---
title: "Summarize transactions with filters"
method: GET
path: "/companies/{companyId}/transactions/summary"
tags: ["Transactions"]
---

# Summarize transactions with filters

`GET /companies/{companyId}/transactions/summary`

## Request

- Base URL: `https://api.medianfi.com/api/v1`
- URL: `https://api.medianfi.com/api/v1/companies/{companyId}/transactions/summary`
- Auth: HTTP bearer

## Query parameters

- `entityId` union
  - string, uuid
  - 'consolidated'
- `status` 'needs_review' | 'categorized'
- `direction` 'in' | 'out'
- `dateFrom` string, date
- `dateTo` string, date
- `bankAccountId` string, uuid
- `sourceProvider` string
- `sourceAccountId` string, uuid
- `categoryGlAccountId` string, uuid
- `classId` string, uuid
- `tagId` union
  - string, uuid
  - string[]
- `untagged` 'true' | 'false'
- `categoryState` 'uncategorized'
- `includeUnassignedSource` 'true' | 'false'
- `includeUnassignedCategory` 'true' | 'false'
- `search` string

## Response `200`

Transaction summary for the matching filtered set

- TransactionSummaryResponse
  - `success` boolean
  - `data` TransactionSummary
    - `transactionCount` integer
    - `moneyInCents` integer
    - `moneyOutCents` integer
    - `netCents` integer
    - `dateFrom` string, date, nullable
    - `dateTo` string, date, nullable
    - `latestOccurredOn` string, date, nullable

## Other responses

- `401`: Authentication required
- `403`: Insufficient permissions or not a company member

---

[API](https://skmtc.dev/medianfi/apis/median-api.md) · [All operations](https://skmtc.dev/medianfi/apis/median-api/llms.txt) · [OpenAPI document](https://skmtc.dev/medianfi/apis/median-api/revisions/20090ea32b0d?raw)