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Overview
Where each feature works
Quick start
What Tovari does
Create your account
Add your first account
Connect a bank with Plaid
The budget interview
Reading your register
Categorizing spending
Your first envelope
Scheduling a bill
Understanding Safe to Spend
Features
Accounts
Bank connections
Bills
Budget
Categories
Dashboard
Data and privacy
Email verification
File import
Getting help
Getting set up
Help chat
Household
Legal policies
Payees
Reports
Review Center
Safe to Spend
Settings
Signing in
Transactions
Two-factor authentication
What's New
What's New
2026.09.04.1
2026.09.03.1
2026.09.02.3
2026.09.02.2
2026.09.02.1
2026.09.01.1
2026.08.31.2
2026.08.31.1
2026.08.30.1
2026.08.29.1
2026.08.28.1
2026.08.23.1
2026.08.20.1
2026.08.18.1
2026.08.15.1
2026.08.11.1
2026.08.09.1
API reference
Overview
Auth
Overview
Sign up a new user + organization
Log in with email + password
Sign in / sign up with a Google credential
Start a password reset (emails a code)
Confirm a password reset with a code
Exchange a refresh token for fresh tokens
Accounts
Overview
List accounts
Create an account
Reorder accounts (drag reorder)
Get one account
Update / close / reopen an account
Close (soft-delete) an account
Market-value history for an investment account
Reconcile an account to a statement balance
Get the register View filter preference
Upsert the register View filter preference
Budget
Overview
Budget view for a month
Create a budget section
Update a budget section
Delete a budget section
Create a budget category
Update a budget category
Delete a budget category
Toggle a category as budgeted for a month
Upsert a monthly budgeted amount
Batch set budgeted envelopes for a month
Transactions
Overview
List transactions for an account (keyset paginated)
Create a transaction
Update a transaction
Delete a transaction
Payees
Overview
List payees
Create a payee
Merge payees into one
Update a payee
Delete (deactivate) a payee
Apply the payee's saved default category to its existing transactions
Bills
Overview
List bill schedules
Create a bill schedule
Plaid-detected recurring charges without a matching bill
Dismiss a suggestion (permanent until restored)
Restore a dismissed suggestion — the only way one returns
Dashboard balance projection + upcoming bills
Outstanding scheduled occurrences for an account
Update a bill schedule
Delete a bill schedule
Post a scheduled occurrence into the register
Skip a scheduled occurrence (advance cursor only)
Mark an occurrence as already paid out of band (declaration only)
Remove an occurrence's already-paid mark
Reports
Overview
Spending by category (?month= widget, or ?preset/start/end range)
Spending by payee (?month= widget, or ?preset/start/end range)
Spending by month over a range
Payee flyout for one bar segment of Spending by Month
Drill-down transactions for one payee within a range
Income vs expense over a month range
Per-month drill-down behind one Income vs Expense row
Net worth reconstructed per month over a range
Cash flow: inflow / outflow decomposition + projected balance line
Imports
Overview
Create a presigned S3 upload URL for an import file
List import sessions for an account
Get one import session (grouped staged rows)
Parse/process an uploaded file (may need CSV mapping)
Submit CSV column mapping
Update one staged transaction (confirm/skip/override/payee/category)
Bulk confirm/skip staged transactions
Commit an import session into the register
Cancel an import session
CSV Mapping Profiles
Overview
List saved CSV mapping profiles for an account
Create a CSV mapping profile
Update a CSV mapping profile
Delete a CSV mapping profile
Plaid
Overview
Create a Plaid Link token
Exchange a public token (create or attach accounts)
List linked Plaid items
Disconnect (unlink) a Plaid item
Start re-authentication (create a relink token)
Complete an update-mode Link session (reconcile, or a targeted attach)
Plaid webhook receiver (server-to-server; not browser-called)
Lookups
Overview
System reference data grouped by category
Categories
Overview
OTB category catalog + onboarding questionnaire
Adopt OTB categories for the org
Dashboard
Overview
Safe-to-spend disposable-cash figure
Latest non-transfer transactions across all accounts (KAN-485)
Tovari
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2026.09.02.2
This release contains internal improvements only.