Moneybird API

Reports

Endpointhttps://moneybird.com/api/v2

Reports provide analytical data about your administration, such as revenue and expense breakdowns by various dimensions like projects, contacts, or time periods.

Assets report

GET

https://moneybird.com/api/v2

/{administration_id}/reports/assets{format}

Get the assets report for the administration.

Required scope(s)

documents

Assets report › path Parameters

administration_id

string | integer · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Assets report › query Parameters

period

string · pattern: ^\d{6,8}(..\d{6,8})?…

The period can be a date range or one of the presets. Date ranges must consist of whole months (start on 1st, end on last day of month).

Date range formats:

YYYYMMDD..YYYYMMDD (e.g., 20250101..20250131)
YYYYMM..YYYYMM (e.g., 202501..202501)
YYYYMM (e.g., 202501)

Preset options:

this_month - Current month (default if not specified)
prev_month - Previous month
next_month - Next month
this_quarter - Current quarter
prev_quarter - Previous quarter
next_quarter - Next quarter
this_year - Current year
prev_year - Previous year
next_year - Next year

Period limits:

Most endpoints: Maximum 1 month
Profit loss & balance sheet: Maximum 12 months

Default: this_month

Assets report › Responses

An assets report

object[]

asset_id

string | integer · pattern: ^\d+$

A unique record identifier

ledger_account_id

string | integer · pattern: ^\d+$

A unique record identifier

name

string

purchase_date

string · date

lifespan

string | null

In seconds

purchase_value

string

residual_value

string

total_value_changes_since_purchase

string

value_at_begin

string

investment

string

depreciation

string

divestment

string

value_changes

string

value_at_end

string

GET/{administration_id}/reports/assets{format}

curl --request GET \
  --url https://moneybird.com/api/v2/:administration_id/reports/assets:format

shell

Example Responses

[
  {
    "asset_id": "471699909594056245",
    "ledger_account_id": "471699909581473332",
    "name": "Test Asset",
    "purchase_date": "2025-01-01",
    "lifespan": "157784760",
    "purchase_value": "12345.67",
    "residual_value": "10.0",
    "total_value_changes_since_purchase": "-200.0",
    "value_at_begin": "12145.67",
    "investment": "0",
    "depreciation": "0.0",
    "divestment": "0.0",
    "value_changes": "0.0",
    "value_at_end": "12145.67"
  }
]

json

application/json

Balance sheet report

GET

https://moneybird.com/api/v2

/{administration_id}/reports/balance_sheet{format}

Get the balance sheet report for the administration showing the financial position at the end of the specified period.

Required scope(s)

bank

Balance sheet report › path Parameters

administration_id

string | integer · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Balance sheet report › query Parameters

period

string · pattern: ^\d{6,8}(..\d{6,8})?…

The period can be a date range or one of the presets. Date ranges must consist of whole months (start on 1st, end on last day of month).

Date range formats:

YYYYMMDD..YYYYMMDD (e.g., 20250101..20250131)
YYYYMM..YYYYMM (e.g., 202501..202501)
YYYYMM (e.g., 202501)

Preset options:

this_month - Current month (default if not specified)
prev_month - Previous month
next_month - Next month
this_quarter - Current quarter
prev_quarter - Previous quarter
next_quarter - Next quarter
this_year - Current year
prev_year - Previous year
next_year - Next year

Period limits:

Most endpoints: Maximum 1 month
Profit loss & balance sheet: Maximum 12 months

Default: this_month

Balance sheet report › Responses

A balance sheet report

object

Debit side of the balance sheet (assets)

object

Credit side of the balance sheet (equity and liabilities)

GET/{administration_id}/reports/balance_sheet{format}

curl --request GET \
  --url https://moneybird.com/api/v2/:administration_id/reports/balance_sheet:format

shell

Example Responses

{
  "debit": {
    "total": "1100.0",
    "current_assets": [
      {
        "ledger_account_id": "471699795162957817",
        "value": "800.0",
        "children": [
          {
            "ledger_account_id": "471699795205949437",
            "value": "100.0"
          }
        ]
      }
    ],
    "non_current_assets": [
      {
        "ledger_account_id": "471699795218531329",
        "value": "200.0",
        "children": []
      }
    ]
  },
  "credit": {
    "total": "1100.0",
    "equity": [
      {
        "ledger_account_id": "471699795254182925",
        "value": "550.0",
        "children": []
      }
    ],
    "provisions": [
      {
        "ledger_account_id": "471699795242648585",
        "value": "150.0",
        "children": []
      }
    ],
    "non_current_liabilities": [],
    "current_liabilities": [
      {
        "ledger_account_id": "471699795230065669",
        "value": "300.0",
        "children": []
      }
    ],
    "open_years": [
      {
        "year": "2024",
        "value": "100.0"
      }
    ]
  }
}

json

application/json

Cash flow report

GET

https://moneybird.com/api/v2

/{administration_id}/reports/cash_flow{format}

Get the cash flow report for the administration showing cash received and cash paid during the specified period.

Required scope(s)

bank

Cash flow report › path Parameters

administration_id

string | integer · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Cash flow report › query Parameters

period

string · pattern: ^\d{6,8}(..\d{6,8})?…

The period can be a date range or one of the presets. Date ranges must consist of whole months (start on 1st, end on last day of month).

Date range formats:

YYYYMMDD..YYYYMMDD (e.g., 20250101..20250131)
YYYYMM..YYYYMM (e.g., 202501..202501)
YYYYMM (e.g., 202501)

Preset options:

this_month - Current month (default if not specified)
prev_month - Previous month
next_month - Next month
this_quarter - Current quarter
prev_quarter - Previous quarter
next_quarter - Next quarter
this_year - Current year
prev_year - Previous year
next_year - Next year

Period limits:

Most endpoints: Maximum 1 month
Profit loss & balance sheet: Maximum 12 months

Default: this_month

financial_account_id

string | integer · pattern: ^\d+$

Filter the cash flow report by a specific financial account

A unique record identifier

Cash flow report › Responses

A cash flow report

object

Data grouped by ledger account

object

Data grouped by ledger account

opening_balance

string

closing_balance

string

GET/{administration_id}/reports/cash_flow{format}

curl --request GET \
  --url https://moneybird.com/api/v2/:administration_id/reports/cash_flow:format

shell

Example Responses

{
  "cash_received_by_ledger_account": {
    "471699921346495762": "100.0"
  },
  "cash_paid_by_ledger_account": {
    "471699921368515867": "-50.0"
  },
  "opening_balance": "0",
  "closing_balance": "50.0"
}

json

application/json

Creditors report

GET

https://moneybird.com/api/v2

/{administration_id}/reports/creditors{format}

Returns a creditors report for the specified administration.

Required scope(s)

documents

Creditors report › path Parameters

administration_id

string | integer · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Creditors report › query Parameters

period

string · pattern: ^\d{6,8}(..\d{6,8})?…

The period can be a date range or one of the presets. Date ranges must consist of whole months (start on 1st, end on last day of month).

Date range formats:

YYYYMMDD..YYYYMMDD (e.g., 20250101..20250131)
YYYYMM..YYYYMM (e.g., 202501..202501)
YYYYMM (e.g., 202501)

Preset options:

this_month - Current month (default if not specified)
prev_month - Previous month
next_month - Next month
this_quarter - Current quarter
prev_quarter - Previous quarter
next_quarter - Next quarter
this_year - Current year
prev_year - Previous year
next_year - Next year

Period limits:

Most endpoints: Maximum 1 month
Profit loss & balance sheet: Maximum 12 months

Default: this_month

page

integer | string

per_page

integer | string · min: 1 · max: 100 · pattern: ^\d+$

Creditors report › Responses

Successful response

object[]

GET/{administration_id}/reports/creditors{format}

curl --request GET \
  --url https://moneybird.com/api/v2/:administration_id/reports/creditors:format

shell

Example Responses

{
  "creditors": [
    {
      "contact_id": "471699977217770544",
      "amount": "100.0"
    }
  ]
}

json

application/json

Debtors report

GET

https://moneybird.com/api/v2

/{administration_id}/reports/debtors{format}

Returns a debtors report for the specified administration.

Required scope(s)

documents

Debtors report › path Parameters

administration_id

string | integer · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Debtors report › query Parameters

period

string · pattern: ^\d{6,8}(..\d{6,8})?…

The period can be a date range or one of the presets. Date ranges must consist of whole months (start on 1st, end on last day of month).

Date range formats:

YYYYMMDD..YYYYMMDD (e.g., 20250101..20250131)
YYYYMM..YYYYMM (e.g., 202501..202501)
YYYYMM (e.g., 202501)

Preset options:

this_month - Current month (default if not specified)
prev_month - Previous month
next_month - Next month
this_quarter - Current quarter
prev_quarter - Previous quarter
next_quarter - Next quarter
this_year - Current year
prev_year - Previous year
next_year - Next year

Period limits:

Most endpoints: Maximum 1 month
Profit loss & balance sheet: Maximum 12 months

Default: this_month

page

integer | string

per_page

integer | string · min: 1 · max: 100 · pattern: ^\d+$

Debtors report › Responses

Successful response

object[]

GET/{administration_id}/reports/debtors{format}

curl --request GET \
  --url https://moneybird.com/api/v2/:administration_id/reports/debtors:format

shell

Example Responses

{
  "debtors": [
    {
      "contact_id": "471699902570693734",
      "amount": "100.0"
    }
  ]
}

json

application/json

Expenses by contact report

GET

https://moneybird.com/api/v2

/{administration_id}/reports/expenses_by_contact{format}

Returns a expenses by contact report for the specified administration.

Required scope(s)

documents

Expenses by contact report › path Parameters

administration_id

string | integer · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Expenses by contact report › query Parameters

period

string · pattern: ^\d{6,8}(..\d{6,8})?…

The period can be a date range or one of the presets. Date ranges must consist of whole months (start on 1st, end on last day of month).

Date range formats:

YYYYMMDD..YYYYMMDD (e.g., 20250101..20250131)
YYYYMM..YYYYMM (e.g., 202501..202501)
YYYYMM (e.g., 202501)

Preset options:

this_month - Current month (default if not specified)
prev_month - Previous month
next_month - Next month
this_quarter - Current quarter
prev_quarter - Previous quarter
next_quarter - Next quarter
this_year - Current year
prev_year - Previous year
next_year - Next year

Period limits:

Most endpoints: Maximum 1 month
Profit loss & balance sheet: Maximum 12 months

Default: this_month

page

integer | string

per_page

integer | string · min: 1 · max: 100 · pattern: ^\d+$

Expenses by contact report › Responses

Successful response

object[]

GET/{administration_id}/reports/expenses_by_contact{format}

curl --request GET \
  --url https://moneybird.com/api/v2/:administration_id/reports/expenses_by_contact:format

shell

Example Responses

{
  "expenses_by_contact": [
    {
      "contact_id": "471699942967084872",
      "amount": "30.0"
    }
  ]
}

json

application/json

Expenses by project report

GET

https://moneybird.com/api/v2

/{administration_id}/reports/expenses_by_project{format}

Returns a expenses by project report for the specified administration.

Required scope(s)

documents

Expenses by project report › path Parameters

administration_id

string | integer · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Expenses by project report › query Parameters

period

string · pattern: ^\d{6,8}(..\d{6,8})?…

The period can be a date range or one of the presets. Date ranges must consist of whole months (start on 1st, end on last day of month).

Date range formats:

YYYYMMDD..YYYYMMDD (e.g., 20250101..20250131)
YYYYMM..YYYYMM (e.g., 202501..202501)
YYYYMM (e.g., 202501)

Preset options:

this_month - Current month (default if not specified)
prev_month - Previous month
next_month - Next month
this_quarter - Current quarter
prev_quarter - Previous quarter
next_quarter - Next quarter
this_year - Current year
prev_year - Previous year
next_year - Next year

Period limits:

Most endpoints: Maximum 1 month
Profit loss & balance sheet: Maximum 12 months

Default: this_month

page

integer | string

per_page

integer | string · min: 1 · max: 100 · pattern: ^\d+$

Expenses by project report › Responses

Successful response

object[]

GET/{administration_id}/reports/expenses_by_project{format}

curl --request GET \
  --url https://moneybird.com/api/v2/:administration_id/reports/expenses_by_project:format

shell

Example Responses

{
  "expenses_by_project": [
    {
      "project_id": null,
      "amount": "100.0"
    },
    {
      "project_id": "471699987581895732",
      "amount": "30.0"
    }
  ]
}

json

application/json

Export auditfile

POST

https://moneybird.com/api/v2

/{administration_id}/reports/export/auditfile{format}

Queue the export of an auditfile (XAF XML format) for the specified year. The auditfile will be added to your downloads when ready.

The administration must not have any ledger accounts with missing or duplicate account IDs, and the specified year must contain journal entries.

Required scope(s)

All of: bank, contacts, documents, estimates, sales_invoices and settings

Export auditfile › path Parameters

administration_id

string | integer · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Export auditfile › Request Body

year

string · required

The year for which to generate the auditfile

Export auditfile › Responses

No content

No data returned

POST/{administration_id}/reports/export/auditfile{format}

curl --request POST \
  --url https://moneybird.com/api/v2/:administration_id/reports/export/auditfile:format \
  --header 'Content-Type: application/json' \
  --data '
{
  "year": "2024",
  "version": "3.2"
}
'

shell

Example Request Body

{
  "year": "2024",
  "version": "3.2"
}

json

application/json

Example Responses

No example specified for this content type

Export brugstaat

POST

https://moneybird.com/api/v2

/{administration_id}/reports/export/brugstaat{format}

Queue the export of a brugstaat XML file for the specified year. The file will be added to your downloads when ready.

All ledger accounts must have valid RGS taxonomy codes assigned.

Required scope(s)

All of: bank, documents and sales_invoices

Export brugstaat › path Parameters

administration_id

string | integer · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Export brugstaat › Request Body

year

string · required

The year for which to generate the brugstaat

Export brugstaat › Responses

No content

No data returned

POST/{administration_id}/reports/export/brugstaat{format}

curl --request POST \
  --url https://moneybird.com/api/v2/:administration_id/reports/export/brugstaat:format \
  --header 'Content-Type: application/json' \
  --data '{
  "year": "2024"
}'

shell

Example Request Body

{
  "year": "2024"
}

json

application/json

Example Responses

No example specified for this content type

Export ledger accounts

POST

https://moneybird.com/api/v2

/{administration_id}/reports/export/ledger_accounts{format}

Queue the export of ledger accounts (grootboekkaarten) to an Excel file for the specified year. This file contains all bookings and can be used for manual audits. The file will be added to your downloads when ready.

The specified year must contain journal entries.

Required scope(s)

documents and sales_invoices

Export ledger accounts › path Parameters

administration_id

string | integer · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Export ledger accounts › Request Body

year

string · required

The year for which to generate the ledger accounts

Export ledger accounts › Responses

No content

No data returned

POST/{administration_id}/reports/export/ledger_accounts{format}

curl --request POST \
  --url https://moneybird.com/api/v2/:administration_id/reports/export/ledger_accounts:format \
  --header 'Content-Type: application/json' \
  --data '{
  "year": "2024"
}'

shell

Example Request Body

{
  "year": "2024"
}

json

application/json

Example Responses

No example specified for this content type

General ledger report

GET

https://moneybird.com/api/v2

/{administration_id}/reports/general_ledger{format}

Get the general ledger report for the administration showing all ledger accounts with their balances and movements during the specified period.

Required scope(s)

bank

General ledger report › path Parameters

administration_id

string | integer · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

General ledger report › query Parameters

period

string · pattern: ^\d{6,8}(..\d{6,8})?…

The period can be a date range or one of the presets. Date ranges must consist of whole months (start on 1st, end on last day of month).

Date range formats:

YYYYMMDD..YYYYMMDD (e.g., 20250101..20250131)
YYYYMM..YYYYMM (e.g., 202501..202501)
YYYYMM (e.g., 202501)

Preset options:

this_month - Current month (default if not specified)
prev_month - Previous month
next_month - Next month
this_quarter - Current quarter
prev_quarter - Previous quarter
next_quarter - Next quarter
this_year - Current year
prev_year - Previous year
next_year - Next year

Period limits:

Most endpoints: Maximum 1 month
Profit loss & balance sheet: Maximum 12 months

Default: this_month

General ledger report › Responses

A general ledger report

object

Data grouped by ledger account

object

Data grouped by ledger account

object

Data grouped by ledger account

object

Data grouped by ledger account

GET/{administration_id}/reports/general_ledger{format}

curl --request GET \
  --url https://moneybird.com/api/v2/:administration_id/reports/general_ledger:format

shell

Example Responses

{
  "debit_sums": {
    "471699891444254535": "1000.0"
  },
  "credit_sums": {
    "471699891444254535": "500.0"
  },
  "start_balance": {
    "471699891444254535": "300.0"
  },
  "final_balance": {
    "471699891444254535": "800.0"
  }
}

json

application/json

Journal entries report

GET

https://moneybird.com/api/v2

/{administration_id}/reports/journal_entries{format}

Get the journal entries report showing all bookings within the specified period. This endpoint allows filtering by various criteria including project, contact, ledger account, and account types.

Requirements:

At least one of project_id, contact_id, or ledger_account_id is required
When account_type is provided, either contact_id or project_id must also be specified

Example Use Cases:

To get a report for revenue by project detail, use account_type parameter with value "revenue" and the required project_id
To get a report for revenue by contact detail, use account_type parameter with value "revenue" and the required contact_id
To get a report for expenses by project detail, make one request for account_type "expenses" and one for "direct_costs", both with the required project_id
To get a report for expenses by contact detail, make one request for account_type "expenses" and one for "direct_costs", both with the required contact_id

Required scope(s)

documents and sales_invoices

Journal entries report › path Parameters

administration_id

string | integer · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Journal entries report › query Parameters

period

string · pattern: ^\d{6,8}(..\d{6,8})?…

The period can be a date range or one of the presets. Date ranges must consist of whole months (start on 1st, end on last day of month).

Date range formats:

YYYYMMDD..YYYYMMDD (e.g., 20250101..20250131)
YYYYMM..YYYYMM (e.g., 202501..202501)
YYYYMM (e.g., 202501)

Preset options:

this_month - Current month (default if not specified)
prev_month - Previous month
next_month - Next month
this_quarter - Current quarter
prev_quarter - Previous quarter
next_quarter - Next quarter
this_year - Current year
prev_year - Previous year
next_year - Next year

Period limits:

Most endpoints: Maximum 1 month
Profit loss & balance sheet: Maximum 12 months

Default: this_month

page

integer | string

per_page

integer | string · min: 1 · max: 100 · pattern: ^\d+$

project_id

string

Filter by project ID, use "null" to filter entries without project

contact_id

string

Filter by contact ID, use "null" to filter entries without contact

ledger_account_id

string | integer · pattern: ^\d+$

Filter by ledger account ID

A unique record identifier

account_type

string · enum

Filter by ledger account type

Enum values:

non_current_assets

current_assets

equity

non_current_liabilities

current_liabilities

revenue

direct_costs

expenses

Journal entries report › Responses

A paginated list of journal entries (bookings)

object[]

id

string

Unique identifier for the journal entry

administration_id

string | integer · pattern: ^\d+$

ID of the administration this entry belongs to

date

string · date

Date of the journal entry

document_type

string

Type of document this entry relates to

document_id

string | integer · pattern: ^\d+$

ID of the related document

ledger_account_id

string | integer · pattern: ^\d+$

ID of the ledger account

project_id

string | integer | null · pattern: ^\d+$

ID of the related project, if any

contact_id

string | integer | null · pattern: ^\d+$

ID of the related contact, if any

tax_rate_id

string | integer | null · pattern: ^\d+$

ID of the applied tax rate, if any

financial_account_id

string | integer | null · pattern: ^\d+$

ID of the financial account, if any

amount

string

Amount of the journal entry in the administration's currency

description

string

Description of the journal entry

GET/{administration_id}/reports/journal_entries{format}

curl --request GET \
  --url https://moneybird.com/api/v2/:administration_id/reports/journal_entries:format

shell

Example Responses

[]

json

application/json

deprecated

Ledger account report

GET

https://moneybird.com/api/v2

/{administration_id}/reports/ledger_accounts/{ledger_account_id}{format}

This endpoint is deprecated and should no longer be used. It has been replaced by the Journal entries report.

Required scope(s)

documents and sales_invoices

Ledger account report › path Parameters

administration_id

string | integer · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

ledger_account_id

string | integer · pattern: ^\d+$ · required

The ID of the ledger account to get the report for

A unique record identifier

Ledger account report › query Parameters

period

string · pattern: ^\d{6,8}(..\d{6,8})?…

The period can be a date range or one of the presets. Date ranges must consist of whole months (start on 1st, end on last day of month).

Date range formats:

YYYYMMDD..YYYYMMDD (e.g., 20250101..20250131)
YYYYMM..YYYYMM (e.g., 202501..202501)
YYYYMM (e.g., 202501)

Preset options:

this_month - Current month (default if not specified)
prev_month - Previous month
next_month - Next month
this_quarter - Current quarter
prev_quarter - Previous quarter
next_quarter - Next quarter
this_year - Current year
prev_year - Previous year
next_year - Next year

Period limits:

Most endpoints: Maximum 1 month
Profit loss & balance sheet: Maximum 12 months

Default: this_month

page

integer | string

per_page

integer | string · min: 1 · max: 100 · pattern: ^\d+$

Ledger account report › Responses

A paginated list of ledger account bookings (journal entries)

object[]

id

string

administration_id

string | integer · pattern: ^\d+$

A unique record identifier

date

string · date

document_type

string

document_id

string | integer · pattern: ^\d+$

A unique record identifier

ledger_account_id

string | integer · pattern: ^\d+$

A unique record identifier

project_id

string | integer | null · pattern: ^\d+$

A unique record identifier

contact_id

string | integer | null · pattern: ^\d+$

A unique record identifier

tax_rate_id

string | integer | null · pattern: ^\d+$

A unique record identifier

financial_account_id

string | integer | null · pattern: ^\d+$

A unique record identifier

amount

string

description

string

GET/{administration_id}/reports/ledger_accounts/{ledger_account_id}{format}

curl --request GET \
  --url https://moneybird.com/api/v2/:administration_id/reports/ledger_accounts/:ledger_account_id:format

shell

Example Responses

[
  {
    "id": "je_6",
    "date": "2025-06-14",
    "document_type": "Document",
    "document_id": "471699971120301368",
    "ledger_account_id": "123",
    "project_id": null,
    "contact_id": null,
    "tax_rate_id": null,
    "financial_account_id": null,
    "amount": "500.0",
    "description": "Large customer payment"
  },
  {
    "id": "je_5",
    "date": "2025-06-12",
    "document_type": "Document",
    "document_id": "471699971114009909",
    "ledger_account_id": "123",
    "project_id": null,
    "contact_id": null,
    "tax_rate_id": null,
    "financial_account_id": null,
    "amount": "-75.0",
    "description": "Credit note"
  },
  {
    "id": "je_3",
    "date": "2025-06-10",
    "document_type": "Document",
    "document_id": "471699971101426991",
    "ledger_account_id": "123",
    "project_id": null,
    "contact_id": null,
    "tax_rate_id": null,
    "financial_account_id": null,
    "amount": "250.0",
    "description": "Product sales"
  },
  {
    "id": "je_4",
    "date": "2025-06-08",
    "document_type": "Document",
    "document_id": "471699971107718450",
    "ledger_account_id": "123",
    "project_id": null,
    "contact_id": null,
    "tax_rate_id": null,
    "financial_account_id": null,
    "amount": "-25.0",
    "description": "Sales return"
  },
  {
    "id": "je_2",
    "date": "2025-06-05",
    "document_type": "Document",
    "document_id": "471699971095135532",
    "ledger_account_id": "123",
    "project_id": null,
    "contact_id": null,
    "tax_rate_id": null,
    "financial_account_id": null,
    "amount": "50.0",
    "description": "Service income"
  }
]

json

application/json

Profit loss report

GET

https://moneybird.com/api/v2

/{administration_id}/reports/profit_loss{format}

Get the profit loss report for the administration.

Required scope(s)

documents and sales_invoices

Profit loss report › path Parameters

administration_id

string | integer · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Profit loss report › query Parameters

period

string · pattern: ^\d{6,8}(..\d{6,8})?…

The period can be a date range or one of the presets. Date ranges must consist of whole months (start on 1st, end on last day of month).

Date range formats:

YYYYMMDD..YYYYMMDD (e.g., 20250101..20250131)
YYYYMM..YYYYMM (e.g., 202501..202501)
YYYYMM (e.g., 202501)

Preset options:

this_month - Current month (default if not specified)
prev_month - Previous month
next_month - Next month
this_quarter - Current quarter
prev_quarter - Previous quarter
next_quarter - Next quarter
this_year - Current year
prev_year - Previous year
next_year - Next year

Period limits:

Most endpoints: Maximum 1 month
Profit loss & balance sheet: Maximum 12 months

Default: this_month

project_id

string | integer · pattern: ^\d+$

A unique record identifier

Profit loss report › Responses

A profit loss report

object

Data grouped by ledger account

object

Data grouped by ledger account

object

Data grouped by ledger account

object

Data grouped by ledger account

gross_profit

string

Gross profit amount

operating_profit

string

Operating profit amount

net_profit

string

Net profit amount

total_expenses

string

Total expenses amount

total_revenue

string

Total revenue amount

GET/{administration_id}/reports/profit_loss{format}

curl --request GET \
  --url https://moneybird.com/api/v2/:administration_id/reports/profit_loss:format

shell

Example Responses

{
  "revenue_by_ledger_account": {
    "471699920766633105": "100.0"
  },
  "direct_costs_by_ledger_account": {
    "471699920778167445": "20.0"
  },
  "expenses_by_ledger_account": {
    "471699920789701785": "15.0"
  },
  "other_income_expenses_by_ledger_account": {
    "471699920800187549": "1.0"
  },
  "gross_profit": "80.0",
  "operating_profit": "65.0",
  "net_profit": "66.0",
  "total_expenses": "34.0",
  "total_revenue": "100.0"
}

json

application/json

Revenue by contact report

GET

https://moneybird.com/api/v2

/{administration_id}/reports/revenue_by_contact{format}

Returns a revenue by contact report for the specified administration.

Required scope(s)

sales_invoices

Revenue by contact report › path Parameters

administration_id

string | integer · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Revenue by contact report › query Parameters

period

string · pattern: ^\d{6,8}(..\d{6,8})?…

The period can be a date range or one of the presets. Date ranges must consist of whole months (start on 1st, end on last day of month).

Date range formats:

YYYYMMDD..YYYYMMDD (e.g., 20250101..20250131)
YYYYMM..YYYYMM (e.g., 202501..202501)
YYYYMM (e.g., 202501)

Preset options:

this_month - Current month (default if not specified)
prev_month - Previous month
next_month - Next month
this_quarter - Current quarter
prev_quarter - Previous quarter
next_quarter - Next quarter
this_year - Current year
prev_year - Previous year
next_year - Next year

Period limits:

Most endpoints: Maximum 1 month
Profit loss & balance sheet: Maximum 12 months

Default: this_month

page

integer | string

per_page

integer | string · min: 1 · max: 100 · pattern: ^\d+$

Revenue by contact report › Responses

Successful response

object[]

GET/{administration_id}/reports/revenue_by_contact{format}

curl --request GET \
  --url https://moneybird.com/api/v2/:administration_id/reports/revenue_by_contact:format

shell

Example Responses

{
  "revenue_by_contact": [
    {
      "contact_id": "471699892513802216",
      "amount": "30.0"
    }
  ]
}

json

application/json

Revenue by project report

GET

https://moneybird.com/api/v2

/{administration_id}/reports/revenue_by_project{format}

Returns a revenue by project report for the specified administration.

Required scope(s)

sales_invoices

Revenue by project report › path Parameters

administration_id

string | integer · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Revenue by project report › query Parameters

period

string · pattern: ^\d{6,8}(..\d{6,8})?…

The period can be a date range or one of the presets. Date ranges must consist of whole months (start on 1st, end on last day of month).

Date range formats:

YYYYMMDD..YYYYMMDD (e.g., 20250101..20250131)
YYYYMM..YYYYMM (e.g., 202501..202501)
YYYYMM (e.g., 202501)

Preset options:

this_month - Current month (default if not specified)
prev_month - Previous month
next_month - Next month
this_quarter - Current quarter
prev_quarter - Previous quarter
next_quarter - Next quarter
this_year - Current year
prev_year - Previous year
next_year - Next year

Period limits:

Most endpoints: Maximum 1 month
Profit loss & balance sheet: Maximum 12 months

Default: this_month

page

integer | string

per_page

integer | string · min: 1 · max: 100 · pattern: ^\d+$

Revenue by project report › Responses

Successful response

object[]

GET/{administration_id}/reports/revenue_by_project{format}

curl --request GET \
  --url https://moneybird.com/api/v2/:administration_id/reports/revenue_by_project:format

shell

Example Responses

{
  "revenue_by_project": [
    {
      "project_id": null,
      "amount": "1000.0"
    },
    {
      "project_id": "471699920335668297",
      "amount": "7000.0"
    }
  ]
}

json

application/json

Subscriptions report

GET

https://moneybird.com/api/v2

/{administration_id}/reports/subscriptions{format}

Get the subscriptions report for the administration.

Required scope(s)

sales_invoices

Subscriptions report › path Parameters

administration_id

string | integer · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Subscriptions report › query Parameters

period

string · pattern: ^\d{6,8}(..\d{6,8})?…

The period can be a date range or one of the presets. Date ranges must consist of whole months (start on 1st, end on last day of month).

Date range formats:

YYYYMMDD..YYYYMMDD (e.g., 20250101..20250131)
YYYYMM..YYYYMM (e.g., 202501..202501)
YYYYMM (e.g., 202501)

Preset options:

this_month - Current month (default if not specified)
prev_month - Previous month
next_month - Next month
this_quarter - Current quarter
prev_quarter - Previous quarter
next_quarter - Next quarter
this_year - Current year
prev_year - Previous year
next_year - Next year

Period limits:

Most endpoints: Maximum 1 month
Profit loss & balance sheet: Maximum 12 months

Default: this_month

Subscriptions report › Responses

A subscriptions report

monthly_recurring_revenue

string

annual_run_rate

string

churn_rate

string

lifetime_value

string

GET/{administration_id}/reports/subscriptions{format}

curl --request GET \
  --url https://moneybird.com/api/v2/:administration_id/reports/subscriptions:format

shell

Example Responses

{
  "monthly_recurring_revenue": "75.0",
  "annual_run_rate": "900.0",
  "churn_rate": "0",
  "lifetime_value": "0"
}

json

application/json

Tax report

GET

https://moneybird.com/api/v2

/{administration_id}/reports/tax{format}

Get the tax report for the administration.

Required scope(s)

documents and sales_invoices

Tax report › path Parameters

administration_id

string | integer · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Tax report › query Parameters

period

string · pattern: ^\d{6,8}(..\d{6,8})?…

The period can be a date range or one of the presets. Date ranges must consist of whole months (start on 1st, end on last day of month).

Date range formats:

YYYYMMDD..YYYYMMDD (e.g., 20250101..20250131)
YYYYMM..YYYYMM (e.g., 202501..202501)
YYYYMM (e.g., 202501)

Preset options:

this_month - Current month (default if not specified)
prev_month - Previous month
next_month - Next month
this_quarter - Current quarter
prev_quarter - Previous quarter
next_quarter - Next quarter
this_year - Current year
prev_year - Previous year
next_year - Next year

Period limits:

Most endpoints: Maximum 1 month
Profit loss & balance sheet: Maximum 12 months

Default: this_month

Tax report › Responses

A tax report

object[]

GET/{administration_id}/reports/tax{format}

curl --request GET \
  --url https://moneybird.com/api/v2/:administration_id/reports/tax:format

shell

Example Responses

{
  "tax_rates": [
    {
      "tax_rate_id": "471699736823334023",
      "name": "21% btw",
      "percentage": "21.0",
      "report_reference": "NL/1a",
      "amount": "900.0",
      "type": "sales_invoice",
      "tax": "189.0"
    },
    {
      "tax_rate_id": "471699736836965514",
      "name": "21% btw",
      "percentage": "21.0",
      "report_reference": "NL/5b",
      "amount": "900.0",
      "type": "purchase_invoice",
      "tax": "189.0"
    }
  ]
}

json

application/json

Recurring sales invoices Sales invoices