Bank Match

List bank-feed transactions

Changed on

Return bank-feed rows (one per debit/credit on a connected bank or credit-card account), newest first. Use this to drive reconciliation externally: page through the rows, decide which DualEntry transaction each one corresponds to, then POST /matches/ to record the pairing.

get/public/v2/bank-match/bank-transactions/

Request

  • Base URL: https://api.dualentry.com
  • URL: https://api.dualentry.com/public/v2/bank-match/bank-transactions/
  • Auth: none declared

Query parameters

updated_afterstring date-time nullable
updated_beforestring date-time nullable
financial_account_idinteger nullable

Limit to a single bank/credit-card account.

matching_status'unprocessed' | 'awaiting_setup' | 'deterministic_suggested' | 'awaiting_ai' | 'ai_in_progress' | 'ai_suggested' | 'ai_no_match' | 'no_match' | 'excluded' | 'matched'

Pipeline stage filter, e.g. unprocessed, ai_suggested, matched, no_match, excluded.

date_fromstring date-time nullable

Inclusive lower bound on date.

date_tostring date-time nullable

Inclusive upper bound on date.

is_postedboolean nullable

true for posted-only, false for pending-only, omit for both.

include_expiredboolean

By default expired rows are hidden; pass true to see them.

limitinteger

Number of records to return per page (capped at 100)

offsetinteger

Number of records to skip before starting to return results

Response

OK

countinteger required

Changes

  • f8de2ceea61dRevision changes
    • warning

      added the new cashpro enum value to the // response property for the response status

    • warning

      added the new dualentry_banking enum value to the // response property for the response status

  • 80ad0c0dfb37Revision changes
    • warning

      added the new finicity enum value to the // response property for the response status