Expenses adjudicated for Section 213(d) eligibility across the user’s connections. Requires the expenses product.
Path Parameters
user_idstringrequired
The Sail user id.
Query Parameters
statusstring
Filter to expenses in this status.
connection_idstring
Restrict to expenses sourced from one connection.
source_typestring
Filter to expenses from one source type.
sincestring
Expenses created or updated after this timestamp (ISO 8601).
limitinteger
Max results per page.
offsetinteger
Pagination offset.
Response
Expenses.
dataobject[]
Show data properties
idstring
The Sail expense id.
connection_idstring
The connection this expense was sourced from.
external_transaction_idstring
Echo of the customer-supplied id for expenses ingested through an external connection; null for Sail-sourced expenses. Join key back to the customer’s own transaction store.
How this expense entered Sail; pairs with the source_type list filter.
originobject
What the expense was derived from.
Show origin properties
type"transaction" | "product"
transaction — derived from a bank/credit-card transaction (one expense per transaction, split via parent_expense_id after itemization). product — derived from an individual product line (store order data or an itemized receipt).
detailstring
The raw descriptor (transactions) or product title (products) the expense was derived from.
merchantobject
The merchant this expense was incurred at, as resolved by enrichment. supported_merchant_id references the /merchants directory only when the merchant is one Sail can connect to for store data; it is null for the long tail of merchants that are recognized but not scrape-supported.
Show merchant properties
namestring
The merchant’s display name.
logo_urlstring
URL of the merchant’s logo. Null if unavailable.
supported_merchant_idstring
The /merchants directory id, when Sail can connect to this merchant for store data. Null otherwise.
enrichmentobject
General transaction enrichment, independent of Section 213(d) adjudication.
Show enrichment properties
categorystring
General spend category.
subcategorystring
More granular spend subcategory, when available.
mccstring
Merchant category code, when derived from a card transaction or supplied at ingest.
parent_expense_idstring
Set when this expense is a line item split from another expense (e.g. itemization of a mixed-basket transaction after receipt review); null for top-level expenses.
section_213d_classificationobject
Section 213(d) eligibility adjudication. The review states pair with origin.type: lmn_required applies to product-origin expenses (a dual-purpose item that becomes eligible with a Letter of Medical Necessity); itemization_required applies to transaction-origin expenses (a mixed basket that needs an itemized receipt before line items can be adjudicated). Both surface as needs_review in the top-level workflow status.