Fetch P&L summary
Returns a profit and loss summary for a single arbitrary date range. Unlike the monthly summaries endpoint which returns per-month breakdowns, this endpoint aggregates the entire specified period into one summary. Both date bounds are optional: omitting start_date uses the business activation date, and omitting end_date uses the current time. Omitting both returns an all-time summary. This endpoint is useful for dashboard cards showing aggregate financial metrics like total revenue, expenses, net profit, and uncategorized transaction counts.
Authorizations
Bearer authentication header of the form Bearer <token>, where <token> is your auth token.
Headers
Content-Type must be set to application/json.
Path Parameters
The UUID of the business to fetch the profit and loss summary for.
Query Parameters
The start of the period (ISO 8601 instant, e.g. 2024-01-01T00:00:00Z). If omitted, defaults to the business activation date.
The end of the period (ISO 8601 instant, e.g. 2024-12-31T23:59:59Z). If omitted, defaults to the current time.
Accounting basis for the report. Defaults to the business default or ACCRUAL if not set.
ACCRUAL, CASH P&L structure template to use.
Tag key to filter results by (use together with tag_values).
Comma-separated tag values to filter results by (use together with tag_key).
Response
A profit and loss summary for an arbitrary date range. Unlike MonthlyPnlSummary which represents a single calendar month, this object can represent any time period including all-time when both dates are null.
The start of the period (ISO 8601 instant). Null indicates all-time from business activation.
"2024-01-01T00:00:00Z"
The end of the period (ISO 8601 instant). Null indicates up to the current time.
"2024-12-31T23:59:59Z"
The business's total income for the period, in cents.
1050000
The business's cost of goods sold for the period, in cents.
350000
The business's gross profit for the period, in cents. Calculated as income minus cost of goods sold.
700000
The business's operating expenses for the period, in cents.
300000
The business's pre-tax profit for the period, in cents.
400000
The business's taxes for the period, in cents.
100000
The business's net profit for the period, in cents.
300000
The sum of all business expenses (cost of goods sold + operating expenses + taxes) for the period, in cents.
750000
The sum of positive uncategorized transactions for the period, in cents.
500
The sum of negative uncategorized transactions for the period, in cents.
300
Whether all transactions within the period have been categorized.
false
The count of uncategorized transactions within the period.
5
The count of categorized transactions within the period.
42