
  "description": "<string>",
  "amount": 1,
  "direction": "INFLOW",
  "transactionType": "DEPOSIT",
  "date": "2023-11-07T05:31:56Z",
  "referenceNumber": "<string>",
  "source": "MANUAL",
  "reviewStatus": "DRAFT",
  "isReconciled": true,
  "is1099Excluded": true,
  "bankAccount": {
    "id": "<string>",
    "name": "<string>",
    "mask": "<string>",
    "accountType": "<string>"
  },
  "sourceAccount": {
    "id": "<string>",
    "accountNumber": "<string>",
    "name": "<string>",
    "accountType": "<string>"
  },
  "fund": {
    "id": "<string>",
    "name": "<string>",
    "fundType": "<string>"
  },
  "vendor": {
    "id": "<string>",
    "name": "<string>"
  },
  "dimensions": [
    {
      "dimensionId": "<string>",
      "dimensionValueId": "<string>",
      "dimensionName": "<string>",
      "dimensionValueName": "<string>"
    }
  ],
  "coding": {
    "status": "UNCATEGORIZED",
    "journalEntryId": "<string>",
    "entryNumber": "<string>",
    "isSplit": true,
    "lines": [
      {
        "id": "<string>",
        "account": {
          "id": "<string>",
          "accountNumber": "<string>",
          "name": "<string>",
          "accountType": "<string>"
        },
        "fund": {
          "id": "<string>",
          "name": "<string>",
          "fundType": "<string>"
        },
        "amount": 123,
        "memo": "<string>",
        "dimensions": [
          {
            "dimensionId": "<string>",
            "dimensionValueId": "<string>",
            "dimensionName": "<string>",
            "dimensionValueName": "<string>"
          }
        ]
      }
    ],
    "missingRequiredDimensions": [
      {
        "dimensionId": "<string>",
        "dimensionName": "<string>"
      }
    ]
  },
  "suggestion": {
    "account": {
      "id": "<string>",
      "accountNumber": "<string>",
      "name": "<string>",
      "accountType": "<string>"
    },
    "fund": {
      "id": "<string>",
      "name": "<string>",
      "fundType": "<string>"
    },
    "confidence": 50
  },
  "attachmentCount": 1,
  "canManage": true,
  "createdAt": "2023-11-07T05:31:56Z",
  "updatedAt": "2023-11-07T05:31:56Z"
}

{
  "code": "forbidden",
  "message": "You do not have access to this organization.",
  "error": "You do not have access to this organization.",
  "details": {
    "fields": [
      {
        "field": "amount",
        "code": "invalid_type"
      }
    ]
  }
}

{
  "code": "forbidden",
  "message": "You do not have access to this organization.",
  "error": "You do not have access to this organization.",
  "details": {
    "fields": [
      {
        "field": "amount",
        "code": "invalid_type"
      }
    ]
  }
}

{
  "code": "forbidden",
  "message": "You do not have access to this organization.",
  "error": "You do not have access to this organization.",
  "details": {
    "fields": [
      {
        "field": "amount",
        "code": "invalid_type"
      }
    ]
  }
}

{
  "code": "forbidden",
  "message": "You do not have access to this organization.",
  "error": "You do not have access to this organization.",
  "details": {
    "fields": [
      {
        "field": "amount",
        "code": "invalid_type"
      }
    ]
  }
}

{
  "code": "forbidden",
  "message": "You do not have access to this organization.",
  "error": "You do not have access to this organization.",
  "details": {
    "fields": [
      {
        "field": "amount",
        "code": "invalid_type"
      }
    ]
  }
}

{
  "code": "forbidden",
  "message": "You do not have access to this organization.",
  "error": "You do not have access to this organization.",
  "details": {
    "fields": [
      {
        "field": "amount",
        "code": "invalid_type"
      }
    ]
  }
}

{
  "code": "forbidden",
  "message": "You do not have access to this organization.",
  "error": "You do not have access to this organization.",
  "details": {
    "fields": [
      {
        "field": "amount",
        "code": "invalid_type"
      }
    ]
  }
}

{
  "code": "forbidden",
  "message": "You do not have access to this organization.",
  "error": "You do not have access to this organization.",
  "details": {
    "fields": [
      {
        "field": "amount",
        "code": "invalid_type"
      }
    ]
  }
}

Authorizations

Authorization

string

header

required

Organization API key created in Grain Settings → API. The key determines the organization and is limited to its assigned resource scopes. Write scopes imply the corresponding read scope.

Headers

X-Organization-Id

string

Required with OAuth access tokens for resource requests. Omit only for GET /api/v1/organizations. Optional with organization API keys; if supplied with an API key, it must match the key's organization.

Path Parameters

string

required

Resource ID

Body

application/json

Replaces the transaction's coding. Line amounts must sum to the transaction amount. One line codes to a single account; several lines split the transaction.

lines

object[]

required

Required array length: 1 - 250 elements

Hide child attributes

lines.accountId

string

required

Active postable account from GET /accounts. Cannot be the transaction's own bank or card account.

Minimum string length: 1

lines.amount

number

required

Non-zero. Negative amounts offset other lines, such as a refund inside a split.

lines.fundId

string

Defaults to defaultFundId, then the transaction's fund, then the organization default fund.

Minimum string length: 1

lines.memo

string

Maximum string length: 2000

lines.dimensions

object[]

Line dimensions. When omitted, the line inherits the transaction's header dimensions.

Maximum array length: 50

Hide child attributes

lines.dimensions.dimensionId

string

required

Minimum string length: 1

lines.dimensions.dimensionValueId

string

required

Minimum string length: 1

defaultFundId

string

Minimum string length: 1

entryType

enum<string>

default:REGULAR

Available options:

REGULAR,

ADJUSTING,

CLOSING,

REVERSING

Response

Coded transaction

string

required

externalId

string | null

required

Integrator-supplied ID, unique within the organization.

description

string

required

amount

number

required

Always positive. Use direction for the sign.

Required range: x >= 0

direction

enum<string>

required

Available options:

INFLOW,

OUTFLOW

transactionType

enum<string>

required

Available options:

DEPOSIT,

WITHDRAWAL,

TRANSFER,

ADJUSTMENT

date

string<date-time>

required

Calendar day represented as a UTC-midnight ISO timestamp.

referenceNumber

string | null

required

source

enum<string>

required

Available options:

MANUAL,

PLAID,

IMPORT,

PLANNING_CENTER,

PUSHPAY,

TITHELY,

SUBSPLASH,

ROCK_RMS,

RAMP,

DIVVY,

OVERFLOW

reviewStatus

enum<string>

required

Available options:

DRAFT,

PENDING_REVIEW,

PENDING_TRANSFER_MATCH,

PENDING_TRANSFER_CONFIRM,

AUTO_CATEGORIZED,

APPROVED,

POSTED,

REJECTED

isReconciled

boolean

required

is1099Excluded

boolean

required

bankAccount

object | null

required

Connected bank or card feed, when the transaction came from one.

Hide child attributes

bankAccount.id

string

required

bankAccount.name

string

required

bankAccount.mask

string | null

required

bankAccount.accountType

string | null

required

sourceAccount

object | null

required

Ledger cash, bank, or card account the transaction clears through.

Hide child attributes

sourceAccount.id

string

required

sourceAccount.accountNumber

string | null

required

sourceAccount.name

string

required

sourceAccount.accountType

string | null

required

fund

object | null

required

Hide child attributes

fund.id

string

required

fund.name

string

required

fund.fundType

string | null

required

vendor

object | null

required

Hide child attributes

vendor.id

string

required

vendor.name

string

required

dimensions

object[]

required

Header dimensions for the transaction.

Hide child attributes

dimensions.dimensionId

string

required

dimensions.dimensionValueId

string

required

dimensions.dimensionName

string | null

read-only

dimensions.dimensionValueName

string | null

read-only

coding

object

required

Hide child attributes

coding.status

enum<string>

required

UNCATEGORIZED has no journal entry. CATEGORIZED has a draft entry. APPROVED has a posted entry.

Available options:

UNCATEGORIZED,

CATEGORIZED,

APPROVED

coding.journalEntryId

string | null

required

coding.entryNumber

string | null

required

coding.isSplit

boolean

required

coding.lines

object[]

required

Category-side journal lines. The bank or card line is omitted.

Hide child attributes

coding.lines.id

string

required

Journal entry line ID.

coding.lines.account

object | null

required

Hide child attributes

coding.lines.account.id

string

required

coding.lines.account.accountNumber

string | null

required

coding.lines.account.name

string

required

coding.lines.account.accountType

string | null

required

coding.lines.fund

object | null

required

Hide child attributes

coding.lines.fund.id

string

required

coding.lines.fund.name

string

required

coding.lines.fund.fundType

string | null

required

coding.lines.amount

number

required

Allocated amount. Positive values allocate the transaction; negative values offset another line.

coding.lines.memo

string | null

required

coding.lines.dimensions

object[]

required

Hide child attributes

coding.lines.dimensions.dimensionId

string

required

coding.lines.dimensions.dimensionValueId

string

required

coding.lines.dimensions.dimensionName

string | null

read-only

coding.lines.dimensions.dimensionValueName

string | null

read-only

coding.missingRequiredDimensions

object[]

required

Required dimensions that must be assigned before the transaction can be approved.

Hide child attributes

coding.missingRequiredDimensions.dimensionId

string

required

coding.missingRequiredDimensions.dimensionName

string

required

suggestion

object | null

required

Rule or AI coding suggestion awaiting review.

Hide child attributes

suggestion.account

object | null

required

Hide child attributes

suggestion.account.id

string

required

suggestion.account.accountNumber

string | null

required

suggestion.account.name

string

required

suggestion.account.accountType

string | null

required

suggestion.fund

object | null

required

Hide child attributes

suggestion.fund.id

string

required

suggestion.fund.name

string

required

suggestion.fund.fundType

string | null

required

suggestion.confidence

integer | null

required

Required range: 0 <= x <= 100

attachmentCount

integer

required

Required range: x >= 0

canManage

boolean

required

Whether this credential can edit the transaction.

createdAt

string<date-time>

required

updatedAt

string<date-time>

required

Last modified on October 10, 2026

Funds

Coding Reference Data

Organizations

Transactions

Bills

Donors

Contributions

Settlements

Giving Batches

Pledge Card Imports

Pledges

Households

Code or split a transaction

Authorizations

Headers

Path Parameters

Body

Response