Nest Ledger Categories
How to nest ledger account categories, which allow you to nest ledger accounts and sum across child balances
We can add a ledger account category to another category by using the add ledger account category to category endpoint. For this call, we again need ids of both categories:
curl --request PUT \
--url https://app.moderntreasury.com/api/ledger_account_categories/40cb8f7-2ba1-c303-bcf7-5605c2f20eb4b/ledger_account_categories/fc5b284-da91-d70a-b43f-fdda68ae21d84 \
--header 'Accept: application/json'
As above, a category can be removed from another by using the remove ledger account category from category endpoint. This also does not affect underlying transactions: it simply removes the newly excluded child category balance from the parent category balance calculation.
Categories can be nested up to level 4, where a root category without any nested category is considered level 0. Up to 1 million Ledger Accounts can be added to a single Ledger Account Category graph.
Updated about 2 months ago