API ReferenceTransactions

List Transactions

Retrieves all transactions for the specified account with optional filtering. Filter options: - Date-based filtering: Use start_date, end_date, and timezone together - Datetime-based filtering: Use start_datetime and end_datetime (timezone-aware, e.g., 2026-02-17T00:00:00Z) - Cannot mix date and datetime filters - Filter by transaction_type (CREDIT/DEBIT) and transaction_status (PENDING/POSTED)

Authentication

AuthorizationBearer

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

Path parameters

account_idstringRequired

Query parameters

id_typeenum or nullOptional
Type of the account id. Must be 'institution' or 'None'.
Allowed values:
start_datestring or nullOptionalformat: "date"
end_datestring or nullOptionalformat: "date"
start_datetimestring or nullOptionalformat: "date-time"
end_datetimestring or nullOptionalformat: "date-time"
transaction_typeenum or nullOptional
Allowed values:
transaction_statusenum or nullOptional
Allowed values:
pageinteger or nullOptional>=1
page_sizeinteger or nullOptional>=1
timezoneenum or nullOptional

Response

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

Errors