Account Balances
Track point-in-time balance snapshots for accounts.
Create a Balance Record
from decimal import Decimal
from datetime import date
from finwise import FinWise
client = FinWise(api_key="your-api-key")
balance = client.account_balances.create(
account_id="acc_123",
balance=Decimal("5000.00"),
balance_date=date(2024, 1, 15),
)
When to Use Balance Records
Balance records are useful for:
- Tracking account balances over time
- Reconciling with bank statements
- Building net worth history
List Balance Records
balances = client.account_balances.list(account_id="acc_123")
for balance in balances.data:
print(f"{balance.balance_date}: {balance.balance}")
Get Aggregated Balance
Get the total balance across all accounts:
summary = client.account_balances.aggregated()
print(f"Total: {summary.currency} {summary.total_balance}")
print(f"Across {summary.account_count} accounts")
You can also get the balance as of a specific date: