List compact transactions with calculations over exactly those returned records, or return one full transaction by id.

Return this one record instead of a list. Use the exact id a prior call returned.

With id only. relevant (default) lists the rules that matched, applied, or were once applied to this record. all also lists every other active rule with the criterion it failed, for checking why a rule missed the record. rules_considered.omitted_count says how many rules the default left out.

Earliest date to include, as an ISO calendar date. Omitting it reads the default window, which may not cover the period you are reasoning about.

Latest date to include, as an ISO calendar date.

Case-insensitive exact category match after splits, corrections, rules, and source fallback. Use uncategorized for unresolved transactions. Omit this filter to return transactions across all categories.

Keep only records with this effective cashflow role. expense is what counts as spending and income as earnings; transfer and debt_payment move money between the user's own accounts or settle a card. Omit for every role.

Case-insensitive substring match across the effective label, raw merchant name, and transaction description. Omit this filter to return transactions across all merchants.

Keep only transactions carrying this tag (rules.create add_tag), matched without regard to case; the transactions a tagged goal reads. Omit for every transaction.

Exclusive change timestamp in UTC ISO-8601 format. Includes late arrivals, edits, and removals regardless of posting date. Use the opening delta bounds for a checkpoint sweep.

Inclusive change timestamp in UTC ISO-8601 format. Requires changed_after; omitted upper bound is fixed when the read starts and preserved by next_actions. Rows are current records, not historical versions.

Filter category provenance: rule (including splits), canonical, source_fallback, unclassified, or source_only_or_missing. Source-only does not mean a user decision is required.

true returns only transactions no rule or correction has reached and no split allocates. Their category, when present, is the source provider's fallback. The page's calculations add label_counts, grouped by merchant (a row's merchant_name, else its label) the way merchant_name_contains matches, so one rule per entry covers the most rows. Without since, until, changed_after, or a cursor, the read covers records changed after the workspace's last acknowledged opening and says so in an unmatched_window_defaulted warning with a full-sweep continuation; before any acknowledged opening it covers every record. Pass since or changed_after to choose the window yourself.

Restrict transactions to one visible account using the exact id returned by accounts.list. Omit this filter to return transactions across every visible account.

Continue the same filtered read from pagination.next_cursor. The cursor is bound to the exact filters of the read that issued it; replay every other argument unchanged, or start again without cursor.

Maximum records to return in one page. The supported range is 1 through 1000; the default stays small.