Returns a list of bank transactions for the specified business. Transactions can be filtered by date range, direction, categorization status, amounts, and description searches. Results will be paginated, see Pagination for details.
Bearer authentication header of the form Bearer <token>
, where <token>
is your auth token.
Content-Type must be set to application/json
The UUID of the business to fetch bank transactions for
Comma-separated list of reference numbers to filter transactions. Only transactions with reference numbers matching any value in this list will be returned.
The start date of the transaction range to fetch.
The end date of the transaction range to fetch.
The direction of the transaction to fetch.
INFLOW
, OUTFLOW
The categorization status of the transaction to fetch.
CATEGORIZED
, UNCATEGORIZED
, PENDING
, MATCHED
The minimum amount of the transaction to fetch.
The maximum amount of the transaction to fetch.
Substring to search for in description transactions. Only exact matches will be returned.
Regex to search for in description transactions. Regex will be parsed exactly as given and an error will be returned if the regex is invalid.
Comma-separated list of external account (e.g. Plaid account) IDs. This will filter for bank transactions within the provided list of accounts.
Filter transactions by exact memo match.
Filter transactions where memo contains this substring.
UUID of the customer to filter transactions by.
External ID of the customer to filter transactions by.
UUID of the vendor to filter transactions by.
External ID of the vendor to filter transactions by.
Filter transactions by whether they are matched (true) or not matched (false).
Filter transactions by category identifier or stable name.
Filter transactions by whether they are categorized (true) or not categorized (false).
Substring to search for in merchant name. Only exact matches will be returned.
Regex to search for in merchant name. Regex will be parsed exactly as given and an error will be returned if the regex is invalid.
The response is of type object[]
.