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v4

latestOpenAPI 3.1.02026-08-032294621.7 MB
Bank Match

Get one bank-feed transaction

Fetch a single bank-feed row by id. Returns 404 if it doesn't exist or belongs to another organization.

get/public/v2/bank-match/bank-transactions/{financial_transaction_id}/

Path parameters

financial_transaction_idinteger required

Response

OK

idinteger required
financial_account_idinteger required
financial_account_namestring nullable

Human-readable name of the bank/credit-card account this row belongs to.

datestring date-time required
posted_atstring date-time nullable required
amountstring required

Signed amount. Positive = debit (money in), negative = credit (money out).

debit_amountstring required

max(amount, 0). Zero when this row is a credit.

credit_amountstring required

abs(min(amount, 0)). Zero when this row is a debit.

descriptionstring required
payeestring nullable

Merchant or counterparty, when the bank reports one.

currency_iso_4217_codestring nullable required
source'pdf_upload' | 'csv_upload' | 'manual_upload' | 'bai_upload' | 'meld' | 'plaid' | 'waycore' | 'saltedge' required
is_postedboolean required
is_expiredboolean required
matching_status'unprocessed' | 'deterministic_suggested' | 'awaiting_ai' | 'ai_in_progress' | 'ai_suggested' | 'ai_no_match' | 'no_match' | 'excluded' | 'matched' required
matched_transaction_idsinteger[]

DualEntry transaction IDs currently matched to this row. Empty unless matching_status == 'matched'.

matched_entry_idsinteger[]

DualEntry entry IDs currently matched to this row (used for partial matches like journal entries).