API

List transactions

List account transactions (accountId is manual id or bank/crypto snapshot id).

Pass accountId (manual account id or bank/crypto snapshot id). Optional source (manual/bank/crypto) when the id could be ambiguous. Prefer narrow date windows; avoid dumping full history.

GET/v1/list_transactions

Query

FieldTypeRequiredDefaultDescription
budgetIdstringYes—Budget that owns the account.
accountIdstringYes—Manual account id, or bank/crypto snapshot id from connections / list_accounts.
sourcestringNo—Optional: manual, bank, or crypto when disambiguating accountId.
pageTokenstringNo—Cursor from a previous nextPageToken.
limitnumberNo30Page size (1–100).

Response shape: { items, nextPageToken?, hasMore }.

Response data

FieldTypeDescription
itemsarrayTransactions.
hasMorebooleanTrue when more pages are available.
nextPageTokenstringCursor for the next page; null when hasMore is false.

Item fields

FieldTypeDescription
idstringId of the transaction.
sourcestringmanual, bank, or crypto.
accountIdstringAccount id (manual or snapshot).
budgetIdstringOwning budget id when present (manual).
amountnumberAmount in the relevant currency units (signed).
currencystringISO 4217 currency code.
descriptionstringFree-text description or memo.
merchantstringCounterparty / merchant when present and distinct from description.
postedAtstringISO-8601 posted timestamp.
categorystringCategory label when present on synced transactions.
originalAmountnumberOriginal amount before FX when present (synced).
originalCurrencystringOriginal currency before FX when present (synced).
txHashstringOn-chain hash / signature when present (crypto).
networkstringCrypto network when present.
tokenSymbolstringToken symbol when present (crypto).
directionstringin or out when present (crypto).
isDeletedbooleanSoft-delete flag when present (manual).
deletedAtstringISO-8601 soft-delete timestamp when present.
createdAtstringCreation timestamp when present.
updatedAtstringLast update timestamp when present.