• Add posted_date_time field to Ingest Transactions request and sync response.
  • Add updated_after field to Retrieve Transactions V2 metadata.
  • Add deleted field to Retrieve Transactions V2 metadata.
  • Add support for use of customer_idempotent_identifier field in place of customer_id field in Ingest Accounts, Ingest Transactions, Book Transactions, and Decline Transactions. This allows for easier integration, and allows customers to automatically be created at the point of ingestion.
  • Add X-Customer-Idempotent-Identifier header to all endpoints that support X-Customer-Id header.
  • Updated list of possible tags in Retrieve Transactions V2 endpoint response.
  • Extend status query parameter possible values in Retrieve Financial Data endpoint.
  • Extend status possible values in Retrieve Financial Data endpoint response.
  • Extend frequency possible values in Retrieve Financial Data endpoint response.
  • Added account_id filter to Category Totals V2 endpoint.
  • Added account_id filter to Category Totals V2 trends endpoint.