POST /api/v1/statement-transaction
Personal access token & O auth2

Add transactions to an already existing provider statement or add extra client paid transactions to a payment period.

Headers

  • X-PLANNR-ACCOUNT-UUID string
application/json

Body

  • statement_uuid string(uuid)

    Required if adding client paid transactions that do not belong in a provider statement. You should be using provider_statement_uuid in most cases. Statement must also be unlocked.

  • provider_statement_uuid string(uuid) Required

    Provider statement UUID to store these transactions in.

  • statement_transactions array[object] Required

    An array of statement_transactions. If expected payments date is not provided it will use the provider statement date. All amounts must be in pennies. Can also provide extra metadata which can be the rest of the columns of the provider statement.

    Hide statement_transactions attributes Show statement_transactions attributes object
    • policy_number string

      Policy number associated with the transaction.

    • gross_amount integer

      Gross amount of the transaction in pennies.

    • category string

      Category of the charge.

      Value Description
      adhoc Adhoc
      administration Administration
      adjustment Adjustment
      bond_renewal Bond Renewal
      clawback Clawback
      dss_rebate Dss Rebate
      fund Fund
      indemnity Indemnity
      initial_fee Initial Fee
      level Level
      non_indemnity Non Indemnity
      one_off One Off
      ongoing_fee Ongoing Fee
      other_fee Other Fee
      procuration_fee Procuration Fee
      protected_rights Protected Rights
      renewal Renewal
      switch Switch
      unknown Unknown

      Values are adhoc, administration, adjustment, bond_renewal, clawback, dss_rebate, fund, indemnity, initial_fee, level, non_indemnity, one_off, ongoing_fee, other_fee, procuration_fee, protected_rights, renewal, switch, or unknown.

    • client_name string

      Name of the client associated with the transaction.

    • date string(date)

      Date of the transaction. If not provided the provider statement date will be used.

    • net_amount integer

      Net amount of the transaction in pennies.

    • transaction_reference string

      Transaction reference provided by the provider.

    • agency_number string

      Agency number associated with the transaction.

    • product_reference string

      Product reference associated with the transaction.

    • adviser_name string

      Name of the adviser associated with the transaction.

    • sender_id_sib_number string

      Sender ID or SIB number associated with the transaction.

    • reason string

      Reason for the transaction provided by the provider.

    • scheme_name string

      Scheme name associated with the transaction.

    • scheme_number string

      Scheme number associated with the transaction.

    • customer_number string

      Customer number associated with the transaction.

    • policy_market_value string

      Market value of the policy associated with the transaction.

    • metadata object

      Extra metadata which can be the rest of the columns of the provider statement.

      Additional properties are allowed.

Responses

  • 200 application/json
    Hide response attributes Show response attributes object
    • uuid string

      The UUID of the resource.

    • created_at string

      The timestamp of when the resource was created.

    • updated_at string

      The timestamp of when the resource was updated.

    • client_name string

      Client name

    • transaction_reference string

      Unique statement transactions reference assigned by the provider

    • policy_number string

      Provider reference of the plan the statement transactions belongs to

    • date string

      Date of when the provider received the statement transactions

    • gross_amount object

      Gross amount

      Hide gross_amount attributes Show gross_amount attributes object
      • amount object
        Hide amount attributes Show amount attributes object
        • example string
        • description string
      • formatted object
        Hide formatted attributes Show formatted attributes object
        • example string
        • description string
      • currency object
        Hide currency attributes Show currency attributes object
        • example string
        • description string
    • net_amount object

      Net amount

      Hide net_amount attributes Show net_amount attributes object
      • amount object
        Hide amount attributes Show amount attributes object
        • example string
        • description string
      • formatted object
        Hide formatted attributes Show formatted attributes object
        • example string
        • description string
      • currency object
        Hide currency attributes Show currency attributes object
        • example string
        • description string
    • category string

      Expected payment category for accurate reporting

    • payment_origin string

      Who is expected to pay this statement transactions

    • agency_number string

      Agency number

    • product_reference string

      Product reference

    • adviser_name string

      Adviser name

    • sender_id_sib_number string

      Sender id sib number

    • reason string

      Reason

    • scheme_name string

      Scheme name

    • scheme_number string

      Scheme number

    • customer_number string

      Customer number

    • policy_market_value string

      Policy market value

    • provider string

      Provider this statement transaction belongs to if provided

    • provider_statement object

      Provider statement this statement transaction belongs to

      Hide provider_statement attributes Show provider_statement attributes object
      • uuid string
      • created_at string
      • updated_at string
      • number integer
      • name string
      • date string
      • reference string
      • filename string
      • origin string
      • provider string
      • statement string
      • statement_transactions_count integer
      • statement_transactions string
      • total_amount object
        Hide total_amount attributes Show total_amount attributes object
        • amount string
        • currency string
        • formatted string
      • reconciled_expectations_amount object
        Hide reconciled_expectations_amount attributes Show reconciled_expectations_amount attributes object
        • amount string
        • currency string
        • formatted string
      • reconciled_expectations_percentage number
      • reconciled_bank_transactions_amount object
        Hide reconciled_bank_transactions_amount attributes Show reconciled_bank_transactions_amount attributes object
        • amount string
        • currency string
        • formatted string
      • reconciled_bank_transactions_percentage number
      • is_fully_reconciled_to_expectations boolean
    • metadata object

      Any metadata that was saved during a CSV import for statement transactions

      Hide metadata attribute Show metadata attribute object
      • client_name string
    • expectation object

      The expectation that the statement transaction has been reconciled against

      Hide expectation attributes Show expectation attributes object
      • uuid string
      • created_at string
      • updated_at string
      • payment_origin string
      • type string
      • category string
      • expected_payment_date string
      • tax_exempt boolean
      • tax integer
      • recurring boolean
      • is_balanced boolean
      • unbalanced_expected_amount object
        Hide unbalanced_expected_amount attributes Show unbalanced_expected_amount attributes object
        • amount object
          Hide amount attributes Show amount attributes object
          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object
          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object
          • example string
          • description string
      • expected_amount object
        Hide expected_amount attributes Show expected_amount attributes object
        • amount object
          Hide amount attributes Show amount attributes object
          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object
          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object
          • example string
          • description string
      • gross_amount object
        Hide gross_amount attributes Show gross_amount attributes object
        • amount object
          Hide amount attributes Show amount attributes object
          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object
          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object
          • example string
          • description string
      • net_amount object
        Hide net_amount attributes Show net_amount attributes object
        • amount object
          Hide amount attributes Show amount attributes object
          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object
          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object
          • example string
          • description string
      • amount object
        Hide amount attributes Show amount attributes object
        • amount object
          Hide amount attributes Show amount attributes object
          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object
          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object
          • example string
          • description string
      • percentage number
      • exclude_from_rmar boolean
      • rmar_type string
      • advice_type string
      • service_type string
      • advice_area_gross object
        Hide advice_area_gross attributes Show advice_area_gross attributes object
        • deposit integer
        • non_regulated integer
        • non_rmar integer
        • non_investment_insurance integer
        • regulated_mortgage integer
        • retail_investment integer
        • other_fca_regulated integer
        • unknown integer
      • advice_area_net object
        Hide advice_area_net attributes Show advice_area_net attributes object
        • deposit integer
        • non_regulated integer
        • non_rmar integer
        • non_investment_insurance integer
        • regulated_mortgage integer
        • retail_investment integer
        • other_fca_regulated integer
        • unknown integer
      • account string
      • seller string
      • author string
      • charge_schedule string
      • chargeable_type string
      • chargeable string
      • statement_transactions string
      • statement string
      • income_splits string
      • firm string
      • notes_count integer
    • bank_transactions array[object]

      The bank payments used to reconcile this statement transaction

      Hide bank_transactions attributes Show bank_transactions attributes object
      • uuid string
      • created_at string
      • updated_at string
      • date string
      • amount object
        Hide amount attributes Show amount attributes object
        • amount string
        • currency string
        • formatted string
      • reference string
      • metadata object
        Hide metadata attribute Show metadata attribute object
        • client_name string
      • filename string
      • bank_statement string
      • statement string
      • account string
      • firm string
    • statement object

      The statement period this statement transaction belongs to

      Hide statement attributes Show statement attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • start_date string
      • end_date string
      • locked boolean
      • locked_at string
      • locked_by string
      • total_expectations object
        Hide total_expectations attributes Show total_expectations attributes object
        • amount string
        • currency string
        • formatted string
      • total_statement_transactions object
        Hide total_statement_transactions attributes Show total_statement_transactions attributes object
        • amount string
        • currency string
        • formatted string
      • total_bank_transactions object
        Hide total_bank_transactions attributes Show total_bank_transactions attributes object
        • amount string
        • currency string
        • formatted string
      • total_expectation_amount_reconciled_to_bank object
        Hide total_expectation_amount_reconciled_to_bank attributes Show total_expectation_amount_reconciled_to_bank attributes object
        • amount string
        • currency string
        • formatted string
      • total_expectation_percentage_reconciled_to_bank object
        Hide total_expectation_percentage_reconciled_to_bank attributes Show total_expectation_percentage_reconciled_to_bank attributes object
        • amount string
        • currency string
        • formatted string
      • expectations_count integer
      • statement_transactions_count integer
      • statement_transactions string
    • account object

      Account that created this statement transaction

      Hide account attributes Show account attributes object
      • uuid string
      • created_at string
      • updated_at string
      • type string
      • role string
      • first_name string
      • last_name string
      • name string
      • email string
      • photo_url string
      • firm string
      • primary_phone_number string
      • primary_email string
      • current_time_entry string
      • assigned_adviser string
      • assigned_administrator string
      • assigned_paraplanner string
      • introduced_by string
      • business_unit string
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • with_login boolean
      • has_joint_account boolean
      • can_be_deleted string
      • joint_account_circle string
      • circles string
      • ownership_percentage integer
      • inactive_at string
      • last_interaction_at string
      • referral_code string
      • permissions object
        Hide permissions attributes Show permissions attributes object
        • firm:read array[string]
        • network:read array[string]
      • custom_fields string
      • external_references string
    • firm object

      Firm this statement transaction belongs to

      Hide firm attributes Show firm attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • slug string
      • address_1 string
      • address_2 string
      • town_city string
      • county string
      • postcode string
      • country string
      • regulatory_text string
      • logo_icon string
      • brand_colours object
        Hide brand_colours attributes Show brand_colours attributes object
        • sidebar_background string
        • sidebar_accent string
        • sidebar_text string
        • sidebar_hover string
        • sidebar_active string
        • sidebar_title_background string
        • sidebar_title_primary string
        • sidebar_title_secondary string
        • sidebar_title_secondary_hover string
        • email_background string
        • email_logo_background_panel string
        • email_sub_text string
        • email_button_background string
        • email_button_text string
        • portal_sidebar_button_background string
        • portal_sidebar_button_hover string
        • portal_sidebar_button_active string
        • portal_brand_title string
        • portal_brand_sub_title string
        • portal_sidebar_title string
        • portal_sidebar_text string
        • portal_sidebar_text_hover string
        • portal_sidebar_text_active string
        • portal_sidebar_icon string
        • portal_sidebar_icon_hover string
        • portal_sidebar_icon_active string
        • portal_background string
        • portal_sidebar_account_title string
        • portal_sidebar_account_email string
        • portal_sidebar_divider string
        • portal_dashboard_bg_one string
        • portal_dashboard_bg_two string
        • portal_sidebar_collapse_button string
        • portal_sidebar_collapse_button_hover string
        • portal_sidebar_user_select_background string
        • portal_sidebar_user_select_hover string
        • portal_sidebar_user_select_text string
        • portal_sidebar_user_select_text_hover string
        • portal_sidebar_user_select_border string
        • portal_sidebar_user_select_border_hover string
      • is_subscribed boolean
      • addon_subscriptions string
      • keep_deleted_files_for integer
      • tax number
      • month_end integer
      • statement_frequency string
      • billing object
        Hide billing attributes Show billing attributes object
        • invoice_address_1 string
        • invoice_address_2 string
        • invoice_town_city string
        • invoice_county string
        • invoice_postcode string
        • invoice_country string
        • invoice_email string
      • task_board_template string
      • ip_whitelist array[string]
      • welcome_paragraph_html string
      • email_welcome_paragraph_html string
      • show_fact_find_illustrations boolean
      • cc_email_addresses array[string]
      • bcc_email_addresses array[string]
      • reply_to_email_address string
      • mobile_app_support_number string
      • mobile_app_support_email string
    • reconciliation object

      The reconciliation amount to both expectations and bank transactions

      Hide reconciliation attributes Show reconciliation attributes object
      • bank_transaction_reconciliation_amount object
        Hide bank_transaction_reconciliation_amount attributes Show bank_transaction_reconciliation_amount attributes object
        • amount object
          Hide amount attributes Show amount attributes object
          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object
          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object
          • example string
          • description string
      • bank_transaction_reconciliation_percentage integer
      • is_fully_reconciled_with_bank_transactions boolean
      • expectation_reconciliation_amount object
        Hide expectation_reconciliation_amount attributes Show expectation_reconciliation_amount attributes object
        • amount object
          Hide amount attributes Show amount attributes object
          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object
          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object
          • example string
          • description string
      • expectation_reconciliation_percentage integer
      • is_reconciled_with_expectation boolean
      • is_fully_reconciled_with_expectations boolean
    • bank_transaction_reconciliations object

      The individual reconciliations against the statement transaction for bank transactions

      Hide bank_transaction_reconciliations attributes Show bank_transaction_reconciliations attributes object
      • uuid string
      • created_at string
      • updated_at string
      • amount object
        Hide amount attributes Show amount attributes object
        • amount object
          Hide amount attributes Show amount attributes object
          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object
          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object
          • example string
          • description string
      • statement_transaction string
      • bank_transaction string
      • account string
POST /api/v1/statement-transaction 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/statement-transaction' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"statement_uuid":"18c98f98-1b60-4a35-a280-174f71d34531","provider_statement_uuid":"06f1c363-99ef-4ca3-ba4a-7f5bf1671f0b","statement_transactions":[{"client_name":"Gareth Thompson","policy_number":"AVIVA_0001","date":"2026-04-27","gross_amount":15000,"net_amount":15000,"transaction_reference":"6Yy2gPfz","agency_number":"Y6nXiGfy","product_reference":"zWgD0fr2","category":"ongoing_fee","adviser_name":"Bill Gates","sender_id_sib_number":"Sender ID/SIB number","reason":"Provider Reason","scheme_name":"Scheme name","scheme_number":"Scheme number","customer_number":"Customer number","policy_market_value":"Policy market value"},{"client_first_name":"Barry","client_last_name":"Allen","policy_number":"AVIVA_0002","date":"2026-04-27","gross_amount":8999,"category":"renewal","adviser_first_name":"Bruce","adviser_last_name":"Wayne"}]}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "statement_uuid": "18c98f98-1b60-4a35-a280-174f71d34531",
  "provider_statement_uuid": "06f1c363-99ef-4ca3-ba4a-7f5bf1671f0b",
  "statement_transactions": [
    {
      "client_name": "Gareth Thompson",
      "policy_number": "AVIVA_0001",
      "date": "2026-04-27",
      "gross_amount": 15000,
      "net_amount": 15000,
      "transaction_reference": "6Yy2gPfz",
      "agency_number": "Y6nXiGfy",
      "product_reference": "zWgD0fr2",
      "category": "ongoing_fee",
      "adviser_name": "Bill Gates",
      "sender_id_sib_number": "Sender ID/SIB number",
      "reason": "Provider Reason",
      "scheme_name": "Scheme name",
      "scheme_number": "Scheme number",
      "customer_number": "Customer number",
      "policy_market_value": "Policy market value"
    },
    {
      "client_first_name": "Barry",
      "client_last_name": "Allen",
      "policy_number": "AVIVA_0002",
      "date": "2026-04-27",
      "gross_amount": 8999,
      "category": "renewal",
      "adviser_first_name": "Bruce",
      "adviser_last_name": "Wayne"
    }
  ]
}
Response examples (200) 
{
  "uuid": "df25d48a-037b-4d73-a45d-45fbbc9f7ffa",
  "created_at": "2026-04-29T16:54:32+01:00",
  "updated_at": "2026-04-29T16:54:32+01:00",
  "client_name": "Gareth Thompson",
  "transaction_reference": "m15DNwxzJx",
  "policy_number": "AVIVA_00001",
  "date": "2026-04-29",
  "gross_amount": {
    "amount": {
      "example": "4000",
      "description": "Money amount at their lowest denominator (for example: pennies)"
    },
    "formatted": {
      "example": "£40.00",
      "description": "Money amount formatted with currency"
    },
    "currency": {
      "example": "GBP",
      "description": "Currency of the money"
    }
  },
  "net_amount": {
    "amount": {
      "example": "4000",
      "description": "Money amount at their lowest denominator (for example: pennies)"
    },
    "formatted": {
      "example": "£40.00",
      "description": "Money amount formatted with currency"
    },
    "currency": {
      "example": "GBP",
      "description": "Currency of the money"
    }
  },
  "category": "initial_fee",
  "payment_origin": "provider",
  "agency_number": "Agency number",
  "product_reference": "Product reference",
  "adviser_name": "Adviser name",
  "sender_id_sib_number": "Sender id sib number",
  "reason": "Reason",
  "scheme_name": "Scheme name",
  "scheme_number": "Scheme number",
  "customer_number": "Customer number",
  "policy_market_value": "Policy market value",
  "provider": "Aviva",
  "provider_statement": {
    "uuid": "de6281b8-ebfa-4764-b20d-1b08d7c7fbe4",
    "created_at": "2026-04-29T16:54:32+01:00",
    "updated_at": "2026-04-29T16:54:32+01:00",
    "number": 23,
    "name": "Aviva",
    "date": "2026-04-29",
    "reference": "SW#8434",
    "filename": "aviva-statement-may.csv",
    "origin": "upload",
    "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
    "statement": "App\\Http\\Resources\\StatementResource",
    "statement_transactions_count": 6,
    "statement_transactions": "App\\Http\\Resources\\StatementTransactionResource",
    "total_amount": {
      "amount": "345895",
      "currency": "GBP",
      "formatted": "£3,458.95"
    },
    "reconciled_expectations_amount": {
      "amount": "12849",
      "currency": "GBP",
      "formatted": "£128.49"
    },
    "reconciled_expectations_percentage": 95.68,
    "reconciled_bank_transactions_amount": {
      "amount": "22985",
      "currency": "GBP",
      "formatted": "£229.85"
    },
    "reconciled_bank_transactions_percentage": 95.68,
    "is_fully_reconciled_to_expectations": true
  },
  "metadata": {
    "client_name": "Gareth Thompson"
  },
  "expectation": {
    "uuid": "def195a6-1a98-4aea-9c9d-c362c74f9783",
    "created_at": "2026-04-29T16:54:32+01:00",
    "updated_at": "2026-04-29T16:54:32+01:00",
    "payment_origin": "provider",
    "type": "fee",
    "category": "ongoing_fee",
    "expected_payment_date": "2026-04-29T16:54:32+01:00",
    "tax_exempt": true,
    "tax": 20,
    "recurring": true,
    "is_balanced": false,
    "unbalanced_expected_amount": {
      "amount": {
        "example": "4000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "formatted": {
        "example": "£40.00",
        "description": "Money amount formatted with currency"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      }
    },
    "expected_amount": {
      "amount": {
        "example": "4000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "formatted": {
        "example": "£40.00",
        "description": "Money amount formatted with currency"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      }
    },
    "gross_amount": {
      "amount": {
        "example": "4000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "formatted": {
        "example": "£40.00",
        "description": "Money amount formatted with currency"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      }
    },
    "net_amount": {
      "amount": {
        "example": "4000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "formatted": {
        "example": "£40.00",
        "description": "Money amount formatted with currency"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      }
    },
    "amount": {
      "amount": {
        "example": "4000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "formatted": {
        "example": "£40.00",
        "description": "Money amount formatted with currency"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      }
    },
    "percentage": 0.75,
    "exclude_from_rmar": true,
    "rmar_type": "adviser_charge",
    "advice_type": "independent",
    "service_type": "initial",
    "advice_area_gross": {
      "deposit": 7500,
      "non_regulated": 0,
      "non_rmar": 0,
      "non_investment_insurance": 0,
      "regulated_mortgage": 2500,
      "retail_investment": 0,
      "other_fca_regulated": 0,
      "unknown": 0
    },
    "advice_area_net": {
      "deposit": 7500,
      "non_regulated": 0,
      "non_rmar": 0,
      "non_investment_insurance": 0,
      "regulated_mortgage": 2500,
      "retail_investment": 0,
      "other_fca_regulated": 0,
      "unknown": 0
    },
    "account": "App\\Http\\Resources\\AccountResource",
    "seller": "App\\Http\\Resources\\AccountResource",
    "author": "App\\Http\\Resources\\AccountResource",
    "charge_schedule": "App\\Http\\Resources\\ChargeResource",
    "chargeable_type": "plan",
    "chargeable": "App\\Http\\Resources\\Plans\\PlanResource",
    "statement_transactions": "App\\Http\\Resources\\StatementTransactionResource",
    "statement": "App\\Http\\Resources\\StatementResource",
    "income_splits": "App\\Http\\Resources\\IncomeSplitResource",
    "firm": "App\\Http\\Resources\\FirmResource",
    "notes_count": 5
  },
  "bank_transactions": [
    {
      "uuid": "f326e490-84a3-4479-9c12-70e0e238b730",
      "created_at": "2026-04-29T16:54:32+01:00",
      "updated_at": "2026-04-29T16:54:32+01:00",
      "date": "2022-07-15",
      "amount": {
        "amount": "12399",
        "currency": "GBP",
        "formatted": "£123.99"
      },
      "reference": "VitalityLtd",
      "metadata": {
        "client_name": "Gareth Thompson"
      },
      "filename": "Natwest June 2022 Statement.xlsx",
      "bank_statement": "App\\Http\\Resources\\BankStatementResource",
      "statement": "App\\Http\\Resources\\StatementResource",
      "account": "App\\Http\\Resources\\AccountResource",
      "firm": "App\\Http\\Resources\\FirmResource"
    }
  ],
  "statement": {
    "uuid": "9a9d2c3b-c02c-4753-aa8c-6a2c5ad66ab9",
    "created_at": "2026-04-29T16:54:32+01:00",
    "updated_at": "2026-04-29T16:54:32+01:00",
    "name": "01/06/2022 - 30/06/2022",
    "start_date": "2022-06-30",
    "end_date": "2022-06-01",
    "locked": false,
    "locked_at": "2026-04-29T16:54:32+01:00",
    "locked_by": "App\\Http\\Resources\\AccountResource",
    "total_expectations": {
      "amount": "124585",
      "currency": "GBP",
      "formatted": "£1,245.85"
    },
    "total_statement_transactions": {
      "amount": "125599",
      "currency": "GBP",
      "formatted": "£1,255.99"
    },
    "total_bank_transactions": {
      "amount": "125599",
      "currency": "GBP",
      "formatted": "£1,255.99"
    },
    "total_expectation_amount_reconciled_to_bank": {
      "amount": "125599",
      "currency": "GBP",
      "formatted": "£1,255.99"
    },
    "total_expectation_percentage_reconciled_to_bank": {
      "amount": "8570",
      "currency": "GBP",
      "formatted": "£85.70"
    },
    "expectations_count": 6,
    "statement_transactions_count": 6,
    "statement_transactions": "App\\Http\\Resources\\StatementTransactionResource"
  },
  "account": {
    "uuid": "76afd049-7e4b-49de-9e23-8f9af9384f2c",
    "created_at": "2026-04-29T16:54:32+01:00",
    "updated_at": "2026-04-29T16:54:32+01:00",
    "type": "client",
    "role": "client",
    "first_name": "Gareth",
    "last_name": "Thompson",
    "name": "Gareth Thompson",
    "email": "gareth@codepotato.co.uk",
    "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
    "firm": "App\\Http\\Resources\\FirmResource",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
    "groups": "App\\Http\\Resources\\GroupResource",
    "tags": "App\\Http\\Resources\\TagResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "first_contact_date": "2026-04-29T16:54:32+01:00",
    "next_review_date": "2026-04-29T16:54:32+01:00",
    "previous_review_date": "2026-04-29T16:54:32+01:00",
    "anniversary_review_date": "2026-04-29T16:54:32+01:00",
    "with_login": true,
    "has_joint_account": true,
    "can_be_deleted": "false",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "circles": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "inactive_at": "2026-04-29",
    "last_interaction_at": "2026-04-29 16:54:32",
    "referral_code": "ABC12345",
    "permissions": {
      "firm:read": [
        "firm"
      ],
      "network:read": [
        "network:uuid"
      ]
    },
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
  },
  "firm": {
    "uuid": "3f4b87be-b1b0-4d5e-b550-4255f493772c",
    "created_at": "2026-04-29T16:54:32+01:00",
    "updated_at": "2026-04-29T16:54:32+01:00",
    "name": "Codepotato",
    "slug": "codepotato",
    "address_1": "Suite E, 5 The Briars",
    "address_2": "Waterberry Drive",
    "town_city": "Waterlooville",
    "county": "Hampshire",
    "postcode": "PO7 7YH",
    "country": "United Kingdom",
    "regulatory_text": "Regulatory text",
    "logo": "https://api.plannrcrm.com/images/plannr.jpg",
    "logo_icon": "https://api.plannrcrm.com/images/plannr-icon.jpg",
    "brand_colours": {
      "sidebar_background": "#0E0E56",
      "sidebar_accent": "#36367E",
      "sidebar_text": "#FFFFFF",
      "sidebar_hover": "#0A0A42",
      "sidebar_active": "#53DBB8",
      "sidebar_title_background": "#36367E",
      "sidebar_title_primary": "#FFC634",
      "sidebar_title_secondary": "#FFFFFF",
      "sidebar_title_secondary_hover": "#FFFFFF",
      "email_background": "#0E0E56",
      "email_logo_background_panel": "#36367E",
      "email_sub_text": "#FFFFFF",
      "email_button_background": "#36367E",
      "email_button_text": "#FFFFFF",
      "portal_sidebar_button_background": "#F6F6F6",
      "portal_sidebar_button_hover": "#FFFFFF",
      "portal_sidebar_button_active": "#FFFFFF",
      "portal_brand_title": "#323B4B",
      "portal_brand_sub_title": "#828994",
      "portal_sidebar_title": "#11151D",
      "portal_sidebar_text": "#323B4B",
      "portal_sidebar_text_hover": "#323B4B",
      "portal_sidebar_text_active": "#323B4B",
      "portal_sidebar_icon": "#828994",
      "portal_sidebar_icon_hover": "#828994",
      "portal_sidebar_icon_active": "#828994",
      "portal_background": "#F6F6F6",
      "portal_sidebar_account_title": "#11151D",
      "portal_sidebar_account_email": "#828994",
      "portal_sidebar_divider": "#E3E5E9",
      "portal_dashboard_bg_one": "#EF4583",
      "portal_dashboard_bg_two": "#FFC634",
      "portal_sidebar_collapse_button": "#828994",
      "portal_sidebar_collapse_button_hover": "#B3B9C4",
      "portal_sidebar_user_select_background": "#F6F6F6",
      "portal_sidebar_user_select_hover": "#F6F6F6",
      "portal_sidebar_user_select_text": "#323B4B",
      "portal_sidebar_user_select_text_hover": "#323B4B",
      "portal_sidebar_user_select_border": "#EEEEEE",
      "portal_sidebar_user_select_border_hover": "#828994"
    },
    "is_subscribed": true,
    "addon_subscriptions": "App\\Http\\Resources\\Addons\\AddonSubscriptionResource",
    "keep_deleted_files_for": 30,
    "tax": 17.5,
    "month_end": 25,
    "statement_frequency": "monthly",
    "billing": {
      "invoice_address_1": "Suite E, 5 The Briars",
      "invoice_address_2": "Waterberry Drive",
      "invoice_town_city": "Waterlooville",
      "invoice_county": "Hampshire",
      "invoice_postcode": "PO7 7YH",
      "invoice_country": "United Kingdom",
      "invoice_email": "gareth@codepotato.co.uk"
    },
    "task_board_template": "App\\Http\\Resources\\Board\\BoardResource",
    "ip_whitelist": [
      "192.168.0.1",
      "127.0.0.1"
    ],
    "welcome_paragraph_html": "<h1>Welcome.</h1>",
    "email_welcome_paragraph_html": "Welcome to Plannr!",
    "show_fact_find_illustrations": true,
    "cc_email_addresses": [
      "jack@example.com",
      "jill@example.com"
    ],
    "bcc_email_addresses": [
      "jack@example.com",
      "jill@example.com"
    ],
    "reply_to_email_address": "jack@example.com",
    "mobile_app_support_number": "01234 567890",
    "mobile_app_support_email": "support@example.com"
  },
  "reconciliation": {
    "bank_transaction_reconciliation_amount": {
      "amount": {
        "example": "4000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "formatted": {
        "example": "£40.00",
        "description": "Money amount formatted with currency"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      }
    },
    "bank_transaction_reconciliation_percentage": 100,
    "is_fully_reconciled_with_bank_transactions": true,
    "expectation_reconciliation_amount": {
      "amount": {
        "example": "4000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "formatted": {
        "example": "£40.00",
        "description": "Money amount formatted with currency"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      }
    },
    "expectation_reconciliation_percentage": 50,
    "is_reconciled_with_expectation": false,
    "is_fully_reconciled_with_expectations": false
  },
  "bank_transaction_reconciliations": {
    "uuid": "f24cfb63-7df4-46c5-be1d-6d9a60b1ba80",
    "created_at": "2026-04-29T16:54:32+01:00",
    "updated_at": "2026-04-29T16:54:32+01:00",
    "amount": {
      "amount": {
        "example": "4000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "formatted": {
        "example": "£40.00",
        "description": "Money amount formatted with currency"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      }
    },
    "statement_transaction": "App\\Http\\Resources\\StatementTransactionResource",
    "bank_transaction": "App\\Http\\Resources\\BankTransactionResource",
    "account": "App\\Http\\Resources\\AccountResource"
  }
}