PUT /api/v1/client/{client_uuid}/income/{uuid}
Personal access token & O auth2

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • client_uuid string Required
  • uuid string Required
application/json

Body

  • name string

    The name of the income.

  • type string

    The type of income.

    Value Description
    salary Salary
    dividend Dividend
    bonus Bonus
    benefit Benefit
    other Other
    investment Investment
    rental Rental
    pension Pension
    capital_gains Capital Gains
    business_loan Business Loan
    investor_funding Investor Funding
    grant Grant
    charity Charity
    crowdfunding Crowdfunding
    gross_profit Gross Profit
    operating_profit Operating Profit
    operating_revenue Operating Revenue
    non_operating_revenue Non Operating Revenue
    net_profit Net Profit

    Values are salary, dividend, bonus, benefit, other, investment, rental, pension, capital_gains, business_loan, investor_funding, grant, charity, crowdfunding, gross_profit, operating_profit, operating_revenue, non_operating_revenue, or net_profit.

  • type_other string

    The type of income when the type is set to "other".

  • amount integer

    The amount of the income in pennies. For example, £50,000 would be 5000000.

  • amount_type string

    The type of the amount.

    Value Description
    net Net
    gross Gross

    Values are net or gross.

  • start_date string(date)

    The start date of the income.

  • end_date string(date)

    The end date of the income.

  • frequency string

    The frequency of the income.

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

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

  • is_taxable boolean

    Denotes if the income is taxable or not.

  • shared_owner_uuid string(uuid)

    Optional UUID of an owner account. The client must be a shared type.

  • employment_uuid string(uuid)

    Employment to link to this salary, dividend, bonus, benefit, other type incomes.

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.

    • name string

      The name of the income.

    • type string

      The type of income.

    • type_other string

      The other type of income, if the type is "other".

    • amount object

      The amount of the income.

      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
    • amount_type string

      The type of the amount.

    • start_date string

      The start date of the income.

    • end_date string

      The end date of the income.

    • frequency string

      The frequency of the income.

    • is_taxable boolean

      Denotes if the income is taxable or not.

    • shared_owner_type string

      Denotes if the employment is shared across the client or belongs to one of the owners of the client. (Only applicable for joint/business/trust clients).

    • shared_owner object

      The owner of the employment. Only provided if the shared_owner_type is "individual".

      Hide shared_owner attributes Show shared_owner 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
      • 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
      • custom_fields string
      • external_references string
    • employment object

      Employment of this income.

      Hide employment attributes Show employment attributes object
      • uuid string
      • created_at string
      • updated_at string
      • status string
      • occupation string
      • occupation_code string
      • job_title string
      • employer string
      • started_at string
      • ended_at string
      • is_business_owner boolean
      • percentage_of_business_shared integer
      • address string
      • phone_number string
      • email_address string
      • shared_owner_type string
      • shared_owner string
      • last_salary_increase string
      • business_name string
      • business_year_end string
      • business_value object
        Hide business_value attributes Show business_value 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
      • directors string
      • shareholding_in_business object
        Hide shareholding_in_business attributes Show shareholding_in_business 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
      • profit object
        Hide profit attributes Show profit 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
      • accountant_company_name string
      • accountant_email string
      • accountant_telephone_number string
      • accountant_address string
      • primary boolean
      • turnover_history string
      • income string
    • account object

      Account that owns this income.

      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
      • external_references string
PUT /api/v1/client/{client_uuid}/income/{uuid} 
curl \
 --request PUT 'https://api.plannrcrm.com/api/v1/client/6ff8f7f6-1eb3-3525-be4a-3932c805afed/income/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"name":"My Salary","type":"salary","type_other":"My Other Income","amount":5000000,"amount_type":"net","start_date":"2025-12-24","end_date":"2025-12-24","frequency":"daily","is_taxable":true,"shared_owner_uuid":"59bd16c2-f70d-4d3d-a5d3-2bd73cd9c77b","employment_uuid":"a73a4752-aa74-45f3-9a65-98d6454e35c7"}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "name": "My Salary",
  "type": "salary",
  "type_other": "My Other Income",
  "amount": 5000000,
  "amount_type": "net",
  "start_date": "2025-12-24",
  "end_date": "2025-12-24",
  "frequency": "daily",
  "is_taxable": true,
  "shared_owner_uuid": "59bd16c2-f70d-4d3d-a5d3-2bd73cd9c77b",
  "employment_uuid": "a73a4752-aa74-45f3-9a65-98d6454e35c7"
}
Response examples (200) 
{
  "name": "My Salary",
  "type": "salary",
  "uuid": "b675252c-fba7-4d57-ab16-e754522684b1",
  "amount": {
    "amount": {
      "example": "4000",
      "description": "Money amount at their lowest denominator (for example: pennies)"
    },
    "currency": {
      "example": "GBP",
      "description": "Currency of the money"
    },
    "formatted": {
      "example": "£40.00",
      "description": "Money amount formatted with currency"
    }
  },
  "account": {
    "name": "Gareth Thompson",
    "role": "client",
    "type": "client",
    "uuid": "17410152-f2d1-4820-b882-5345a5f1d054",
    "email": "gareth@codepotato.co.uk",
    "last_name": "Thompson",
    "photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
    "created_at": "2025-12-24T11:02:59+00:00",
    "first_name": "Gareth",
    "updated_at": "2025-12-24T11:02:59+00:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
  },
  "end_date": "2025-12-24",
  "frequency": "annually",
  "created_at": "2025-12-24T11:02:59+00:00",
  "employment": {
    "uuid": "49a732db-7a31-4888-b199-684d58bfec67",
    "income": "App\\Http\\Resources\\IncomeResource",
    "profit": {
      "amount": {
        "example": "4000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      },
      "formatted": {
        "example": "£40.00",
        "description": "Money amount formatted with currency"
      }
    },
    "status": "employed",
    "address": "App\\Http\\Resources\\AddressResource",
    "primary": true,
    "employer": "Plannr Technologies Ltd",
    "ended_at": "2021-12-24T11:02:59+00:00",
    "directors": "Susan F. Lancaster",
    "job_title": "Senior financial adviser",
    "created_at": "2025-12-24T11:02:59+00:00",
    "occupation": "Financial Adviser",
    "started_at": "2020-12-24T11:02:59+00:00",
    "updated_at": "2025-12-24T11:02:59+00:00",
    "phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "shared_owner": "App\\Http\\Resources\\AccountResource",
    "business_name": "My Business",
    "email_address": "App\\Http\\Resources\\ContactDetailResource",
    "business_value": {
      "amount": {
        "example": "4000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      },
      "formatted": {
        "example": "£40.00",
        "description": "Money amount formatted with currency"
      }
    },
    "occupation_code": "FAC02774",
    "accountant_email": "accountant@email.com",
    "turnover_history": "App\\Http\\Resources\\TurnoverHistoryResource",
    "business_year_end": "2020-12-31",
    "is_business_owner": true,
    "shared_owner_type": "individual",
    "accountant_address": "23 Chollerton, Hexham, Northumberland, NE46 4TF",
    "last_salary_increase": "2019-01-01",
    "accountant_company_name": "My Accountant",
    "shareholding_in_business": {
      "amount": {
        "example": "4000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      },
      "formatted": {
        "example": "£40.00",
        "description": "Money amount formatted with currency"
      }
    },
    "accountant_telephone_number": "+441234567890",
    "percentage_of_business_shared": 50
  },
  "is_taxable": true,
  "start_date": "2024-12-24",
  "type_other": "Other income type",
  "updated_at": "2025-12-24T11:02:59+00:00",
  "amount_type": "net",
  "shared_owner": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "2135e9c3-6ada-4da9-a934-2489ff67d4d6",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "circles": "App\\Http\\Resources\\CircleResource",
    "last_name": "Thompson",
    "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
    "created_at": "2025-12-24T11:02:59+00:00",
    "first_name": "Gareth",
    "updated_at": "2025-12-24T11:02:59+00:00",
    "with_login": true,
    "inactive_at": "2025-12-24",
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "can_be_deleted": "false",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "next_review_date": "2025-12-24T11:02:59+00:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-12-24T11:02:59+00:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "last_interaction_at": "2025-12-24 11:02:59",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2025-12-24T11:02:59+00:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-12-24T11:02:59+00:00"
  },
  "shared_owner_type": "individual"
}