Get All Customer Transactions

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

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 Mastercard Open Banking 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‡¦πŸ‡Ί

Request Params

KeyDatatypeRequiredDescription
fromDatenumber(Required) A "from" date
includePendingboolean
toDatestring

HEADERS

KeyDatatypeRequiredDescription
Consent-Receipt-Idstring(Required) A Mastercard Open Banking Consent Receipt ID
Acceptstring
App-Keystring
Finicity-App-Tokenstring

RESPONSES

status: OK

{"found":200,"displaying":2,"moreAvailable":true,"fromDate":1607450357,"toDate":1607450357,"sort":"desc","transactions":[{"id":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"amount":3678.9,"accountId":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"customerId":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"status":"active","description":"MAD SCIENCE RESEARCH PR PAYMENT","createdDate":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"memo":"PPD ID 098749","postedDate":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"transactionDate":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"effectiveDate":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"firstEffectiveDate":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"type":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"checkNum":1876,"escrowAmount":134.01,"feeAmount":25,"interestAmount":256.78,"principalAmount":1345.56,"unitQuantity":50,"unitPrice":5,"categorization":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"subaccountSecurityType":"Cash","commissionAmount":0,"ticker":"DAL","investmentTransactionType":"purchased","taxesAmount":0,"currencySymbol":"USD","symbol":"ABC","unitAction":"BUY","confirmationNumber":"test confirmation","payeeId":"test PAYEE_ID","extendedPayeeName":"test EXTENDED_PAYEE","originalCurrency":"Y","reveralInstitutionTransactionId":"599","securedType":"test SECURED_TYPE","stateWithholding":20,"sharesPerContract":19,"penaltyAmount":18,"relatedInstitutionTradeId":"test RELATED_INSTITUTION_TRADE_ID","inv401kSource":"test INV_401K_SOURCE","escrowOtherAmount":16,"escrowFeesAmount":17,"escrowPmiAmount":15,"escrowInsuranceAmount":14,"escrowTaxAmount":12,"runningBalanceAmount":23,"cusipNo":"CUSIP_NUMBER","tradeDate":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"lastUpdatedDate":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"ofxCheckNumber":"71720221","securityId":"1234","securityIdType":"Type-1","optionType":"Option-1"},{"id":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"amount":3678.9,"accountId":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"customerId":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"status":"active","description":"MAD SCIENCE RESEARCH PR PAYMENT","createdDate":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"memo":"PPD ID 098749","postedDate":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"transactionDate":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"effectiveDate":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"firstEffectiveDate":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"type":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"checkNum":1876,"escrowAmount":134.01,"feeAmount":25,"interestAmount":256.78,"principalAmount":1345.56,"unitQuantity":50,"unitPrice":5,"categorization":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"subaccountSecurityType":"Cash","commissionAmount":0,"ticker":"DAL","investmentTransactionType":"purchased","taxesAmount":0,"currencySymbol":"USD","symbol":"ABC","unitAction":"BUY","confirmationNumber":"test confirmation","payeeId":"test PAYEE_ID","extendedPayeeName":"test EXTENDED_PAYEE","originalCurrency":"Y","reveralInstitutionTransactionId":"599","securedType":"test SECURED_TYPE","stateWithholding":20,"sharesPerContract":19,"penaltyAmount":18,"relatedInstitutionTradeId":"test RELATED_INSTITUTION_TRADE_ID","inv401kSource":"test INV_401K_SOURCE","escrowOtherAmount":16,"escrowFeesAmount":17,"escrowPmiAmount":15,"escrowInsuranceAmount":14,"escrowTaxAmount":12,"runningBalanceAmount":23,"cusipNo":"CUSIP_NUMBER","tradeDate":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"lastUpdatedDate":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"ofxCheckNumber":"71720221","securityId":"1234","securityIdType":"Type-1","optionType":"Option-1"}]}