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POST
/
account_holders
Create account holder
curl --request POST \
  --url https://api.ledgerbeam.com/v1/account_holders \
  --header 'API-KEY: <api-key>' \
  --header 'Content-Type: application/json' \
  --data '{
  "id": "35b927b6-6fda-40aa-93b8-95b47c2b2cad",
  "type": "consumer",
  "name": "John Doe"
}'
{
  "id": "35b927b6-6fda-40aa-93b8-95b47c2b2cad",
  "type": "consumer",
  "created_at": "2024-03-30T00:00:00Z",
  "name": "John Doe",
  "category_id": "category_id"
}

Overview

Create a new account holder to organize and manage transactions. Account holders represent individuals or businesses whose transactions you want to track and analyze.
  • Customer Management: Create account holders for your customers
  • Transaction Organization: Group transactions by account holder
  • Multi-User Systems: Set up different account holders for different users
  • Business Analytics: Track spending patterns by account holder type

Authorizations

API-KEY
string
header
required

API key for authentication

Body

application/json
id
string
required

The unique ID of the account holder

Minimum length: 1
Example:

"35b927b6-6fda-40aa-93b8-95b47c2b2cad"

type
enum<string>
required

The type of the account holder

Available options:
consumer,
business
Example:

"consumer"

name
string

The name of the account holder

Example:

"John Doe"

category_id
string

The category set ID to use for this account holder's transactions

Example:

"category_id"

Response

Account holder created successfully

id
string

The unique ID of the account holder

Minimum length: 1
Example:

"35b927b6-6fda-40aa-93b8-95b47c2b2cad"

type
enum<string>

The type of the account holder

Available options:
consumer,
business
Example:

"consumer"

created_at
string<date-time>

The timestamp of when the account holder was created

Example:

"2024-03-30T00:00:00Z"

name
string | null

The name of the account holder

Example:

"John Doe"

category_id
string | null

The category set ID to use for this account holder's transactions

Example:

"category_id"