Add a note to pot deposit with API

Developers
1

Hi,

I am able to deposit money into a pot with the API. When I add a note to that transaction however it only shows on the debit transaction in the account I took the money from and not in the transaction that shows the deposit in to the pot.

I can’t find a way to list the transaction in a pot so I can’t find the transaction id on the pot side to add the note to it directly.

The use case is: we do all our spending on a credit card, every morning I get a CSV from our CC provider and then I move money from the relevant pots and account into an interest earning pot called “Credit Card” the aim is that at any moment the amount of money on credit is balanced by the amount in that pot. Each deposit into the CC pot has a short note of what it is (basically the CC line item description). What I want to do is make a small iOS app that allows me to reconcile and make those pot moves for me. I’ve got most of the app working but this last step is proving a pain, in theory I don’t need the note on the pot transaction but it makes debugging the pot way easier.

Any help would be great.

Cheers

ps. my first attempt at this question got deleted/blocked? Hopefully this one makes it through the filters :grinning:

2

You can! After you depost with /pots you can call transactions?account_id=${SOURCE_ACOUNT_ID}&since=${sinceDate} where sinceDate is just a few minutes ago. Then just to be sure you can filter to match the amount.

Then just call /transactions and update the “notes” with metadata[notes]

I have an app that does this with open banking so every time I spend on my CC it moves money and marks the pot deposit with the line item from my CC

3

Thanks, I think I need to try again then as I only find the transaction for the money leaving the account and not entering the pot so when I add the note it only appears on the transaction leaving and not the deposit to the pot.

Perhaps I’ve gotten myself in a muddle. Will try again with a fresh transaction and report back

4

Following up to say thanks and that with the confidence it could be done I did some more digging and found something I over looked previously.

For those passing through in years to come the solution I had to implement is:

  • Like @elpscrack says, make the transfer to the pot and then do a transaction fetch with a since from a few second back.
  • In my case I only got the debit from the current account, in that object is a key called metadata where you will find the key value pairs for the pot you deposited into, including pot_account_id (something you don’t appear to get on the /pots end point response.
  • I then call /transactions with a since of a few seconds ago to that pot_account_id this then shows the deposit transaction into the pot.
  • You then call the patch method on /transactions with that transaction id and metadata[notes] in your body and the note will apply to the deposit in the pot and not the debit in the current account.

Follow up question @elpscrack I am doing this manually from a CSV export from my CC provider, it sounds like you have a method that is more automated? Is that the case?

5

Yep! I’m using GoCardless Bank Account Data to connect to my Amex. The OAuth and CRON fetching is handled by Pipedream (I can’t be bothered to code this myself :laughing:) and Ntfy for notifications.

Pipedream automation calls my endpoint (Cloudflare Workers) which moves money into my pot automatically when a transaction is finalised in Amex :slight_smile: (or I get a refund)

I’ve been meaning to write up a blog post on this with potentially a technical guide as well. Would anyone be interested?

6

That sounds like nearly the exact system I want to make so at least a +1 from me on the blog post :grinning:

Thanks for the extra details, I will investigate all of these

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