How Securo Handles Budget Tracking Through Its API: A Complete CRUD Guide

Securo exposes budget tracking through a REST-style /budgets API that supports listing, creating, updating, deleting budgets, and retrieving month-over-month comparisons, with automatic cache invalidation to keep data synchronized.

The Securo open-source finance platform provides a structured API layer for personal and business budgeting. All budget operations are accessible via the budgets namespace in frontend/src/lib/api.ts, enabling both the React frontend and external integrations to manage financial targets programmatically.

Securo Budget API Endpoints Overview

The budget tracking system follows a standard CRUD pattern with an additional analytics endpoint. Each operation maps to a specific HTTP method and route under the /budgets base path.

Operation	HTTP Method	Endpoint	Purpose
List budgets	GET	/budgets	Retrieve all budgets for a specified month
Create budget	POST	/budgets	Add a new budget entry with category and amount
Update budget	PATCH	/budgets/:id	Modify an existing budget's fields
Delete budget	DELETE	/budgets/:id	Remove a budget by its unique identifier
Budget comparison	GET	/budgets/comparison	Get spending vs. budgeted analytics

List Budgets with Optional Month Filtering

The GET /budgets endpoint returns budget records scoped to a time period. When called without parameters, it defaults to the current month.

import { budgets } from '@/lib/api'

async function fetchBudgets(month: string) {
  const data = await budgets.get({ month })
  console.log('Budgets for', month, data)
}

The month query parameter accepts ISO-8601 month strings (e.g., "2024-09"), as defined in frontend/src/lib/api.ts at lines 1008–1025.

Create a New Budget Entry

New budgets require a category_id, amount, and month. The optional is_recurring flag enables automatic rollover for recurring expenses.

import { budgets } from '@/lib/api'

async function addBudget() {
  const newBudget = {
    category_id: 'c123',
    amount: 500,
    month: '2024-09',
    is_recurring: true,
  }
  const created = await budgets.create(newBudget)
  console.log('Created budget:', created)
}

The server validates these fields against the Budget type definition in frontend/src/types/index.ts (line 722), which includes budget_amount, category_id, and related properties.

Update Existing Budget Amounts

Budget modifications use PATCH semantics, allowing partial updates. Pass only the fields you want to change.

import { budgets } from '@/lib/api'

async function modifyBudget(id: string, newAmount: number) {
  const updated = await budgets.update(id, { amount: newAmount })
  console.log('Updated budget:', updated)
}

Delete Budgets by ID

Remove budget entries with a simple delete call:

import { budgets } from '@/lib/api'

async function removeBudget(id: string) {
  await budgets.delete(id)
  console.log('Budget deleted')
}

Retrieve Budget Comparison Analytics

The comparison endpoint aggregates spending data against budgeted amounts, powering the month-over-month visualizations in Securo's UI.

import { budgets } from '@/lib/api'

async function getComparison(month: string) {
  const comparison = await budgets.comparison({ month })
  console.log('Comparison data:', comparison)
}

This endpoint accepts the same month query parameter as the list operation.

Automatic Cache Invalidation for Data Consistency

Securo's client library ensures UI consistency through proactive cache management. Located in frontend/src/lib/invalidate-queries.ts (line 23), the invalidation logic triggers after every mutation:

queryClient.invalidateQueries({ queryKey: ['budgets'] })

This mechanism guarantees that create, update, and delete operations immediately propagate to all active views, eliminating stale data without manual refresh.

Key Source Files in Securo's Budget API

File	Location	Responsibility
api.ts	frontend/src/lib/api.ts lines 1008–1025	Budget route definitions and request implementations
invalidate-queries.ts	frontend/src/lib/invalidate-queries.ts line 23	Post-mutation cache invalidation
types/index.ts	frontend/src/types/index.ts line 722	TypeScript interfaces for Budget objects

Summary

• Securo implements five budget API operations under the /budgets namespace: list, create, update, delete, and comparison.
• All endpoints are accessible through the centralized budgets client in frontend/src/lib/api.ts.
• The API supports month-based filtering via query parameters for temporal budget analysis.
• Automatic cache invalidation keeps UI state synchronized without manual intervention.
• Type definitions in frontend/src/types/index.ts ensure type-safe interactions across the codebase.

Frequently Asked Questions

What authentication does Securo's budget API require?

Based on the source code implementation in securo-finance/securo, the budget API routes integrate with Securo's standard permission-checking middleware. The actual authentication layer validates sessions or API tokens before reaching the budget handlers, though the specific mechanism depends on your deployed configuration.

Can external applications use Securo's budget API?

Yes. The budgets namespace in frontend/src/lib/api.ts is designed as a generic HTTP client that any TypeScript or JavaScript application can import. The REST endpoints accept standard JSON payloads and return typed responses, making integration straightforward for third-party tools.

How does Securo handle recurring budgets?

The is_recurring boolean field in the create budget endpoint flags entries for rollover behavior. According to the type definitions in frontend/src/types/index.ts, this property is optional—when omitted, budgets default to non-recurring single-month entries.

What data format does the budget comparison endpoint return?

The comparison endpoint returns aggregated analytics showing actual spending versus budgeted amounts per category. The exact structure aligns with Securo's internal reporting schema, designed to populate UI visualizations with month-over-month variance data.

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