Get All Customer Transactions

GET {{baseUrl}}/aggregation/v3/customers/{{customerId}}/transactions?fromDate=1000000000&includePending=true&toDate=1665309262

Get all transactions available for this customer within the given date range, across all accounts. This service supports paging and sorting by transactionDate (or postedDate if no transaction date is provided), with a maximum of 1000 transactions per request.

Standard consumer aggregation provides up to 180 days of transactions prior to the date each account was added to the Finicity system. To access older transactions, you must first call the service Load Historic Transactions for Account.

There is no limit for the size of the window between fromDate and toDate, however, the maximum number of transactions returned on one page is 1000.

Supported regions: πŸ‡ΊπŸ‡Έ

Request Params

KeyDatatypeRequiredDescription
fromDatenumber(Required) A "from" date
startnumberIndex of the page of results to return
limitnumberMaximum number of results per page
sortstringDate sort order: "asc" for ascending, "desc" for descending
includePendingbooleanIf pending transactions must be included
toDatenumber(Required) A "to" date

HEADERS

KeyDatatypeRequiredDescription
Finicity-App-Keystring
Acceptstring
Finicity-App-Tokenstring

RESPONSES

status: OK

{"found":200,"displaying":2,"moreAvailable":true,"fromDate":1607450357,"toDate":1607450357,"sort":"desc","transactions":[{"id":21284820852,"amount":3678.9,"accountId":5011648377,"customerId":1005061234,"status":"active","description":"MAD SCIENCE RESEARCH PR PAYMENT","postedDate":1607450357,"createdDate":1607450357,"categorization":{"normalizedPayeeName":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"category":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"country":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"city":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"state":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"postalCode":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"bestRepresentation":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"}},"memo":"PPD ID 098749","transactionDate":1607450357,"effectiveDate":1607450357,"firstEffectiveDate":1607450357,"type":"atm","checkNum":1876,"escrowAmount":134.01,"feeAmount":25,"interestAmount":256.78,"principalAmount":1345.56,"unitQuantity":50,"unitPrice":5,"subaccountSecurityType":"Cash","commissionAmount":0,"ticker":"DAL","investmentTransactionType":"purchased","taxesAmount":0,"currencySymbol":"USD"},{"id":21284820852,"amount":3678.9,"accountId":5011648377,"customerId":1005061234,"status":"active","description":"MAD SCIENCE RESEARCH PR PAYMENT","postedDate":1607450357,"createdDate":1607450357,"categorization":{"normalizedPayeeName":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"category":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"country":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"city":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"state":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"postalCode":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"bestRepresentation":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"}},"memo":"PPD ID 098749","transactionDate":1607450357,"effectiveDate":1607450357,"firstEffectiveDate":1607450357,"type":"atm","checkNum":1876,"escrowAmount":134.01,"feeAmount":25,"interestAmount":256.78,"principalAmount":1345.56,"unitQuantity":50,"unitPrice":5,"subaccountSecurityType":"Cash","commissionAmount":0,"ticker":"DAL","investmentTransactionType":"purchased","taxesAmount":0,"currencySymbol":"USD"}]}