Update transaction date range

curl --request PUT \
  --url https://sandbox.layerfi.com/v1/businesses/{businessId}/external-accounts/{externalAccountId}/transaction-date-range \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "show_transactions_on_or_after": "2023-11-07T05:31:56Z",
  "show_transactions_on_or_before": "2023-11-07T05:31:56Z"
}
'

{
  "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "external_account_external_id": "0Br385JmgbTryJn8nEBnUb4A5ydv06U9Vbqqq",
  "external_account_source": "UNIT",
  "external_account_name": "My external bank account",
  "latest_balance_timestamp": {
    "external_account_external_id": "0Br385JmgbTryJn8nEBnUb4A5ydv06U9Vbqqq",
    "external_account_source": "UNIT",
    "balance": 123,
    "at": "2023-11-07T05:31:56Z",
    "created_at": "2023-11-07T05:31:56Z"
  },
  "current_ledger_balance": 123,
  "uncategorized_transaction_sum": 123,
  "mask": "4321",
  "institution": {
    "name": "Bank of Generica",
    "logo": "iVBORw0KGgoAAAANSUhEUgAAAJgAAACYCAMAAAAvHNATAAAAYFBMVEUAAAAAC1ETC"
  },
  "notifications": [
    {
      "type": "OPENING_BALANCE_MISSING",
      "scope": "USER"
    }
  ],
  "connection_needs_repair_as_of": "2023-11-07T05:31:56Z",
  "reconnect_with_new_credentials": true,
  "requires_user_confirmation_as_of": "2023-11-07T05:31:56Z",
  "connection_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "connection_external_id": "<string>",
  "user_created": true,
  "is_syncing": true,
  "ledger_account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "archived_at": "2023-11-07T05:31:56Z",
  "show_transactions_on_or_after": "2023-11-07T05:31:56Z",
  "show_transactions_on_or_before": "2023-11-07T05:31:56Z"
}

All External Accounts

Update transaction date range

Updates the visible transaction date range for an external account. Use this endpoint to limit which transactions are shown from this account based on their date.

When the date range is tightened (start date moved forward or end date moved backward), any categorized transactions that now fall outside the new bounds are automatically uncategorized. This ensures that hidden transactions don’t contribute to financial reports.

Set either field to null to remove that bound. For example, setting show_transactions_on_or_after to null will show all transactions after the business’s activation_at date.

PUT

businesses

{businessId}

external-accounts

{externalAccountId}

transaction-date-range

Update transaction date range

curl --request PUT \
  --url https://sandbox.layerfi.com/v1/businesses/{businessId}/external-accounts/{externalAccountId}/transaction-date-range \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "show_transactions_on_or_after": "2023-11-07T05:31:56Z",
  "show_transactions_on_or_before": "2023-11-07T05:31:56Z"
}
'

{
  "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "external_account_external_id": "0Br385JmgbTryJn8nEBnUb4A5ydv06U9Vbqqq",
  "external_account_source": "UNIT",
  "external_account_name": "My external bank account",
  "latest_balance_timestamp": {
    "external_account_external_id": "0Br385JmgbTryJn8nEBnUb4A5ydv06U9Vbqqq",
    "external_account_source": "UNIT",
    "balance": 123,
    "at": "2023-11-07T05:31:56Z",
    "created_at": "2023-11-07T05:31:56Z"
  },
  "current_ledger_balance": 123,
  "uncategorized_transaction_sum": 123,
  "mask": "4321",
  "institution": {
    "name": "Bank of Generica",
    "logo": "iVBORw0KGgoAAAANSUhEUgAAAJgAAACYCAMAAAAvHNATAAAAYFBMVEUAAAAAC1ETC"
  },
  "notifications": [
    {
      "type": "OPENING_BALANCE_MISSING",
      "scope": "USER"
    }
  ],
  "connection_needs_repair_as_of": "2023-11-07T05:31:56Z",
  "reconnect_with_new_credentials": true,
  "requires_user_confirmation_as_of": "2023-11-07T05:31:56Z",
  "connection_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "connection_external_id": "<string>",
  "user_created": true,
  "is_syncing": true,
  "ledger_account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "archived_at": "2023-11-07T05:31:56Z",
  "show_transactions_on_or_after": "2023-11-07T05:31:56Z",
  "show_transactions_on_or_before": "2023-11-07T05:31:56Z"
}

Authorizations

Authorization

string

header

required

Bearer authentication header of the form Bearer <token>, where <token> is your auth token.

Headers

Content-Type

string

Content-Type must be set to application/json

Path Parameters

businessId

string<uuid>

required

The UUID of the business that owns the external account.

externalAccountId

string<uuid>

required

The UUID of the external account to update the date range for.

Body

application/json

Parameters for updating the visible transaction date range on an external account.

show_transactions_on_or_after

string<date-time> | null

If set, only transactions on or after this timestamp will be visible. Set to null to remove the lower bound and show all transactions regardless of how old they are.

show_transactions_on_or_before

string<date-time> | null

If set, only transactions on or before this timestamp will be visible. Set to null to remove the upper bound and show all transactions regardless of date.

Response

Transaction date range updated successfully. Returns the updated external account.

string<uuid>

Unique identifier for the external account

external_account_external_id

string

Unique ID of the external account in an external system for linking and idempotency.

Example:

"0Br385JmgbTryJn8nEBnUb4A5ydv06U9Vbqqq"

external_account_source

enum<string>

Source of the external account.

Available options:

UNIT,

PLAID,

API,

STRIPE,

CUSTOM

external_account_name

string

Name of the external account

Example:

"My external bank account"

latest_balance_timestamp

object

The latest balance timestamp

Show child attributes

current_ledger_balance

integer<int64>

Current ledger balance of the external account in cents

uncategorized_transaction_sum

integer<int64>

Sum of uncategorized transactions for this external account in cents

mask

string | null

Last 4 digits of the external account number

Example:

"4321"

institution

object

The institution that the external account is associated with.

Show child attributes

notifications

object[]

List of notifications for this external account

Show child attributes

connection_needs_repair_as_of

string<date-time> | null

Timestamp indicating when the connection started needing repair

reconnect_with_new_credentials

boolean

Whether the connection requires reconnection with new credentials

requires_user_confirmation_as_of

string<date-time> | null

Timestamp indicating when user confirmation was required

connection_id

string<uuid> | null

Unique identifier for the connection

connection_external_id

string | null

External identifier for the connection

user_created

boolean

Whether this external account was created by a user

is_syncing

boolean

Whether the external account is currently syncing

ledger_account_id

string<uuid> | null

The ID of the ledger account associated with the external account

archived_at

string<date-time> | null

Timestamp when the external account was archived

show_transactions_on_or_after

string<date-time> | null

If set, only transactions on or after this timestamp are visible. Transactions before this date are hidden from user-facing views and API queries. When this value is set or moved forward, any categorized transactions that fall outside the new bounds are automatically uncategorized.

show_transactions_on_or_before

string<date-time> | null

If set, only transactions on or before this timestamp are visible. Transactions after this date are hidden from user-facing views and API queries. When this value is set or moved backward, any categorized transactions that fall outside the new bounds are automatically uncategorized.

Uncategorize and archive external account Fetch opening balance

Businesses

Financial Activity

Accounting Reports

Platform Configuration

Activity Metrics

Quickbooks

Update transaction date range

Authorizations

Headers

Path Parameters

Body

Response