API ReferenceTransactions

Create Transaction

Authentication

AuthorizationBearer

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

Path parameters

account_idstringRequired

Headers

idempotency-keystringRequired

Query parameters

id_typeenum or nullOptional
Type of the account id. Must be 'institution' or 'None'.
Allowed values:

Request

This endpoint expects an object.
amountstringRequired
Transaction amount. If negative, the transaction type will be Debit instead of Credit.
transacted_atstringRequiredformat: "date-time"

The datetime when the transaction occurred. Must be timezone-aware and cannot be in the future. Backdating is restricted to the current calendar month and must not precede the most recent allocation cutoff (2:00 PM ET on the last business day at or before the time of submission). Transactions submitted after the allocation cutoff on the last day of the month will have their effective date adjusted to the 1st of the following month.

descriptionstring or nullOptional<=256 characters
institution_transaction_idstring or nullOptional<=128 characters

Response

Successful Response
idstring
account_idstring
institution_idstring
amountstring
transacted_atstring
transaction_statusenum
is_interest_paymentboolean
transaction_typeenum
descriptionstring or null
posted_atstring or null
institution_transaction_idstring or null

Errors

400
Bad Request Error
401
Unauthorized Error
403
Forbidden Error
422
Unprocessable Entity Error
500
Internal Server Error