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POST
Create a Transaction Source Account

Authorizations

Authorization
string
header
required

Bearer authentication header of the form Bearer , where is your auth token.

Headers

teal-instance-id
string
required

The Teal instance ID

modified-by
string | null

An optional identifier for audit logging.

Body

application/json
name
string
required
deprecated

Deprecated. The source account's name now mirrors the linked ledger's name; provide the ledger name when creating the ledger instead.

business_personal
enum<string>
required

Whether the account is a business or personal account.

Available options:
business,
personal
ledger_id
string | null

The ledger where transactions will be posted. The ledger must have a financial account type. Exactly one of ledger_id or ledger must be provided.

ledger
CreateSourceAccountLedger · object | null

Details for a new ledger to create for this source account. Exactly one of ledger_id or ledger must be provided.

invert_transaction_amounts
boolean | null
default:false

If true transaction amounts are inverted during manual import only.

Response

Successful Response

id
string
required
Example:

"KdE7Q37LeQhFQCfEejfibT"

name
string
required
deprecated

Deprecated. Returns the linked ledger's name; read it from the ledger directly.

debit_credit
enum<string>
required

Whether the account is a debit or credit account.

Available options:
debit,
credit
ledger_id
string
required

The ledger ID where transactions will be posted.

type
enum<string>
required

The type of the transaction source.

Available options:
plaid,
manual
business_personal
enum<string>
required

Whether the account is a business or personal account.

Available options:
business,
personal
invert_transaction_amounts
boolean
default:false

If true transaction amounts are inverted during manual import only.