Money Forward

Get office

Return the connected Cloud Accounting office and its accounting periods; fails if the tenant is not registered for Cloud Accounting.

Get tenant

Return the code and name of the Money Forward business tenant authorized by the connected account.

Get trial balance

Return a balance-sheet or profit-and-loss trial balance for a fiscal period; the report excludes unrealized journals and aggregates all departments.

Journalize transaction

Create and persist a journal from one Money Forward transaction using the supplied account classification.

List accessible offices

List every Cloud Accounting office available to the current authorization; offices that cannot use Cloud Accounting are excluded.

List accounts

List Cloud Accounting chart-of-account entries and their IDs for use in journals and reports.

List connected accounts

List external financial services connected to the current Cloud Accounting office, including manual status and linked account and sub-account IDs.

List departments

List Cloud Accounting departments and their IDs for interpreting or constructing journal lines.

List journals

Return one page of accounting journals whose transaction dates fall in the requested period, optionally filtered by account, transaction IDs, or realization status.

List sub accounts

List Cloud Accounting sub-accounts, optionally limited to one parent account, and return their IDs and tax mappings.

List taxes

List Cloud Accounting tax categories, rates, availability, and IDs used on journal lines.

List term settings

Return all accounting-year settings for the connected Cloud Accounting office, ordered by descending start date.

List trade partners

List Cloud Accounting trade partners and their codes, registration numbers, and availability for use on journal lines.

List transactions

Return one page of collected transaction details for an inclusive date range, with connected-account, amount, text, journalization-status, and ordering filters.

Update journal

Replace an existing accounting journal's writable fields.