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These operations are read-only and need the pfm:read scope. Money is a decimal string with a currency_code, such as "1842.90". Dates are YYYY-MM-DD, and timestamps are ISO 8601 in UTC. The numbers are the same numbers the Visor app shows.

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Overview

GET /v1/spaces/{space_id}/overview returns a snapshot of the space for the current financial period. The period follows the month start day of the space, not the calendar month. All amounts are in the display currency of the user.

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Cards and bills

GET /v1/spaces/{space_id}/cards lists the visible credit cards of the space with the limit, the used limit, and the dates of the current bill. The card id is the same as the account id. GET /v1/spaces/{space_id}/cards/{card_id}/bills lists the bills (faturas) of one card. Filter by due date with from and to. Without them, the list covers the current month. When amount_is_estimate is true, Visor rebuilt the total from synced transactions, and the bank can still change it.

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Subscriptions and fixed bills

Visor splits recurring expenses into two lists: A recurring expense is in one list only. Both lists show active expenses, with the next due date and the date of the last matched charge.

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Installments

GET /v1/spaces/{space_id}/installment-plans lists purchases in installments. paid_installments and total_installments are the X de N of the app. Set status=completed to list the plans you marked as completed.

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Goals

GET /v1/spaces/{space_id}/goals lists active and completed goals, with the target, the amount saved, and the progress. The emergency fund is a goal with kind: emergency_fund. Filter with status=active, completed, or archived.

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Investments

GET /v1/spaces/{space_id}/investments lists connected and manual investments, largest first. summary.total_value is the total in the display currency, and it skips investments that you left out of net worth.

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Open Finance connections

GET /v1/spaces/{space_id}/connections lists the bank connections that feed accounts of the space, with the sync status and the last successful sync. When requires_reauth is true, reconnect the bank in the Visor app.

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Your profile and notifications

GET /v1/me returns your name, email, language, display currency, effective plan, and active space. GET /v1/notifications lists your notifications from every space, newest first. Use unread=true to list only unread notifications. The list has pages, like the transaction list: pass next_cursor as after to read the next page.