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