Record Balances Page (legacy)

Route: /record-balances (record-balances.html) Nav label: none — removed from the navbar Last Updated: 2026-08-11

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Superseded by the Statements page

/record-balances still renders, but it is not linked from _nav.html and is no longer the documented path for either of its two jobs. Use Statements, which does the same two things plus a per-account statement audit.

This page is kept here because the route is still live and someone may have it bookmarked.

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What It Does

Two functions: record account balances by hand, and upload statement PDFs.

Both are now on the Statements page. The upload flow is identical (POST /api/statements/upload, field files, synchronous in-process parsing).

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Known Bug

The manual balance form POSTs to /api/account-balances with account_id in the JSON body. That route does not exist — app.py defines only /api/account-balances/<int:account_id> — so the request 404s. The Statements page inherited the same bug. See Statements for the working call.

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API Endpoints Used

Endpoint	Purpose
GET /api/accounts	List of tracked accounts
POST /api/statements/upload	Upload PDF statements (field: files)
POST /api/account-balances	Does not exist. Returns 404