get_transaction
Retrieve full details of a specific transaction by its ID, including date, amount, category, accounts, status, and metadata.
Instructions
Get details about a specific transaction.
Retrieves the full details of a single transaction by its ID, including:
Core data: id, date, amount, currency, payee, original_name
Category: category name (and category_id for reference)
Accounts: manual_account_id, plaid_account_id, recurring_id
Metadata: plaid_metadata, custom_metadata, files (if available)
Grouping/splitting: is_split_parent, split_parent_id, is_group_parent, group_parent_id, children
Timestamps: created_at, updated_at
Status: status, is_pending, source, external_id, tag_ids, notes
Args: transaction_id: ID of the transaction to retrieve
Returns: Full transaction object with all available fields
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| transaction_id | Yes |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||