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v4

latestOpenAPI 3.1.02026-08-032294621.7 MB
Bank Match

List bank-feed transactions

Return bank-feed rows (one per debit/credit on a connected bank or credit-card account), newest first. Use this to drive reconciliation externally: page through the rows, decide which DualEntry transaction each one corresponds to, then POST /matches/ to record the pairing.

get/public/v2/bank-match/bank-transactions/

Query parameters

financial_account_idinteger nullable

Limit to a single bank/credit-card account.

Limit to a single bank/credit-card account.

matching_status'unprocessed' | 'deterministic_suggested' | 'awaiting_ai' | 'ai_in_progress' | 'ai_suggested' | 'ai_no_match' | 'no_match' | 'excluded' | 'matched'

Pipeline stage filter, e.g. unprocessed, ai_suggested, matched, no_match, excluded.

date_fromstring date-time nullable

Inclusive lower bound on date.

Inclusive lower bound on date.

date_tostring date-time nullable

Inclusive upper bound on date.

Inclusive upper bound on date.

is_postedboolean nullable

true for posted-only, false for pending-only, omit for both.

true for posted-only, false for pending-only, omit for both.

include_expiredboolean

By default expired rows are hidden; pass true to see them.

By default expired rows are hidden; pass true to see them.

limitinteger

Number of records to return per page (capped at 100)

Number of records to return per page (capped at 100)

offsetinteger

Number of records to skip before starting to return results

Number of records to skip before starting to return results

Response

OK

countinteger required