Get Customer Account Transactions
GET {{baseUrl}}/aggregation/v3/customers/{{customerId}}/accounts/{{accountId}}/transactions?fromDate=1000000000&includePending=true&toDate=1665309262
Get all transactions available for this customer account within the given date range. 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 Cash Flow Verification 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:
Request Params
Key | Datatype | Required | Description |
---|---|---|---|
fromDate | number | (Required) A "from" date | |
start | number | Index of the page of results to return | |
limit | number | Maximum number of results per page | |
sort | string | Date sort order: "asc" for ascending, "desc" for descending | |
includePending | boolean | If pending transactions must be included | |
toDate | number | (Required) A "to" date |
HEADERS
Key | Datatype | Required | Description |
---|---|---|---|
Finicity-App-Key | string | ||
Accept | string | ||
Finicity-App-Token | string |
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"}]}