Scopes
Which scope each endpoint requires and what a scope allows a token to do.
How scopes work
A personal access token carries the scopes selected when it was created. An endpoint rejects a token that lacks the scope it requires. Grant an integration only the scopes it needs.
Scopes and endpoints
wallets:read— Read wallets, accounts, balances and the currency catalog.transactions:read— Read posted transactions and categories, and parse transaction text into a draft.transactions:create— Create transactions.budgets:read— Read budgets and their status.recurring:read— Read recurring rules.goals:read— Read goals and their progress.insights:read— Read generated insights.reports:read— Read analytical and data-quality reports.GETGet account gaps reportGETGet anomalies reportGETGet budget performance reportGETGet cash flow summary reportGETGet category drift reportGETGet category heatmap reportGETGet expense comparison reportGETGet import health reportGETGet income stability reportGETGet recurring detection reportGETGet savings runway reportGETGet spending velocity reportGETGet transfer flow reportGETGet uncategorized clusters report
transaction_templates:create— Create transaction templates.imports:read— Read statement imports and their previews.imports:create— Upload statements and confirm parsed imports.