Financial Accounts

Manage your Financial Accounts in Moneybird.

Working with Financial Accounts

This section covers how to interact with Moneybird’s Financial Accounts API. You can retrieve financial accounts information.

Basic Operations

Get a Financial Account

Retrieve a financial account by its ID.

$financialAccount = $client->financialAccounts()->get('123456789');

List Financial Accounts

Get a paginated list of financial accounts.

$financialAccounts = $client->financialAccounts()->paginate();

// Iterate through the pages
foreach ($financialAccounts as $financialAccount) {
    echo $financialAccount->name;
}

Get All Financial Accounts

Get all financial accounts at once.

$allFinancialAccounts = $client->financialAccounts()->all();

// Iterate through all financial accounts
foreach ($allFinancialAccounts as $financialAccount) {
    echo $financialAccount->name;
}

Financial Account Properties

When working with financial accounts, you’ll have access to the following properties:

Property	Type	Description
id	string	Unique identifier
administration_id	string	ID of the administration the financial account belongs to
type	string	Type of the financial account (e.g., ‘bank’, ‘credit_card’)
name	string	Name of the financial account
identifier	string	Identifier for the financial account (e.g., bank account number)
currency	string	Currency used for the financial account
provider	string	Provider of the financial account
active	boolean	Whether the financial account is active
created_at	string	ISO 8601 timestamp of when the financial account was created
updated_at	string	ISO 8601 timestamp of when the financial account was last updated

Note: See the official API reference for the complete list of available properties.