Body

• sub_account_uuid string(uuid)

  Sub account to add the transaction to, if not provided if will go to the plan's main account

• holding_uuid string(uuid)

  Holding to add the transaction to. Holding must exist for the main account, or to the sub account if sub_account_uuid is provided

• type string Required

  Transaction type. Valid types are: adjustment, adviser_fee, contribution, corporate_action, distribution, fee, income, payment, provider_fee, rebate, trade, transfer, withdrawal and other

  Value	Description
  adjustment	Adjustment
  adviser_fee	Adviser Fee
  contribution	Contribution
  corporate_action	Corporate Action
  distribution	Distribution
  fee	Fee
  income	Income
  payment	Payment
  provider_fee	Provider Fee
  rebate	Rebate
  trade	Trade
  transfer	Transfer
  withdrawal	Withdrawal
  other	Other

  Values are adjustment, adviser_fee, contribution, corporate_action, distribution, fee, income, payment, provider_fee, rebate, trade, transfer, withdrawal, or other.

• sub_type string

  Transaction sub type. Valid types are: advice_fee_adjustments, advice_fee_refunds, advice_fees_ad_hoc, advice_fees_annual, advice_fees_initial, discretionary_fund_manager_fees, nucleus_fee_rebates, nucleus_fees, product_fees, provider_fee_rebates, provider_fees, bed_and_isa_transfers, cash_transfers_in, cash_transfers_out, inter_account_transfers_in, inter_account_transfers_out, reregistrations_in, reregistrations_out, acquisitions, asset_closures, bonus_issues, capital_reorganisations, capital_returns, closed_offers, compulsory_call_payments, consolidations, de_mergers, early_withdrawals, fund_mergers, liquidations, mergers, open_offers, optional_call_conversions, optional_call_payments, optional_conversions, optional_redemptions, rights_issues, scheme_of_arrangements, scrip_dividends, share_offers, stock_splits, subdivisions, subscription_offers, subscriptions, take_overs, tender_offers, credit_adjustments, debit_adjustments, early_redemption, external_value, insurance_premium_adjustments, interest_adjustments, share_capital_reductions, surcharge_adjustments, trade_correction, lump_sum, regular, reinvestment_of_income, transfer_in, amc_cash_rebates, amc_unit_rebates, tax_rebates, asset_conversions, auto_disinvestments, buys, rebalances, sells, switches, dividend, dividend_tax, interest, bed_and_isa_payments, corrections, lump_sum_payments, pension_tax_relief, regular_employer_payments, regular_payments, bond_assignments, lump_sum_withdrawals, natural_income, regular_withdrawals, income_distributions, interest_distributions and other

  Value	Description
  advice_fee_adjustments	Advice Fee Adjustments
  advice_fee_refunds	Advice Fee Refunds
  advice_fees_ad_hoc	Advice Fees Ad Hoc
  advice_fees_annual	Advice Fees Annual
  advice_fees_initial	Advice Fees Initial
  discretionary_fund_manager_fees	Discretionary Fund Manager Fees
  nucleus_fee_rebates	Nucleus Fee Rebates
  nucleus_fees	Nucleus Fees
  product_fees	Product Fees
  provider_fee_rebates	Provider Fee Rebates
  provider_fees	Provider Fees
  bed_and_isa_transfers	Bed And Isa Transfers
  cash_transfers_in	Cash Transfers In
  cash_transfers_out	Cash Transfers Out
  inter_account_transfers_in	Inter Account Transfers In
  inter_account_transfers_out	Inter Account Transfers Out
  reregistrations_in	Reregistrations In
  reregistrations_out	Reregistrations Out
  acquisitions	Acquisitions
  asset_closures	Asset Closures
  bonus_issues	Bonus Issues
  capital_reorganisations	Capital Reorganisations
  capital_returns	Capital Returns
  closed_offers	Closed Offers
  compulsory_call_payments	Compulsory Call Payments
  consolidations	Consolidations
  de_mergers	De Mergers
  early_withdrawals	Early Withdrawals
  fund_mergers	Fund Mergers
  liquidations	Liquidations
  mergers	Mergers
  open_offers	Open Offers
  optional_call_conversions	Optional Call Conversions
  optional_call_payments	Optional Call Payments
  optional_conversions	Optional Conversions
  optional_redemptions	Optional Redemptions
  rights_issues	Rights Issues
  scheme_of_arrangements	Scheme Of Arrangements
  scrip_dividends	Scrip Dividends
  share_offers	Share Offers
  stock_splits	Stock Splits
  subdivisions	Subdivisions
  subscription_offers	Subscription Offers
  subscriptions	Subscriptions
  take_overs	Take Overs
  tender_offers	Tender Offers
  credit_adjustments	Credit Adjustments
  debit_adjustments	Debit Adjustments
  early_redemption	Early Redemption
  external_value	External Value
  insurance_premium_adjustments	Insurance Premium Adjustments
  interest_adjustments	Interest Adjustments
  share_capital_reductions	Share Capital Reductions
  surcharge_adjustments	Surcharge Adjustments
  trade_correction	Trade Correction
  lump_sum	Lump Sum
  regular	Regular
  reinvestment_of_income	Reinvestment Of Income
  transfer_in	Transfer In
  amc_cash_rebates	Amc Cash Rebates
  amc_unit_rebates	Amc Unit Rebates
  tax_rebates	Tax Rebates
  asset_conversions	Asset Conversions
  auto_disinvestments	Auto Disinvestments
  buys	Buys
  rebalances	Rebalances
  sells	Sells
  switches	Switches
  dividend	Dividend
  dividend_tax	Dividend Tax
  interest	Interest
  bed_and_isa_payments	Bed And Isa Payments
  corrections	Corrections
  lump_sum_payments	Lump Sum Payments
  pension_tax_relief	Pension Tax Relief
  regular_employer_payments	Regular Employer Payments
  regular_payments	Regular Payments
  bond_assignments	Bond Assignments
  lump_sum_withdrawals	Lump Sum Withdrawals
  natural_income	Natural Income
  regular_withdrawals	Regular Withdrawals
  income_distributions	Income Distributions
  interest_distributions	Interest Distributions
  other	Other

  Values are advice_fee_adjustments, advice_fee_refunds, advice_fees_ad_hoc, advice_fees_annual, advice_fees_initial, discretionary_fund_manager_fees, nucleus_fee_rebates, nucleus_fees, product_fees, provider_fee_rebates, provider_fees, bed_and_isa_transfers, cash_transfers_in, cash_transfers_out, inter_account_transfers_in, inter_account_transfers_out, reregistrations_in, reregistrations_out, acquisitions, asset_closures, bonus_issues, capital_reorganisations, capital_returns, closed_offers, compulsory_call_payments, consolidations, de_mergers, early_withdrawals, fund_mergers, liquidations, mergers, open_offers, optional_call_conversions, optional_call_payments, optional_conversions, optional_redemptions, rights_issues, scheme_of_arrangements, scrip_dividends, share_offers, stock_splits, subdivisions, subscription_offers, subscriptions, take_overs, tender_offers, credit_adjustments, debit_adjustments, early_redemption, external_value, insurance_premium_adjustments, interest_adjustments, share_capital_reductions, surcharge_adjustments, trade_correction, lump_sum, regular, reinvestment_of_income, transfer_in, amc_cash_rebates, amc_unit_rebates, tax_rebates, asset_conversions, auto_disinvestments, buys, rebalances, sells, switches, dividend, dividend_tax, interest, bed_and_isa_payments, corrections, lump_sum_payments, pension_tax_relief, regular_employer_payments, regular_payments, bond_assignments, lump_sum_withdrawals, natural_income, regular_withdrawals, income_distributions, interest_distributions, or other.

• amount integer Required

  Transaction amount in pennies

• frequency string Required

  How often to automatically create transactions

  Value	Description
  daily	Daily
  weekly	Weekly
  fortnightly	Fortnightly
  four_weekly	Four Weekly
  monthly	Monthly
  bimonthly	Bimonthly
  quarterly	Quarterly
  biannually	Biannually
  annually	Annually

  Values are daily, weekly, fortnightly, four_weekly, monthly, bimonthly, quarterly, biannually, or annually.

• start_date string(date) Required

  Automatically create transactions from this date

• end_date string(date)

  Stop automatically creating transactions after this date. Leave as null for indefinitely.

• provider_controlled boolean

  Boolean to denote whether the provider feeds (if available) are responsible for creating the recurring transactions. If false then Plannr will create these recurring transactions using this transaction schedule

• backdate_transactions boolean

  When true this will create the transactions from the given start date