Overview The Valuations API allows you to create and update account valuations (also called reconciliations). Valuations are used to set or update the balance of an account at a specific date, particularly useful for manual accounts or correcting balances.
Get a valuation curl -X GET https://api.sure.app/v1/valuations/12345 \ -H "X-Api-Key: YOUR_API_KEY" \ -H "Content-Type: application/json"
Retrieve a specific valuation by ID. Path parameters Response Unique identifier for the valuation entry
Date of the valuation (YYYY-MM-DD)
Account balance at this date formatted as currency string
Three-letter ISO currency code
Additional notes about the valuation
Valuation type: reconciliation, opening_anchor, or current_anchor
{ "id" : 12345 , "date" : "2024-01-31" , "amount" : "$5,432.10" , "currency" : "USD" , "notes" : "Month-end reconciliation" , "kind" : "reconciliation" , "account" : { "id" : 1 , "name" : "Chase Checking" , "account_type" : "depository" }, "created_at" : "2024-01-31T23:00:00Z" , "updated_at" : "2024-01-31T23:00:00Z" }
Create a valuation curl -X POST https://api.sure.app/v1/valuations \ -H "X-Api-Key: YOUR_API_KEY" \ -H "Content-Type: application/json" \ -d '{ "valuation": { "account_id": 1, "date": "2024-01-31", "amount": 5432.10, "notes": "Month-end reconciliation" } }'
Create a new valuation (reconciliation) for an account. Request body Show Valuation parameters
ID of the account to reconcile
Date of the valuation in YYYY-MM-DD format
Target balance for the account on this date
Additional notes about the valuation
Response Returns the created valuation object. 201 Created
422 Unprocessable Entity
404 Not Found
{ "id" : 12346 , "date" : "2024-01-31" , "amount" : "$5,432.10" , "currency" : "USD" , "notes" : "Month-end reconciliation" , "kind" : "reconciliation" , "account" : { "id" : 1 , "name" : "Chase Checking" , "account_type" : "depository" }, "created_at" : "2024-02-01T08:30:00Z" , "updated_at" : "2024-02-01T08:30:00Z" }
Update a valuation curl -X PUT https://api.sure.app/v1/valuations/12345 \ -H "X-Api-Key: YOUR_API_KEY" \ -H "Content-Type: application/json" \ -d '{ "valuation": { "date": "2024-01-31", "amount": 5500.00, "notes": "Updated reconciliation" } }'
Update an existing valuation. Path parameters Request body Show Valuation parameters
Date of the valuation in YYYY-MM-DD format (must be provided with amount)
Target balance for the account (must be provided with date)
Additional notes (can be updated independently)
When updating the reconciliation balance, both date and amount must be provided together. Notes can be updated independently.
Response Returns the updated valuation object. 200 OK
422 Unprocessable Entity
404 Not Found
{ "id" : 12345 , "date" : "2024-01-31" , "amount" : "$5,500.00" , "currency" : "USD" , "notes" : "Updated reconciliation" , "kind" : "reconciliation" , "account" : { "id" : 1 , "name" : "Chase Checking" , "account_type" : "depository" }, "created_at" : "2024-01-31T23:00:00Z" , "updated_at" : "2024-02-01T09:15:00Z" }
Understanding valuations Reconciliation entries Valuations (reconciliations) serve to:
Set account balance : Establish the correct balance at a specific dateBalance adjustments : The system automatically creates an adjustment entry to reconcile the difference between the calculated balance and the target balanceHistorical accuracy : Maintain accurate historical balances for reporting and analysis
Valuation types The kind field indicates the purpose of the valuation:
Kind Description reconciliationManual balance reconciliation created by user opening_anchorOpening balance when account was created current_anchorCurrent balance anchor (system-managed)
How reconciliation works When you create a valuation:
The system calculates the account’s current balance up to the specified date
It compares this calculated balance with your target amount
An adjustment entry is automatically created for the difference
The account balance is now reconciled to your target amount
Best practices
Regular reconciliation : Create valuations monthly to keep accounts accurateMatch statements : Use balances from bank/credit card statementsAdd notes : Document why you’re making the reconciliationDate precision : Use the statement date for accuracy
Error responses Human-readable error description
Detailed validation error messages
401 Unauthorized
500 Internal Server Error
{ "error" : "unauthorized" , "message" : "Invalid or missing API key" }