SaaSMon / Docs / API

API reference

Read and write your SaaSMon data from scripts, spreadsheets, Zapier/Make, or your own dashboards. The API is JSON over HTTPS and uses the same data you see in the app.

Base URL: https://api.saasmon.net/api/v1
Auth: X-Api-Key: sm_live_…
Version: v1 (in the URL). Breaking changes ship as a new version.

Quickstart

In the dashboard, open API keys and create a key. Copy it — it's shown once.
Store it as an environment variable, e.g. SAASMON_API_KEY.
List your projects, then use a project id for everything else:

curl "https://api.saasmon.net/api/v1/projects" -H "X-Api-Key: $SAASMON_API_KEY"

Authentication

Send your key in the X-Api-Key header. Authorization: Bearer sm_live_…also works. Requests act as the account that owns the key and only see that account's data.

Key type	Can do	Plans
Read only	All `GET` endpoints	Free (1 key), Pro (up to 20)
Read & write	Everything below, including create, update and delete	Pro (up to 20)

Keys can't reach billing, account settings, notification preferences, uploads or key management — use the dashboard for those. Revoking a key takes effect on the next request. Keys can be given an expiry date when created.

Conventions

Request and response bodies are JSON (Content-Type: application/json), field names in camelCase.
Dates are ISO 8601 in UTC, e.g. 2026-10-28T00:00:00Z.
Amounts are decimal numbers in your account currency (set in Preferences). Always positive; type says whether money came in or went out.
Enums are strings: Income/Expenses, Paid/Pending, Weekly/Monthly/Quarterly/Yearly.
Lists return { items, totalCount } and accept page (1-based) and pageSize.
Ids are UUIDs.

Errors

Errors use standard status codes and a consistent body:

400	Validation failed, or a referenced record doesn't exist or isn't yours (errorCode ERR_0001_DATA_NOT_FOUND). Plan limits also return 400 with a specific errorCode.
401	Missing, invalid, expired or revoked key.
403	The key is read-only, or the endpoint isn't available to API keys.
429	Rate limit exceeded. Wait for the Retry-After seconds.
500	Something broke on our side. Safe to retry GET requests; include traceId if you contact support.

{
  "statusCode": 400,
  "message": "One or more validation errors occurred.",
  "errors": [
    {
      "propertyName": "netAmount",
      "errorCode": "GreaterThanValidator",
      "errorMessage": "'Net Amount' must be greater than '0'."
    }
  ],
  "traceId": "00-4bf92f3577b34da6a3ce929d0e0e4736-00f067aa0ba902b7-01"
}

Rate limits

Each key can make 120 requests per minute. Over the limit you get 429 with a Retry-Afterheader. Limits are per key, so a busy integration doesn't slow down another.

Guidelines

Keep keys server-side. Never ship a key in browser or mobile code, and don't commit it to git.
Use the least access you need. Reporting and dashboards only need a read-only key.
One key per integration. Name keys after what uses them, so revoking one doesn't break the others.
Rotate. Set an expiry, create the replacement first, switch over, then revoke the old key.
Prefer reports over raw data. /reports/overview and /reports/forecast already compute MRR, burn and runway.
Batch writes. Use import (up to 5,000 rows) and bulk actions instead of thousands of single calls.
Avoid duplicates. Before creating, list with dateFrom/dateTo and search to check the entry isn't already there.
Back off on 429 and 5xx. Retry with exponential backoff; respect Retry-After.

Projects

A project is one product or business. Everything else belongs to a project.

List projects

GET/projects

All projects owned by the key's account.

Query parameters

`search`string	Filter by name.
`page`integer	1-based page number. Default 1.
`pageSize`integer	Items per page. Default 20.
`sortBy`string	Field to sort by (see endpoint).
`sortDesc`boolean	Sort descending when true.

curl "https://api.saasmon.net/api/v1/projects" \
  -H "X-Api-Key: $SAASMON_API_KEY"

Response

{
  "items": [
    {
      "id": "9c1d2e3f-4a5b-4c6d-8e7f-0a1b2c3d4e5f",
      "name": "Quillpad",
      "description": "Markdown notes for teams",
      "logo": null
    }
  ],
  "totalCount": 1
}

Get a project

GET/projects/{id}

A single project by id.

Path parameters

iduuidrequired The project id.

curl "https://api.saasmon.net/api/v1/projects/ID" \
  -H "X-Api-Key: $SAASMON_API_KEY"

Response

{
  "id": "9c1d2e3f-4a5b-4c6d-8e7f-0a1b2c3d4e5f",
  "name": "Quillpad",
  "description": "Markdown notes for teams",
  "logo": null
}

Create a project

POST/projectsneeds a read & write key

Counts toward your plan's project limit.

Body (JSON)

`name`stringrequired	Project name.
`description`string	Up to 255 characters.
`logo`string	Image URL.

curl -X POST "https://api.saasmon.net/api/v1/projects" \
  -H "X-Api-Key: $SAASMON_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"name":"Tallyform","description":"Form builder"}'

Response

{
  "id": "9c1d2e3f-4a5b-4c6d-8e7f-0a1b2c3d4e5f",
  "name": "Tallyform",
  "description": "Form builder",
  "logo": null
}

Transactions

Income and expense entries. Amounts are decimals in your account currency.

List transactions

GET/projects/{projectId}/transactions

Filter, search and page through a project's transactions.

Path parameters

projectIduuidrequired The project id.

Query parameters

`type`enum	Income \| Expenses
`status`enum	Paid \| Pending
`categoryId`uuid	Only this category.
`accountTypeId`uuid	Only this account.
`dateFrom`datetime	Inclusive lower bound.
`dateTo`datetime	Inclusive upper bound.
`search`string	Matches description.
`page`integer	1-based page number. Default 1.
`pageSize`integer	Items per page. Default 20.
`sortBy`string	date \| originalAmount \| netAmount (default: created)
`sortDesc`boolean	Sort descending when true.

curl "https://api.saasmon.net/api/v1/projects/PROJECT_ID/transactions" \
  -H "X-Api-Key: $SAASMON_API_KEY"

Response

{
  "items": [
    {
      "id": "3f2b7c1e-8a4d-4f6e-9b21-5c0d7e9a1f34",
      "projectId": "9c1d2e3f-4a5b-4c6d-8e7f-0a1b2c3d4e5f",
      "date": "2026-10-28T00:00:00Z",
      "description": "Stripe payout",
      "categoryId": "b7e8f9a0-1b2c-4d3e-8f4a-5b6c7d8e9f01",
      "categoryName": "Subscriptions",
      "categoryIconKey": "repeat",
      "status": "Paid",
      "originalAmount": 1250,
      "netAmount": 1213.45,
      "type": "Income",
      "accountTypeId": "e1f2a3b4-c5d6-4e7f-8a9b-0c1d2e3f4a5b",
      "accountTypeName": "Stripe"
    }
  ],
  "totalCount": 214
}

Get a transaction

GET/transactions/{id}

A single transaction by id.

Path parameters

iduuidrequired The transaction id.

curl "https://api.saasmon.net/api/v1/transactions/ID" \
  -H "X-Api-Key: $SAASMON_API_KEY"

Response

{
  "id": "3f2b7c1e-8a4d-4f6e-9b21-5c0d7e9a1f34",
  "projectId": "9c1d2e3f-4a5b-4c6d-8e7f-0a1b2c3d4e5f",
  "date": "2026-10-28T00:00:00Z",
  "description": "Stripe payout",
  "categoryId": "b7e8f9a0-1b2c-4d3e-8f4a-5b6c7d8e9f01",
  "categoryName": "Subscriptions",
  "categoryIconKey": "repeat",
  "status": "Paid",
  "originalAmount": 1250,
  "netAmount": 1213.45,
  "type": "Income",
  "accountTypeId": "e1f2a3b4-c5d6-4e7f-8a9b-0c1d2e3f4a5b",
  "accountTypeName": "Stripe"
}

Create a transaction

POST/transactionsneeds a read & write key

Record one income or expense entry.

Body (JSON)

`projectId`uuidrequired	Target project.
`date`datetimerequired	ISO 8601, e.g. 2026-10-28T00:00:00Z.
`type`enumrequired	Income \| Expenses
`description`string	Free text, shown in lists and exports.
`categoryId`uuidrequired	A category of the same type in this project.
`accountTypeId`uuidrequired	An account in this project.
`status`enumrequired	Paid \| Pending. Only Paid counts toward balance.
`originalAmount`decimalrequired	Gross amount, > 0.
`netAmount`decimalrequired	Amount after fees, > 0. Reports use this.

curl -X POST "https://api.saasmon.net/api/v1/transactions" \
  -H "X-Api-Key: $SAASMON_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"projectId":"9c1d2e3f-4a5b-4c6d-8e7f-0a1b2c3d4e5f","date":"2026-10-28T00:00:00Z","type":"Income","description":"Stripe payout","categoryId":"b7e8f9a0-1b2c-4d3e-8f4a-5b6c7d8e9f01","accountTypeId":"e1f2a3b4-c5d6-4e7f-8a9b-0c1d2e3f4a5b","status":"Paid","originalAmount":1250,"netAmount":1213.45}'

Response

{
  "id": "3f2b7c1e-8a4d-4f6e-9b21-5c0d7e9a1f34",
  "projectId": "9c1d2e3f-4a5b-4c6d-8e7f-0a1b2c3d4e5f",
  "date": "2026-10-28T00:00:00Z",
  "description": "Stripe payout",
  "categoryId": "b7e8f9a0-1b2c-4d3e-8f4a-5b6c7d8e9f01",
  "categoryName": "Subscriptions",
  "categoryIconKey": "repeat",
  "status": "Paid",
  "originalAmount": 1250,
  "netAmount": 1213.45,
  "type": "Income",
  "accountTypeId": "e1f2a3b4-c5d6-4e7f-8a9b-0c1d2e3f4a5b",
  "accountTypeName": "Stripe"
}

Update a transaction

PUT/transactions/{id}needs a read & write key

Replace all editable fields.

Path parameters

iduuidrequired The transaction id.

Body (JSON)

`date`datetimerequired	ISO 8601, e.g. 2026-10-28T00:00:00Z.
`type`enumrequired	Income \| Expenses
`description`string	Free text, shown in lists and exports.
`categoryId`uuidrequired	A category of the same type in this project.
`accountTypeId`uuidrequired	An account in this project.
`status`enumrequired	Paid \| Pending. Only Paid counts toward balance.
`originalAmount`decimalrequired	Gross amount, > 0.
`netAmount`decimalrequired	Amount after fees, > 0. Reports use this.

curl -X PUT "https://api.saasmon.net/api/v1/transactions/ID" \
  -H "X-Api-Key: $SAASMON_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"date":"2026-10-28T00:00:00Z","type":"Income","description":"Stripe payout (corrected)","categoryId":"b7e8f9a0-1b2c-4d3e-8f4a-5b6c7d8e9f01","accountTypeId":"e1f2a3b4-c5d6-4e7f-8a9b-0c1d2e3f4a5b","status":"Paid","originalAmount":1250,"netAmount":1210}'

Response

{
  "id": "3f2b7c1e-8a4d-4f6e-9b21-5c0d7e9a1f34",
  "projectId": "9c1d2e3f-4a5b-4c6d-8e7f-0a1b2c3d4e5f",
  "date": "2026-10-28T00:00:00Z",
  "description": "Stripe payout (corrected)",
  "categoryId": "b7e8f9a0-1b2c-4d3e-8f4a-5b6c7d8e9f01",
  "categoryName": "Subscriptions",
  "categoryIconKey": "repeat",
  "status": "Paid",
  "originalAmount": 1250,
  "netAmount": 1210,
  "type": "Income",
  "accountTypeId": "e1f2a3b4-c5d6-4e7f-8a9b-0c1d2e3f4a5b",
  "accountTypeName": "Stripe"
}

Delete a transaction

DELETE/transactions/{id}needs a read & write key

Returns 204 No Content.

Path parameters

iduuidrequired The transaction id.

curl -X DELETE "https://api.saasmon.net/api/v1/transactions/ID" \
  -H "X-Api-Key: $SAASMON_API_KEY"

Returns 204 No Content.

Bulk update or delete

POST/projects/{projectId}/transactions/bulkneeds a read & write key

Apply one action to up to 1,000 transactions.

Path parameters

projectIduuidrequired The project id.

Body (JSON)

`ids`uuid[]required	Transaction ids (max 1,000).
`action`enumrequired	delete \| mark-paid \| mark-pending

curl -X POST "https://api.saasmon.net/api/v1/projects/PROJECT_ID/transactions/bulk" \
  -H "X-Api-Key: $SAASMON_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"ids":["3f2b7c1e-8a4d-4f6e-9b21-5c0d7e9a1f34"],"action":"mark-paid"}'

Response

{
  "affected": 1
}

Import transactions

POST/projects/{projectId}/transactions/importneeds a read & write key

Create up to 5,000 transactions in one call. Unknown category and account names are created. Paid plans only.

Path parameters

projectIduuidrequired The project id.

Body (JSON)

`rows[].date`datetimerequired	Transaction date.
`rows[].type`enumrequired	Income \| Expenses
`rows[].description`string	Free text.
`rows[].categoryName`string	Matched by name; defaults to Uncategorized.
`rows[].accountTypeName`string	Matched by name; defaults to the first account.
`rows[].status`enumrequired	Paid \| Pending
`rows[].originalAmount`decimalrequired	> 0.
`rows[].netAmount`decimal	Defaults to originalAmount.

curl -X POST "https://api.saasmon.net/api/v1/projects/PROJECT_ID/transactions/import" \
  -H "X-Api-Key: $SAASMON_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"rows":[{"date":"2026-10-01T00:00:00Z","type":"Expenses","description":"Hetzner CX32","categoryName":"Hosting","accountTypeName":"Business bank","status":"Paid","originalAmount":18.5}]}'

Response

{
  "imported": 1,
  "categoriesCreated": 0,
  "accountTypesCreated": 0
}

Export as CSV

GET/projects/{projectId}/transactions/export

UTF-8 CSV with columns date, type, description, category, account, status, original_amount, net_amount.

Path parameters

projectIduuidrequired The project id.

Query parameters

`type`enum	Income \| Expenses
`dateFrom`datetime	Inclusive lower bound.
`dateTo`datetime	Inclusive upper bound.

curl "https://api.saasmon.net/api/v1/projects/PROJECT_ID/transactions/export" \
  -H "X-Api-Key: $SAASMON_API_KEY"

Response

date,type,description,category,account,status,original_amount,net_amount
2026-10-28,income,Stripe payout,Subscriptions,Stripe,paid,1250.00,1213.45

Recurring transactions

Rules that post a transaction automatically every week, month, quarter or year.

List recurring rules

GET/projects/{projectId}/recurring-transactions

Includes monthly run-rate totals.

Path parameters

projectIduuidrequired The project id.

Query parameters

`type`enum	Income \| Expenses
`isActive`boolean	Only active or paused rules.

curl "https://api.saasmon.net/api/v1/projects/PROJECT_ID/recurring-transactions" \
  -H "X-Api-Key: $SAASMON_API_KEY"

Response

{
  "items": [
    {
      "id": "3f2b7c1e-8a4d-4f6e-9b21-5c0d7e9a1f34",
      "projectId": "9c1d2e3f-4a5b-4c6d-8e7f-0a1b2c3d4e5f",
      "description": "Vercel Pro",
      "type": "Expenses",
      "status": "Paid",
      "originalAmount": 20,
      "netAmount": 20,
      "frequency": "Monthly",
      "startDate": "2026-01-05T00:00:00Z",
      "endDate": null,
      "nextRunDate": "2026-11-05T00:00:00Z",
      "lastRunDate": "2026-10-05T00:00:00Z",
      "isActive": true,
      "occurrenceCount": 10,
      "monthlyAmount": 20,
      "categoryId": "b7e8f9a0-1b2c-4d3e-8f4a-5b6c7d8e9f01",
      "categoryName": "Hosting",
      "categoryIconKey": "server",
      "accountTypeId": "e1f2a3b4-c5d6-4e7f-8a9b-0c1d2e3f4a5b",
      "accountTypeName": "Business bank"
    }
  ],
  "totalCount": 1,
  "monthlyRecurringIncome": 4820,
  "monthlyRecurringExpenses": 20
}

Create a recurring rule

POST/recurring-transactionsneeds a read & write key

Occurrences from startDate up to now are posted immediately. Free plans allow 3 rules.

Body (JSON)

`projectId`uuidrequired	Target project.
`description`stringrequired	Name shown on posted transactions.
`type`enumrequired	Income \| Expenses
`status`enumrequired	Status of posted transactions: Paid \| Pending
`originalAmount`decimalrequired	> 0.
`netAmount`decimalrequired	> 0.
`frequency`enumrequired	Weekly \| Monthly \| Quarterly \| Yearly
`startDate`datetimerequired	First occurrence.
`endDate`datetime	Last possible occurrence. Omit for no end.
`categoryId`uuidrequired	Category of the same type.
`accountTypeId`uuidrequired	Account in this project.

curl -X POST "https://api.saasmon.net/api/v1/recurring-transactions" \
  -H "X-Api-Key: $SAASMON_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"projectId":"9c1d2e3f-4a5b-4c6d-8e7f-0a1b2c3d4e5f","description":"Vercel Pro","type":"Expenses","status":"Paid","originalAmount":20,"netAmount":20,"frequency":"Monthly","startDate":"2026-11-05T00:00:00Z","categoryId":"b7e8f9a0-1b2c-4d3e-8f4a-5b6c7d8e9f01","accountTypeId":"e1f2a3b4-c5d6-4e7f-8a9b-0c1d2e3f4a5b"}'

Response

{
  "id": "3f2b7c1e-8a4d-4f6e-9b21-5c0d7e9a1f34",
  "projectId": "9c1d2e3f-4a5b-4c6d-8e7f-0a1b2c3d4e5f",
  "description": "Vercel Pro",
  "type": "Expenses",
  "status": "Paid",
  "originalAmount": 20,
  "netAmount": 20,
  "frequency": "Monthly",
  "startDate": "2026-01-05T00:00:00Z",
  "endDate": null,
  "nextRunDate": "2026-11-05T00:00:00Z",
  "lastRunDate": "2026-10-05T00:00:00Z",
  "isActive": true,
  "occurrenceCount": 10,
  "monthlyAmount": 20,
  "categoryId": "b7e8f9a0-1b2c-4d3e-8f4a-5b6c7d8e9f01",
  "categoryName": "Hosting",
  "categoryIconKey": "server",
  "accountTypeId": "e1f2a3b4-c5d6-4e7f-8a9b-0c1d2e3f4a5b",
  "accountTypeName": "Business bank"
}

Update or pause a rule

PUT/recurring-transactions/{id}needs a read & write key

Same body as create (without projectId), plus isActive to pause or resume.

Path parameters

iduuidrequired The rule id.

Body (JSON)

isActiveboolean false pauses the rule.

curl -X PUT "https://api.saasmon.net/api/v1/recurring-transactions/ID" \
  -H "X-Api-Key: $SAASMON_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"description":"Vercel Pro","type":"Expenses","status":"Paid","originalAmount":20,"netAmount":20,"frequency":"Monthly","startDate":"2026-01-05T00:00:00Z","categoryId":"b7e8f9a0-1b2c-4d3e-8f4a-5b6c7d8e9f01","accountTypeId":"e1f2a3b4-c5d6-4e7f-8a9b-0c1d2e3f4a5b","isActive":false}'

Response

{
  "id": "3f2b7c1e-8a4d-4f6e-9b21-5c0d7e9a1f34",
  "projectId": "9c1d2e3f-4a5b-4c6d-8e7f-0a1b2c3d4e5f",
  "description": "Vercel Pro",
  "type": "Expenses",
  "status": "Paid",
  "originalAmount": 20,
  "netAmount": 20,
  "frequency": "Monthly",
  "startDate": "2026-01-05T00:00:00Z",
  "endDate": null,
  "nextRunDate": "2026-11-05T00:00:00Z",
  "lastRunDate": "2026-10-05T00:00:00Z",
  "isActive": false,
  "occurrenceCount": 10,
  "monthlyAmount": 20,
  "categoryId": "b7e8f9a0-1b2c-4d3e-8f4a-5b6c7d8e9f01",
  "categoryName": "Hosting",
  "categoryIconKey": "server",
  "accountTypeId": "e1f2a3b4-c5d6-4e7f-8a9b-0c1d2e3f4a5b",
  "accountTypeName": "Business bank"
}

Delete a rule

DELETE/recurring-transactions/{id}needs a read & write key

Stops future occurrences. Already-posted transactions are kept. Returns 204.

Path parameters

iduuidrequired The rule id.

curl -X DELETE "https://api.saasmon.net/api/v1/recurring-transactions/ID" \
  -H "X-Api-Key: $SAASMON_API_KEY"

Returns 204 No Content.

Reports

Pre-computed numbers for dashboards, digests and spreadsheets.

Project overview

GET/projects/{projectId}/reports/overview

Totals, KPIs (MRR, ARR, burn, margin, CAC, LTV, churn), daily trend, category breakdowns and budgets for a date range.

Path parameters

projectIduuidrequired The project id.

Query parameters

`dateFrom`datetime	Defaults to all time.
`dateTo`datetime	Defaults to now.

curl "https://api.saasmon.net/api/v1/projects/PROJECT_ID/reports/overview" \
  -H "X-Api-Key: $SAASMON_API_KEY"

Response

{
  "projectId": "9c1d2e3f-4a5b-4c6d-8e7f-0a1b2c3d4e5f",
  "totals": {
    "totalIncome": 6420,
    "totalExpenses": 2310,
    "pendingIncome": 120,
    "pendingExpenses": 40,
    "net": 4110
  },
  "previousTotals": {
    "totalIncome": 5900,
    "totalExpenses": 2310,
    "pendingIncome": 120,
    "pendingExpenses": 40,
    "net": 3400
  },
  "kpis": {
    "mrr": 4820,
    "arr": 57840,
    "cac": 32,
    "growthPercent": 6.1,
    "burnRate": 2310,
    "profitMarginPercent": 64,
    "churnPercent": 2.4,
    "ltv": 410
  },
  "trend": [
    {
      "date": "2026-10-28T00:00:00Z",
      "income": 210,
      "expenses": 64,
      "net": 146
    }
  ],
  "expenseDistribution": [
    {
      "categoryId": "b7e8f9a0-1b2c-4d3e-8f4a-5b6c7d8e9f01",
      "categoryName": "Hosting",
      "amount": 900
    }
  ],
  "…": "incomeByCategory, accountTypeBalances, heatmap, recentActivities, budgetComparison"
}

Portfolio overview

GET/reports/portfolio-overview

Totals and trend across every project, plus a per-project summary.

Query parameters

`dateFrom`datetime	Defaults to all time.
`dateTo`datetime	Defaults to now.

curl "https://api.saasmon.net/api/v1/reports/portfolio-overview" \
  -H "X-Api-Key: $SAASMON_API_KEY"

Response

{
  "totals": {
    "totalIncome": 6420,
    "totalExpenses": 2310,
    "pendingIncome": 120,
    "pendingExpenses": 40,
    "net": 4110
  },
  "previousTotals": {
    "totalIncome": 6420,
    "totalExpenses": 2310,
    "pendingIncome": 120,
    "pendingExpenses": 40,
    "net": 4110
  },
  "trend": [],
  "projectSummaries": [
    {
      "projectId": "9c1d2e3f-4a5b-4c6d-8e7f-0a1b2c3d4e5f",
      "projectName": "Quillpad",
      "totals": {
        "totalIncome": 6420,
        "totalExpenses": 2310,
        "pendingIncome": 120,
        "pendingExpenses": 40,
        "net": 4110
      },
      "previousTotals": {
        "totalIncome": 6420,
        "totalExpenses": 2310,
        "pendingIncome": 120,
        "pendingExpenses": 40,
        "net": 4110
      }
    }
  ]
}

Cash-flow forecast

GET/projects/{projectId}/reports/forecast

Current balance projected forward from active recurring rules. runwayMonths is null when cash-flow positive.

Path parameters

projectIduuidrequired The project id.

Query parameters

monthsinteger Horizon, 1–24. Default 6.

curl "https://api.saasmon.net/api/v1/projects/PROJECT_ID/reports/forecast" \
  -H "X-Api-Key: $SAASMON_API_KEY"

Response

{
  "currentBalance": 18400,
  "monthlyRecurringIncome": 4820,
  "monthlyRecurringExpenses": 2900,
  "averageMonthlyNet": 1500,
  "runwayMonths": null,
  "points": [
    {
      "month": "2026-11-01T00:00:00Z",
      "income": 4820,
      "expenses": 2900,
      "net": 1920,
      "balance": 20320
    }
  ]
}

Categories, accounts & budgets

The building blocks transactions point to.

List categories

GET/projects/{projectId}/categories

Income and expense categories.

Path parameters

projectIduuidrequired The project id.

Query parameters

`type`enum	Income \| Expenses
`search`string	Filter by name.
`page`integer	1-based page number. Default 1.
`pageSize`integer	Items per page. Default 20.
`sortBy`string	Field to sort by (see endpoint).
`sortDesc`boolean	Sort descending when true.

curl "https://api.saasmon.net/api/v1/projects/PROJECT_ID/categories" \
  -H "X-Api-Key: $SAASMON_API_KEY"

Response

{
  "items": [
    {
      "id": "b7e8f9a0-1b2c-4d3e-8f4a-5b6c7d8e9f01",
      "projectId": "9c1d2e3f-4a5b-4c6d-8e7f-0a1b2c3d4e5f",
      "name": "Hosting",
      "description": null,
      "orderIndex": 0,
      "type": "Expenses",
      "iconKey": "server"
    }
  ],
  "totalCount": 1
}

Create a category

POST/categoriesneeds a read & write key

Body (JSON)

`projectId`uuidrequired	Target project.
`name`stringrequired	Category name.
`type`enumrequired	Income \| Expenses
`description`string	Optional.
`iconKey`string	Optional icon identifier.

curl -X POST "https://api.saasmon.net/api/v1/categories" \
  -H "X-Api-Key: $SAASMON_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"projectId":"9c1d2e3f-4a5b-4c6d-8e7f-0a1b2c3d4e5f","name":"Hosting","type":"Expenses"}'

Response

{
  "id": "b7e8f9a0-1b2c-4d3e-8f4a-5b6c7d8e9f01",
  "projectId": "9c1d2e3f-4a5b-4c6d-8e7f-0a1b2c3d4e5f",
  "name": "Hosting",
  "description": null,
  "orderIndex": 0,
  "type": "Expenses",
  "iconKey": null
}

List accounts

GET/projects/{projectId}/account-types

Where money sits: bank, Stripe balance, card, cash.

Path parameters

projectIduuidrequired The project id.

Query parameters

`search`string	Filter by name.
`page`integer	1-based page number. Default 1.
`pageSize`integer	Items per page. Default 20.
`sortBy`string	Field to sort by (see endpoint).
`sortDesc`boolean	Sort descending when true.

curl "https://api.saasmon.net/api/v1/projects/PROJECT_ID/account-types" \
  -H "X-Api-Key: $SAASMON_API_KEY"

Response

{
  "items": [
    {
      "id": "e1f2a3b4-c5d6-4e7f-8a9b-0c1d2e3f4a5b",
      "projectId": "9c1d2e3f-4a5b-4c6d-8e7f-0a1b2c3d4e5f",
      "name": "Stripe",
      "description": null,
      "orderIndex": 0
    }
  ],
  "totalCount": 1
}

Create an account

POST/account-typesneeds a read & write key

Body (JSON)

`projectId`uuidrequired	Target project.
`name`stringrequired	Account name.
`description`string	Optional.

curl -X POST "https://api.saasmon.net/api/v1/account-types" \
  -H "X-Api-Key: $SAASMON_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"projectId":"9c1d2e3f-4a5b-4c6d-8e7f-0a1b2c3d4e5f","name":"Business bank"}'

Response

{
  "id": "e1f2a3b4-c5d6-4e7f-8a9b-0c1d2e3f4a5b",
  "projectId": "9c1d2e3f-4a5b-4c6d-8e7f-0a1b2c3d4e5f",
  "name": "Business bank",
  "description": null,
  "orderIndex": 1
}

List budgets

GET/projects/{projectId}/budgets

Each budget includes spent, remaining and usage percent.

Path parameters

projectIduuidrequired The project id.

Query parameters

`categoryId`uuid	Only this category.
`startDateFrom`datetime	Budgets starting on/after.
`startDateTo`datetime	Budgets starting on/before.
`page`integer	1-based page number. Default 1.
`pageSize`integer	Items per page. Default 20.
`sortBy`string	Field to sort by (see endpoint).
`sortDesc`boolean	Sort descending when true.

curl "https://api.saasmon.net/api/v1/projects/PROJECT_ID/budgets" \
  -H "X-Api-Key: $SAASMON_API_KEY"

Response

{
  "items": [
    {
      "id": "3f2b7c1e-8a4d-4f6e-9b21-5c0d7e9a1f34",
      "projectId": "9c1d2e3f-4a5b-4c6d-8e7f-0a1b2c3d4e5f",
      "categoryId": "b7e8f9a0-1b2c-4d3e-8f4a-5b6c7d8e9f01",
      "categoryName": "Marketing",
      "amount": 1000,
      "startDate": "2026-11-01T00:00:00Z",
      "endDate": "2026-11-30T23:59:59Z",
      "spentAmount": 700,
      "remainingAmount": 300,
      "usagePercent": 70
    }
  ],
  "totalCount": 1
}

Need something the API doesn't do yet?

Tell us what you're building at [email protected]. Webhooks and per-project keys are on the roadmap.