# Sure Docs (draft)

## Docs

- [List accounts](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/accounts/list-accounts.md)
- [Get balance sheet](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/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 categories](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/categories/list-categories.md)
- [Retrieve a category](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/categories/retrieve-a-category.md)
- [Create a message](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/chat-messages/create-a-message.md)
- [Retry the last assistant response](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/chat-messages/retry-the-last-assistant-response.md)
- [Create chat](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/chats/create-chat.md)
- [Delete a chat](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/chats/delete-a-chat.md)
- [List chats](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/chats/list-chats.md)
- [Retrieve a chat](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/chats/retrieve-a-chat.md)
- [Update a chat](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/chats/update-a-chat.md)
- [List holdings](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/holdings/list-holdings.md)
- [Retrieve a holding](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/holdings/retrieve-a-holding.md)
- [Create import](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/imports/create-import.md): Create a new import from raw CSV content.
- [List imports](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/imports/list-imports.md): List all imports for the user's family with pagination and filtering.
- [Retrieve an import](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/imports/retrieve-an-import.md): Retrieve detailed information about a specific import, including configuration and row statistics.
- [List merchants](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/merchants/list-merchants.md): Returns all family-owned and provider merchants associated with the user's transactions.
- [Retrieve a merchant](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/merchants/retrieve-a-merchant.md)
- [Trigger sync](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/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://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/tags/create-tag.md)
- [Delete a tag](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/tags/delete-a-tag.md)
- [List tags](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/tags/list-tags.md)
- [Retrieve a tag](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/tags/retrieve-a-tag.md)
- [Update a tag](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/tags/update-a-tag.md)
- [Create trade](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/trades/create-trade.md)
- [Delete a trade](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/trades/delete-a-trade.md)
- [List trades](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/trades/list-trades.md)
- [Retrieve a trade](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/trades/retrieve-a-trade.md)
- [Update a trade](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/trades/update-a-trade.md)
- [Create transaction](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/transactions/create-transaction.md)
- [Delete a transaction](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/transactions/delete-a-transaction.md)
- [List transactions](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/transactions/list-transactions.md)
- [Retrieve a transaction](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/transactions/retrieve-a-transaction.md)
- [Update a transaction](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/transactions/update-a-transaction.md)
- [Get API usage](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/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://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/users/delete-account.md): Deactivates the current user's account.
- [Reset account data](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/users/reset-account-data.md): Initiates an asynchronous reset of all family data. Requires admin role.
- [Create valuation](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/valuations/create-valuation.md): Create a new balance reconciliation for an account.
- [Retrieve a valuation](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/api-reference/valuations/retrieve-a-valuation.md)
- [Update a valuation](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/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://sure-917046f5-docs-backup-restore-clarity.mintlify.app/authentication/guide.md): Complete reference for configuring SSO authentication with OIDC, OAuth2, and SAML
- [Authentication quickstart](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/authentication/quickstart.md): Get started with SSO authentication in 5 minutes
- [User management](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/authentication/user-management.md): Manage users, connected accounts, and SSO authentication settings
- [LLM Benchmarks](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/development/llm-benchmarks.md): Benchmark results of popular foundation and open-weights LLMs with Sure
- [Rails provider generator](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/development/rails-provider-generator.md): Generate new provider integrations with global or per-family credentials
- [Evaluation framework](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/evals.md): Test and compare different LLMs for your use case
- [Recurring transactions](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/features/recurring-transactions.md): Automatically detect and track recurring transactions like subscriptions, payments, and bills
- [Complete guide](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/guide.md): Learn how to use Sure to manage your finances
- [Budgets](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/guides/app-features/budgets.md): Track your spending with monthly budgets and stay on top of your finances.
- [CSV imports](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/guides/app-features/csv-imports.md): Import your financial data from CSV files into Sure
- [Family Sharing](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/guides/app-features/family-sharing.md): Share accounts and collaborate on finances with family members
- [Settings](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/guides/app-features/settings.md): Configure Sure to match your preferences and needs
- [All Account Types Sure Offers](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/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://sure-917046f5-docs-backup-restore-clarity.mintlify.app/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://sure-917046f5-docs-backup-restore-clarity.mintlify.app/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://sure-917046f5-docs-backup-restore-clarity.mintlify.app/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://sure-917046f5-docs-backup-restore-clarity.mintlify.app/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://sure-917046f5-docs-backup-restore-clarity.mintlify.app/guides/knowledge-base/faq.md)
- [Troubleshooting](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/guides/knowledge-base/troubleshooting.md)
- [Introduction](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/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://sure-917046f5-docs-backup-restore-clarity.mintlify.app/llm-support.md): Configure AI features with local or cloud models
- [Binance](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/providers/binance.md): Connect your Binance account to track cryptocurrency holdings, balances, and trades
- [Coinbase](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/providers/coinbase.md): Connect your Coinbase account to track cryptocurrency holdings and transactions
- [CoinStats](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/providers/coinstats.md): Sync cryptocurrency wallets, DeFi positions, and exchange accounts using CoinStats
- [Enable Banking](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/providers/enable-banking.md): Connect European bank accounts using PSD2 open banking
- [Lunch Flow](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/providers/lunchflow.md): Connect bank accounts worldwide with global coverage
- [Market data providers](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/providers/market-data.md): Configure securities pricing providers for stock, ETF, and mutual fund data
- [Overview](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/providers/overview.md): Choose the right providers for banking, crypto, and market data
- [Plaid](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/providers/plaid.md): Connect US bank accounts with advanced technical setup
- [SimpleFIN](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/providers/simplefin.md): Connect US bank accounts with a cost-effective provider
- [Sophtron](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/providers/sophtron.md): Connect US and Canadian bank accounts via Sophtron's aggregation API
- [Quickstart](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/quickstart.md): Get started with Sure in minutes
- [Self-hosting with Docker](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/self-hosting.md): Deploy Sure on your own infrastructure using Docker Compose
- [Self-hosting with Helm](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/self-hosting-helm.md): Deploy Sure on Kubernetes using the official Helm chart

## OpenAPI Specs

- [openapi](https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/openapi.yaml)