get_transactions
Retrieve financial transactions with filters for date range, account, category, tag, status, and more. Supports pagination and includes pending/group options.
Instructions
Retrieve transactions, optionally filtered by date range, account, category, tag, recurring item, status, and more. Returns at most limit transactions (default 1000, max 2000); has_more is set on the response when more match the filters. Pending and split-parent / group-child transactions are excluded by default.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Max transactions to return (1-2000, default 1000). | |
| offset | No | Offset for pagination. Use with `has_more` from a previous response. | |
| status | No | ||
| tag_id | No | ||
| end_date | No | End of the date range. Required if start_date is set. | |
| is_pending | No | Filter by pending status. Takes precedence over include_pending when set. | |
| start_date | No | Beginning of the date range. Required if end_date is set. | |
| category_id | No | Filter by category ID. 0 returns only un-categorized transactions. Matches both leaf categories and category groups. | |
| recurring_id | No | ||
| created_since | No | Only return transactions created after this timestamp. | |
| include_files | No | Include the `files` array (attachment metadata) on each transaction. | |
| updated_since | No | Only return transactions updated after this timestamp. | |
| include_pending | No | Include imported pending transactions in results. | |
| is_group_parent | No | If true, returns only transaction groups (group parents). | |
| include_children | No | Populate the `children` array on group/split parent transactions. | |
| include_metadata | No | Include plaid_metadata and custom_metadata fields on each transaction. | |
| plaid_account_id | No | Filter by Plaid account ID, or 0 to omit all Plaid-account transactions. | |
| manual_account_id | No | Filter by manual account ID, or 0 to omit all manual-account transactions. | |
| include_split_parents | No | Include the original parent transactions of split transactions. | |
| include_group_children | No | Include the original transactions that were combined into transaction groups. |