HEhellosunset
Transactions

List transactions

List transactions for a bank account with date range and category filters.

get/cases/{case_id}/bank-accounts/{account_id}/transactions

Request

  • Base URL
    https://api.example.com/v1
  • Auth
    none declared

Query parameters

pageinteger

Page number for pagination.

per_pageinteger

Number of items per page.

date_fromstring date

Start date (inclusive).

date_tostring date

End date (inclusive).

type'credit' | 'debit' | 'transfer_in' | 'transfer_out' | 'interest' | 'fee' | 'dividend' | 'check' | 'ach' | 'wire' | 'atm' | 'pos' | 'adjustment' | 'estate_distribution'
category'income' | 'bills' | 'insurance_premium' | 'medical' | 'taxes' | 'estate_expense' | 'legal_fee' | 'funeral_expense' | 'beneficiary_distribution' | 'other'
min_amountnumber double
max_amountnumber double
is_flaggedboolean
is_recurringboolean
sort_by'date' | 'amount' | 'created_at'
sort_order'asc' | 'desc'

Sort direction.

Response

List of transactions.

Example response

{
  "data": [
    {
      "id": "01K6TX03CJ1T88HRYE78AN7VWX",
      "date": "2025-09-15",
      "posted_date": "2025-09-16",
      "type": "debit",
      "amount": -150,
      "running_balance": 15080.5,
      "description": "Electric Company Payment",
      "merchant_name": "Springfield Electric Co.",
      "reference_number": "REF-2025-09-15-001",
      "category": "bills",
      "is_recurring": true
    }
  ],
  "meta": {
    "page": 1,
    "per_page": 25,
    "total_count": 142,
    "total_pages": 6,
    "next_cursor": "eyJpZCI6IjAxSzVXRjA2TUo2VDk5SFJZRTQ4QU43WE04In0=",
    "has_more": true
  }
}

Changes

No recorded changes to this operation across all 1 revision of this API.