# Sure Docs (draft)

## Docs

- [List accounts](https://docs.sure.am/api-reference/accounts/list-accounts.md)
- [Get balance sheet](https://docs.sure.am/api-reference/balance-sheet/get-balance-sheet.md): Returns the family's net worth, total assets, and total liabilities in the family's primary currency.
- [List budget categories](https://docs.sure.am/api-reference/budget-categories/list-budget-categories.md)
- [Retrieve a budget category](https://docs.sure.am/api-reference/budget-categories/retrieve-a-budget-category.md)
- [List budgets](https://docs.sure.am/api-reference/budgets/list-budgets.md)
- [Retrieve a budget](https://docs.sure.am/api-reference/budgets/retrieve-a-budget.md)
- [List categories](https://docs.sure.am/api-reference/categories/list-categories.md)
- [Retrieve a category](https://docs.sure.am/api-reference/categories/retrieve-a-category.md)
- [Create a message](https://docs.sure.am/api-reference/chat-messages/create-a-message.md)
- [Retry the last assistant response](https://docs.sure.am/api-reference/chat-messages/retry-the-last-assistant-response.md)
- [Create chat](https://docs.sure.am/api-reference/chats/create-chat.md)
- [Delete a chat](https://docs.sure.am/api-reference/chats/delete-a-chat.md)
- [List chats](https://docs.sure.am/api-reference/chats/list-chats.md)
- [Retrieve a chat](https://docs.sure.am/api-reference/chats/retrieve-a-chat.md)
- [Update a chat](https://docs.sure.am/api-reference/chats/update-a-chat.md)
- [List holdings](https://docs.sure.am/api-reference/holdings/list-holdings.md)
- [Retrieve a holding](https://docs.sure.am/api-reference/holdings/retrieve-a-holding.md)
- [Create import](https://docs.sure.am/api-reference/imports/create-import.md): Create a new import from raw CSV content.
- [List imports](https://docs.sure.am/api-reference/imports/list-imports.md): List all imports for the user's family with pagination and filtering.
- [Retrieve an import](https://docs.sure.am/api-reference/imports/retrieve-an-import.md): Retrieve detailed information about a specific import, including configuration and row statistics.
- [List merchants](https://docs.sure.am/api-reference/merchants/list-merchants.md): Returns all family-owned and provider merchants associated with the user's transactions.
- [Retrieve a merchant](https://docs.sure.am/api-reference/merchants/retrieve-a-merchant.md)
- [Lists provider connection status summaries](https://docs.sure.am/api-reference/provider-connections/lists-provider-connection-status-summaries.md): List safe provider connection status metadata for the authenticated user's family without exposing credentials, raw provider payloads, or raw sync errors.
- [Get a sync](https://docs.sure.am/api-reference/sync/get-a-sync.md): Returns sanitized status metadata for a single family-scoped sync.
- [Get the latest sync](https://docs.sure.am/api-reference/sync/get-the-latest-sync.md): Returns the most recently created sanitized sync status for the authenticated user's family. The `data` field is `null` when the family has no sync history.
- [List sync history](https://docs.sure.am/api-reference/sync/list-sync-history.md): Returns sanitized sync status history for the authenticated user's family, including syncs for the family, its accounts, and provider connections. Results are paginated and ordered by creation time (most recent first).
- [Trigger sync](https://docs.sure.am/api-reference/sync/trigger-sync.md): Queues a full family sync that applies all active rules, syncs all accounts, and auto-matches transfers.
- [Create tag](https://docs.sure.am/api-reference/tags/create-tag.md)
- [Delete a tag](https://docs.sure.am/api-reference/tags/delete-a-tag.md)
- [List tags](https://docs.sure.am/api-reference/tags/list-tags.md)
- [Retrieve a tag](https://docs.sure.am/api-reference/tags/retrieve-a-tag.md)
- [Update a tag](https://docs.sure.am/api-reference/tags/update-a-tag.md)
- [Create trade](https://docs.sure.am/api-reference/trades/create-trade.md)
- [Delete a trade](https://docs.sure.am/api-reference/trades/delete-a-trade.md)
- [List trades](https://docs.sure.am/api-reference/trades/list-trades.md)
- [Retrieve a trade](https://docs.sure.am/api-reference/trades/retrieve-a-trade.md)
- [Update a trade](https://docs.sure.am/api-reference/trades/update-a-trade.md)
- [Create transaction](https://docs.sure.am/api-reference/transactions/create-transaction.md)
- [Delete a transaction](https://docs.sure.am/api-reference/transactions/delete-a-transaction.md)
- [List transactions](https://docs.sure.am/api-reference/transactions/list-transactions.md)
- [Retrieve a transaction](https://docs.sure.am/api-reference/transactions/retrieve-a-transaction.md)
- [Update a transaction](https://docs.sure.am/api-reference/transactions/update-a-transaction.md)
- [Get API usage](https://docs.sure.am/api-reference/usage/get-api-usage.md): Returns API key details and rate limit information. Detailed usage is only available when authenticating with an API key.
- [Delete account](https://docs.sure.am/api-reference/users/delete-account.md): Deactivates the current user's account.
- [Reset account data](https://docs.sure.am/api-reference/users/reset-account-data.md): Initiates an asynchronous reset of all family data. Requires admin role.
- [Create valuation](https://docs.sure.am/api-reference/valuations/create-valuation.md): Create a new balance reconciliation for an account.
- [Retrieve a valuation](https://docs.sure.am/api-reference/valuations/retrieve-a-valuation.md)
- [Update a valuation](https://docs.sure.am/api-reference/valuations/update-a-valuation.md): Update balance and/or notes. When updating the balance, both amount and date must be provided together.
- [Authentication guide](https://docs.sure.am/authentication/guide.md): Complete reference for configuring SSO authentication with OIDC, OAuth2, and SAML
- [Authentication quickstart](https://docs.sure.am/authentication/quickstart.md): Get started with SSO authentication in 5 minutes
- [User management](https://docs.sure.am/authentication/user-management.md): Manage users, connected accounts, and SSO authentication settings
- [LLM Benchmarks](https://docs.sure.am/development/llm-benchmarks.md): Benchmark results of popular foundation and open-weights LLMs with Sure
- [Rails provider generator](https://docs.sure.am/development/rails-provider-generator.md): Generate new provider integrations with global or per-family credentials
- [Evaluation framework](https://docs.sure.am/evals.md): Test and compare different LLMs for your use case
- [Recurring transactions](https://docs.sure.am/features/recurring-transactions.md): Automatically detect and track recurring transactions like subscriptions, payments, and bills
- [Complete guide](https://docs.sure.am/guide.md): Learn how to use Sure to manage your finances
- [Budgets](https://docs.sure.am/guides/app-features/budgets.md): Track your spending with monthly budgets and stay on top of your finances.
- [CSV imports](https://docs.sure.am/guides/app-features/csv-imports.md): Import your financial data from CSV files into Sure
- [Family Sharing](https://docs.sure.am/guides/app-features/family-sharing.md): Share accounts and collaborate on finances with family members
- [Settings](https://docs.sure.am/guides/app-features/settings.md): Configure Sure to match your preferences and needs
- [All Account Types Sure Offers](https://docs.sure.am/guides/key-concepts/account-types.md): A complete reference of all account types available in Sure, including assets, liabilities, and their subtypes organized by region.
- [How Debt Accounts Work](https://docs.sure.am/guides/key-concepts/debt-accounts.md): Understand how liability accounts track what you owe, why debt math seems backwards, and how different debt types work in Sure.
- [Managing Investment Accounts](https://docs.sure.am/guides/key-concepts/investment-accounts.md): Learn how to track holdings, trades, cost basis, and investment activity in Sure's investment and crypto accounts.
- [Transfers Between Accounts](https://docs.sure.am/guides/key-concepts/transfers.md): Learn how transfers work in Sure, including transfer types, automatic matching, and how transfers affect your budgets and net worth.
- [How Asset Accounts Work](https://docs.sure.am/guides/key-concepts/untitled-page.md): Learn how asset accounts track things you own, how transactions affect balances, and the different types of asset accounts available in Sure.
- [FAQ](https://docs.sure.am/guides/knowledge-base/faq.md)
- [Troubleshooting](https://docs.sure.am/guides/knowledge-base/troubleshooting.md)
- [Introduction](https://docs.sure.am/index.md): Sure is a personal finance app for everyone - track your accounts, transactions, and build wealth with complete control over your data
- [LLM support](https://docs.sure.am/llm-support.md): Configure AI features with local or cloud models
- [Binance](https://docs.sure.am/providers/binance.md): Connect your Binance account to track cryptocurrency holdings, balances, and trades
- [Coinbase](https://docs.sure.am/providers/coinbase.md): Connect your Coinbase account to track cryptocurrency holdings and transactions
- [CoinStats](https://docs.sure.am/providers/coinstats.md): Sync cryptocurrency wallets, DeFi positions, and exchange accounts using CoinStats
- [Enable Banking](https://docs.sure.am/providers/enable-banking.md): Connect European bank accounts using PSD2 open banking
- [Lunch Flow](https://docs.sure.am/providers/lunchflow.md): Connect bank accounts worldwide with global coverage
- [Market data providers](https://docs.sure.am/providers/market-data.md): Configure securities pricing providers for stock, ETF, and mutual fund data
- [Overview](https://docs.sure.am/providers/overview.md): Choose the right providers for banking, crypto, and market data
- [Plaid](https://docs.sure.am/providers/plaid.md): Connect US bank accounts with advanced technical setup
- [SimpleFIN](https://docs.sure.am/providers/simplefin.md): Connect US bank accounts with a cost-effective provider
- [Sophtron](https://docs.sure.am/providers/sophtron.md): Connect US and Canadian bank accounts via Sophtron's aggregation API
- [Quickstart](https://docs.sure.am/quickstart.md): Get started with Sure in minutes
- [Self-hosting with Docker](https://docs.sure.am/self-hosting.md): Deploy Sure on your own infrastructure using Docker Compose
- [Self-hosting with Helm](https://docs.sure.am/self-hosting-helm.md): Deploy Sure on Kubernetes using the official Helm chart

## OpenAPI Specs

- [openapi](https://docs.sure.am/openapi.yaml)