Financial Statements

Manage your Financial Statements in Moneybird.

Working with Financial Statements

This section covers how to interact with Moneybird’s Financial Statements API. You can create, retrieve, update, and delete financial statements.

Basic Operations

Get a Financial Statement

Retrieve a financial statement by its ID.

$financialStatement = $client->financialStatements()->get('123456789');

List Financial Statements

Get a paginated list of financial statements.

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

// Iterate through the pages
foreach ($financialStatements as $financialStatement) {
    echo $financialStatement->reference;
}

Get All Financial Statements

Get all financial statements at once.

$allFinancialStatements = $client->financialStatements()->all();

// Iterate through all financial statements
foreach ($allFinancialStatements as $financialStatement) {
    echo $financialStatement->reference;
}

Create a Financial Statement

Create a new financial statement.

$data = [
    'financial_account_id' => '123456789',
    'reference' => 'Bank Statement March 2025',
    'official_date' => '2025-03-31',
    'official_balance' => '5000.00'
];

$financialStatement = $client->financialStatements()->create($data);

Update a Financial Statement

Update an existing financial statement.

$updateData = [
    'reference' => 'Bank Statement March 2025 - Updated',
    'official_balance' => '5100.00'
];

$financialStatement = $client->financialStatements()->update('123456789', $updateData);

Delete a Financial Statement

Delete a financial statement.

$client->financialStatements()->delete('123456789');

Specialized Features

Synchronize Financial Statements

Synchronize a list of financial statements by their IDs.

$ids = ['123456789', '987654321'];
$financialStatements = $client->financialStatements()->synchronize($ids);

Financial Statement Properties

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

Property	Type	Description
id	string	Unique identifier
administration_id	string	ID of the administration the financial statement belongs to
financial_account_id	string	ID of the financial account associated with this statement
reference	string	Reference or name for the financial statement
official_date	string	Official date of the statement (YYYY-MM-DD)
official_balance	string	Official balance amount
importer_service	string	Service used to import the statement
financial_account_name	string	Name of the associated financial account
financial_mutations	array	Associated financial mutations
created_at	string	ISO 8601 timestamp of when the financial statement was created
updated_at	string	ISO 8601 timestamp of when the financial statement was last updated

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