---
canonical_url: "https://docs.composio.dev/toolkits/money_forward"
markdown_url: "https://docs.composio.dev/toolkits/money_forward.md"
product: "platform"
version: null
last_updated: null
---

# Money Forward

Access Money Forward business tenant details and Cloud Accounting offices, master data, journals, trade partners, and financial reports.

- **Category:** accounting
- **Auth:** OAUTH2
- **Composio-managed OAuth available?** No
- **Tools:** 23
- **Triggers:** 0
- **Slug:** `MONEY_FORWARD`
- **Version:** 00000000_00

## Tools

### Create Journal

**Slug:** `MONEY_FORWARD_CREATE_JOURNAL`

Create and persist an accounting journal with one to 300 debit and credit lines. This action changes the connected Cloud Accounting ledger. On create, Money Forward appends a newline and the OAuth application name to memo; leave room within the 200-character input limit and trust the returned memo as the persisted value.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `journal` | object | Yes | Journal data to create or replace. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Trade Partners

**Slug:** `MONEY_FORWARD_CREATE_TRADE_PARTNERS`

Create and persist one or more Cloud Accounting trade-partner master records in one batch. A successful call has a persistent side effect; the approved API surface provides no operation to update or delete these records.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `trade_partners` | array | Yes | Trade-partner master records to create in one batch request. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Transactions

**Slug:** `MONEY_FORWARD_CREATE_TRANSACTIONS`

Create and persist a batch of one to 1,000 manual transactions under one Money Forward connected service. New transactions can take a short time to appear in filtered transaction lists.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `transactions` | array | Yes | Transactions to create in one provider batch (1-1000 items). |
| `connected_account_id` | string | Yes | ID of the connected service under which to create the transactions. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Vouchers

**Slug:** `MONEY_FORWARD_CREATE_VOUCHERS`

Persist one to five base64-encoded voucher files in Money Forward Cloud Accounting and optionally attach them to a journal. A successful call stores the uploaded evidence; the documented vouchers API can detach a voucher from a journal but does not provide an operation to delete the stored file.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `journal_id` | string | No | Journal ID to attach the new vouchers to; omit to store them unattached. |
| `voucher_files` | array | Yes | Voucher files to persist in this provider batch (1-5 files). |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Journal

**Slug:** `MONEY_FORWARD_DELETE_JOURNAL`

Permanently delete one Money Forward Cloud Accounting journal by ID. Back up the journal before deletion; if it is linked to a transaction, that transaction becomes excluded.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `journal_id` | string | Yes | ID of the journal to permanently delete. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Detach Voucher From Journal

**Slug:** `MONEY_FORWARD_DETACH_VOUCHER_FROM_JOURNAL`

Remove the association between one Money Forward voucher and one journal. This irreversible update does not delete the stored voucher file.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `journal_id` | string | Yes | Journal ID currently associated with the voucher. |
| `voucher_file_id` | string | Yes | Voucher file ID whose association with the journal will be removed. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Account Balance Trends

**Slug:** `MONEY_FORWARD_GET_ACCOUNT_BALANCE_TRENDS`

Return monthly balance-sheet or profit-and-loss trends for a fiscal period; the report excludes unrealized journals and aggregates all departments.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `end_month` | integer | No | Ending month within fiscal_year; omit to use the fiscal-year end month. |
| `statement` | string ("balance_sheet" | "profit_and_loss") | Yes | Financial statement whose monthly trends to return. |
| `fiscal_year` | integer | No | Accounting fiscal year; omit to use the latest fiscal year. |
| `include_tax` | boolean | No | Calculate tax-inclusive amounts where the office's accounting method supports this option; otherwise the provider ignores it. |
| `start_month` | integer | No | Starting month within fiscal_year; omit to use the fiscal-year start month. |
| `with_sub_accounts` | boolean | No | Include amounts broken down by sub-account. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Journal

**Slug:** `MONEY_FORWARD_GET_JOURNAL`

Return one accounting journal by its journal ID, including debit and credit branches and attached voucher IDs.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `journal_id` | string | Yes | Journal ID returned by LIST_JOURNALS. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Accounting Office

**Slug:** `MONEY_FORWARD_GET_OFFICE`

Return the connected Cloud Accounting office and its accounting periods; fails if the tenant is not registered for Cloud Accounting.

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Tenant

**Slug:** `MONEY_FORWARD_GET_TENANT`

Return the code and name of the Money Forward business tenant authorized by the connected account.

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Trial Balance

**Slug:** `MONEY_FORWARD_GET_TRIAL_BALANCE`

Return a balance-sheet or profit-and-loss trial balance for a fiscal period; the report excludes unrealized journals and aggregates all departments.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `end_date` | string | No | Optional report end date in YYYY-MM-DD format. |
| `end_month` | integer | No | Ending month within fiscal_year; omit to use the fiscal-year end month. |
| `statement` | string ("balance_sheet" | "profit_and_loss") | Yes | Financial statement to return. |
| `start_date` | string | No | Optional report start date in YYYY-MM-DD format. |
| `fiscal_year` | integer | No | Accounting fiscal year; omit to use the latest fiscal year. |
| `include_tax` | boolean | No | Calculate tax-inclusive amounts where the office's accounting method supports this option; otherwise the provider ignores it. |
| `start_month` | integer | No | Starting month within fiscal_year; omit to use the fiscal-year start month. |
| `journal_types` | array | No | Journal types to include; include adjusting_entry when closing adjustments are needed. |
| `with_sub_accounts` | boolean | No | Include amounts broken down by sub-account. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Journalize Transaction

**Slug:** `MONEY_FORWARD_JOURNALIZE_TRANSACTION`

Create and persist a journal from one Money Forward transaction using the supplied account classification. This compound operation also irreversibly changes the source transaction's journalizing state.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `memo` | string | No | Optional journal memo of at most 200 characters. |
| `tags` | array | No | Optional journal tags; each tag may contain at most 20 characters. |
| `remark` | string | No | Optional journal-line remark of at most 200 characters. |
| `tax_id` | string | No | Optional tax-category ID. |
| `account_id` | string | Yes | Account ID used to classify the transaction. |
| `invoice_kind` | string ("INVOICE_KIND_NOT_TARGET" | "INVOICE_KIND_QUALIFIED" | "INVOICE_KIND_UNQUALIFIED_80" | "INVOICE_KIND_UNQUALIFIED_70" | "INVOICE_KIND_UNQUALIFIED_50" | "INVOICE_KIND_UNQUALIFIED_30" | "INVOICE_KIND_UNQUALIFIED") | No | Optional qualified-invoice classification. |
| `department_id` | string | No | Optional department ID. |
| `sub_account_id` | string | No | Optional sub-account ID. |
| `transaction_id` | string | Yes | ID of the transaction to journalize. |
| `transaction_date` | string | No | Optional journal transaction date in YYYY-MM-DD format; Money Forward uses the source transaction date when omitted. |
| `trade_partner_code` | string | No | Optional trade-partner code. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Accessible Accounting Offices

**Slug:** `MONEY_FORWARD_LIST_ACCESSIBLE_OFFICES`

List every Cloud Accounting office available to the current authorization; offices that cannot use Cloud Accounting are excluded.

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Accounts

**Slug:** `MONEY_FORWARD_LIST_ACCOUNTS`

List Cloud Accounting chart-of-account entries and their IDs for use in journals and reports.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `available` | boolean | No | Filter by availability; omit to use the provider's unfiltered behavior. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Connected Accounts

**Slug:** `MONEY_FORWARD_LIST_CONNECTED_ACCOUNTS`

List external financial services connected to the current Cloud Accounting office, including manual status and linked account and sub-account IDs.

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Departments

**Slug:** `MONEY_FORWARD_LIST_DEPARTMENTS`

List Cloud Accounting departments and their IDs for interpreting or constructing journal lines.

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Journals

**Slug:** `MONEY_FORWARD_LIST_JOURNALS`

Return one page of accounting journals whose transaction dates fall in the requested period, optionally filtered by account, transaction IDs, or realization status. Use page and the returned total_pages value to continue through the results.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Provider page number to return, starting at 1. |
| `end_date` | string | No | Inclusive transaction-date end in YYYY-MM-DD format; provide this or start_date. |
| `per_page` | integer | No | Maximum journals in this page (1-10000). |
| `account_id` | string | No | Return journals having this account on either the debit or credit side. |
| `start_date` | string | No | Inclusive transaction-date start in YYYY-MM-DD format; provide this or end_date. |
| `is_realized` | boolean | No | Filter by realization status; omit to include all journals. |
| `transaction_ids` | array | No | Transaction IDs whose linked journals to return (up to 50). |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Sub-Accounts

**Slug:** `MONEY_FORWARD_LIST_SUB_ACCOUNTS`

List Cloud Accounting sub-accounts, optionally limited to one parent account, and return their IDs and tax mappings.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `account_id` | string | No | Parent account ID to filter by; omit to list sub-accounts across accounts. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Tax Categories

**Slug:** `MONEY_FORWARD_LIST_TAXES`

List Cloud Accounting tax categories, rates, availability, and IDs used on journal lines.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `available` | boolean | No | Filter by availability; omit to use the provider's unfiltered behavior. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Term Settings

**Slug:** `MONEY_FORWARD_LIST_TERM_SETTINGS`

Return all accounting-year settings for the connected Cloud Accounting office, ordered by descending start date.

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Trade Partners

**Slug:** `MONEY_FORWARD_LIST_TRADE_PARTNERS`

List Cloud Accounting trade partners and their codes, registration numbers, and availability for use on journal lines.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `available` | boolean | No | Filter by availability; omit to use the provider's unfiltered behavior. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Transactions

**Slug:** `MONEY_FORWARD_LIST_TRANSACTIONS`

Return one page of collected transaction details for an inclusive date range, with connected-account, amount, text, journalization-status, and ordering filters. Use page and the returned total_pages value to continue through the results. Newly created transactions can take a short time to appear in filtered lists.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Provider page number to return, starting at 1. |
| `side` | string ("INCOME" | "EXPENSE") | No | Filter transactions by income or expense side; required with an amount filter. |
| `order` | string ("asc" | "desc") | No | Transaction-date sort order. |
| `content` | string | No | Transaction-content text to match. |
| `end_date` | string | Yes | Inclusive transaction-date end, at most 366 days after start_date. |
| `per_page` | integer | No | Maximum transactions in this page (10-500). |
| `value_max` | integer | No | Maximum transaction amount (0-999999999999); requires side. |
| `value_min` | integer | No | Minimum transaction amount (0-999999999999); requires side. |
| `start_date` | string | Yes | Inclusive transaction-date start in YYYY-MM-DD format. |
| `content_match_type` | string ("exact" | "partial" | "forward" | "backward") | No | How content is matched; the provider ignores this when content is omitted. |
| `connected_account_id` | string | No | Connected service ID; cannot be combined with connected_sub_account_id. |
| `journalizing_statuses` | array | No | Journalization statuses to include. |
| `connected_sub_account_id` | string | No | Connected sub-account ID; cannot be combined with connected_account_id. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Journal

**Slug:** `MONEY_FORWARD_UPDATE_JOURNAL`

Replace an existing accounting journal's writable fields. This is a full replacement: writable fields omitted from the journal body are overwritten rather than preserved.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `journal` | object | Yes | Journal data to create or replace. |
| `journal_id` | string | Yes | ID of the existing journal to replace. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |