API reference

Reconciliation

get/v1/reconciliation/exceptions

List reconciliation exceptions

reconciliation_exceptions.listread tokenidempotent

What is waiting for review, newest first: events with no category, suspected duplicates, and balances that do not match a statement.

Parameters

limit integer · query	Page size, 1–200.
cursor string \| null · query	The `next_cursor` of the previous page.
is_resolved boolean · query	Resolved ones instead of open ones.
exception_type string \| null · query	Only this `exception_type`.
X-Organization-Id string \| null · header

Returns 200 · ReconciliationExceptionList

data array of ReconciliationExceptionOut · required
has_more boolean · required
next_cursor string \| null · required

Example

curl -X GET "https://api.lumaledger.app/v1/reconciliation/exceptions" \
  -H "Authorization: Bearer $LUMALEDGER_TOKEN"

post/v1/reconciliation/exceptions/{exception_id}/resolve

Resolve a reconciliation exception

reconciliation_exceptions.resolvewrite tokenidempotent

Mark an exception settled, with a note saying how. Resolving one changes nothing else in the ledger: fix the cause first (categorize the event, delete the duplicate), then resolve it.

Parameters

exception_id integer · path · required
X-Organization-Id string \| null · header

Body · ExceptionResolve

action string	What was done, a short word kept with the note: `resolved`, `ignored`, `merged`, … Pattern: `^[a-z_]{1,40}$`. Default: `"resolved"`.
note string · required	Why it is settled.

Returns 200 · ReconciliationExceptionOut

created_at datetime · required
event_id integer \| null · required	The financial event it is about (`events.get`), if one.
exception_type string · required	`category_missing`, `suspected_duplicate` or `balance_mismatch`.
group_id integer \| null · required	The reconciliation group it is about, if one.
id integer · required
is_resolved boolean · required
resolution_note string \| null · required	`[action] note`, as it was resolved.
severity string · required	`info`, `warning` or `error`.

Example

curl -X POST "https://api.lumaledger.app/v1/reconciliation/exceptions/{exception_id}/resolve" \
  -H "Authorization: Bearer $LUMALEDGER_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "note": "…"
  }'

get/v1/reconciliation/review-queue

Count what is waiting for review

review_queue.getread tokenidempotent

The size of the review queue: open exceptions by type, and events still unposted.

Parameters

X-Organization-Id

string | null · header

Returns 200 · ReviewQueue

balance_mismatches integer · required	Open `balance_mismatch` exceptions.
duplicates integer · required	Open `suspected_duplicate` exceptions.
total_exceptions integer · required
uncategorized integer · required	Open `category_missing` exceptions.
unposted integer · required	Events not yet posted to the ledger.

Example

curl -X GET "https://api.lumaledger.app/v1/reconciliation/review-queue" \
  -H "Authorization: Bearer $LUMALEDGER_TOKEN"

post/v1/reconciliation/run

Run the matchers

reconciliation.runwrite tokenidempotent

Pair transfers, card payments and pending/posted twins, and flag suspected duplicates, across the ledger. Imports and syncs already do this; run it after correcting things by hand. Answers 202 with a Job (kind reconcile); its result: transfers_matched, card_payments_matched, pending_posted_matched, duplicates_flagged. Only rows not matched yet are touched, so running it again is harmless.

Parameters

Idempotency-Key string \| null · header	Any unique string (a UUID is ideal). A retry with the same key returns the first attempt's response instead of doing the work twice. Keys are kept for 24 hours.
X-Organization-Id string \| null · header

Returns 202 · Job

created_at datetime · required
error JobError \| null · required	Why it failed, once `failed`.
finished_at datetime \| null · required
id integer · required
kind string · required	What the job does: `import`, `categorize`, `generate_journals`, `reconcile`, `run_schedules`, `plaid_sync` or `rocket_money_import`.
result object \| null · required	What the work produced, once `succeeded`. Its fields depend on `kind` and are listed on the operation that started it. Counts are integers.
status string · required	`queued`, `running`, `succeeded` or `failed`.

Example

curl -X POST "https://api.lumaledger.app/v1/reconciliation/run" \
  -H "Authorization: Bearer $LUMALEDGER_TOKEN" \
  -H "Idempotency-Key: $(uuidgen)"

post/v1/reconciliation/statements

Reconcile an account against a statement

statement_reconciliations.createwrite tokenidempotent

Check the ledger's balance for an account against the balance a bank statement shows on its closing date. A statement that agrees is recorded as the bank's balance on that date, once per account and date (a second time is a 409 conflict); a difference opens a balance_mismatch exception.

Parameters

Idempotency-Key string \| null · header	Any unique string (a UUID is ideal). A retry with the same key returns the first attempt's response instead of doing the work twice. Keys are kept for 24 hours.
X-Organization-Id string \| null · header

Body · StatementReconcile

account_id integer · required	The bank, card or loan account the statement is for.
statement_balance string · required	The closing balance the statement shows, as a decimal string, in the account's currency: `"1520.34"`. Pattern: `^-?\d{1,12}(\.\d{1,2})?$`.
statement_date date · required	The statement's closing date.

Returns 201 · StatementReconciliation

account_id integer · required
computed_balance Money · required	The ledger's balance for the account on that date.
difference Money · required	`statement_balance` minus `computed_balance`.
group_id integer · required	The reconciliation group this check is recorded as.
is_reconciled boolean · required	They agree to the cent. When not, a `balance_mismatch` exception is opened.
statement_balance Money · required
statement_date date · required

Example

curl -X POST "https://api.lumaledger.app/v1/reconciliation/statements" \
  -H "Authorization: Bearer $LUMALEDGER_TOKEN" \
  -H "Idempotency-Key: $(uuidgen)" \
  -H "Content-Type: application/json" \
  -d '{
    "account_id": 1,
    "statement_balance": "1520.34",
    "statement_date": "2026-09-01"
  }'

Objects

ExceptionResolve

Fields

action string	What was done, a short word kept with the note: `resolved`, `ignored`, `merged`, … Pattern: `^[a-z_]{1,40}$`. Default: `"resolved"`.
note string · required	Why it is settled.

Job

Work that outlives the request that started it. Poll jobs.get until status is succeeded or failed.

Fields

created_at datetime · required
error JobError \| null · required	Why it failed, once `failed`.
finished_at datetime \| null · required
id integer · required
kind string · required	What the job does: `import`, `categorize`, `generate_journals`, `reconcile`, `run_schedules`, `plaid_sync` or `rocket_money_import`.
result object \| null · required	What the work produced, once `succeeded`. Its fields depend on `kind` and are listed on the operation that started it. Counts are integers.
status string · required	`queued`, `running`, `succeeded` or `failed`.

JobError

Fields

code string · required	Stable error code, as in the error envelope.
message string · required	For people, in the request's language. Never match on it.

Money

An amount and its currency. `amount` is a base-10 string with two decimal places and an optional leading minus sign. Parse it with a decimal type, not a float.

Fields

amount string · required	Pattern: `^-?\d+\.\d{2}$`.
currency string · required	ISO 4217 code. Pattern: `^[A-Z]{3}$`.

ReconciliationExceptionList

A page of reconciliation exceptions, newest first.

Fields

data array of ReconciliationExceptionOut · required
has_more boolean · required
next_cursor string \| null · required

ReconciliationExceptionOut

Something the matchers could not settle, waiting for a person.

Fields

created_at datetime · required
event_id integer \| null · required	The financial event it is about (`events.get`), if one.
exception_type string · required	`category_missing`, `suspected_duplicate` or `balance_mismatch`.
group_id integer \| null · required	The reconciliation group it is about, if one.
id integer · required
is_resolved boolean · required
resolution_note string \| null · required	`[action] note`, as it was resolved.
severity string · required	`info`, `warning` or `error`.

ReviewQueue

How much is waiting for a person.

Fields

balance_mismatches integer · required	Open `balance_mismatch` exceptions.
duplicates integer · required	Open `suspected_duplicate` exceptions.
total_exceptions integer · required
uncategorized integer · required	Open `category_missing` exceptions.
unposted integer · required	Events not yet posted to the ledger.

StatementReconcile

Fields

account_id integer · required	The bank, card or loan account the statement is for.
statement_balance string · required	The closing balance the statement shows, as a decimal string, in the account's currency: `"1520.34"`. Pattern: `^-?\d{1,12}(\.\d{1,2})?$`.
statement_date date · required	The statement's closing date.

StatementReconciliation

Fields

account_id integer · required
computed_balance Money · required	The ledger's balance for the account on that date.
difference Money · required	`statement_balance` minus `computed_balance`.
group_id integer · required	The reconciliation group this check is recorded as.
is_reconciled boolean · required	They agree to the cent. When not, a `balance_mismatch` exception is opened.
statement_balance Money · required
statement_date date · required