> ## Documentation Index > Fetch the complete documentation index at: https://developers.primulamanagement.com/llms.txt > Use this file to discover all available pages before exploring further. # List family balances and ledgers > Scoped to company_id; the handler does not restrict this read to the session school assignments. Default: sparse balance rows, one per family, with optional fields. group_by plus metrics selects nested FamilyBalanceAggregate rows; family_ids does not filter aggregates. school_id and school_ids are both applied when provided (their intersection). view=transactions takes precedence and returns FamilyLedger objects (family_id, student_ids, transactions). This view requires school_id assigned to the session. It ignores balance filters, fields, school_ids and grouping after the shared filter parser validates supplied filter values. last_n_days defaults to 30 and is clamped to 0..365. Pagination applies to families, not to transactions inside each family. Balance rows use per_page capped at 200; transaction-family pages use 500. Aggregates use limit and X-Truncated without Link. ## OpenAPI ````yaml /openapi.yaml get /family_balances openapi: 3.1.0 info: title: Primula Tracker API V3 version: 3.0.0 description: >- Reference for the 66 operations registered under `/primula/api/v3` in the V3 release baseline. ## Authentication Create a session with `POST /sessions`, then send `Authorization: Bearer ` on protected operations. Tokens must remain associated with a valid server-side session. The returned refresh token has no refresh endpoint in V3. Session company and school restrictions are documented per operation; company_id is not inferred from the token. ## Responses and errors Collections generally return bare JSON arrays and items return bare JSON objects. Report objects, nested maps, and update summaries are explicitly described below. List metadata travels in response headers rather than an envelope. Empty lists written by collection helpers are `[]`; fields backed by nullable values may be `null`, and omitted properties are distinguished from null properties in schemas. Handlers generally return `{ "error": "message" }`; authentication middleware and activity proxy errors use plain text. Unsupported methods on a registered path return 405 with Allow after any applicable authentication checks. ## Pagination and projections Only operations documenting page/per_page support pagination. Defaults are page=1 and per_page=100. Values exceeding the documented effective cap are clamped, not rejected. X-Total-Count describes the full matching set. Link contains applicable navigation links and is omitted for a single page. Aggregates use limit (default 50, effective cap 200) instead of pagination and send X-Truncated only when rows were omitted. The fields parameter, where available, selects the exact response properties; unsupported fields return 400. ## Query encoding Multi-value parameters documented as arrays accept repeated keys or comma-separated values. Prefer repeated keys for long UUID lists. Except for the two activity proxy operations, query parsing drops the entire query string above 8192 bytes and truncates each decoded query value to 128 bytes. Parameter combinations and interpretation differ by resource and representation; consult each operation. Unknown parameters are rejected only where explicitly documented. ## Dates and writes Calendar dates use YYYY-MM-DD, monthly periods use YYYY-MM, and timestamp formats are described in the corresponding schema. Defaults such as today depend on the server clock. PATCH operations change only the documented properties and reject unknown body properties. Clearing values, authorization, and partial-write behavior vary by resource and are described per operation. Examples use synthetic identifiers and placeholder tokens. Replace the server host before using an interactive API client. servers: - url: https://{host}/primula/api/v3 description: V3 API deployment. Replace the placeholder hostname. variables: host: default: api.example.com security: - bearerAuth: [] tags: - name: sessions description: Sessions. - name: schools description: Schools. - name: companies description: Companies. - name: rooms description: Rooms. - name: users description: Users. - name: gusto_companies description: Gusto companies. - name: gusto_employees description: Gusto employees. - name: gusto_contractors description: Gusto contractors. - name: gusto_payrolls description: Gusto payrolls. - name: procare_staff description: Procare staff. - name: efficiency_ratios description: Efficiency ratios. - name: enrollment_tracker description: Enrollment tracker. - name: classroom_attendance description: Classroom attendance. - name: absences description: Absences. - name: billing_attendance_audits description: Billing attendance audits. - name: data_refresh description: Data refresh. - name: waitlist description: Waitlist. - name: sibling_discounts description: Sibling discounts. - name: new_start_tracker description: New start tracker. - name: withdrawal_tracker description: Withdrawal tracker. - name: transition_tracker description: Transition tracker. - name: enrollments description: Enrollments. - name: pre_registration_fallout description: Pre registration fallout. - name: procare_messages description: Procare messages. - name: activities_summary description: Activities summary. - name: activity_details description: Activity details. - name: leads description: Leads. - name: students description: Students. - name: payments description: Payments. - name: family_balances description: Family balances. - name: attendances description: Attendances. - name: billing_plans description: Billing plans. - name: spaces description: Spaces. paths: /family_balances: get: tags: - family_balances summary: List family balances and ledgers description: >- Scoped to company_id; the handler does not restrict this read to the session school assignments. Default: sparse balance rows, one per family, with optional fields. group_by plus metrics selects nested FamilyBalanceAggregate rows; family_ids does not filter aggregates. school_id and school_ids are both applied when provided (their intersection). view=transactions takes precedence and returns FamilyLedger objects (family_id, student_ids, transactions). This view requires school_id assigned to the session. It ignores balance filters, fields, school_ids and grouping after the shared filter parser validates supplied filter values. last_n_days defaults to 30 and is clamped to 0..365. Pagination applies to families, not to transactions inside each family. Balance rows use per_page capped at 200; transaction-family pages use 500. Aggregates use limit and X-Truncated without Link. operationId: GetFamilyBalancesV3 parameters: - $ref: '#/components/parameters/CompanyId' - name: school_id in: query required: false description: >- School UUID. Omit to use the operation's documented company/session scope. schema: type: string format: uuid example: 22222222-2222-4222-8222-222222222222 - name: school_ids in: query required: false description: >- Optional school UUID filter. When school_id is also supplied, both filters apply. Accepts repeated query parameters or comma-separated values; empty entries are dropped and surrounding whitespace is trimmed. schema: type: array items: type: string format: uuid style: form explode: true - name: family_ids in: query required: false description: >- Optional family UUIDs; balance row view only. Accepts repeated query parameters or comma-separated values; empty entries are dropped and surrounding whitespace is trimmed. schema: type: array items: type: string format: uuid style: form explode: true - name: family_name in: query required: false description: >- Case-insensitive family-name substring filter; balance rows and aggregates. schema: type: string - name: balance_min in: query required: false description: Inclusive minimum balance; balance rows and aggregates. schema: type: number - name: balance_max in: query required: false description: Inclusive maximum balance; balance rows and aggregates. schema: type: number - name: fields in: query required: false description: >- Select response properties. Unknown names return 400. Default: family_id, family_name, balance, transaction_date. Balance row view only. Accepts repeated query parameters or comma-separated values; empty entries are dropped and surrounding whitespace is trimmed. schema: type: array items: type: string enum: - family_id - school_id - family_name - family_student_count - transaction_id - transaction_date - amount - balance - receipt_number - kind style: form explode: true - name: sort_by in: query required: false description: >- Rows: balance, family_name or transaction_date with _asc/_desc. Aggregates: group or a supported metric with _asc/_desc. Unsupported keys use the backend default. Defaults: balance_desc for rows, count_desc for aggregates. schema: type: string - name: view in: query required: false description: Read per-family transaction ledgers; takes precedence over grouping. schema: type: string enum: - transactions - name: last_n_days in: query required: false description: 'Transactions only: defaults to 30 and clamps to 0 through 365.' schema: type: integer default: 30 - name: group_by in: query required: false description: Select an aggregate representation; metrics must also be supplied. schema: type: string enum: - school_id - family_id - family_name - name: metrics in: query required: false description: >- Metrics to calculate; required with group_by and invalid without it. Accepts repeated query parameters or comma-separated values; empty entries are dropped and surrounding whitespace is trimmed. schema: type: array items: type: string enum: - count - sum_balance - avg_balance - min_balance - max_balance - sum_positive_balance - sum_negative_balance - count_zero_balance style: form explode: true - name: limit in: query required: false description: >- Aggregate result limit. Defaults to 50 and clamps values above 200 to 200. Zero and negative values use the default. schema: type: integer default: 50 - name: page in: query required: false description: >- One-based page number. Balance rows clamp at 200; view=transactions instead clamps at 500. schema: type: integer minimum: 1 default: 1 example: 1 - name: per_page in: query required: false description: >- Items per page; values greater than 200 are clamped to 200. Balance rows clamp at 200; view=transactions instead clamps at 500. schema: type: integer minimum: 1 default: 100 example: 100 responses: '200': description: Successful response. content: application/json: schema: anyOf: - type: array items: $ref: '#/components/schemas/FamilyBalance' - type: array items: $ref: '#/components/schemas/FamilyBalanceAggregate' - type: array items: $ref: '#/components/schemas/FamilyLedger' examples: rows: summary: Default balance fields value: - family_id: 77777777-7777-4777-8777-777777777777 family_name: Example family balance: 150 transaction_date: '2026-01-15' aggregate: summary: group_by=school_id&metrics=count,sum_balance value: - group: school_id: 22222222-2222-4222-8222-222222222222 metrics: count: 1 sum_balance: 150 transactions: summary: view=transactions value: - family_id: 77777777-7777-4777-8777-777777777777 student_ids: - 33333333-3333-4333-8333-333333333333 transactions: - id: 88888888-8888-4888-8888-888888888888 date: '2026-01-15T00:00:00Z' student_id: 33333333-3333-4333-8333-333333333333 type: invoice description: Example tuition status: posted amount: 150 balance: 150 headers: X-Total-Count: $ref: '#/components/headers/TotalCount' Link: $ref: '#/components/headers/Link' description: For balance rows and view=transactions; omitted for aggregates. X-Truncated: $ref: '#/components/headers/Truncated' description: Only for aggregates. '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '405': $ref: '#/components/responses/405' '500': $ref: '#/components/responses/500' components: parameters: CompanyId: name: company_id in: query required: true description: >- Company UUID. Must equal the authenticated session company when that session has a company assigned; the equality check is skipped for sessions without one. schema: type: string format: uuid example: 11111111-1111-4111-8111-111111111111 schemas: FamilyBalance: type: object description: >- A sparse row containing only the selected fields. Default fields: family_id, family_name, balance, transaction_date. properties: family_id: type: string description: Family id. school_id: type: string description: School id. family_name: type: string family_student_count: type: integer transaction_id: type: string description: Transaction id. transaction_date: type: string format: date amount: type: number balance: type: number receipt_number: type: string kind: type: string additionalProperties: false FamilyBalanceAggregate: type: object properties: group: type: object properties: school_id: type: string description: >- Grouping value; missing data may be represented by an empty or unknown label. family_id: type: string description: >- Grouping value; missing data may be represented by an empty or unknown label. family_name: type: string description: >- Grouping value; missing data may be represented by an empty or unknown label. additionalProperties: false metrics: type: object properties: count: type: integer sum_balance: type: number avg_balance: type: number min_balance: type: number max_balance: type: number sum_positive_balance: type: number sum_negative_balance: type: number count_zero_balance: type: integer additionalProperties: false required: - group - metrics additionalProperties: false description: >- Contains the selected grouping key and requested metrics only. Grouping keys are nested under group; metric values are nested under metrics. FamilyLedger: type: object properties: family_id: type: string description: Family id. student_ids: type: - array - 'null' items: type: string transactions: type: - array - 'null' items: $ref: '#/components/schemas/FamilyTransaction' required: - family_id - student_ids - transactions description: Family Ledger. FamilyTransaction: type: object properties: id: type: string date: type: string format: date-time student_id: type: - string - 'null' type: type: string description: type: string status: type: string amount: type: number format: double balance: type: number format: double service_start: type: - string - 'null' format: date-time service_end: type: - string - 'null' format: date-time sub_type: type: string receipt_number: type: string required: - id - date - student_id - type - description - status - amount - balance description: Family Transaction. Error: type: object properties: error: type: string description: Human-readable error message. required: - error description: Error. headers: TotalCount: description: >- Total matching rows before pagination, or matching groups before the aggregate limit. For unpaginated arrays, the number of returned rows. schema: type: integer minimum: 0 example: 125 Link: description: >- Pagination links using rel="next", "last", "prev", and "first". Only applicable links are sent; absent when all results fit on one page. Links preserve the original query parameters. schema: type: string example: >- ; rel="next" Truncated: description: Present with value true only when an aggregate result exceeds its limit. schema: type: boolean example: true responses: '400': description: Invalid or missing parameters or request body. content: application/json: schema: $ref: '#/components/schemas/Error' example: error: Invalid or missing parameters or request body. '401': description: >- Missing or invalid Bearer token, or an absent, invalid or expired server-side session. The authentication middleware returns plain text with a trailing newline. content: text/plain: schema: type: string examples: missing: value: | missing authorization header invalid: value: | Unauthorized expired: value: | Session expired '403': description: The authenticated session is not allowed to perform this operation. content: application/json: schema: $ref: '#/components/schemas/Error' example: error: >- The authenticated session is not allowed to perform this operation. '405': description: The path exists but does not support this HTTP method. content: application/json: schema: $ref: '#/components/schemas/Error' example: error: The path exists but does not support this HTTP method. headers: Allow: description: Comma-separated HTTP methods accepted by this path. schema: type: string '500': description: The operation could not be completed. content: application/json: schema: $ref: '#/components/schemas/Error' example: error: The operation could not be completed. securitySchemes: bearerAuth: type: http scheme: bearer bearerFormat: JWT description: >- Access token issued by POST /sessions and associated with a valid server-side session. ```` This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.